Quent Capital, LLC More: the full row for Quent Capital, LLC 5,218 $802K 0.08% -150 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,200 $799K 0.21% -96 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,200 $799K 0.23% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,198 $798K 0.05% +103 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,158 $792K 0.14% +2,173 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,153 $792K 0.17% +51 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 5,114 $786K 0.31% -3,203 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,107 $785K 0.41% 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,103 $784K 0.06% -1,971 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,103 $784K 0.08% -278 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,100 $783K 0.55% +1 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,160 $778K 1.03% -1,365 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5,044 $775K 0.32% +360 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,042 $775K 0.3% +22 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,037 $774K 0.25% -640 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,035 $773K 0.14% +219 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,015 $770K 0.02% +155 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,010 $770K 0.39% -500 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,009 $769K 0.2% +1,015 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,011 $769K 0.38% -58 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $768K 0.19% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,979 $765K 0.2% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,978 $765K 0.37% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,971 $764K 0.21% +850 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,969 $763K 0.33% -90 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,968 $763K 0.05% -217 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,964 $763K 0.05% -168 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,955 $761K 0.34% 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 4,946 $760K 0.04% new 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,945 $760K 0.14% +27 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,941 $759K 0.42% -973 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 4,920 $756K 0.65% -2,983 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 4,914 $755K 0.04% -736 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,909 $754K 0.67% +67 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,896 $752K 0.54% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,871 $748K 0.32% +500 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,839 $743K 0.04% +143 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,833 $743K 0.14% +256 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,832 $742K 0.45% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,823 $741K 0.05% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,815 $740K 0.13% -15 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,800 $737K 0.2% -100 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,828 $736K 0.2% +212 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,792 $736K 0.53% +110 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,787 $735K 0.27% -644 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,785 $735K 0.51% 0 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,773 $733K 0.45% -75 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,763 $732K 0.42% -7 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,750 $730K 0.18% -100 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,748 $729K 0.1% +27 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,745 $729K 0.13% -237 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 4,744 $729K 0.37% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,741 $728K 0.74% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,730 $727K 0.18% +22 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,723 $726K 0.34% -710 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,710 $723K 0.24% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,648 $714K 0.19% +28 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,645 $714K 0.23% -322 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,635 $712K 0.35% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,623 $710K 0.06% -60 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,608 $708K 0.34% -553 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,606 $708K 0.01% +219 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,600 $707K 0.05% +1,620 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,574 $703K 0.11% -604 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,572 $702K 0.01% +2,000 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,570 $702K 0.12% +44 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,563 $701K 0.31% +413 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,518 $694K 0.16% -2,394 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,513 $693K 0.09% +12 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,507 $692K 0.03% -131 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,506 $692K 0.01% +179 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,505 $692K 0.01% -17,870 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 4,496 $691K 0.41% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,475 $687K 0.27% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,472 $687K 0.03% -426 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,466 $686K 0.1% -396 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,465 $686K 0.1% +907 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,456 $684K 0.23% +405 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,451 $684K 0.31% +469 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,434 $681K 0.04% -598 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,425 $680K 0.47% +1,425 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,418 $679K 0.04% +863 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,384 $678K 0.11% -49 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 4,401 $676K 0.02% +1 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,391 $675K 0.32% -137 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 4,387 $674K 0.4% 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,384 $673K 0.45% 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,383 $673K 0.06% -476 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,380 $673K 0.2% -57 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,380 $673K 0.18% +39 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,375 $672K 0.38% 0 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,361 $670K 0.17% -122 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,349 $668K 0.09% +3 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,349 $668K <0.01% +239 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,347 $668K 0.03% +35 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,344 $667K 0.13% -39 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,328 $665K 0.02% +378 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,300 $661K 0.06% -84,900 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,295 $660K 0.18% +43 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,295 $660K 0.04% -129 