Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,162 $1.03M 0.13% -1,146 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,157 $1.03M 0.26% -63 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 7,153 $1.03M 0.66% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,149 $1.02M 0.58% -256 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,421 $1.02M 0.05% -432 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,130 $1.02M 0.23% +51 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,127 $1.02M 0.1% -34 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 7,124 $1.02M 0.11% +10 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7,092 $1.02M 0.12% +834 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,087 $1.02M 0.23% +1,431 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 7,085 $1.02M 0.69% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 7,089 $1.01M 0.43% -114 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 7,068 $1.01M 0.68% +3,783 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,066 $1.01M 0.53% -17 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,060 $1.01M 0.04% -1,770 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,033 $1.01M 0.04% -1,244 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,742 $1.01M 0.27% +245 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 7,027 $1.01M 0.22% +91 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,025 $1.01M 0.17% +901 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 7,018 $1.01M 0.28% +144 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,017 $1.01M 0.34% +180 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,015 $1.01M 1.01% -62 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 7,014 $1.01M 0.28% +13 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,006 $1M 0.26% -24 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,000 $1M <0.01% -1,100 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 6,997 $1M 0.91% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,970 $999K 0.06% +131 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 6,960 $997K 0.09% -1,156 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,955 $997K 0.11% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 6,953 $996K 0.16% -65 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,943 $995K 0.23% +825 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,942 $995K 0.17% -4,540 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 6,940 $995K 0.99% -394 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 6,936 $994K 0.97% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,927 $993K 0.14% -30 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,927 $993K 0.14% +16 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,916 $991K 0.34% -1,035 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,908 $990K 0.59% +353 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,902 $989K 0.01% -311 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,863 $984K 0.58% -122 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,862 $983K 0.27% -7,490 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 6,861 $983K 0.08% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,860 $983K 0.57% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,854 $982K 0.26% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,851 $982K 0.4% +29 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,846 $981K 0.08% -137 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 6,843 $981K 0.08% -2,142 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,801 $975K 0.09% +1,144 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,792 $973K 0.32% +738 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,791 $973K 0.14% +627 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,774 $973K 0.07% +273 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 6,782 $972K 0.57% -420 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,775 $971K 0.21% +117 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 6,766 $970K 0.38% -118 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,174 $969K 0.24% -139 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 6,737 $965K 0.64% -366 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 6,731 $965K 0.26% -1,369 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,725 $964K 0.42% +51 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,721 $963K 0.06% -1,103 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 6,715 $962K 0.29% -390 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,760 $960K 0.08% -2,581 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,697 $960K 0.4% -25 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,692 $959K 0.12% +2,423 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,684 $958K 0.7% +188 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,682 $958K 0.73% +23 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 6,666 $955K 0.24% -50 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,666 $955K 0.43% +163 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 6,664 $955K 0.27% -4,047 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,652 $953K 0.15% +1 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,651 $953K 0.06% -943 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,646 $952K 0.06% +1,492 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,611 $952K 0.7% +204 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,626 $950K 0.08% -701 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,622 $949K 0.55% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,615 $948K 0.26% -482 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,617 $948K 0.22% -349 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 6,564 $946K 0.05% -1,000 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,543 $946K 0.45% -133 13F-HR/A Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,598 $946K 0.06% +361 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,596 $945K 0.13% -252 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,593 $945K 0.1% -19 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,590 $944K 0.36% -607 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,582 $943K 0.68% -58 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,579 $943K 0.27% -4,883 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,575 $942K 0.13% -518 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 6,567 $941K 1.05% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,563 $941K 0.31% +269 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 6,562 $940K 0.46% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 6,540 $937K 0.81% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,531 $936K 0.35% -291 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,525 $935K 0.47% +396 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 6,518 $934K 0.62% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,516 $934K 0.1% +236 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 6,516 $934K 0.42% +269 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,515 $934K 0.75% -986 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,511 $933K 0.21% +1,378 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 6,499 $931K 0.35% +48 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 6,497 $931K 0.94% +194 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 6,484 $929K 0.19% +95 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,477 $928K 0.03% -223 