Keystone Financial Group More: the full row for Keystone Financial Group 3,291 $327K 0.02% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 3,277 $325K 0.06% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,275 $325K 0.02% +284 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,274 $325K 0.24% -1,080 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,271 $325K 0.01% -749 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,267 $324K 0.03% +505 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,262 $324K 0.04% -3,448 13F-HR/A Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,520 $323K 0.24% -880 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,257 $323K 0.02% -427 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,255 $323K 0.14% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,250 $323K 0.01% +291 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,050 $321K 0.04% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,213 $319K 0.03% -882 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,199 $318K 0.02% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,195 $317K 0.04% +917 13F-HR/A Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,175 $315K 0.15% -2,695 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,159 $314K 0.01% -196 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,163 $314K 0.19% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,146 $312K <0.01% -4,360 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,140 $312K 0.01% +418 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,138 $312K 0.1% -233 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,130 $311K <0.01% +1,043 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,130 $311K 0.11% +10 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,126 $310K 0.07% +50 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,126 $310K 0.17% +700 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 3,125 $310K 0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,121 $310K 0.26% +11 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,120 $310K 0.03% -1,298 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,110 $309K <0.01% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,105 $308K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,105 $308K 0.19% -2,685 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,093 $307K 0.01% +873 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,095 $307K 0.02% -1,317 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,092 $307K 0.03% -46,762 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,840 $306K 0.13% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 3,081 $306K 0.24% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,081 $306K 0.15% +528 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,066 $304K 0.02% -1,073 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,047 $303K 0.01% +1,012 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 3,046 $302K 0.04% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,042 $302K 0.09% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,032 $301K 0.23% -686 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,030 $301K 0.06% -708 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,028 $301K 0.04% -951 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,015 $299K 0.09% -1,485 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,006 $298K 0.01% -2,599 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,000 $298K 0.04% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 3,000 $298K 0.63% new 13F-HR/A Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,000 $298K 0.21% +150 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,985 $296K 0.09% -2,707 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,969 $295K 0.1% -1,623 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,953 $293K 0.03% -6,823 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,947 $293K 0.15% +736 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,946 $292K 0.01% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,945 $292K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,928 $291K 0.05% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,925 $290K 0.19% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,906 $289K 0.03% -569 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,901 $288K 0.01% +138 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 2,889 $287K 0.07% new 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 2,883 $286K 0.07% +935 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,881 $286K 0.07% +926 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,879 $286K 0.01% -4,963 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 2,876 $286K 0.53% -20 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,872 $285K 0.01% -901 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,864 $284K 0.01% +450 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,858 $284K 0.03% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,855 $283K 0.09% -25 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,843 $282K 0.13% -324 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,829 $281K 0.06% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,825 $280K 0.08% +495 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,820 $280K 0.04% -297 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,818 $280K 0.09% -4,212 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,818 $279K 0.18% +80 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,809 $279K 0.16% -45 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,791 $277K 0.01% -1,454 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,785 $276K 0.03% -5,142 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,778 $276K 0.03% -896 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,776 $276K 0.03% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,742 $272K 0.02% -3,615 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,521 $272K 0.03% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 2,740 $272K 0.17% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,738 $272K 0.08% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,733 $271K 0.09% -240 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,729 $271K 0.02% +2,589 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,725 $271K 0.07% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,713 $269K 0.05% -1,602 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,712 $269K 0.01% +50 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,710 $269K 0.12% -264 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,703 $268K 0.14% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,699 $268K 0.03% +401 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,680 $268K 0.11% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,691 $267K 0.07% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,691 $267K 0.06% +81 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,545 $267K 0.08% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,684 $266K <0.01% +806 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,679 $266K 0.07% -45 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,675 $266K 0.04% +91 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,081 $265K 0.14% new 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,661 $264K 0.1% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,656 $264K 0.03% +17 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,632 $261K 0.06% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,630 $261K 0.05% +110 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,626 $261K 0.05% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,624 $261K 0.16% -597 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,622 $260K <0.01% -1,042 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,618 $260K 0.02% +278 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,618 $260K 0.05% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,598 $258K 0.06% +365 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,576 $256K 0.05% -442 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,571 $255K 0.04% +30 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,569 $255K 0.12% -8,062 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,567 $255K 0.07% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,555 $254K 0.01% -1,079 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,554 $254K 0.1% -470 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,554 $254K 0.05% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,535 $252K 0.05% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,533 $251K 0.03% +25 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,528 $251K 0.13% new 13F-HR/A Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,512 $249K <0.01% +129 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,511 $249K 0.01% +109 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,509 $249K 0.06% -259 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,505 $249K 0.02% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,492 $247K 0.03% -333 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,477 $246K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,461 $244K 0.05% -448 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,460 $244K 0.05% +185 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,460 $244K <0.01% -1,620 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,453 $244K 0.07% +108 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,452 $243K 0.14% -262 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,445 $243K 0.08% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,445 $243K 0.01% +475 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,444 $243K 0.01% -1,125 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 2,443 $243K 0.3% +463 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,435 $242K 0.09% +72 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,046 $240K 0.14% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,414 $240K 0.02% -691 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,510 $240K 0.08% -50 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,410 $239K 0.06% -11 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,405 $239K 0.04% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,398 $238K 0.01% -131,782 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,390 $237K 0.1% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,387 $237K -7,192 Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,382 $236K 0.01% -3,386 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,382 $236K 0.1% +83 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,380 $236K 0.01% -4,085 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,370 $235K 0.07% +25 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,244 $235K 0.08% -681 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,365 $235K 0.16% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,028 $235K 0.02% -397 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,355 $234K 0.03% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,351 $233K 0.07% +97 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,340 $232K 0.02% +652 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,330 $231K 0.01% +203 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,326 $231K 0.02% -5,467 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,324 $231K 0.04% -748 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,318 $230K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,285 $230K 0.06% +483 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,794 $229K 0.09% new 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 2,302 $229K 0.16% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,296 $228K 0.07% +100 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,295 $228K 0.08% new 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,295 $228K 0.09% +295 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,294 $228K 0.03% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,290 $227K 0.08% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,290 $227K 0.06% -540 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,276 $226K 0.05% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,276 $226K 0.16% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,274 $226K 0.04% -62 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,259 $224K 0.04% +114 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,257 $224K <0.01% -11,455 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,080 $224K 0.13% +157 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,255 $224K <0.01% -95 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,254 $224K 0.09% -4,691 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 2,252 $224K 0.24% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,250 $223K 0.04% +475 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,245 $223K 0.04% +200 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,245 $223K 0.08% +275 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,243 $223K 0.02% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,240 $222K 0.06% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,230 $221K 0.19% -2 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,217 $220K 0.01% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,215 $220K 0.03% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,215 $220K 0.09% +27 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,210 $219K 0.02% -60 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,208 $219K 0.2% +31 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 2,205 $219K 0.1% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,198 $218K 0.01% -4,313 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,196 $218K 0.06% -596 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,060 $218K 0.02% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,184 $217K 0.05% +74 13F-HR Timeline City State Bank More: the full row for City State Bank 2,175 $216K 0.05% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,172 $216K 0.12% +1,900 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,160 $214K 0.03% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,154 $214K 0.07% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,154 $213K 0.08% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,140 $212K 0.02% -3,184 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,135 $212K 0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,128 $211K 0.01% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,127 $211K 0.04% new 13F-HR Timeline