Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 15,445 $1.76M -8,338 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,432 $1.76M 0.05% +9,500 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 15,354 $1.75M 0.56% -677 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,258 $1.74M 0.02% +5,272 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 15,217 $1.74M 0.03% -571 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,201 $1.74M 0.02% +2,464 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 15,121 $1.73M 0.37% +489 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 15,276 $1.71M 0.03% -1,523 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 14,845 $1.7M 0.55% +380 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,717 $1.68M 0.02% -3,777 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 14,666 $1.67M 1.81% -350 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 13,865 $1.67M 0.5% -32 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 10,825 $1.66M 0.03% +1,747 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 14,550 $1.66M 0.57% -1,200 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 14,466 $1.66M 0.18% +9,061 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14,475 $1.65M 0.34% +1,350 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 14,404 $1.64M 0.47% +7,583 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 14,400 $1.64M 1.11% +3,300 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,372 $1.64M 0.09% +11,361 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,349 $1.64M 0.25% -204 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 14,300 $1.63M 0.06% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,068 $1.61M <0.01% -129 13F-HR Timeline Group Midway Capital Research & Management More: the full row for Midway Capital Research & Management 13,943 $1.59M 1.27% +2,044 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,858 $1.58M 0.02% +4,555 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 13,757 $1.57M 0.23% +635 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 13,725 $1.57M 0.45% -316 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 13,600 $1.55M 0.34% -2,331 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,542 $1.55M 0.02% -290 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,515 $1.54M 0.01% +488 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,475 $1.54M 0.09% -9,024 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 13,400 $1.53M 0.7% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13,356 $1.52M 0.31% +1,510 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 13,276 $1.52M 0.8% -1,560 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 13,254 $1.51M 0.56% +765 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 13,130 $1.5M 0.42% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,028 $1.49M 0.02% -842 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,977 $1.48M 0.06% +10 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,757 $1.46M 0.03% -286 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12,715 $1.45M 0.67% +7,381 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 12,610 $1.44M 0.06% +864 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 12,544 $1.43M 0.98% +525 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 12,529 $1.43M 0.07% -77 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,476 $1.42M 0.04% -1,251 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 12,419 $1.42M 0.16% +11,168 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,415 $1.42M 0.02% -1,383 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 12,399 $1.42M 0.08% +1,333 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 12,311 $1.41M 0.94% +148 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 12,300 $1.4M 1.08% +1,620 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,248 $1.4M 0.02% +7,278 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 12,157 $1.39M <0.01% +474 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 12,090 $1.38M 0.06% -3,240 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,003 $1.37M 0.05% -4,216 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,987 $1.37M 0.09% +376 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 11,823 $1.35M 0.18% -8,693 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 11,814 $1.35M 0.47% -52 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,804 $1.35M 0.04% +111 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 11,803 $1.35M 0.83% new 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 11,748 $1.34M 0.14% +1,718 13F-HR Timeline OSSIAM More: the full row for OSSIAM 11,677 $1.34M 0.02% -218,603 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,658 $1.33M 0.07% +5,598 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,638 $1.33M 0.02% -1,305 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 11,619 $1.33M 0.2% +2,048 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 11,500 $1.31M 0.58% -1,030 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,492 $1.31M 0.01% -412 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,434 $1.31M 0.02% +3,200 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,432 $1.31M 0.1% +2,875 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,424 $1.3M 0.04% -1,571 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 11,384 $1.3M 0.22% +5,957 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,323 $1.29M 0.06% +259 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 11,309 $1.29M 0.16% -88 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 11,246 $1.28M 0.02% -651 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,241 $1.28M 0.08% -486 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 11,200 $1.28M 0.16% -1,600 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 11,220 $1.28M 0.21% +3,435 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 11,217 $1.28M 0.1% -1,561 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,158 $1.27M 0.29% +1,310 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 11,141 $1.27M 0.46% -7,882 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 11,043 $1.26M 0.13% -47,915 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 11,041 $1.26M 0.34% +1 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 11,025 $1.26M 0.75% -404 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 11,015 $1.26M 0.01% -822 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 10,971 $1.25M 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,930 $1.25M 0.02% +486 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,930 $1.25M 0.11% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 10,823 $1.24M 0.38% -16 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,780 $1.23M 0.02% -438 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,774 $1.23M 0.14% +2,730 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 10,725 $1.22M 