Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 18,763 $3.99M 0.29% -1,201 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 18,713 $3.98M 0.12% -2,237 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 18,712 $3.98M 0.14% -28,999 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 18,654 $3.97M 0.27% +3,160 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 18,603 $3.96M +2,942 Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 18,461 $3.93M 1.42% +1,164 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 18,452 $3.93M 2.11% -273 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,440 $3.92M 0.01% -12,030 13F-HR Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 18,387 $3.91M 0.07% -3,252 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 18,359 $3.91M 0.6% -448 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,352 $3.9M 0.61% -216 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 18,256 $3.88M 0.14% -13,228 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 18,049 $3.84M 0.31% -160 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 18,024 $3.83M 0.25% -299 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 17,900 $3.82M 0.17% +1,112 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 17,943 $3.82M 1.62% +276 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 17,915 $3.81M 1.21% +1,645 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,886 $3.81M 1.44% -547 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,874 $3.8M 0.41% +691 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 17,775 $3.78M 2.96% +851 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 17,734 $3.77M 0.04% +499 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 17,712 $3.77M 0.07% +11,618 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 17,689 $3.76M 2% +367 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 17,668 $3.76M 0.65% +298 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 17,640 $3.75M 0.1% +297 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 17,631 $3.75M 1.78% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,617 $3.75M 0.24% -689 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 17,592 $3.74M 2.05% +1,388 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 17,503 $3.72M 0.67% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 17,501 $3.72M 0.21% +4,633 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 17,497 $3.72M 0.38% +11,080 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,455 $3.71M 0.07% -1,119 13F-HR Timeline TOWLE & CO More: the full row for TOWLE & CO 17,443 $3.71M 1.26% +6,422 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,280 $3.68M 0.35% +1,104 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,270 $3.67M 0.19% -1,208 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 17,200 $3.66M 0.19% 0 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 17,126 $3.64M 0.53% +13,645 13F-HR Timeline SHAPIRO CAPITAL MANAGEMENT LLC More: the full row for SHAPIRO CAPITAL MANAGEMENT LLC 17,125 $3.64M 0.22% -1,900 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 16,978 $3.61M 0.38% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 16,794 $3.57M 0.55% +7,153 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 16,782 $3.57M 0.4% -73 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 16,698 $3.55M 0.17% +1,012 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 16,632 $3.54M 1.34% -1,416 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 16,552 $3.52M 0.5% -308 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 16,511 $3.51M 0.78% -599 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 16,510 $3.51M 1.55% +165 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 16,311 $3.49M 0.83% +1,721 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16,419 $3.49M 0.25% -1,327 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 16,408 $3.49M 0.35% +3 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,257 $3.46M 0.03% -1,048 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 16,229 $3.45M 1.31% +2,221 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,164 $3.43M 0.07% +65 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,092 $3.42M 0.09% +1,345 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 16,045 $3.41M 0.71% +812 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 16,030 $3.41M 2.35% +882 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 15,999 $3.4M 1.65% -2,162 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 15,829 $3.37M 3.11% 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 15,824 $3.37M 1.73% +460 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 15,764 $3.35M 2.2% +5 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,725 $3.35M 0.11% +8,814 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,712 $3.34M 0.09% +153 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,673 $3.33M 0.08% +490 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 15,638 $3.33M 0.27% -4,770 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 15,587 $3.32M 2.1% -310 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 15,367 $3.3M 3.8% +3,545 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 15,511 $3.3M 1.3% +34 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 15,477 $3.29M 1.95% +5,218 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 15,458 $3.29M 0.21% -121 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 15,394 $3.28M 0.16% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,361 $3.27M 0.2% +2,182 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 15,352 $3.27M 0.5% -82 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 15,305 $3.26M 1.49% +3,114 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 15,288 $3.25M 0.22% +1,420 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 15,243 $3.24M 0.41% -873 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 15,215 $3.24M 0.45% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 15,205 $3.24M 1.74% +186 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 15,201 $3.23M 0.43% -991 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 15,154 $3.22M 1.61% -190 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 15,121 $3.22M 0.68% +264 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,100 $3.21M 0.26% -402 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 15,085 $3.21M 0.33% -100 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 14,993 $3.19M 0.78% new 13F-HR/A Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,972 $3.19M 0.25% -608 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 14,914 $3.17M 0.28% +1,196 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 14,872 $3.16M 1.47% -36 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 14,844 $3.16M 0.75% -100 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,785 $3.15M 0.21% +397 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 14,773 $3.14M 0.19% -2,227 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 14,750 $3.14M 0.18% -6,796 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 14,723 $3.13M 0.06% -698 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,703 $3.13M 2.12% -166 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 14,660 $3.12M 2.4% +35 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,637 $3.11M 0.14% -39 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 14,617 $3.11M 0.82% -3,036 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 14,615 $3.11M 0.94% -479 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,567 $3.1M 0.13% +106 