Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,896 $1.81M 0.14% +1,937 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,869 $1.8M 0.21% -357 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,868 $1.8M 0.19% +96 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,865 $1.8M 0.13% +115 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,864 $1.8M 0.64% +5,192 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,840 $1.8M 0.45% +6,500 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,838 $1.79M 0.12% +312 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,830 $1.79M 0.6% -3,900 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,828 $1.79M 0.02% +468 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,820 $1.79M 0.69% -355 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 9,811 $1.79M 1.39% -824 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,792 $1.79M 0.03% +784 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 9,748 $1.78M 2.69% +33 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,679 $1.77M 0.08% +2,285 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,679 $1.77M 0.31% +7 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,651 $1.76M 0.28% 0 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 9,646 $1.76M 0.11% -3,439 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 9,627 $1.76M 0.59% +89 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 9,608 $1.75M 0.49% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 9,592 $1.75M 1.15% -1,334 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,584 $1.75M 0.02% +1,115 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,806 $1.75M 0.2% +1,295 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,558 $1.74M 0.39% -169 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 9,550 $1.74M 0.62% +863 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 9,545 $1.74M 0.8% +4,859 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 9,529 $1.74M 1.14% -1,490 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 9,525 $1.74M 0.13% -21 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 9,520 $1.74M 0.77% -1,450 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 9,500 $1.73M 0.29% -10,073 13F-HR Timeline Group Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 9,475 $1.73M 0.97% +445 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,468 $1.73M 0.11% +523 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 9,453 $1.72M 1.27% -436 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 9,445 $1.72M <0.01% -1,878 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,419 $1.72M 0.48% +174 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,376 $1.71M 0.17% +1,032 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 9,370 $1.71M 0.26% -1,345 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 9,300 $1.7M 0.9% -3,200 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 9,286 $1.69M 0.41% +2,025 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 9,286 $1.69M 0.74% -562 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,277 $1.69M 0.13% +1,324 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,675 $1.69M 0.15% +533 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 9,242 $1.69M 0.08% -200 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,980 $1.68M 0.05% +795 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 9,209 $1.68M 0.47% +1,949 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,193 $1.68M 0.08% -3,242 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 9,131 $1.67M 1.06% -11,624 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 9,128 $1.67M 0.63% +257 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 9,086 $1.66M 0.79% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,029 $1.65M 0.13% -28,956 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 9,022 $1.65M 0.77% -8 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,983 $1.64M 0.32% +1,187 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 8,975 $1.64M 0.55% +50 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,969 $1.64M 0.6% +158 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,940 $1.63M 0.06% -1,460 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,913 $1.63M 0.37% +955 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,901 $1.62M 0.21% +1,124 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 8,900 $1.62M 0.71% +3,951 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,890 $1.62M 1.25% -66 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 8,872 $1.62M 0.05% +5,534 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,757 $1.62M 0.12% +349 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 8,827 $1.61M 0.16% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 8,789 $1.6M 0.19% +600 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,781 $1.6M 0.98% -739 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,734 $1.59M 0.63% +435 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 8,944 $1.59M 0.56% -3,116 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,664 $1.58M 0.12% +1,369 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 8,658 $1.58M 0.17% +2,522 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 8,619 $1.57M <0.01% -1,368 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,590 $1.57M 0.1% +2,070 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,566 $1.56M 0.47% +64 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 8,562 $1.56M 0.05% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8,558 $1.56M 1.1% -2,131 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,545 $1.56M 0.1% -797 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 8,539 $1.56M 0.43% +284 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,498 $1.55M 0.03% -493 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,485 $1.55M 0.21% +585 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 8,469 $1.54M 1.43% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 8,453 $1.54M 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,449 $1.54M 0.07% -245 13F-HR Timeline Group 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 8,377 $1.53M 1.07% -1,399 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 8,370 $1.53M 0.97% -3,678 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,349 $1.52M 0.68% +211 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,342 $1.52M 1.09% +36 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 8,305 $1.51M 0.12% -695 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,290 $1.51M 0.05% +2,333 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,281 $1.51M 0.12% +460 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,270 $1.51M 0.35% +46 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 8,219 $1.5M 0.56% -900 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 8,213 $1.5M 0.83% +3,201 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 8,193 $1.49M 0.53% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 8,673 $1.49M 0.67% +276 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 8,180 $1.49M 0.81% -960 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,161 $1.49M 0.11% +26 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,143 $1.49M 0.13% +754 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,143 $1.49M 0.1% +887 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 8,127 $1.48M 0.2% +1,453 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,116 $1.48M 0.14% -1,082 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 8,101 $1.48M 0.52% +327 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,099 $1.48M 0.13% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,065 $1.47M 0.2% +267 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,039 $1.47M 0.13% +229 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,030 $1.46M 0.05% +115 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 8,039 $1.46M 0.11% +246 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,973 $1.45M 0.22% -2,492 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,970 $1.45M 0.24% +1,777 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,951 $1.45M 0.36% -64 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 7,927 $1.45M 0.17% +761 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,923 $1.45M 0.11% +361 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. 