ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,898 $940K 0.24% -18 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,890 $939K 0.82% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,860 $935K 0.15% -5,630 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 6,825 $930K 0.97% +300 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,817 $929K 0.24% -197 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,804 $928K 0.12% +3,471 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 6,789 $925K 0.05% -685 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,788 $925K 0.06% +1,375 13F-HR Timeline Group PIAR LLC More: the full row for PIAR LLC 10,955 $925K 1.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,762 $922K 0.1% -199 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 6,700 $913K 0.81% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,691 $912K 0.08% +6,212 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,674 $910K 0.13% +595 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 6,673 $910K 0.62% +2,369 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,668 $909K 0.11% +2,333 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,668 $909K 0.55% +21 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 6,667 $909K 0.03% -79 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 6,666 $909K 0.15% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,660 $908K 0.75% 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 6,619 $902K 0.05% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 6,609 $901K 0.37% -1,653 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,603 $900K 0.16% +370 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,599 $900K 0.11% +660 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,581 $897K 0.35% -931 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,570 $896K 0.22% +935 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6,547 $892K 0.5% +1,807 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,546 $892K 0.14% +1,101 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,545 $892K 0.52% -725 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,520 $889K 0.06% +1,829 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,517 $888K 0.68% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,493 $885K 0.12% -104 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,489 $885K 0.5% -1,310 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 6,450 $879K 0.18% -150 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 6,448 $879K 0.39% +680 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,427 $876K 0.3% +33 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,406 $873K 0.1% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,400 $872K 0.08% +1,734 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 6,399 $872K 0.2% -900 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 6,378 $869K 0.21% +2,058 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,376 $869K 0.14% -1,148 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,346 $865K 0.04% +282 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 6,344 $865K 0.48% -637 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,329 $863K 0.1% -23 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,323 $862K 0.11% +1,123 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,294 $858K 0.34% +2,986 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 6,294 $858K 0.15% +1,694 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 6,286 $857K 0.04% -403,713 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,268 $854K 0.02% -222 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,266 $854K 0.66% -295 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 6,258 $853K 0.48% -77 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,193 $844K 0.17% -414 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,630 $844K 0.17% +775 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,188 $844K 0.08% +202 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,159 $840K 0.17% +2,732 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,136 $836K 0.1% -2,392 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,117 $834K 0.54% -200 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,102 $832K 0.05% +2,175 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 6,100 $832K 0.28% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,090 $830K 0.27% 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,054 $825K 0.42% -878 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 6,050 $825K 0.2% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,029 $822K 0.25% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,041 $821K 0.4% -1,803 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,000 $818K 0.11% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,000 $818K 0.19% +558 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 5,984 $816K 0.5% -555 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,980 $815K 0.06% +95 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,237 $815K 0.04% +734 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 5,965 $813K 0.6% +1,178 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,955 $812K 0.12% -365 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 5,926 $808K 0.49% -300 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,904 $805K 0.08% -1,025 13F-HR Timeline Group Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 5,897 $804K 0.68% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,858 $799K 0.11% -2,291 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,840 $796K 0.06% +1,107 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,021 $795K 0.02% +1,467 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,831 $795K <0.01% -254 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 5,820 $793K 1.7% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,817 $793K 0.36% +1,893 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 5,815 $793K 0.3% +24 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,786 $789K 0.15% +2 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,785 $789K 0.15% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,727 $781K 0.01% +231 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,709 $778K 0.08% +866 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 5,680 $774K 0.43% +47 13F-HR/A Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,667 $773K 0.06% -981 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,657 $771K 0.2% +1,317 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,655 $771K 0.45% +1,525 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,641 $769K 0.3% +223 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,626 $767K 0.08% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,626 $767K 0.27% -61 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,624 $767K 0.11% +441 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,619 $766K 0.12% +1,549 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,607 $764K 0.17% +143 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,602 $764K 0.03% +159 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,602 $764K 0.17% +132 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,577 $760K 0.01% -45 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 5,568 $759K 0.14% +131 13F-HR Timeline Washington Harbour Partners LP More: the full row for Washington Harbour Partners LP 5,563 $758K 2.25% -2,337 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 5,556 $757K 