FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,005 $497K <0.01% -29,445 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,002 $497K 0.03% -167 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,000 $496K 0.04% -4,000 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,000 $496K 0.05% +1,605 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,000 $496K 0.19% -290 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,000 $496K 0.13% 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,990 $495K 0.07% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,978 $494K 0.01% -516 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,971 $494K 0.05% +658 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,971 $494K 0.12% +2,622 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,963 $493K 0.02% -3,142 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,950 $491K 0.02% -3,648 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,948 $491K 0.07% -34,264 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,941 $491K 0.12% +1,001 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,941 $491K 0.1% -9,058 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,937 $490K 0.03% -3,340 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,908 $487K 0.17% -1,862 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 4,905 $487K 0.13% -178 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,871 $484K 0.04% -1,768 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $483K 0.12% new 13F-HR Timeline Amount filed as zero, left out of ratios. Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,859 $482K 0.08% +1,008 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,847 $481K 0.11% -32,981 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,835 $480K 0.15% +235 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,833 $480K 0.03% +682 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,828 $479K 0.01% -236 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,815 $478K 0.04% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,809 $477K 0.03% +717 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,797 $476K 0.03% -7,757 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 4,781 $475K 0.39% -42 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,767 $473K 0.02% +777 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 4,755 $472K 0.03% +2,092 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,746 $471K 0.05% -78 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,721 $469K 0.07% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,705 $467K 0.03% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,703 $467K 0.08% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,695 $466K 0.04% -402 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,686 $465K 0.12% -282 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,677 $464K 0.01% +29 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,664 $463K 0.13% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,635 $460K 0.08% -8,412 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,624 $459K <0.01% new 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 4,621 $459K 0.01% -17,491 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,612 $458K 0.01% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,607 $457K 0.09% -97 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,606 $457K 0.09% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,605 $457K 0.04% -254 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,601 $457K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,590 $456K 0.02% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,572 $454K 0.07% +1,796 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,568 $454K 0.11% +400 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,544 $451K 0.05% -2,138 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,506 $447K 0.02% -1,009 13F-HR Timeline Group Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 4,504 $447K 0.03% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,490 $446K 0.03% +1,261 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,480 $445K 0.07% -200 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,464 $443K 0.17% +172 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,460 $443K 0.02% -44 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,177 $442K 0.01% +720 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,440 $441K 0.01% +9 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,422 $439K 0.31% +1,944 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,408 $438K 0.05% +663 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 4,405 $437K 0.06% +2,338 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,394 $436K 0.03% -23,405 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 4,390 $436K 0.12% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,354 $432K 0.01% +1,873 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,338 $431K 0.1% +1,969 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,330 $430K 0.37% +240 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,321 $429K 0.06% -5,859 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,318 $429K 0.07% -610 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,309 $428K 0.08% +1,298 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,304 $427K 0.07% +1,753 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,301 $427K 0.03% +946 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 4,281 $425K 0.07% +1,688 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 4,256 $423K 0.02% 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,248 $422K 0.04% -1,380 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,241 $421K 0.06% +91 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,237 $421K 0.04% +12 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,208 $418K 0.01% +703 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,202 $417K 0.12% +385 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,177 $415K 0.03% +905 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,168 $414K 0.03% +1,797 13F-HR/A Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,154 $412K 0.12% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,131 $410K 0.09% +29 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,130 $410K 0.19% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,125 $410K 0.01% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,875 $409K 0.13% +746 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 4,117 $409K 0.4% +1,270 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,112 $408K 0.35% -28,284 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,102 $407K 0.02% +686 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,099 $407K 0.03% -773 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,095 $407K <0.01% -3,410 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,089 $406K 0.24% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,084 $405K 0.02% -3,030 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,075 $405K 0.03% +787 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,067 $404K 0.05% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,063 $403K 0.31% +465 13F-HR/A Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,058 $403K 0.05% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 4,050 $402K 0.23% 0 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 4,024 $400K 0.09% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,019 $399K 