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 6,476 $928K 0.99% +1,195 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 6,475 $928K 0.16% +368 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,474 $928K 0.29% -423 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 6,464 $926K 0.31% -609 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 6,447 $924K 0.83% +291 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,435 $922K 0.04% +1 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 6,432 $922K 0.19% -46 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,427 $921K 0.49% -218 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,410 $919K 0.6% -100 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 6,410 $919K 0.17% +60 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,402 $917K 0.19% -2,077 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,402 $917K 0.09% -571 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,395 $916K 0.22% -9,491 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 6,393 $916K 0.31% +940 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,037 $916K 0.35% +1,150 13F-HR/A Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,388 $915K 0.52% -59 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,387 $915K 0.63% -67 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,380 $914K 0.38% +90 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 6,378 $914K 0.61% +174 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,378 $914K 0.47% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,377 $914K 0.52% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,360 $911K 0.08% -985 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,360 $911K 0.6% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,043 $911K 0.42% 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 6,341 $909K 0.53% +5 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,340 $909K 0.05% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,340 $909K 0.69% +161 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,334 $908K 0.98% 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,323 $906K 0.1% -478 13F-HR/A Timeline Group Berman McAleer LLC More: the full row for Berman McAleer LLC 6,317 $905K 0.12% -246 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,316 $905K 0.12% +1,061 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,307 $904K 0.17% +398 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,306 $904K 0.31% +4,869 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 6,297 $902K 0.3% 13F-HR/A Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 5,612 $902K 0.61% +660 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,289 $901K 0.04% +67 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 6,285 $901K 0.28% -24 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 6,280 $900K 0.63% -200 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,274 $899K 0.55% -80 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,275 $899K 0.11% -154 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,271 $899K 0.3% -893 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,338 $899K 0.18% -1,050 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,256 $898K 0.22% -50 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,262 $897K 0.36% -600 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 6,256 $896K 0.32% -161 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,250 $896K 0.67% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 6,236 $894K 0.37% +117 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,234 $893K 0.41% +34 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 6,219 $891K 0.89% +167 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,213 $890K 0.19% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,208 $890K 0.12% -440 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,194 $888K 0.12% -458 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 6,187 $887K 0.09% +9 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 6,184 $886K 0.51% 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,178 $885K 0.32% -176 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,173 $885K 0.18% +1,953 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,166 $884K 0.64% +6 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,100 $882K 0.05% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,147 $881K 0.25% -9 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,145 $881K 0.21% -919 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,142 $880K 0.48% -1,056 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 6,134 $879K 0.13% -6 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,133 $879K 0.17% -1,754 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,130 $879K 0.13% +52 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 6,129 $878K 0.38% -133 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,106 $875K 0.19% +771 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,104 $875K 0.06% -905 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,552 $873K 0.43% +2,959 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,093 $873K 0.16% -150 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,762 $873K 0.15% -240 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,084 $872K 0.05% +4,577 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,082 $872K 0.1% -334 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,081 $871K 0.08% +432 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,071 $870K 0.27% +747 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 6,055 $868K 0.08% -169,424 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,051 $867K 0.27% -333 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 6,032 $864K 0.37% -192 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,031 $864K 0.12% +353 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,032 $864K 0.35% +1 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,030 $864K 0.36% +853 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,025 $863K 0.05% +26 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 6,024 $863K 0.38% +308 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,020 $863K 0.19% +63 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 6,020 $863K -11,788 Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 6,017 $862K 0.02% +4,431 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 6,017 $862K 0.58% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,015 $862K 0.16% +925 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,015 $862K 0.18% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,009 $861K 0.1% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 6,008 $861K 0.59% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,997 $859K 0.34% -60 13F-HR Timeline Group Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 5,989 $858K 0.49% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,987 $858K 0.08% -713 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,985 $858K 0.12% +309 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,979 $857K 0.06% +168 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,393 $855K 0.34% -1,749 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,964 $855K 0.76% 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 5,961 $854K 0.33% +352 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,953 $853K 0.11% -351 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,947 $852K 0.43% -140 13F-HR Timeline