KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 8,065 $941K 0.1% -3,105 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 8,056 $940K 0.16% -946 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,988 $932K 0.17% -204 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,986 $932K 0.32% +233 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,985 $932K 0.07% +611 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,069 $931K 0.08% +5,487 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,979 $931K 0.21% +273 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 7,958 $928K 0.45% -336 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,926 $925K 0.39% -354 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 7,921 $924K 0.24% -2,929 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 7,901 $922K 0.12% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,899 $922K 0.06% +684 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,862 $917K 0.16% -2,373 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 7,852 $916K 0.08% -267 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,832 $914K 0.03% +1,574 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,796 $910K 0.06% -34 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,078 $909K 0.05% +154 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,790 $909K 0.08% -439 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,780 $908K 0.11% -1,370 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 7,766 $906K 0.03% +967 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,763 $906K 0.02% -2,434 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,992 $904K 0.06% -1,662 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,732 $902K 0.03% +65 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,682 $896K 0.01% -52 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 7,682 $896K 0.75% -692 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 7,674 $895K 0.29% -4,959 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,670 $895K 0.1% -65 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,648 $892K 0.17% +1,072 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,639 $891K 0.12% +61 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,618 $889K 0.28% -2 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,609 $888K 0.05% +434 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 7,584 $885K 0.6% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 7,577 $884K <0.01% +2,191 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,567 $883K 0.24% +2,213 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,542 $880K 0.05% +851 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,542 $880K 0.06% +664 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 7,549 $880K <0.01% -11 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,251 $879K 0.06% +1,862 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,523 $878K 0.05% -201 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,499 $875K 0.06% -341 13F-HR Timeline Group COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 7,496 $875K 0.83% -517 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 7,437 $868K 0.75% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,431 $867K 0.02% -1,205 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 7,386 $862K 0.15% +1,281 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,385 $862K 0.19% +84 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,385 $862K 0.39% +472 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,433 $861K 0.67% +548 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,373 $860K 0.04% -186 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,364 $859K 0.05% +335 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,350 $858K 0.81% +64 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,318 $854K 0.06% +613 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 7,300 $852K 0.17% -1,015 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 7,295 $851K 0.7% +194 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,283 $850K 0.43% +218 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,342 $848K 0.04% -380 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,701 $842K 0.05% +59 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 7,205 $841K 0.39% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,204 $840K 0.11% +805 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,200 $840K 0.14% -50 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,200 $840K 0.18% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,183 $838K 0.59% -1,296 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,778 $837K 0.34% +1,002 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 7,165 $836K 0.44% -3,114 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,160 $835K 0.46% -285 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,137 $833K 0.46% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,087 $827K 0.06% +594 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,083 $826K 0.27% +89 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 7,068 $825K 0.22% +2,617 13F-HR/A Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,046 $822K 0.06% -115 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 7,044 $822K 0.18% +241 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 7,006 $820K 0.05% -1,317 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,014 $818K 0.1% -5,897 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,000 $817K 0.15% +400 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,998 $816K 0.1% +309 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,970 $813K 0.06% -2,557 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,925 $808K 0.05% -1,578 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,925 $808K 0.37% new 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,912 $806K 0.04% +1,251 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 6,910 $806K 0.34% +736 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,910 $806K 0.48% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Capital Management, LLC More: the full row for One Capital Management, LLC 5,480 $802K 0.02% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,871 $802K 0.1% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,850 $799K 0.05% -100 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,840 $798K 0.09% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,835 $797K 0.56% +186 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 6,830 $797K 0.24% +1,337 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 6,810 $795K 0.24% -334 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,800 $793K 0.35% +104 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,795 $793K 0.19% +829 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,791 $792K 0.06% -787 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,777 $791K 0.28% +62 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 6,754 $788K <0.01% +1,765 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,737 $786K 0.15% -589 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,699 $782K 0.06% +426 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,681 $779K 0.06% -116 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,642 $775K 0.33% -1,323 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,639 $775K 0.07% -151 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 6,604 $770K 0.04% -1,196 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 6,603 $770K 0.42% +1,618 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 6,593 $769K 0.49% +590 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,573 $767K 0.12% +4,837 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,553 $765K 0.02% +353 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,553 $765K 0.51% +36 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 6,538 $763K 0.04% +400 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,498 $758K 0.07% -521 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,491 $757K <0.01% -374,001 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 5,176 $757K 3.68% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,487 $757K 0.15% +20 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,481 $756K 0.31% +2,257 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,476 $756K 0.03% +943 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,469 $755K 0.07% +929 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,455 $753K 0.03% +407 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,434 $751K 0.08% -113 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,764 $750K 0.18% +935 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,408 $748K 0.1% -355 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,407 $748K 0.17% -2,769 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,389 $745K 0.25% +2,325 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 6,359 $742K 0.55% +415 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,353 $741K 0.02% +3,501 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,343 $740K 0.12% +690 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 6,334 $739K 0.06% +441 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 6,310 $736K 0.02% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,294 $734K 0.29% +78 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,293 $734K 0.04% +2,251 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 6,288 $734K 0.1% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,257 $730K 0.41% -23 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,257 $730K 0.26% -1,312 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,412 $730K 0.08% +425 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,254 $730K 0.21% -953 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,244 $728K 0.12% -100 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,233 $727K 0.1% +1,430 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,228 $727K 0.07% -622 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,226 $726K 0.16% -883 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,223 $726K 0.12% -997 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 6,218 $725K 0.19% +324 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,201 $723K 0.4% +38 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,194 $723K 0.24% -800 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,170 $720K 0.03% +1,297 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 6,168 $720K 0.14% +2,796 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,160 $719K 0.03% -142 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,157 $718K 0.07% -3,562 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,125 $715K 0.14% -4 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,117 $714K 0.33% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 6,107 $713K 0.14% -48 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,103 $712K 0.04% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,102 $712K 0.04% -506 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,099 $712K 0.19% -856 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,098 $711K 0.07% +358 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,094 $711K 0.04% +945 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,093 $711K 0.07% +261 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,090 $710K 0.06% -2,503 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,081 $709K 0.01% +22 13F-HR/A Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,074 $709K 0.22% -2,518 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,065 $708K 0.13% 0 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,063 $707K 0.26% -724 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 6,060 $707K 0.52% +51 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,053 $706K 0.05% +1,766 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,047 $706K 0.02% -329 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,029 $703K 0.16% +1,804 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,027 $703K 0.19% +584 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,023 $703K 0.22% -1,667 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,022 $703K 0.09% +80 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,007 $701K 0.05% +890 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 6,000 $700K 0.41% +3,000 13F-HR Timeline Grace & Mercy Foundation, Inc. More: the full row for Grace & Mercy Foundation, Inc. 6,000 $700K 0.17% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,995 $699K 0.17% +250 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 5,975 $697K 0.11% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,960 $695K 0.25% +11 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 5,955 $695K 0.38% +172 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,948 $694K 0.01% +2,318 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,945 $694K 0.04% +539 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,515 $693K 0.27% -240 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,944 $693K 0.02% +100 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,932 $692K 0.12% -2,809 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,918 $690K <0.01% +3,478 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,912 $690K 0.02% -1,168 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,881 $686K 0.05% +238 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 5,871 $685K 0.29% +84 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 5,841 $681K 0.29% +647 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,841 $681K 0.17% +3,491 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,820 $679K 0.3% +3,834 13F-HR/A Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,787 $675K 0.23% +187 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,763 $672K 0.07% +652 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,748 $671K 0.61% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 5,729 $668K 0.19% +939 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5,720 $667K 0.21% +474 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 5,693 $664K 0.04% +1,642 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,688 $664K 0.01% +1,954 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,680 $663K 0.13% +494 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,680 $663K 0.46% -284 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,677 $662K 0.11% +574 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,671 $662K 0.12% -3,185 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,663 $661K 0.07% +2,438 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,652 $659K 0.08% +737 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,650 $659K 0.04% +88 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 5,644 $658K 0.35% +169 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,484 $657K 0.16% -3,044 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,813 $656K 0.17% -1,975 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,621 $656K 0.05% -539 13F-HR/A Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,197 $653K 0.22% 0 13F-HR Timeline