Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 10,215 $982K 0.6% -885 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,202 $981K 0.33% -1,475 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 10,184 $979K 0.26% +588 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,158 $977K 0.12% +569 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 10,144 $975K 0.04% +6,077 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 10,131 $974K 0.21% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 10,107 $972K 0.05% +17 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,101 $971K 0.12% +855 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,081 $969K 0.14% -659 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 10,070 $968K 0.18% +20 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,050 $966K 0.15% +170 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,049 $966K 0.62% +49 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 10,039 $965K 0.55% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 10,556 $965K 0.21% -233 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 10,000 $962K 0.21% new 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 10,000 $962K 0.08% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,994 $961K 0.15% +895 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 9,967 $958K 0.86% +7,010 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,963 $958K 0.06% -571 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 9,961 $958K 0.11% +82 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 9,934 $955K 5.32% new 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $953K 0.41% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,912 $953K 0.43% +80 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 9,897 $952K 0.11% +2,651 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,889 $951K 0.11% -1,237 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 9,888 $951K 0.22% +2,471 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,867 $949K 0.16% -320 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,866 $949K 0.09% -2,120 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 9,850 $947K 0.13% +3,280 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,832 $945K 0.27% +1,502 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,823 $944K 0.08% +554 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,790 $941K 0.06% +410 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 9,790 $941K 0.74% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,786 $941K 0.61% +149 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 9,770 $939K 0.19% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,743 $937K 0.21% +708 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 9,730 $936K 0.74% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,726 $935K 0.23% +3,490 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 9,725 $935K 0.13% +437 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,704 $933K <0.01% +3,954 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 9,679 $931K 0.75% +2,075 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 9,670 $930K 0.25% 0 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 9,650 $928K 0.08% 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 9,637 $927K 0.8% +3,357 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 9,637 $927K 0.26% -94 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,635 $926K 0.25% +585 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,629 $926K 0.25% -42 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 9,624 $925K 1.05% +744 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 9,622 $925K 0.28% +6,322 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 9,605 $924K 0.39% +1,759 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 9,604 $923K 0.45% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,557 $919K 0.09% +832 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 10,095 $919K 0.01% +4,379 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,548 $918K 0.04% +1,682 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 10,473 $917K 0.09% +1,224 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,530 $916K 0.04% -50 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,515 $915K 0.07% +27 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 9,510 $914K 0.1% +80 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 9,510 $914K 0.76% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 9,508 $914K 0.13% +455 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 9,500 $913K 0.35% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,482 $912K 0.14% +606 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,479 $911K 0.11% +4,255 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 9,478 $911K 0.22% -1,292 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 10,400 $911K 0.36% +1,200 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 9,462 $910K 0.23% 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 9,461 $910K 0.3% +135 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 9,453 $909K 0.2% +5,593 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 9,452 $909K 0.25% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 9,426 $906K 0.55% +6,041 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 9,425 $906K 0.11% +3,559 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 9,423 $906K 0.11% +1,325 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,420 $906K 0.09% -765 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 9,411 $905K 0.23% +1,104 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,396 $903K 0.03% -744 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 9,395 $903K 0.71% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,390 $903K 0.07% +1,102 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,373 $901K 0.18% -35,697 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 9,369 $901K 0.32% -5,221 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 9,333 $897K 0.39% +188 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,309 $895K 0.05% +2,912 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 9,290 $893K 0.2% +970 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 9,286 $893K 0.26% +86 13F-HR Timeline Essex LLC More: the full row for Essex LLC 9,244 $889K 0.16% -19 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 9,238 $888K 0.08% -132 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,236 $888K 0.15% +3,371 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,208 $885K 0.07% +630 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 660 $884K 0.38% -7,060 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,180 $883K 0.12% +1,117 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 9,465 $883K 0.17% -130 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 9,176 $882K 0.28% +2,480 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 9,174 $882K 0.3% -53 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 9,154 $880K 0.2% +1,472 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,163 $879K 0.59% +964 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 9,127 $878K 0.64% +2,073 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 9,118 $877K 0.21% +3,788 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,111 $876K 0.07% -32 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,101 $875K 0.17% -379 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,100 $875K 0.45% +1,300 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 9,092 $874K 0.57% -1,016 