Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 24,072 $2.42M 0.78% +150 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,019 $2.42M 0.02% +673 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 23,997 $2.42M 0.43% +3,110 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 23,817 $2.4M 0.09% 0 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 23,523 $2.37M +82 Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 23,278 $2.34M 0.7% +229 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 23,146 $2.33M 0.38% +1,673 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 22,783 $2.29M 0.26% -148 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 22,708 $2.29M 0.04% -2,934 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,195 $2.22M 0.06% -25,834 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,873 $2.2M 0.01% -2,761 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 21,692 $2.18M 1.79% +507 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,428 $2.16M 0.07% -1,674 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 21,412 $2.16M 0.16% -1,402 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 21,370 $2.15M 0.8% -18,137 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 21,226 $2.14M 0.04% +7,134 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 21,181 $2.13M 1.62% +1,601 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,167 $2.13M 0.51% -481 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20,991 $2.1M 1.1% -1,372 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 20,547 $2.07M 0.01% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 20,536 $2.07M 0.4% -1,889 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,382 $2.05M <0.01% +1,825 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,475 $2.05M 1.04% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,347 $2.05M 0.02% -7,512 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,344 $2.05M 0.06% +3,719 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,299 $2.04M 0.16% -1,827 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 20,191 $2.03M 0.44% -8 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 19,779 $1.99M 0.16% -16,015 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,606 $1.97M 0.42% +250 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 19,523 $1.97M 0.84% -2,703 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 19,332 $1.95M 0.07% -5,454 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 19,322 $1.95M 1.54% +325 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,321 $1.95M 0.07% +4,025 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 19,065 $1.92M 0.59% +638 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 19,042 $1.92M 1.62% -350 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 19,037 $1.92M 0.41% -1,506 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,978 $1.91M 0.09% -455 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 18,551 $1.87M 0.62% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 18,025 $1.82M <0.01% +1,714 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 17,995 $1.81M 0.07% -388 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 17,920 $1.8M 0.39% -2,332 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,896 $1.8M 0.58% 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 17,893 $1.8M 0.7% +4,871 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 17,803 $1.8M -3,474 Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 17,500 $1.76M 0.12% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,368 $1.75M 0.97% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,365 $1.75M 0.01% +532 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 16,919 $1.74M 1.32% -5,183 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,235 $1.74M 0.05% -834 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16,935 $1.71M 0.07% -3,983 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 16,778 $1.69M 2.36% +119 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,724 $1.68M 0.07% -198 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 16,652 $1.68M 1.74% +738 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 16,485 $1.66M 0.19% -71,966 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 16,324 $1.65M 0.03% +8,756 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 16,383 $1.65M 0.42% +98 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 16,197 $1.64M 1.35% 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 16,282 $1.64M 0.29% +17 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,128 $1.62M 0.04% -1,965 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,115 $1.62M 0.15% -481 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,598 $1.57M 0.73% -2,625 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 15,482 $1.57M 0.31% +2,739 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,325 $1.54M 0.02% -553 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,296 $1.54M 0 Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 15,161 $1.53M 0.71% -139 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 15,049 $1.52M 0.41% +31 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 14,945 $1.5M 0.17% +1,093 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,464 $1.46M 0.13% +112 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 14,428 $1.45M 0.23% +2,655 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,262 $1.44M 0.04% -422 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 14,339 $1.44M 0.13% +754 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,247 $1.43M <0.01% +1,870 13F-HR Timeline Group Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 14,073 $1.42M 1.13% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 14,073 $1.42M <0.01% +2,433 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,874 $1.4M 0.01% +681 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 13,913 $1.4M 0.12% -10,877 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,890 $1.4M 0.15% -530 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 13,853 $1.39M 0.34% -318 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 13,705 $1.38M 0.65% +248 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,589 $1.37M 0.04% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,344 $1.34M 0.07% -9,511 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,298 $1.34M 0.04% -8,328 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 12,772 $1.29M 0.25% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,652 $1.28M 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,544 $1.26M 0.01% -26,720 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 12,542 $1.26M 0.58% +758 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,407 $1.25M 0.28% -169 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12,308 $1.24M 0.61% +1,686 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 12,307 $1.24M 1.05% -352 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,232 $1.23M 0.4% +935 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,221 $1.23M 0.01% -1,849 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,197 $1.23M 0.05% -224 