FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,855 $325K 0.07% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 3,853 $325K 0.15% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,852 $325K 0.05% -4,610 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,851 $325K 0.13% -981 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,848 $325K 0.08% +1,338 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,846 $325K 0.08% +1,128 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,807 $321K 0.12% +839 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 3,800 $321K 0.19% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 3,795 $320K 0.06% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,775 $319K 0.33% -1,041 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,756 $317K 0.04% -45 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,142 $317K 0.11% new 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 3,750 $316K 0.43% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,744 $316K 0.02% +480 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,738 $315K 0.06% +375 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 3,734 $315K 0.36% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 3,722 $314K 0.71% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,717 $314K 0.01% +786 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 3,716 $314K 0.06% -58 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,707 $313K 0.03% -2,000 13F-HR/A Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,700 $313K 0.05% +500 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,701 $312K 0.14% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,700 $312K 0.01% +496 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,700 $312K 0.02% +292 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,679 $311K 0.1% +356 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,672 $310K 0.12% +32 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,660 $309K 0.18% +300 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,659 $309K 0.04% +62 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,654 $308K 0.16% +406 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,651 $308K 0.07% -72 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,633 $307K 0.06% -1,669 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,627 $306K 0.18% -1,874 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,625 $306K 0.12% -127 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,624 $306K 0.06% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,612 $305K 0.11% -1,780 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,600 $304K 0.05% +175 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,600 $304K 0.1% -1,600 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,599 $304K 0.16% +413 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,590 $303K 0.03% new 13F-HR/A Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,581 $302K 0.21% +581 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,578 $302K 0.16% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,576 $302K 0.07% +455 13F-HR/A Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,546 $299K 0.99% -4,845 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,544 $299K 0.07% +80 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,541 $299K 0.12% +62 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 3,537 $299K 0.12% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,530 $298K 0.1% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,520 $297K 0.19% +2,214 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,515 $297K 0.09% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,512 $296K 0.03% -522 13F-HR/A Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,508 $296K 0.17% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,500 $295K 0.05% +2,270 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,500 $295K 0.06% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,500 $295K 0.19% -1 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,497 $295K 0.03% +125 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,494 $295K 0.2% -3,760 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 3,480 $294K 0.35% -920 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,470 $293K 0.19% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,465 $292K 0.03% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,458 $292K 0.05% +438 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,442 $291K 0.2% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3,150 $290K 0.21% -950 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,427 $289K 0.07% +312 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,419 $289K 0.08% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 3,418 $288K 0.04% new 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,400 $287K 0.08% -908 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,400 $287K 0.02% +900 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,395 $286K 0.02% +3,391 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,368 $284K 0.01% -11,073 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 3,430 $284K 0.29% -415 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,360 $284K 0.03% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,356 $283K 0.19% -38 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,345 $282K 0.09% -1,809 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,333 $281K 0.05% +1,548 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,268 $281K 0.01% -16,332 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,319 $280K 0.11% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,308 $279K 0.11% +2,168 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,305 $279K 0.06% +136 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,303 $279K 0.21% +124 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,302 $279K 0.16% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 3,298 $278K 0.27% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,295 $278K <0.01% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,291 $278K 0.12% +310 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,277 $277K 0.07% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,270 $276K 0.15% -36 13F-HR/A Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,253 $275K 0.08% +253 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,249 $274K 0.11% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,243 $274K 0.08% +12 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,236 $273K 0.3% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,226 $272K 0.02% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 3,220 $272K 0.09% -25,000 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,217 $272K 0.06% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,214 $271K 0.03% +258 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,211 $271K 0.12% +268 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,205 $271K 0.05% -6,489 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 3,200 $270K 0.03% 0 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 3,200 $270K 0.18% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,184 $269K 0.09% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,179 $268K 0.08% +2,556 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,175 $268K 0.21% +50 13F-HR Timeline Group Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,166 $267K 0.19% -34 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,165 $267K 0.01% +185 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,163 $267K 0.17% -11 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,158 $267K 0.04% +523 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,152 $266K 0.2% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,148 $266K 0.08% +370 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,997 $265K 0.02% -374 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,135 $265K 0.21% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,132 $264K 0.09% +159 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,112 $263K 0.02% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,105 $262K 0.24% -1,962 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,103 $262K 0.04% new 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 3,100 $262K 0.01% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,099 $262K 0.11% -313 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,099 $262K 0.18% +159 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,086 $260K 0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,071 $259K 0.13% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,070 $259K 0.08% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,067 $259K 0.13% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,062 $258K 0.04% -757 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,061 $258K 0.06% +56 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 3,055 $258K 0.13% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,048 $257K 0.07% +102 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,047 $257K 0.1% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,047 $257K 0.17% -975 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 3,040 $257K 0.06% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,030 $256K 0.05% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,020 $255K 0.23% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,015 $254K 0.06% -400 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,006 $254K <0.01% +6 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,513 $253K 0.03% -26,737 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 3,000 $253K 0.1% 0 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,000 $253K 0.16% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,000 $253K <0.01% new 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,000 $253K 0.15% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,000 $253K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,993 $253K 0.04% -2,864 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,990 $252K 0.14% +130 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,987 $252K <0.01% -1 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,985 $252K 0.09% +271 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 2,983 $252K 0.08% -243 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,970 $251K 0.05% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,965 $250K 0.19% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,950 $249K 0.1% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 2,947 $249K 0.08% -373 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 2,945 $249K 0.12% -100 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,943 $248K 0.1% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 2,930 $247K 0.15% -350 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,918 $246K 0.09% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,918 $246K 0.16% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,917 $246K 0.07% +84 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,917 $246K 0.24% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,914 $246K 0.06% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,870 $242K 0.22% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,870 $242K 0.1% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,859 $241K 0.02% -118,840 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,854 $241K 0.01% -69 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,854 $241K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,853 $241K 0.07% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,837 $239K 0.09% -112 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,821 $238K 0.03% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,817 $238K 0.03% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,807 $237K 0.05% +49 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,803 $237K 0.02% new 13F-HR/A Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,800 $236K 0.18% -450 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,801 $236K 0.14% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,791 $236K 0.03% +2,030 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 2,789 $235K 0.02% -597 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,773 $235K 0.11% +1,598 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,782 $235K 0.08% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,776 $234K 0.12% -2,776 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,764 $233K 0.02% -23 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,764 $233K 0.06% +24 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,752 $232K 0.14% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,741 $231K 0.1% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,732 $231K 0.03% +13 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,730 $230K 0.09% -850 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,723 $230K 0.02% -305 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,721 $230K 0.04% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,714 $229K 0.17% -275 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,707 $228K 0.11% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,706 $228K 0.15% -1,376 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,703 $228K 0.1% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,697 $228K 0.08% +161 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,694 $227K 0.08% new 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,692 $227K 0.07% new 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,693 $227K 0.03% new 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,687 $227K 0.06% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,686 $227K 0.11% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,685 $227K 0.05% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,683 $226K 0.01% -3,264 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,680 $226K 0.09% -1,380 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,680 $226K 0.11% +10 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,684 $226K 0.11% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,672 $226K 0.05% -2,662 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,671 $225K 0.05% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,654 $224K 0.05% new 13F-HR/A Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,868 $223K 0.05% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,687 $223K 0.04% 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 2,638 $223K 0.1% -39 13F-HR Timeline