Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,568 $3.56M 0.61% +453 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 18,478 $3.55M 0.2% +1,349 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 18,475 $3.55M 0.29% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 18,457 $3.54M 1.44% +1,609 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 18,433 $3.54M 1.48% -108 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 17,322 $3.52M 1.86% +1,500 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 18,323 $3.52M 0.26% +431 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 18,306 $3.51M 0.27% +375 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,293 $3.51M 0.12% +4,932 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 18,209 $3.49M 0.3% -4,980 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 18,161 $3.49M 1.97% +63 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 18,142 $3.48M 2.17% -21,238 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 18,048 $3.46M 1.54% +10,416 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,030 $3.46M +11,196 Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,746 $3.41M 0.25% +259 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 17,667 $3.39M 1.75% +860 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 17,653 $3.39M 1.01% +9,609 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 17,631 $3.38M 1.85% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 17,617 $3.38M 0.5% -11,182 13F-HR Timeline Group MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 17,516 $3.36M 0.12% -1,204,830 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 17,370 $3.33M 0.68% +1,516 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 17,343 $3.33M 0.1% +12,328 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 17,332 $3.33M 1.81% +3,000 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 17,310 $3.32M 0.2% +904 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 17,305 $3.32M 0.04% +6,437 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 17,297 $3.32M 1.33% +2,468 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,243 $3.32M 0.18% +4,031 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 17,235 $3.31M 0.04% +741 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 17,200 $3.3M 0.18% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,183 $3.3M 0.4% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 17,110 $3.28M 0.83% -385 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 17,000 $3.26M 0.24% +974 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,099 $3.26M 0.07% -119 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 16,924 $3.25M 2.85% +644 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 16,860 $3.24M 0.97% -1,745 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 16,855 $3.23M 0.42% +7,835 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 16,811 $3.23M 0.18% +1,013 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,788 $3.22M 0.17% +5,433 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 16,405 $3.15M 0.39% +893 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,348 $3.14M 0.09% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 16,345 $3.14M 1.68% +3,396 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 16,270 $3.12M 1.18% +1,692 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,267 $3.12M 0.03% -6,132 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 16,204 $3.11M 1.94% +3,023 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 16,192 $3.11M 0.47% +456 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,176 $3.1M 0.32% +793 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 16,138 $3.1M 0.07% +3,542 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 16,116 $3.09M 0.49% -250 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,079 $3.09M 0.25% +1,351 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 15,579 $3.09M 0.23% -520 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 15,897 $3.05M 2.02% -252 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 15,795 $3.03M 2.71% new 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 15,759 $3.02M 2.28% +75 13F-HR/A Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 15,686 $3.01M 0.17% +2,864 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 15,666 $3.01M 0.25% -2,691 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 15,661 $3.01M +232 Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 15,617 $3M 0.2% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,580 $2.99M 0.27% +410 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,559 $2.99M 0.09% +10,201 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,529 $2.98M 0.15% +6,406 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,502 $2.98M 0.27% +290 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 15,494 $2.97M 0.23% +8,975 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 15,477 $2.97M 1.31% +41 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,401 $2.97M 0.22% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 15,434 $2.96M 0.48% -38 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 15,421 $2.96M 0.06% +942 13F-HR Timeline Group Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 15,402 $2.96M 2.5% 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 15,364 $2.95M 1.69% +600 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 15,355 $2.95M 2.41% -804 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 15,344 $2.94M 1.65% -219 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,292 $2.93M 0.14% +2,411 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 15,233 $2.92M 0.64% +365 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 15,215 $2.92M 0.43% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,183 $2.92M 0.08% -258 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 15,185 $2.91M 0.35% -999 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 15,148 $2.91M 2.23% -808 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 15,094 $2.9M 0.88% +2,335 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,590 $2.89M 0.79% +999 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 15,019 $2.88M 1.67% +431 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 14,944 $2.87M 0.78% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,920 $2.86M 0.02% +6,079 13F-HR Timeline Group KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 14,908 $2.86M 1.56% -5,665 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,869 $2.85M 2.16% +946 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 14,857 $2.85M 0.79% -5,283 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 14,747 $2.83M 0.08% +1,188 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,574 $2.83M 0.03% +1,552 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 14,699 $2.82M 0.56% +10,602 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,676 $2.82M 0.15% -1,012 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14,636 $2.81M 1.14% -48 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 14,625 $2.81M 2.38% +150 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 14,536 $2.79M +767 Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,461 $2.78M 0.14% +2,457 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,868 $2.77M 0.17% +847 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 14,403 $2.76M 0.15% -16 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,388 $2.76M 0.21% -260 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 