0.37% +3,049 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,545 $756K 0.09% -753 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,540 $755K 0.22% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 5,528 $754K 0.27% -30 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 5,500 $750K 0.03% +2,400 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,477 $747K 0.34% +72 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 5,465 $745K 0.12% +473 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,454 $743K 0.31% new 13F-HR Timeline PARUS FINANCE (UK) Ltd More: the full row for PARUS FINANCE (UK) Ltd 5,445 $742K 0.21% -190 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,439 $741K 0.38% +27 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,439 $741K 0.09% -2,640 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,431 $740K 0.03% +2,944 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 5,423 $739K 0.35% +1,570 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,414 $738K 0.37% -647 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,274 $737K 0.41% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,395 $735K 0.13% +1,600 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 5,394 $735K 0.56% -90 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 5,339 $728K 0.03% -1,643 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,319 $725K 0.03% -100 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 5,322 $725K 0.26% -1,114 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 5,315 $725K 0.05% +200 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,309 $724K 0.11% -53 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,304 $723K 0.27% +995 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,300 $722K 0.22% -700 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 5,286 $721K 0.24% -384 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5,277 $719K 0.08% -455 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 5,256 $716K 0.31% -350 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,253 $716K 0.23% -5,171 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,253 $716K 0.02% -2,688 13F-HR Timeline Gullane Capital, LLC More: the full row for Gullane Capital, LLC 5,232 $713K 0.39% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,232 $713K 0.51% +106 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,218 $711K 0.17% +698 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 5,198 $709K 0.13% -30,277 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,169 $704K 0.19% +105 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,156 $703K 0.27% -10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5,152 $702K 0.59% -847 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 5,148 $702K 0.43% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,140 $701K 0.32% +1,541 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,109 $696K 0.23% -1,645 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 5,095 $695K 0.32% +2,515 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,073 $692K 0.17% -377 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,060 $690K 0.32% +1,000 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 5,045 $688K 0.17% +47 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,543 $686K 0.57% +1,767 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,028 $685K 0.18% -230 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 5,023 $685K 0.05% +289 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 5,012 $683K 0.42% +2,974 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,007 $683K 0.06% -5,161 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 5,000 $682K 0.07% 0 13F-HR/A Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 5,000 $682K 0.74% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 5,000 $682K 0.22% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 5,000 $682K 0.2% -18,900 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 5,000 $682K 0.36% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,998 $681K 0.25% -228 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,989 $680K 0.22% +422 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,987 $680K 0.03% +750 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,965 $677K 0.15% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,949 $675K 0.32% +100 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 4,946 $674K 0.39% +966 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 5,127 $670K 0.28% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 4,910 $669K 0.14% -23 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,905 $669K 0.21% +26 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,905 $669K 0.02% -471 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,876 $665K 0.21% -48 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,872 $664K 0.16% -223 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,870 $664K 0.36% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,869 $664K 0.21% -50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,850 $661K 0.04% -19 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,850 $661K 0.61% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,850 $661K 0.11% +1,880 13F-HR/A Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 4,835 $659K 0.13% -1,419 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,836 $659K 0.15% +509 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 4,810 $656K 0.01% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,810 $656K 0.08% +260 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,775 $651K 0.01% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,756 $648K 0.32% -731 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,729 $645K 0.03% +699 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 4,723 $644K 0.14% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 4,703 $641K 0.11% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 4,686 $639K 0.34% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,682 $638K 0.01% -178 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,672 $637K 0.26% +1,899 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,669 $636K 0.01% -40 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,661 $635K 0.47% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,653 $634K 0.12% -1,701 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 4,653 $634K 0.21% -618 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,652 $634K 0.29% -107 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,650 $634K 0.44% -425 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,633 $632K 0.14% +2,641 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,627 $631K 0.4% +275 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,626 $631K 0.07% +1,266 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,968 $630K 0.19% -18 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,607 $628K 0.54% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,605 $628K 0.75% +485 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 4,004 $627K 0.69% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,600 $627K 0.3% +600 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,587 $625K 0.72% +30 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,586 $625K 0.03% -215 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 4,580 $624K 0.64% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,578 $624K 0.57% +1,342 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,572 $623K 0.1% +397 13F-HR Timeline