Vest Financial, LLC More: the full row for Vest Financial, LLC 12,070 $913K 0.02% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 12,000 $908K 0.07% +2,250 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 11,995 $907K 0.13% -834 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 11,978 $906K 0.51% -1,978 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,885 $899K 0.03% +1,841 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 11,885 $899K 0.23% +1,287 13F-HR/A Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 10,649 $899K 0.89% 13F-HR/A Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 11,843 $896K 0.17% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,835 $895K 0.11% +5,172 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,776 $891K 0.14% +1,858 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,698 $885K 0.06% +1,466 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,691 $884K 0.03% -6,808 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,667 $882K 0.01% +487 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,654 $881K 0.08% -480 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,648 $881K 0.07% -21,490 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,644 $881K 0.07% -212 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,642 $880K 0.02% +6,178 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,632 $880K 0.15% +1,407 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 11,607 $878K 0.05% +4,411 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 11,548 $873K 0.51% +3,879 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 11,500 $870K 0.15% -6,804 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,467 $867K 0.04% +3,344 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,431 $865K 0.12% -19 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 11,413 $863K 0.47% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 11,325 $857K 0.48% +4,846 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 12,648 $851K 0.08% +2,915 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 11,202 $847K 0.25% +27 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 11,159 $844K 0.36% new 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,157 $844K +1,782 Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 11,150 $843K 0.4% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 11,149 $843K 0.17% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 11,143 $843K 0.17% -3,007 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 11,139 $842K 0.28% -3,044 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,061 $841K 0.1% -8 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 11,102 $840K 0.13% +1,579 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 11,106 $840K 0.83% -7,535 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,062 $837K 0.09% +864 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,015 $833K 0.03% +1,990 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 11,000 $832K 0.13% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 11,000 $832K 0.61% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,999 $832K 0.05% +2,430 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,859 $822K 1.8% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 10,838 $820K 0.08% -614 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,829 $819K 0.78% 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 10,822 $818K <0.01% -463 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 10,806 $817K 0.33% +2,858 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 10,781 $815K 0.07% +1,660 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 10,760 $814K 0.01% -2,011 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 10,700 $809K 0.82% 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,754 $809K 0.45% -1,417 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,681 $808K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,624 $803K 0.1% +2,678 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,958 $802K 0.13% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 10,595 $801K 0.19% +1,132 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10,540 $797K 0.05% +10 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,528 $796K 0.02% +1,270 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 7,828 $793K 0.11% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,467 $792K 0.06% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 10,441 $790K 0.02% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 10,431 $789K 0.28% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 10,404 $787K 0.51% +2,095 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10,378 $785K 0.77% 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,365 $784K 0.02% +3,259 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 10,362 $784K 0.46% -12,117 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 10,268 $777K 0.47% +373 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 10,272 $777K 0.14% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 10,256 $776K 0.05% new 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 10,254 $776K 0.31% +1,250 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,250 $775K 0.07% -2,310 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,231 $774K 0.06% -49,919 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 10,227 $773K 0.13% +7,571 13F-HR Timeline Group Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 10,210 $772K 0.72% 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 10,196 $771K 0.42% -386 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,187 $770K 0.06% +3,783 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 10,170 $769K 0.37% -425 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 10,168 $769K 0.1% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 10,100 $764K 0.29% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 10,095 $764K 0.4% new 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 10,065 $761K 0.26% -1,110 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,063 $761K 0.14% -5,000 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 10,062 $761K 0.04% -22,768 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,060 $761K 0.19% +3,587 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,048 $760K 0.1% +19 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,016 $758K 0.05% +10 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 10,010 $757K 0.52% +2,325 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 10,000 $756K 0.13% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 10,000 $756K 0.49% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,000 $756K 0.46% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 9,991 $756K 0.07% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,940 $752K 0.01% +382 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,940 $752K 0.14% -8,810 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 9,934 $751K 0.44% -156 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9,748 $751K 0.05% +6,748 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,920 $750K 0.15% +1,849 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,869 $746K 0.74% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,796 $741K 0.22% +1,877 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 9,756 $738K 0.07% +1,823 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,709 $734K 0.08% -269 13F-HR/A Timeline Numerai GP LLC More: the full row for Numerai GP LLC 9,694 $733K 0.2% -4,121 