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 12,082 $1.22M 0.02% +501 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 11,958 $1.2M 0.1% +54 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 11,892 $1.2M 0.34% -274 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,736 $1.18M 0.99% +37 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,675 $1.18M 0.07% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,498 $1.16M 0.08% -99 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 11,235 $1.13M 0.43% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,212 $1.13M 0.32% -891 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,915 $1.1M 0.44% -2,758 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,896 $1.1M 0.04% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,698 $1.08M 0.49% -3,492 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 10,377 $1.04M 0.41% -9,013 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 10,348 $1.04M <0.01% -2,072 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 10,087 $1.03M 0.24% -36 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,080 $1.02M 0.02% +2,945 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 10,050 $1.01M 0.35% -100 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,048 $1.01M 0.01% +2,158 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 9,963 $1M 0.23% +35 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,832 $990K 0.26% -714 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,829 $990K <0.01% -1,607 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,790 $986K 0.05% -319 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,718 $978K 0.08% -207 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,693 $976K 0.37% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,653 $972K 0.02% +3,838 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,565 $963K 0.27% +33 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,496 $956K 0.05% -8,994 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,473 $954K <0.01% -29,785 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 9,467 $953K 0.32% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,424 $949K 0.05% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 9,385 $945K 0.42% -246 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,376 $944K 0.06% +5,797 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 9,361 $943K 0.01% +7,170 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,358 $942K 0.04% +388 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,345 $941K 0.27% +8 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 9,320 $939K 0.39% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,251 $932K 0.79% +23 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,242 $931K 0.08% -1,340 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,167 $923K 0.65% +268 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,100 $916K 0.38% -1,250 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,041 $910K 0.09% +507 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,985 $904K <0.01% -375,408 13F-HR/A Timeline Group Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 8,935 $900K 0.19% +41 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,910 $897K 0.01% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,774 $884K 0.08% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,769 $883K 0.06% -562 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 8,429 $867K 0.18% +438 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,546 $865K 0.03% -20 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,577 $864K 0.4% -123 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,377 $844K <0.01% +3,025 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,332 $839K 0.54% +650 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,273 $833K 0.52% +1 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,178 $824K 0.01% +140 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,155 $821K 0.04% +749 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,027 $808K 0.09% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,015 $807K 0.01% -390 13F-HR/A Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,977 $803K 0.1% +5 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,976 $803K 0.24% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,948 $800K 0.07% -146 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,942 $800K 0.02% +2,565 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,781 $784K <0.01% -466 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,779 $783K 0.02% -56 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,749 $780K 0.02% -198 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,483 $758K 0.04% +145 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,496 $755K 0.12% +1,129 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 7,484 $754K 0.6% -85 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,439 $749K 0.09% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 7,360 $741K 0.01% -2,809 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,324 $738K 0.15% +275 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,289 $734K 0.1% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,280 $733K 0.17% -51,248 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,121 $720K 0.21% +120 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 7,142 $719K 0.54% +1,455 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,100 $715K 0.19% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,064 $711K 0.05% -972 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,037 $709K 0.05% -240 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,977 $703K 0.22% +29 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,795 $699K 0.16% -334 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,868 $692K 0.05% +1 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,851 $690K 0.51% -415 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,774 $686K 0.01% -496 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,791 $684K 0.01% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 6,775 $682K 0.45% +1,540 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,769 $682K <0.01% +1,096 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,770 $682K 0.1% +701 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,743 $679K <0.01% 0 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 6,704 $675K 0.2% +149 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,579 $663K <0.01% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,504 $655K 0.08% +3,090 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,434 $648K 0.06% 0 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 6,365 $641K 0.47% +27 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 6,360 $640K 0.23% +2,282 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,339 $638K 0.41% -138 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 6,314 $636K 0.06% -45,844 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,243 $632K 0.07% +1,482 13F-HR Timeline Heritage Wealth Management, Inc. 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