7,921 $1.44M 0.11% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 7,890 $1.44M 0.32% -69 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,831 $1.43M 0.03% +234 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,830 $1.43M 0.15% +1,162 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 7,798 $1.42M 0.45% +3,350 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,792 $1.42M 0.07% +6,116 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,780 $1.42M 0.14% +122 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,769 $1.42M 0.14% -1,762 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,752 $1.41M 0.38% -239 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,733 $1.41M 0.45% +320 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,726 $1.41M 0.21% -53,454 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,711 $1.41M 0.17% +299 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 7,709 $1.41M 0.21% +1,923 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,706 $1.41M 0.22% -4,953 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,704 $1.41M 0.61% +764 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,662 $1.4M 0.2% +137 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,646 $1.39M 0.06% +77 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 7,642 $1.39M 0.22% +2,939 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,596 $1.39M 0.46% -791 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 7,581 $1.38M 2.04% -7,572 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,577 $1.38M 0.25% +526 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,575 $1.38M 0.39% +1,485 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,555 $1.38M 0.2% -353 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 7,554 $1.38M 0.51% +35 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,533 $1.37M 0.02% +4,437 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 7,500 $1.37M 1.24% +2,500 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 7,500 $1.37M 0.09% +5,288 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 7,490 $1.37M 0.85% -1,545 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 7,439 $1.36M 0.31% -3,868 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,433 $1.36M 0.44% +1,807 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 7,416 $1.35M 0.32% -667 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,410 $1.35M 0.04% +47 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7,400 $1.35M 0.05% +1,900 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 7,376 $1.35M 0.04% +709 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,376 $1.35M 0.11% -141 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,349 $1.34M 0.12% -1,427 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 7,321 $1.34M 1.08% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,317 $1.33M 0.04% -641 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,602 $1.33M 0.09% -3,840 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 7,288 $1.33M 0.29% +3,213 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 7,281 $1.33M 0.36% +1,741 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,280 $1.33M 0.04% new 13F-HR Timeline Group Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 7,261 $1.32M 0.85% -490 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,250 $1.32M 0.24% +50 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,190 $1.31M 0.18% +2,687 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,200 $1.31M 0.39% new 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 7,195 $1.31M 0.85% -480 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 7,181 $1.31M 0.72% +733 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,161 $1.31M 0.55% +2,405 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 7,156 $1.31M 0.93% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,112 $1.3M 0.75% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,094 $1.29M 0.08% +306 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,093 $1.29M 0.19% +233 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,084 $1.29M 0.11% +1,180 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 7,038 $1.28M 0.31% +221 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,027 $1.28M 0.31% new 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 7,010 $1.28M 0.08% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,002 $1.28M 0.27% -335 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 7,000 $1.28M 0.07% -400 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,992 $1.28M 0.1% -1,549 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,956 $1.27M 1% -1,340 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,955 $1.27M 0.59% -757 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,945 $1.27M 0.51% +25 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,944 $1.27M 0.43% -23 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,940 $1.27M 0.49% +8 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,931 $1.26M 0.93% +9 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,931 $1.26M 0.17% -27 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 6,920 $1.26M 0.01% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,904 $1.26M 0.27% -1,573 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6,893 $1.26M 0.66% +346 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 6,892 $1.26M 3% -2,307 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,888 $1.26M 0.55% +847 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,887 $1.26M 0.26% +887 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,699 $1.25M 0.14% +100 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,858 $1.25M 0.1% +670 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,838 $1.25M 0.18% +292 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,833 $1.25M 0.09% -4,888 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 6,825 $1.25M 1.15% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,817 $1.24M 0.32% -440 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,815 $1.24M 0.45% -623 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 8,091 $1.24M 0.2% +3,438 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,808 $1.24M 0.03% +1,787 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,778 $1.24M 0.27% +400 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 6,772 $1.24M 0.11% -484 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,769 $1.23M 0.13% -812 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,754 $1.23M 0.08% -2,803 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,732 $1.23M 0.11% -551 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,699 $1.22M 0.2% +5,204 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,698 $1.22M 0.1% +2,381 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,682 $1.22M 0.08% +282 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,667 $1.22M 0.4% +1,558 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,009 $1.21M 0.95% +119 13F-HR Timeline