Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 8,117 $1.44M 0.8% -2,075 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,116 $1.44M 0.13% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 8,106 $1.44M 1.34% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,099 $1.44M 0.1% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 8,485 $1.44M 1.57% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,072 $1.43M 0.07% +2,244 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,061 $1.43M 0.06% +31 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,039 $1.43M 0.11% -242 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 8,000 $1.42M 0.24% -4,000 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 9,621 $1.42M 0.48% +4,896 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,995 $1.42M 0.14% +165 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7,987 $1.42M 0.97% -571 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,987 $1.42M 0.3% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,973 $1.42M 0.05% -317 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 7,960 $1.41M 0.73% -220 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,944 $1.41M 0.13% +164 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 7,944 $1.41M 0.46% +999 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,935 $1.41M 0.36% -16 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,929 $1.41M 0.35% +5,402 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 7,925 $1.41M 0.77% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,925 $1.41M 0.11% -7,503 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,913 $1.41M 0.43% +180 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 7,912 $1.41M 0.57% -437 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,896 $1.4M 0.62% +1,008 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,875 $1.4M 0.06% +2,798 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,856 $1.4M 0.49% -245 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,855 $1.4M 0.24% -1,515 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,838 $1.39M 0.37% +86 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,808 $1.39M 0.58% +104 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 7,734 $1.39M 0.09% -305 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 7,775 $1.38M 0.18% -710 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,749 $1.38M 0.3% -141 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,731 $1.37M 0.43% +135 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 7,705 $1.37M 0.1% -600 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 7,705 $1.37M 0.47% -279,006 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,702 $1.37M 0.9% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,673 $1.36M 0.04% -889 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,672 $1.36M 0.08% +578 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 7,646 $1.36M 0.06% 0 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 7,615 $1.35M 1.2% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,595 $1.35M 0.27% +708 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,568 $1.35M 0.11% +576 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 7,557 $1.34M 0.54% -1,729 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,547 $1.34M 0.28% new 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 7,525 $1.34M 1.06% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,493 $1.33M 0.1% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,492 $1.33M 0.33% +675 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,491 $1.33M 0.18% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,489 $1.33M 0.41% +545 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 7,479 $1.33M 0.18% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 7,476 $1.33M 0.32% -6,343 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 7,448 $1.32M 0.28% +3,809 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 7,437 $1.32M 1.33% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 7,433 $1.32M 0.11% +661 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,411 $1.32M 0.28% +373 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,411 $1.32M 1.42% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 7,398 $1.32M 0.24% +5,638 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,377 $1.31M 0.34% +2,715 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,370 $1.31M 0.17% -1,419 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,342 $1.31M 0.21% +942 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7,333 $1.3M 0.64% +440 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,322 $1.3M 0.43% 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 7,295 $1.3M 0.01% new 13F-HR/A Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,287 $1.3M 0.58% +5,493 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,276 $1.29M 0.19% +756 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,251 $1.29M 0.84% +758 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,250 $1.29M 0.23% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 7,245 $1.29M 0.46% +305 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,244 $1.29M 0.49% -15,376 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 7,210 $1.28M 0.71% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 7,205 $1.28M 0.69% -1,008 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,200 $1.28M 0.36% 0 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 7,166 $1.27M 1.18% 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,160 $1.27M 0.31% +133 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 7,152 $1.27M 0.25% 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 7,151 $1.27M 0.31% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,144 $1.27M 0.09% -4,483 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,112 $1.26M 0.74% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 7,080 $1.26M 0.92% -76 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 7,070 $1.26M 0.18% +1,024 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,065 $1.26M 0.16% -1,062 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,062 $1.26M 0.99% +53 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,047 $1.25M 0.52% +988 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,046 $1.25M 0.1% +1,932 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 7,045 $1.25M 0.81% -150 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,033 $1.25M 0.09% +200 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,030 $1.25M 0.29% +5,030 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,029 $1.25M 0.09% +275 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,018 $1.25M 0.2% -559 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 7,012 $1.25M 1.22% 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 7,009 $1.25M 0.92% -481 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 7,006 $1.25M 0.81% -2,586 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,976 $1.24M 0.06% +2,895 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,951 $1.24M 0.18% -604 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,950 $1.24M 0.07% -50 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,947 $1.23M 0.8% -374 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,938 $1.23M 0.19% -768 