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,680 $732K 0.03% +2,670 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,600 $726K 0.02% +500 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,557 $723K 0.08% +1,170 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,520 $720K 0.13% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,501 $719K 0.04% 0 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 9,463 $716K 0.03% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,403 $711K 0.03% new 13F-HR Timeline Group Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 9,306 $704K 0.36% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 9,212 $697K 0.45% -996 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 9,212 $697K 0.02% -529 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,149 $692K 0.02% -154 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,124 $690K 0.02% -4,714 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 9,106 $689K 0.21% +2,120 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,090 $687K 0.04% -872 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,037 $683K 0.1% -5,319 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,018 $682K 0.1% +1,885 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,997 $680K 0.1% +7,647 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 8,978 $679K 0.48% +1,278 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 8,907 $674K 0.09% +20 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,900 $673K 0.41% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 8,895 $673K 0.02% new 13F-HR Timeline Group Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 8,882 $672K 0.49% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,866 $671K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,853 $670K 0.34% -643 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,850 $669K 0.22% +2,500 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 8,808 $666K 0.12% -28,951 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,793 $665K 0.03% +1,590 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,695 $658K 0.29% -47 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,686 $657K 0.01% +287 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,684 $657K 0.27% +746 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 8,658 $655K 0.05% +1,008 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,580 $649K 0.14% +192 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,743 $648K 0.31% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 8,568 $648K 0.08% +214 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 8,563 $648K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,556 $647K <0.01% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 8,499 $643K 0.16% -1,800 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,493 $642K 0.13% +1,679 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,462 $640K 0.06% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,454 $639K 0.04% +1,573 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 8,437 $638K 0.12% +2,828 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,427 $637K 0.05% +766 13F-HR/A Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 8,391 $635K 0.36% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 8,380 $634K 0.08% +1,023 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,376 $633K 0.02% -3,172 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 8,366 $633K 0.02% -12,130 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 8,364 $633K 0.33% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,229 $622K 0.03% +2,054 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,855 $620K 0.18% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,181 $619K <0.01% +1,306 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,160 $617K 0.91% 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 8,124 $614K 0.27% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 8,071 $610K 0.41% -1,100 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 8,069 $610K 0.11% -472 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,040 $608K 0.03% +2,698 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 8,025 $607K 0.41% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 8,000 $605K 0.4% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,998 $605K 0.09% +1,017 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,984 $604K 0.13% +600 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,967 $603K 0.13% new 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 7,862 $595K 0.08% -1,972 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,851 $594K 0.04% +1,217 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 7,792 $589K 0.59% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,769 $588K 0.06% -4,394 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7,750 $586K 0.02% +1,750 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,739 $585K 0.11% -1,599 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,739 $585K 0.11% -1,599 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,714 $583K 0.21% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 7,711 $583K 0.1% -19,606 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,701 $582K 0.19% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,700 $582K 0.04% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,699 $582K 0.18% +342 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 7,695 $582K 0.13% -46 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,684 $581K 0.02% -841 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 7,643 $578K 0.39% -1,063 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 7,630 $577K 0.15% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,618 $576K 0.1% +2,116 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,575 $573K 0.49% -4,695 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,570 $573K 0.17% -179 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,543 $570K 0.04% +1,842 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,525 $569K 0.1% +1,972 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,513 $568K 0.02% new 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,512 $568K 0.19% -277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,510 $568K 0.15% -10,270 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,510 $568K 0.21% -50 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,448 $563K 0.06% +675 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,431 $562K 0.09% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 7,429 $562K 0.19% -1,381 13F-HR/A Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,411 $560K 0.03% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,357 $556K 0.02% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 7,348 $556K 0.31% -1,596 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 7,344 $555K 0.02% +1,696 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,330 $554K 0.12% +130 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,327 $554K 0.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,319 $554K 0.18% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,288 $551K 0.34% +273 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,329 $551K 0.12% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,277 $550K 0.14% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7,261 $549K 0.13% +6,198 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,256 $549K 0.01% new 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 7,254 $549K 0.18% -184 13F-HR Timeline