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,558 $3.1M 0.06% +932 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,553 $3.1M 0.19% -1,064 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 14,505 $3.09M 0.62% +4,070 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 14,374 $3.06M 0.5% +515 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 14,338 $3.05M 0.28% +742 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,317 $3.05M 0.29% +361 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 14,272 $3.04M 0.96% +8,664 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,744 $3.02M 0.06% +753 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 14,162 $3.01M 0.59% +11,047 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 14,160 $3.01M 2.37% -1,195 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 14,148 $3.01M 0.09% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 14,144 $3.01M 0.05% -168 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 14,105 $3M 0.25% +837 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 14,079 $3M 0.09% +492 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 14,073 $2.99M 1.52% +637 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,988 $2.98M 1.57% +289 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 13,890 $2.96M 1.39% +1,415 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 13,819 $2.94M 0.33% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 13,800 $2.94M 1.64% +2,137 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 13,775 $2.93M 2.26% +481 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 13,736 $2.92M 1.24% -124 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 13,734 $2.92M 0.13% -10,375 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 13,630 $2.9M 0.09% -4,663 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,603 $2.89M 0.12% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 13,517 $2.88M 0.35% +795 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,509 $2.87M 0.1% +1 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,479 $2.87M 0.09% -54 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 13,439 $2.86M 0.08% +73 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,449 $2.86M 0.12% -1,843 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 13,440 $2.86M 1.82% -893 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,427 $2.86M 0.64% +322 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 13,395 $2.85M 1.19% +301 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,375 $2.85M 0.17% +287 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 13,346 $2.84M 1.73% -739 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,288 $2.83M 0.17% +945 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,285 $2.83M 0.06% +723 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,257 $2.82M 0.81% +173 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 31,239 $2.81M 3.39% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 13,156 $2.8M 0.21% -2,923 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 13,105 $2.79M 1.25% +160 13F-HR/A Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 13,103 $2.79M 0.94% +73 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,925 $2.78M 0.05% -93 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 13,024 $2.77M 0.76% -502 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,986 $2.76M 0.01% -11,988 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 12,960 $2.76M 2.48% +41 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 12,949 $2.76M 0.09% -1,046 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 12,916 $2.75M 0.22% -323 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,910 $2.75M 0.07% -3,438 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,836 $2.73M 1.22% +28 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,797 $2.72M 1.65% -101 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,792 $2.72M 0.23% -21,892 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 12,760 $2.71M 0.03% +4,061 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 12,745 $2.71M 2.57% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,733 $2.71M 0.09% +545 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,655 $2.69M 0.28% -920 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 12,620 $2.69M 0.53% 0 13F-HR/A Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 12,564 $2.67M 0.96% -31 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 12,539 $2.67M 1.33% +182 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 12,451 $2.66M 0.34% +265 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 12,488 $2.66M 0.52% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,486 $2.66M 0.3% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,433 $2.65M 0.54% +1,269 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,248 $2.63M 0.03% -2,326 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 12,355 $2.63M 1.92% +454 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 12,333 $2.62M 1.43% +4,300 13F-HR Timeline Envision Financial Transparency, LLC More: the full row for Envision Financial Transparency, LLC 16,000 $2.62M 2.24% +14,733 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,291 $2.62M 1.21% +213 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 12,285 $2.61M 0.35% +1,145 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 12,261 $2.61M 1.3% +2,178 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,122 $2.58M 0.1% +710 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,050 $2.56M 0.69% -82 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,033 $2.56M 0.76% -96 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 12,015 $2.56M 0.16% +271 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,008 $2.55M 0.24% +2,163 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,000 $2.55M 0.16% 0 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,962 $2.55M 0.16% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,945 $2.54M 0.73% +62 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,920 $2.54M 0.55% +509 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 11,919 $2.54M 1.28% -167 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 11,825 $2.52M 1.29% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 11,786 $2.51M 1.51% +2,240 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,779 $2.51M 0.63% +755 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,761 $2.5M 0.56% +1 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,751 $2.5M 0.5% -129 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 11,695 $2.49M 0.1% +1,574 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 11,658 $2.48M 2.43% -699 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,596 $2.47M 0.05% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11,573 $2.46M 0.9% -3,063 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 11,546 $2.46M 1.05% -486 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,484 $2.44M 0.89% -69 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 11,468 $2.44M 0.79% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 11,450 $2.44M 0.89% +44 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,447 $2.44M 0.61% +455 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11,413 $2.43M 0.45% -8,977 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,377 $2.42M 0.83% -841 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,339 $2.41M 0.15% +582 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,908 $2.4M 0.35% -63 13F-HR Timeline Dana Investment Advisors, Inc. 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