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 6,929 $1.23M 0.37% -504 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,917 $1.23M 0.33% +3,208 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,910 $1.23M 0.8% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,890 $1.22M 0.19% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,890 $1.22M 0.13% +368 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,888 $1.22M 0.55% -67 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,881 $1.22M 0.36% -694 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,873 $1.22M <0.01% +1,032 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 6,866 $1.22M 0.02% +92 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 6,832 $1.21M 0.9% -99 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 6,802 $1.21M 0.74% -459 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,787 $1.21M 0.51% -374 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 6,776 $1.2M 1.25% -49 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,773 $1.2M 0.17% +2,476 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 6,750 $1.2M 0.08% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,748 $1.2M 0.74% -3,607 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,735 $1.2M 0.44% -2,393 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,728 $1.2M 0.15% -110 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,232 $1.2M 0.08% -370 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 6,690 $1.19M 0.59% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,679 $1.19M 0.16% -252 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,678 $1.19M 0.14% +86 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,678 $1.19M 0.04% -639 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 6,666 $1.18M 0.2% +1,271 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,659 $1.18M 0.12% +620 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,658 $1.18M 0.18% +139 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 6,629 $1.18M 1.22% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,625 $1.18M 0.19% +3,951 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,615 $1.18M 0.09% +3,536 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,586 $1.17M 0.64% -2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,576 $1.17M 0.28% -840 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,574 $1.17M 0.09% +476 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,568 $1.17M 0.09% -130 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 6,561 $1.17M 0.99% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 6,555 $1.17M 0.41% 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,547 $1.16M 0.85% -409 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,519 $1.16M 0.41% -148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,517 $1.16M 0.85% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,504 $1.16M 0.29% +57 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,441 $1.14M 0.41% -140 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 6,420 $1.14M 0.99% 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 6,415 $1.14M 0.68% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 6,412 $1.14M 0.44% -1 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,400 $1.14M 0.05% +1,396 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,400 $1.14M 0.24% +300 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,399 $1.14M 0.2% +4,025 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 6,393 $1.14M 0.21% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,379 $1.13M 0.09% -705 13F-HR Timeline Group Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 6,379 $1.13M 0.22% +2,090 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 6,373 $1.13M 0.03% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 6,365 $1.13M 0.44% -816 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,358 $1.13M 0.09% +984 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,356 $1.13M 0.13% +1,291 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,353 $1.13M 0.6% +90 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,342 $1.13M 0.13% +1,012 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,339 $1.13M 1.67% -6,246 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 6,336 $1.13M 0.7% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,334 $1.13M <0.01% -187 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,314 $1.12M 0.11% -455 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,295 $1.12M 0.07% -2,295 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 6,273 $1.12M 0.43% +1,413 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,268 $1.11M 0.06% +2,097 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,256 $1.11M 0.1% +2,786 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,238 $1.11M 0.17% +100 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,231 $1.11M 0.24% -167 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 6,200 $1.1M 0.2% +74 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,196 $1.1M 0.06% -70 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 6,225 $1.1M 0.84% +85 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 6,186 $1.1M 0.04% 13F-HR/A Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,148 $1.09M 0.09% +1,017 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,131 $1.09M 0.04% -107 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 6,124 $1.09M 0.78% +801 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,121 $1.09M 0.74% -124 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,117 $1.09M 0.55% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,109 $1.09M 0.49% -91 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,088 $1.08M 0.25% +3,267 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,072 $1.08M 0.31% +338 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,072 $1.07M 0.09% +39 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,031 $1.07M 0.29% -14,957 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,030 $1.07M 0.24% +20 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 5,964 $1.06M 0.79% 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,949 $1.06M 0.21% +3,558 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,945 $1.06M 0.1% -9,266 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,937 $1.06M 0.39% +794 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,935 $1.05M 0.05% +1,626 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,932 $1.05M 0.69% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 7,764 $1.05M 0.71% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,889 $1.05M 0.22% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,863 $1.04M 0.07% -190 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,828 $1.04M 0.62% +531 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 5,827 $1.04M 0.46% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,826 $1.04M 0.09% +991 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,814 $1.03M 0.36% -8,599 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,801 $1.03M 0.27% -1,480 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,788 $1.03M 0.07% +536 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 5,786 $1.03M 0.59% 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. 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