14,333 $2.75M 1.8% new 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 14,329 $2.75M 1.37% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 14,312 $2.75M 0.05% +268 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 14,256 $2.74M 0.07% +10,772 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 12,567 $2.73M 0.95% -496 13F-HR Timeline Governors Lane LP More: the full row for Governors Lane LP 14,178 $2.72M 0.34% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 14,085 $2.7M 1.75% -118 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 14,008 $2.69M 1.18% +1,821 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 13,995 $2.69M 0.09% +895 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 13,956 $2.68M 0.3% +3,455 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 13,860 $2.66M 1.24% +94 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 13,859 $2.66M 0.49% +43 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 13,819 $2.65M 0.33% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,991 $2.65M 0.05% +723 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,088 $2.65M 0.17% -167 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 13,793 $2.65M 0.13% +1,193 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,718 $2.63M 0.28% +2,811 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,699 $2.63M 1.59% +68 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,626 $2.62M 0.06% new 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,603 $2.61M 0.11% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,603 $2.61M 0.12% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 13,596 $2.61M 0.25% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 13,587 $2.61M 0.09% +793 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 13,575 $2.61M 0.3% +251 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,533 $2.6M 0.1% -472 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,508 $2.59M 0.11% -149 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,436 $2.58M 1.6% +704 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 13,399 $2.57M 1.96% -113 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 13,294 $2.55M 2.72% 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,280 $2.55M 0.04% +2,979 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 13,268 $2.55M 0.25% +8,585 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 13,526 $2.54M 0.81% -137 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,239 $2.54M 0.22% +343 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,179 $2.53M 0.18% -14,688 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 13,366 $2.53M 0.08% +347 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 13,157 $2.53M 0.29% +10,288 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13,018 $2.52M 0.05% +2,176 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 13,105 $2.52M 0.64% +5,121 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 13,099 $2.51M 2.11% 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 13,094 $2.51M 1.24% -3,676 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,084 $2.51M 0.83% +7,238 13F-HR/A Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 13,030 $2.5M 0.91% -283 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 12,945 $2.48M 1.27% +154 13F-HR/A Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 12,919 $2.48M 2.42% +403 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,898 $2.48M 1.74% -96 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 12,868 $2.47M 0.17% +1,879 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 12,808 $2.46M 1.43% -156 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 12,745 $2.45M 2.42% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 12,722 $2.44M 0.31% +668 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 12,620 $2.42M 0.5% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 12,595 $2.42M 0.96% -3,477 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12,562 $2.41M 0.04% +1,121 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 12,488 $2.4M 0.54% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,486 $2.4M 0.32% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 12,475 $2.39M 1.2% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 12,474 $2.39M 0.54% -4,378 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,416 $2.38M 0.14% +4,504 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 12,357 $2.37M 2.38% -4,596 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 12,357 $2.37M 1.26% +1,001 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,343 $2.37M 0.18% -695 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 12,272 $2.36M 0.08% +562 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 12,191 $2.34M 1.36% +3,871 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,188 $2.34M 0.09% +2,600 13F-HR/A Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 12,186 $2.34M 0.32% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,034 $2.33M 0.25% +2,421 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 12,132 $2.33M 0.69% +17 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,129 $2.33M 0.57% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,116 $2.33M 0.07% +1,299 13F-HR/A Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 12,086 $2.32M 1.36% +512 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 12,078 $2.32M 1.2% +541 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 12,075 $2.32M 2.33% +3,440 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 12,032 $2.31M 1.18% -415 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,000 $2.3M 0.16% 0 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,962 $2.3M 0.17% -35,857 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 11,933 $2.29M 0.41% +1,484 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 11,901 $2.28M 1.88% +2 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 11,822 $2.28M 3.11% +1,000 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,883 $2.28M 0.72% +11 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,880 $2.28M 0.52% +154 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 11,865 $2.28M 1.51% +54 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 11,865 $2.28M 1.17% +5,649 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,803 $2.27M 0.01% +971 13F-HR Timeline Group Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,760 $2.26M 0.55% +1 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 11,744 $2.25M 0.16% +3,176 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11,743 $2.25M 0.14% -119 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 11,663 $2.24M 1.41% +2,948 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,659 $2.24M 0.82% +12 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,218 $2.23M 0.84% +77 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,971 $2.22M 0.35% -39,389 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,553 $2.22M 0.89% +2 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 11,500 $2.21M 1.6% -8,800 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 11,500 $2.2M 0.22% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 11,468 $2.2M 0.82% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,412 $2.19M 0.1% +103 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,411 $2.19M 0.53% +36 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 11,406 $2.19M 0.9% +48 13F-HR Timeline Dana Investment Advisors, Inc. 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