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 9,057 $871K 0.15% +288 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,053 $870K 0.14% +38 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 9,020 $867K 0.8% -1,890 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 9,000 $865K 0.53% -927 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 8,949 $860K 0.57% -82 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,815 $858K 0.06% +721 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,918 $857K 0.31% +254 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,917 $857K 0.09% +833 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,916 $857K 0.05% +100 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,913 $857K 0.09% +2,238 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 8,867 $853K 0.56% -410 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,827 $849K 0.3% -11,733 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,827 $849K 0.1% -208 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 8,808 $847K 0.02% +493 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,806 $847K 0.78% +1,288 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,783 $844K 0.6% +54 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,015 $838K 0.13% +1,284 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 8,709 $837K 0.03% +3,071 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 8,706 $837K 0.13% +596 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 8,699 $836K 0.25% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 8,652 $832K 0.16% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,638 $831K 0.08% +770 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 8,625 $829K 0.64% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 8,623 $829K 0.39% +2,483 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,611 $828K 0.16% +746 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 8,600 $827K 0.24% +898 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 8,584 $825K 0.06% +2,384 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 8,570 $824K 0.56% +145 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,569 $824K 0.07% -3,583 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 8,530 $820K 0.14% -1,861 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,527 $820K 0.3% +1,701 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 8,491 $816K 0.02% -7,235 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 8,485 $816K 0.11% -118 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,454 $813K 0.1% +1,123 13F-HR/A Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 8,450 $812K 0.45% +694 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,434 $811K 0.15% +680 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,420 $810K 0.04% -1,010 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 8,423 $810K 0.29% -98 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 8,419 $809K 0.57% +686 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 8,418 $809K 0.74% +798 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 8,409 $809K 0.09% +1,289 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,410 $809K 0.05% -29 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 8,409 $809K 0.22% +1,124 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,367 $804K 0.07% +4,362 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 8,360 $804K 0.59% -15 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 8,373 $803K 0.21% +364 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 8,350 $803K 0.92% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 8,349 $803K 0.34% +540 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 8,305 $799K 0.08% -32 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 8,304 $798K 0.39% -439 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 8,283 $796K 0.25% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,280 $796K 0.18% +272 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 8,276 $796K 0.38% +1,094 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,270 $795K 0.27% +3,814 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 8,269 $795K 0.46% -1,450 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,254 $794K 0.01% +914 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,247 $793K 0.55% -199 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 8,220 $790K 0.08% +1,060 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,161 $785K 0.02% +631 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 8,160 $785K 0.27% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,160 $785K 0.23% -9,347 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 8,159 $784K 0.72% +1,439 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 8,155 $784K 0.45% +231 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,150 $784K 0.07% +3,560 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 8,150 $784K 0.57% -13,090 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,129 $782K 0.11% +2,778 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 8,109 $780K 0.58% -3,169 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,100 $779K 0.95% -5,000 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,098 $779K 0.58% +410 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 8,091 $778K 0.01% +2,871 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 8,076 $776K 0.06% +300 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,626 $776K 0.05% +950 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 8,040 $773K 0.14% +510 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 8,006 $770K 0.44% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 8,005 $770K <0.01% +1,775 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 8,000 $769K <0.01% -55,308 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 7,999 $769K 0.62% +979 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 7,984 $768K 0.31% +54 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7,982 $767K 0.41% +1,193 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 7,953 $765K 0.12% -6,164 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,939 $763K 0.25% +1,058 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,920 $762K 0.1% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,910 $761K 0.17% -70 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 7,907 $760K 0.49% -126 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,434 $759K 0.12% +32 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $759K 0.45% -7,890 13F-HR Timeline Amount filed as zero, left out of ratios. Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 7,870 $757K 0.16% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,835 $753K 0.49% +5,408 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 7,824 $752K 0.14% +2,400 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,820 $752K 0.13% -350 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 7,814 $751K 0.04% -1,022 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 7,804 $750K 0.49% +874 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,803 $750K 0.07% +283 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,790 $749K 0.06% -90 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 7,790 $749K 0.34% +660 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 7,780 $748K 0.14% -543 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,770 $747K 0.1% +40 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,743 $744K 0.28% +3,920 13F-HR Timeline Foster Group, Inc. 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