Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,639 $311K 0.04% -139 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,627 $309K 0.01% +408 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 1,625 $308K 0.18% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,618 $307K 0.03% +55 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,614 $306K 0.1% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,611 $306K 0.02% -150 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,591 $302K 0.06% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,577 $299K 0.03% -54 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,576 $299K 0.05% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,573 $298K 0.09% -243 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,560 $296K 0.01% -394 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,552 $294K <0.01% +38 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,547 $293K 0.18% +26 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,546 $293K 0.29% +97 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,545 $293K 0.17% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,540 $292K 0.02% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,539 $292K 0.1% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,534 $291K 0.04% +35 13F-HR Timeline Group Gimbal Financial More: the full row for Gimbal Financial 1,530 $290K 0.17% +109 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,517 $288K 0.17% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,514 $287K 0.04% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,513 $287K 0.03% -116 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 1,511 $287K 0.17% -203 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 1,508 $286K 0.12% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,507 $286K 0.05% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,505 $285K 0.13% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,501 $285K 0.03% 0 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 1,500 $285K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,500 $285K <0.01% new 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,500 $285K 0.22% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,491 $283K 0.17% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,488 $282K 0.05% +1 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,484 $282K 0.04% -1,517 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,483 $281K 0.02% +235 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,480 $281K 0.06% +1,444 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,474 $280K 0.02% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,472 $279K 0.13% +15 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,469 $279K <0.01% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,469 $279K 0.25% +5 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,459 $277K 0.08% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,454 $276K 0.1% +3 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,450 $275K 0.06% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,445 $274K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,443 $274K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,442 $274K 0.1% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,439 $273K 0.01% -2,000 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,439 $273K 0.06% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,438 $273K 0.15% -149 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,430 $271K 0.11% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,421 $270K 0.05% +3 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,419 $269K 0.12% +100 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,410 $267K 0.01% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,406 $267K 0.11% -108 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,406 $267K 0.09% -105 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,399 $265K 0.11% +7 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,398 $265K 0.23% new 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,398 $265K 0.13% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,394 $264K 0.01% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,387 $263K 0.02% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,385 $263K 0.03% +2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,385 $263K 0.05% +146 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,378 $261K 0.13% new 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,370 $260K 0.1% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,362 $258K 0.03% -157 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,361 $258K 0.01% +802 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,359 $258K 0.14% +5 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,359 $258K 0.25% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,352 $256K 0.11% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,352 $256K 0.03% -219 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,350 $256K 0.13% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,345 $255K 0.01% -1,055 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,342 $255K 0.02% +9 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,401 $255K 0.01% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,334 $253K 0.07% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,330 $252K 0.01% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,326 $251K 0.01% -240 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,324 $251K 0.14% +211 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,322 $251K 0.22% +10 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 1,319 $250K 0.12% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,316 $250K 0.02% new 13F-HR/A Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,316 $250K 0.07% -325 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 1,314 $249K 0.15% 0 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,313 $249K 0.06% +177 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,311 $249K 0.04% +6 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 1,308 $248K 0.04% 0 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,297 $246K 0.06% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,295 $246K 0.02% -3,366 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,293 $245K <0.01% -2,695 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,290 $245K 0.01% new 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,289 $245K 0.14% -479 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,285 $244K 0.01% -401 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,284 $244K 0.06% -16,495 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,274 $242K 0.08% -97 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,274 $242K 0.05% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 1,266 $240K 0.21% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,260 $239K 0.11% +3 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,257 $238K 0.04% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,253 $238K 0.14% +73 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,251 $237K 0.07% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,250 $237K 0.02% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,248 $237K 0.15% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,248 $237K 0.03% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,300 $236K 0.2% 0 13F-HR/A Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,243 $236K 0.08% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,240 $235K 0.01% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,241 $235K 0.01% -100 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,236 $234K 0.05% 0 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,227 $233K 0.05% +2 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,215 $232K 0.02% -257 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,212 $230K 0.01% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,212 $230K 0.13% +1 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,312 $230K 0.05% +2 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,210 $230K 0.01% 0 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,210 $230K 0.01% +23 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,204 $228K 0.12% -5,994 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,203 $228K 0.04% -1,161 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,200 $228K 0.07% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,200 $228K 0.07% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,196 $228K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,201 $228K 0.06% 0 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,201 $228K 0.04% -114 13F-HR Timeline MCDONALD CAPITAL INVESTORS INC/CA More: the full row for MCDONALD CAPITAL INVESTORS INC/CA 1,195 $227K 0.01% 0 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 1,195 $227K 0.17% +1 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,246 $226K 0.04% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,193 $226K 0.12% +1 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,192 $226K 0.04% +225 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,190 $226K 0.13% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,181 $224K 0.02% -194 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,179 $224K 0.04% -8 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,172 $222K <0.01% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,170 $222K 0.06% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 1,162 $220K 0.09% -12 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,157 $219K 0.02% +208 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,152 $219K 0.02% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,150 $218K 0.05% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,151 $218K 0.03% 0 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,157 $218K 0.02% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,143 $217K 0.06% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,143 $217K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,140 $216K 0.02% -270 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,139 $216K 0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,139 $216K 0.07% +582 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,138 $216K 0.05% -13,941 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,137 $216K 0.09% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,130 $214K 0.14% -600 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,130 $214K 0.03% +5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,127 $214K 0.05% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 1,125 $213K 0.05% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,125 $213K 0.07% +3 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,123 $213K 0.04% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,121 $213K 0.01% -7 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,120 $213K 0.15% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,120 $212K 0.16% 0 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 1,120 $212K 0.18% -29 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,114 $211K 0.04% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,114 $211K 0.05% +449 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,109 $210K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,105 $210K 0.01% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,103 $209K 0.05% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,097 $208K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,092 $207K 0.01% -72 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,087 $207K 0.07% +756 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 1,090 $207K 0.12% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,088 $206K 0.09% new 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,080 $206K 0.03% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,084 $206K 0.1% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,080 $205K 0.02% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,078 $204K 0.04% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,074 $204K 0.03% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,072 $204K 0.03% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 1,063 $202K 0.17% 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,062 $201K 0.11% -4,881 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,062 $201K 0.01% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,062 $201K <0.01% -161,114 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 1,062 $201K 0.14% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,061 $201K <0.01% -1,685 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 1,055 $200K 0.06% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,025 $194K 0.15% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 978 $186K 0.03% -1,312 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 975 $185K 0.01% +675 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 970 $184K 0.08% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 897 $170K 0.02% -224 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 886 $168K 0.01% +46 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 880 $167K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 879 $167K 0.04% +107 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 877 $166K 0.05% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 839 $159K 0.02% -56 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 820 $156K 0.1% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 816 $155K <0.01% -330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 805 $152K 0.01% -470 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 800 $152K 0.08% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 796 $151K 0.01% -15 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 757 $144K 0.06% +655 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 727 $138K 0.05% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 720 $137K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 685 $130K <0.01% +35 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 676 $128K 0.05% -200 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 665 $126K 0.08% +136 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 656 $124K 0.01% -825 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 654 $124K 0.09% -54 13F-HR Timeline