0.02% -2,192 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,015 $399K 0.09% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,014 $399K 0.06% +640 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,010 $398K 0.02% -800 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 3,998 $397K 0.37% -210 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,995 $397K 0.18% +1,120 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,098 $395K 0.14% +699 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,931 $394K 0.02% -2,023 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,952 $392K 0.05% -2,198 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,920 $389K 0.05% -95 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,896 $387K 0.01% +206 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,596 $384K 0.02% -2,023 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,856 $383K 0.02% -898 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,850 $382K 0.06% -978 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,828 $380K 0.02% +48 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,824 $380K 0.14% +1,364 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 3,821 $379K 0.22% +702 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,817 $379K 0.14% +3,528 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,811 $378K 0.01% +1,300 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,810 $378K 0.03% -48 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,808 $378K 0.2% -2,240 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,811 $378K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,805 $378K 0.05% +90 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,796 $377K 0.04% -5,540 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,599 $376K 0.02% -432 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,774 $375K 0.12% +1,028 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,766 $374K 0.05% -6,493 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,758 $373K 0.16% +521 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,756 $373K 0.34% +1,316 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,752 $372K 0.04% -1,014 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,750 $372K 0.06% 0 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 3,750 $372K 0.1% new 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 3,750 $372K 0.11% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,744 $372K 0.05% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,735 $371K 0.09% +1,099 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,735 $371K 0.1% +1,645 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,729 $370K 0.24% +1,449 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 3,232 $369K 0.1% -1,489 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,710 $368K 0.06% -1,778 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,707 $368K 0.07% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,706 $368K 0.12% +946 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 3,700 $367K 0.05% 0 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,700 $367K 0.12% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,695 $367K 0.04% -197 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,692 $367K 0.11% +5 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,667 $364K 0.03% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,664 $364K 0.05% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,663 $364K 0.01% +1,670 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,661 $363K 0.01% +635 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,647 $362K 0.02% +822 13F-HR Timeline Champlain Investment Partners, LLC More: the full row for Champlain Investment Partners, LLC 3,635 $361K 0.01% +785 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,630 $360K 0.16% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,624 $360K 0.02% -2,011 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,623 $360K 0.14% +649 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,620 $359K 0.15% -16,391 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,613 $359K 0.01% -2,347 13F-HR Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,599 $357K 0.18% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,595 $357K 0.01% +1,633 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,700 $357K 0.1% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,567 $357K 0.01% -108 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,589 $356K 0.2% +220 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 3,584 $356K 0.13% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,583 $356K 0.11% -685 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,577 $355K 0.05% +1,267 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,575 $355K 0.01% new 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,571 $355K 0.25% -443 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,545 $352K 0.12% +314 13F-HR/A Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,544 $352K 0.07% -2,568 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,310 $350K 0.38% -175 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,526 $350K 0.1% -2,045 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,506 $348K 0.03% +387 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,504 $348K <0.01% -485 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,492 $347K 0.05% +191 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,487 $346K 0.08% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,486 $346K 0.02% -348 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,308 $346K 0.01% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,480 $345K 0.16% +275 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,452 $343K 0.13% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,445 $342K 0.02% -4,667 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,437 $341K 0.18% 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,425 $340K 0.16% -160 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,424 $340K 0.1% +3,383 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,416 $340K 0.02% -3,493 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 3,415 $339K 0.25% +38 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,400 $338K <0.01% -652 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,387 $336K 0.03% -78 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,384 $336K 0.01% -239 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 3,370 $335K 0.3% +1,000 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,369 $334K 0.15% +3,154 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,368 $334K <0.01% -262 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,361 $334K 0.03% -559 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,358 $333K 0.01% +8 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,356 $333K 0.03% -494 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 3,340 $332K 0.16% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,327 $330K 0.08% +614 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,323 $330K 0.03% -39,215 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,320 $330K 0.04% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 3,309 $329K 0.15% 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 3,308 $328K 0.06% -75 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,300 $328K 0.02% -757 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,353 $327K 0.01% -325 13F-HR Timeline