Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,120 $753K 0.17% +35 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,111 $752K 0.07% -100 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,855 $751K 0.31% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,104 $751K 0.14% -10,839 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,104 $751K 0.26% -317 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,096 $750K 0.12% -441 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,079 $747K 0.02% -157 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,067 $745K 0.09% +1,990 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,067 $745K 0.09% -711 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,066 $745K 0.07% +424 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 5,048 $743K 0.21% -60 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,034 $741K 0.02% -2,687 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,030 $740K 0.17% +906 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,166 $740K 0.29% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,022 $739K 0.13% -171 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,009 $737K 0.08% -317 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,007 $737K 0.17% 0 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 5,000 $736K 0.89% -1,000 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,995 $735K 0.13% +1,442 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,990 $734K 0.52% +323 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,986 $733K 0.18% +736 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,985 $733K 0.1% -3,252 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,979 $733K 0.1% -645 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,975 $732K 0.09% -2,345 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,974 $732K 0.09% -63 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,963 $730K 0.41% +20 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,959 $730K 0.26% -90 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,958 $729K 0.04% +622 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,955 $729K 0.24% +67 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,952 $729K 0.08% +450 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 4,934 $726K 0.12% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,229 $726K 0.13% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,933 $726K 0.07% +872 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,924 $724K 0.02% -172 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,921 $724K 0.25% +109 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,915 $723K 0.43% -65 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,914 $723K 0.06% -11 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,909 $722K 0.35% -34 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,909 $722K 0.05% -4,451 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,907 $722K 0.15% -494 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,900 $721K 0.09% -4,998 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 4,899 $721K 0.26% +902 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,896 $720K 0.21% +169 13F-HR/A Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,891 $720K 0.06% +1,246 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 4,888 $719K 0.12% -9,711 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,884 $718K 0.18% +4,570 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,881 $718K 0.06% +345 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,875 $717K 0.29% +13 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,857 $715K 0.2% -390 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,844 $713K 0.08% +830 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,826 $710K 0.7% +2,578 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,799 $706K 0.45% -52 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,795 $705K 0.19% -948 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,803 $705K 0.09% -610 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,790 $705K 0.72% +619 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,787 $704K 0.12% -2 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,767 $701K 0.36% -1,361 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,762 $701K 0.27% -382 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,754 $699K 0.08% -376 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,752 $699K 0.67% -138 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,750 $699K 0.08% +991 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 4,750 $699K 0.34% +13 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,731 $696K 0.04% -147 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 4,730 $696K 0.06% +2,577 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,726 $695K 0.16% +131 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,718 $694K 0.14% -3,483 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,688 $690K 0.28% -40 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,682 $689K 0.05% +50 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 4,676 $688K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,670 $687K 0.07% -50 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,669 $687K 0.04% -375 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,663 $686K 0.38% -1,305 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,651 $684K 0.12% -870 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,650 $684K 0.41% +3,050 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,644 $683K 0.14% -377 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,643 $683K 0.16% +720 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,626 $681K 0.08% +485 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,626 $681K 0.46% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,623 $680K 0.23% +2 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,623 $680K 0.36% +1,883 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,609 $678K 0.07% -2,335 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,609 $678K 0.38% +221 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,606 $678K 0.39% +765 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,602 $677K 0.15% +533 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,600 $677K 0.08% -7 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,597 $676K 0.17% -143 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,582 $674K 0.23% +142 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,576 $673K 0.1% +531 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,626 $672K 0.43% -98 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 4,569 $672K 0.35% 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,568 $672K 0.29% +343 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,559 $671K 0.09% -96 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,618 $671K 0.03% +261 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,556 $670K 0.09% +495 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,548 $669K 0.71% -428 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,542 $668K 0.16% +359 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,538 $668K 0.12% +807 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,533 $667K 0.19% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,524 $666K 0.15% +237 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,522 $665K 0.29% +229 