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,287 $659K 0.05% +454 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,273 $656K 0.01% -8,383 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 4,259 $654K 0.08% -69 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,258 $654K 0.04% +1,097 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,245 $652K 0.03% -230 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,240 $651K 0.2% -343 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,235 $651K 0.07% +352 13F-HR/A Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,234 $650K 0.35% +57 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,223 $649K 0.5% 0 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,218 $648K 0.28% -697 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,210 $647K 0.03% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,205 $646K 0.39% -50 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,199 $645K 0.05% +1,401 13F-HR/A Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,196 $645K 0.05% -190 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,193 $644K 0.3% -68 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 4,168 $640K 0.12% -48 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,164 $640K 0.07% +8 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,150 $638K 0.89% 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 4,149 $637K 0.18% +2,747 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,144 $637K 0.15% +87 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,143 $636K 0.07% +122 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,135 $635K 0.34% +299 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,120 $633K 0.01% +265 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,119 $633K 0.67% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,110 $631K 0.06% +64 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 4,110 $631K 0.03% +1,565 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,107 $631K 0.35% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,102 $630K 0.25% +524 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,100 $630K 0.05% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,091 $629K 0.64% 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,079 $627K 0.48% +151 13F-HR Timeline CTC LLC More: the full row for CTC LLC 4,067 $625K 0.06% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 4,059 $624K 0.14% -611 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,056 $623K 0.33% -65 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,052 $622K 0.03% +624 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,052 $622K 0.21% +18 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,045 $621K 0.16% -286 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,015 $617K 0.1% -15 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,005 $615K 0.07% +1,700 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $614K <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,993 $613K 0.04% +411 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,988 $613K 0.07% -96 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,983 $612K 0.3% +565 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,967 $609K 0.62% -774 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,932 $604K 0.02% -346 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,924 $603K 0.09% -376 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,921 $602K 0.12% +3 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,921 $602K 0.14% +10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,934 $602K 0.03% -625 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,915 $601K 0.05% +43 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,914 $601K 0.14% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,414 $600K 0.08% +105 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,894 $598K 0.42% 0 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 3,884 $597K 0.03% +200 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,876 $595K 0.06% +1,887 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,871 $595K 0.38% +250 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,848 $591K 0.22% +140 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,810 $591K 0 Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,842 $590K 0.06% +1,142 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,839 $590K 0.24% +444 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,833 $589K 0.04% +1,702 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,832 $589K 0.05% +1,378 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,828 $588K 0.37% +211 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,802 $584K 0.09% -1,715 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 3,777 $584K 1.21% -413 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,802 $584K 0.43% -48 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,800 $584K 0.04% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,799 $584K 0.12% +29 13F-HR/A Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,797 $583K 0.21% -1,418 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,793 $583K 0.11% +2,210 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,776 $580K 0.35% -864 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,775 $580K 0.22% -45 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,765 $578K 0.37% +48 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,762 $578K 0.11% +347 13F-HR/A Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,759 $577K 0.14% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,757 $577K 0.15% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,750 $576K 0.12% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,738 $574K 0.09% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,725 $572K 0.26% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,720 $571K 0.53% 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,715 $571K 0.15% 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,715 $571K 0.25% -33,776 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,708 $570K 0.04% -2,458 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,689 $567K 0.07% +109 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,681 $565K 0.36% +681 13F-HR Timeline Group PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 3,680 $565K 0.73% -933 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,675 $565K 0.07% -71 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,672 $564K 0.21% +170 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,661 $562K 0.01% -129 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,661 $562K 0.06% -1,950 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,655 $561K 0.21% 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,645 $560K 0.32% +1,007 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,626 $557K 0.06% -31 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,618 $556K 0.07% -9,317 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,605 $554K 0.6% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,600 $553K 0.07% -500 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,597 $553K 0.05% +120 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,598 $553K 0.01% -285 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,584 $551K 0.22% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,585 $551K 0.31% -183 13F-HR Timeline