NWAM LLC More: the full row for NWAM LLC 3,352 $537K 0.03% -202 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,346 $536K 0.12% +389 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 3,344 $536K 0.3% -41 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,342 $536K 0.18% +387 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,333 $534K 0.19% -5 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,332 $534K 0.05% +60 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,311 $531K 0.06% +519 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,310 $531K 0.2% +39 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,294 $528K 0.2% -635 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,288 $527K 0.04% +48 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 3,286 $527K 0.06% -130 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 3,258 $522K 0.25% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,236 $519K 0.19% +490 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,229 $518K 0.03% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,202 $513K 0.04% -1,267 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 3,201 $513K 0.07% +523 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,200 $513K 0.08% 0 13F-HR Timeline Group CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,191 $512K 0.24% new 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,168 $508K 0.5% +1,073 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,164 $507K 0.02% -600 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,164 $507K 0.12% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,159 $506K 0.08% +282 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 3,156 $506K 0.51% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 3,153 $505K 0.25% +512 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 3,152 $505K 0.62% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,148 $505K 0.02% +7 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 3,090 $504K 0.18% +190 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,142 $504K 0.28% +390 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,139 $503K 0.01% +93 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,728 $502K 0.31% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,127 $501K 0.21% -89 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,110 $499K 0.18% +550 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,481 $497K 0.13% +132 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,091 $496K 0.03% +1,259 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,082 $494K 0.01% +845 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,198 $494K 0.08% +774 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,074 $493K 0.12% -196 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 3,070 $492K 0.5% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,066 $492K 0.21% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,065 $491K 0.29% +102 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 3,064 $491K 0.14% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,056 $490K 0.19% +257 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3,054 $490K 0.42% -14 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 3,038 $487K 0.06% -962 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,035 $486K 0.3% +262 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,031 $486K 0.08% +249 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,029 $486K 0.05% +1,396 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,026 $485K 0.8% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,025 $485K 0.01% +755 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,024 $485K 0.12% -2,575 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,021 $484K 0.07% +193 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,021 $484K 0.06% +942 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,011 $483K 0.04% -16,726 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,003 $481K 0.02% -450 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,000 $481K 0.04% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,000 $481K 0.47% new 13F-HR Timeline SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 3,000 $481K 0.04% -36,889 13F-HR Timeline CLG LLC More: the full row for CLG LLC 2,991 $480K 0.12% +279 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,978 $477K 0.04% +822 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,079 $475K 0.09% +11 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,963 $475K 0.11% +1,340 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 2,935 $471K 0.33% +85 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,930 $470K 0.02% -925 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,929 $470K 0.02% new 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,917 $468K 0.08% +277 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,888 $463K 0.05% +354 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,888 $463K 0.08% +10 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,882 $462K 0.09% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,880 $462K 0.21% +600 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,879 $462K 0.02% -816 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,875 $461K 0.2% +731 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,872 $460K 0.03% -1,549 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,867 $460K 0.16% -450 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,863 $459K 0.17% +279 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,859 $458K 0.25% +254 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,847 $456K 0.31% +1,692 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 2,843 $456K 0.42% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,834 $454K 0.04% -4,603 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,832 $454K 0.01% -5,913 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,828 $453K 0.16% -588 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,827 $453K 0.06% +395 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,825 $453K 0.17% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,821 $452K 0.12% +1,025 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,820 $452K 0.05% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,811 $451K 0.13% -108 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,802 $449K 0.06% +248 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,797 $448K 0.13% +228 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,786 $447K 0.1% +1,263 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,782 $446K 0.33% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,772 $444K 0.12% +288 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,770 $444K 0.38% -323 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,764 $443K 0.31% +200 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,764 $443K 0.16% +145 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,761 $443K 0.05% +25 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,731 $438K 0.2% -595 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,729 $438K 0.28% +430 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,729 $438K 0.03% -1,206 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,727 $437K 0.19% -82 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,724 $437K 0.07% +228 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,721 $436K 0.17% -72 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,717 $436K 0.12% -384 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,715 $435K 0.08% +643 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,712 $435K 0.28% +42 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,709 $434K 0.37% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,703 $433K 0.19% -100 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,698 $433K 0.07% +783 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,696 $432K 0.05% -1,149 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,687 $432K 0.4% +17 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,671 $428K 0.05% +343 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,666 $427K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,558 $427K 0.03% +218 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,664 $427K 0.01% -5,003 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,440 $427K 0.05% +735 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,661 $427K 0.06% +68 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,655 $426K 0.09% +83 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,630 $422K 0.09% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,629 $421K 0.04% -1,307 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,623 $421K 0.05% +8 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,616 $419K 0.07% +213 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,609 $418K 0.03% +893 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 2,604 $417K 0.2% +241 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,588 $415K 0.08% +137 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,251 $415K 0.03% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2,580 $414K 0.36% +80 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,576 $413K 0.03% -286 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,576 $413K 0.02% -63 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,566 $411K 0.04% +118 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,559 $410K 0.15% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,550 $409K 0.23% +366 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,543 $408K 0.1% -25 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,541 $407K 0.03% +1,308 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 2,541 $407K 0.23% +106 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,538 $407K 0.15% +1,122 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,536 $407K 0.07% +255 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,532 $406K 0.07% -231 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,527 $405K 0.02% +622 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,520 $404K 0.12% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,512 $403K 0.08% +34 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,502 $401K 0.01% +222 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,500 $401K 0.34% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,483 $398K 0.02% -457 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,480 $398K 0.18% -6,113 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,450 $393K 0.04% +474 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,447 $392K 0.06% +178 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,445 $392K <0.01% +133 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,444 $392K 0.01% -7 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,292 $390K 0.13% -155 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,425 $389K 0.36% +464 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,422 $388K 0.04% -1,248 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,421 $388K 0.06% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,420 $388K 0.22% +382 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,419 $388K 0.06% -469 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,414 $387K 0.34% +70 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,410 $386K 0.02% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 2,147 $385K 0.24% -638 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,400 $385K 0.09% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,400 $385K 0.04% -450 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,398 $384K 0.04% +187 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,392 $383K 0.14% -344 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,392 $383K 0.14% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,384 $382K 0.26% +294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,377 $381K 0.25% +1,208 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,376 $381K 0.03% -262 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,368 $380K 0.03% +126 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,367 $379K 0.16% +70 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,363 $379K 0.2% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,360 $378K 0.05% -17 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,349 $377K 0.03% -800 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,330 $374K 0.35% +300 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,330 $374K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,330 $374K 0.04% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,329 $373K 0.03% -1,856 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,328 $373K 0.06% +71 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,324 $373K 0.09% +359 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,319 $372K 0.03% -446 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,313 $371K 0.24% +207 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,313 $371K 0.06% +893 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 2,312 $371K 0.38% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,309 $370K 0.02% +200 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,294 $368K 0.02% +165 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,290 $367K 0.14% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,287 $367K 0.23% +104 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,283 $366K 0.02% +464 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,282 $366K 0.05% -828 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,271 $364K 0.1% +100 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,270 $364K 0.07% +17 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,264 $363K 0.32% +845 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,262 $363K 0.19% -113 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,258 $362K 0.03% +847 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,257 $362K 0.08% -591 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,256 $362K 0.24% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,250 $361K 0.04% -7,206 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,239 $359K 0.06% -1,035 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,235 $358K 0.04% +971 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,235 $358K 0.21% +240 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,996 $358K 0.06% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,220 $356K 0.36% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,218 $356K 0.01% +102 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,213 $356K 0.02% -91 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,210 $354K 0.04% +1,025 13F-HR Timeline