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,517 $664K 0.18% -25,845 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 4,517 $664K 0.41% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,424 $664K 0.5% +387 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,509 $663K 0.29% +150 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,499 $662K 0.12% 0 13F-HR/A Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,493 $661K 0.18% -2,314 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,491 $661K 0.06% +136 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,481 $659K 0.09% +1,998 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 4,477 $659K 0.36% -577 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,476 $658K 0.14% -390 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,470 $658K 0.44% +291 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,459 $656K 0.42% -395 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,456 $656K 0.22% -1,339 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,452 $655K 0.03% -2,465 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,450 $655K 0.15% +156 13F-HR/A Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,446 $654K 0.31% +57 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,439 $653K 0.02% +1,134 13F-HR/A Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,436 $653K 0.08% +615 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,434 $652K 0.38% +18 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,427 $651K 0.19% -98 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,426 $651K 0.15% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,417 $650K 0.08% -130 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,414 $649K 0.37% +41 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,410 $649K 0.11% 0 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 4,665 $648K 0.53% -1,625 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,400 $647K 0.12% -900 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,399 $647K 0.06% -121 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,390 $646K 0.31% +20 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,511 $645K 0.03% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,375 $644K 0.62% -794 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,373 $643K 0.01% -2,522 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,352 $640K 0.43% +560 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,351 $640K 0.11% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,347 $639K 0.16% -18 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,344 $639K 0.1% -735 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,341 $639K 0.1% -68 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,334 $638K 0.07% +768 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,332 $637K 0.21% +105 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,326 $636K 0.11% -414 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,322 $636K 0.04% -506 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,322 $636K 0.34% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,317 $635K 0.11% -2,718 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,307 $634K 0.08% -1,567 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,306 $633K 0.17% +391 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,302 $633K 0.5% -58 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,296 $632K 0.33% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,283 $630K 0.13% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,272 $628K 0.09% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,263 $627K 0.22% +570 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,255 $626K 0.2% +48 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,254 $626K 0.08% 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,244 $624K 0.25% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,242 $624K 0.25% -146 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,239 $624K 0.05% -90 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,230 $622K 0.23% +289 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,224 $621K 0.06% +80 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,313 $621K 0.37% -143 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,219 $621K 0.01% -18,644 13F-HR Timeline Group Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,217 $620K 0.21% -600 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,215 $620K 0.07% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,212 $620K 0.36% +89 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,210 $619K 0.11% +1 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,205 $619K 0.07% +1,142 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,202 $618K 0.24% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,199 $618K 0.18% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,188 $616K 0.07% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,180 $615K 0.11% +2,081 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,179 $615K 0.02% +3,010 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 4,172 $614K 0.25% +12 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,163 $612K 0.23% -6,108 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,159 $612K 0.29% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,145 $610K 0.08% -100 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,145 $610K 0.07% -10 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 4,138 $609K 0.6% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,131 $608K 0.14% +80 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,127 $607K 0.25% -33,881 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 4,123 $607K 0.2% +27 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,119 $606K 0.06% +440 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,119 $606K 0.23% -217 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,117 $606K 0.11% -245 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 4,114 $605K 0.45% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,113 $605K 0.15% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,073 $599K 0.06% +4 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,066 $598K 0.02% -8,527 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,055 $596K 0.16% -44 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 4,053 $596K 0.33% +20 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,050 $596K 0.13% +34 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,045 $595K 0.27% -631 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,040 $594K 0.29% 0 13F-HR Timeline Group Seneca House Advisors More: the full row for Seneca House Advisors 4,036 $594K 0.24% +38 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,026 $592K 0.05% -115 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,023 $592K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 4,015 $591K 0.14% new 13F-HR Timeline Trust Co More: the full row for Trust Co 4,011 $590K 0.06% -387 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,010 $590K 0.13% +147 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,005 $589K 0.06% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,022 $589K 0.05% 0 13F-HR Timeline Group WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,000 $588K 0.11% -2,118 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 4,000 $588K 0.22% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 4,000 $588K 0.08% -1,033 13F-HR Timeline