Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,300 $419K 0.09% +1,550 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,296 $418K 0.03% +1,148 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,290 $417K 0.04% +1,145 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,280 $415K 0.25% +1,389 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,272 $413K 0.18% +998 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,264 $412K 0.02% +1,132 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,188 $398K 0.05% +1,156 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,190 $398K 0.12% +1,147 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,184 $397K 0.25% +1,284 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,182 $397K <0.01% +1,197 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,182 $397K 0.17% +1,103 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,170 $395K 0.03% +1,147 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,166 $394K 0.3% +1,084 13F-HR Timeline Nova Wealth Management, Inc. 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ALLISON & CO., INC. 2,142 $390K 0.43% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,138 $389K 0.05% +1,068 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,127 $387K 0.06% +1,332 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,124 $386K 0.38% 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,120 $386K 0.24% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,110 $384K 0.14% +1,255 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,096 $381K 0.14% +1,041 13F-HR Timeline Legacy Financial Advisors, Inc. 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More: the full row for Banco BTG Pactual S.A. 2,046 $370K 0.09% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,024 $368K 0.03% +1,012 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,024 $368K 0.05% +1,011 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,020 $368K 0.3% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,011 $366K 0.23% +1,531 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,000 $364K 0.19% +1,000 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,000 $364K 0.25% +1,000 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,000 $364K 0.03% +1,000 13F-HR Timeline GKV Capital Management Co., Inc. 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More: the full row for Bellecapital International Ltd. 1,858 $338K 0.06% +1,254 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,857 $338K 0.5% 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,856 $338K 0.14% +717 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,852 $337K 0.01% +1,153 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,842 $335K 0.07% -9,249 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,841 $335K 0.01% +745 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,840 $335K 0.06% +1,087 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,830 $333K 0.12% +882 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,828 $333K 0.1% +914 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,828 $333K 0.29% +914 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,825 $332K 0.07% +905 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,811 $330K 0.31% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $328K 0.09% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,800 $328K 0.12% -2,235 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,800 $328K 0.25% 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,798 $327K 0.14% +904 13F-HR/A Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,798 $327K 0.05% +731 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,788 $325K 0.02% +894 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,788 $325K 0.02% +740 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,775 $323K 0.05% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,774 $323K 0.17% 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 1,772 $322K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,772 $322K 0.08% +926 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 1,772 $322K 0.31% 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,770 $322K 0.12% +879 13F-HR/A Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,768 $322K 0.23% +890 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,766 $321K 0.02% +1,034 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,762 $321K 0.01% +930 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,760 $320K 0.11% +880 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,752 $319K 0.02% +1,002 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,750 $318K 0.23% 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,741 $317K 0.06% +895 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,734 $316K 0.13% +866 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,732 $315K 0.07% -489 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,730 $315K 0.05% +868 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,724 $314K 0.12% +862 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,713 $312K 0.3% +863 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,707 $311K 0.05% +860 13F-HR Timeline Prairie Wealth Advisors, Inc. 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More: the full row for Astoria Portfolio Advisors LLC. 1,797 $306K 0.11% +1,095 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,683 $306K 0.03% +975 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,680 $306K 0.08% +1,060 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,680 $306K 0.25% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,675 $305K 0.04% +883 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,667 $303K 0.04% +860 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,666 $303K 0.05% +809 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,663 $303K 0.15% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,658 $302K 0.14% +855 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,657 $302K 0.06% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,654 $301K 0.04% +837 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,652 $301K 0.07% +826 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,650 $300K 0.11% +573 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 878 $300K 0.18% 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,640 $298K 0.02% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,639 $298K 0.03% +891 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,638 $298K 0.11% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,638 $298K 0.24% 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,638 $298K 0.02% +819 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,638 $298K 0.02% +962 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,637 $298K 0.28% 13F-HR Timeline Values First Advisors, Inc. 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More: the full row for Garde Capital, Inc. 1,614 $294K 0.02% +882 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,611 $293K 0.01% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,610 $293K 0.02% +846 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,610 $293K 0.03% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,606 $292K 0.08% +803 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,605 $292K 0.04% +976 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,604 $292K 0.09% +869 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,600 $291K 0.02% +500 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,600 $291K 0.17% +800 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,600 $291K 0.06% +800 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,598 $291K 0.15% +874 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,594 $290K 0.03% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,596 $290K 0.19% +819 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,593 $290K 0.13% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,592 $290K 0.09% +877 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,590 $289K 0.04% +749 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,586 $289K 0.09% +785 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,582 $288K 0.02% +885 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,576 $287K 0.02% +788 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,575 $287K 0.08% +799 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,574 $286K 0.03% +800 13F-HR Timeline Gleason Group, Inc. 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