0.17% -3,600 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,661 $1.22M 0.07% +1,901 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 10,660 $1.22M 0.56% +574 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,636 $1.21M 0.03% -750 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 10,584 $1.21M 0.16% -353 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,547 $1.2M 0.01% +2,449 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,538 $1.2M 0.46% +1,008 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 10,500 $1.2M 0.78% -300 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,482 $1.2M 0.01% +6,569 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 10,469 $1.2M 1.04% -476 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 10,382 $1.19M 0.12% -177 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 10,357 $1.18M 0.3% +212 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 10,357 $1.18M 0.22% -1,782 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,302 $1.18M 0.42% +9 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,300 $1.18M 0.7% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,253 $1.17M 0.12% -2,811 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 10,227 $1.17M 0.31% +440 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 9,692 $1.16M 0.07% -15,139 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,122 $1.16M 0.08% -951 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,106 $1.15M 0.25% -671 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,098 $1.15M 0.05% -1,261 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,042 $1.15M 0.1% +4,496 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 10,000 $1.14M 0.36% new 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 9,851 $1.12M 0.65% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,737 $1.11M 0.14% -15 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,731 $1.11M 0.09% +77 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,725 $1.11M 0.87% -1,193 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,667 $1.1M 0.43% +800 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,665 $1.1M 0.1% -1,075 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,631 $1.1M 0.07% +1,361 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,404 $1.1M 0.03% +7,527 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,618 $1.1M 0.06% +668 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 9,585 $1.09M 0.26% -600 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,569 $1.09M 0.02% +4,051 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,535 $1.09M 0.06% +156 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,476 $1.08M 0.16% -8,272 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 9,475 $1.08M 0.23% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,350 $1.07M 0.19% -1,970 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,341 $1.07M 0.01% -1,759 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 9,336 $1.07M +6,868 Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 9,304 $1.06M 0.03% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,231 $1.06M 0.14% -1,492 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,015 $1.05M 0.06% -43 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,197 $1.05M 0.01% -14 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 9,193 $1.05M 0.09% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,799 $1.04M 0.04% +1,935 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 9,141 $1.04M 0.15% +232 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,114 $1.04M 0.01% +1,307 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,994 $1.03M -39,329 Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 8,974 $1.02M 0.43% -1,650 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,949 $1.02M 0.23% -343 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,923 $1.02M 0.1% +500 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,920 $1.02M 0.01% +164 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,869 $1.01M 0.34% +400 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 8,821 $1.01M 0.02% +2,790 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 8,815 $1.01M 0.04% -579 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 8,814 $1.01M 0.02% -484 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 8,811 $1.01M 0.69% -1,050 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 8,780 $1M 0.17% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,789 $1M 0.02% +1,497 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 8,769 $1M 0.25% +4,460 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 8,762 $1M 0.48% +180 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 8,736 $997K 1.88% +1,491 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 8,710 $995K 0.01% -2,898 13F-HR/A Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,661 $989K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 8,571 $979K 0.07% -35 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,544 $976K 0.01% -99 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 8,485 $969K 0.03% -11,079 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 8,482 $968K 0.61% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,475 $968K 0.26% +2,450 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 8,475 $968K 0.08% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,434 $963K 0.33% -6 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 8,356 $954K 0.13% +93 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 8,299 $948K 0.28% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 7,953 $946K 0.67% +7,215 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,267 $944K 0.04% +1,202 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,243 $941K 0.05% +104 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,225 $939K 0.01% -414 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 8,207 $937K 0.01% -6,511 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,186 $935K 0.04% -5,185 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,156 $931K 0.07% +1,980 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,138 $929K 0.01% -2,350 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,017 $915K 0.01% -701 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,015 $915K 0.52% -85 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 8,009 $914K <0.01% 13F-HR Timeline Group Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 8,000 $913K 0.13% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,996 $913K 0.01% -2,128 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,498 $912K 0.12% -72 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 7,972 $910K 0.2% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7,967 $910K 0.04% +1,184 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,945 $907K 0.14% -514 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,944 $907K 0.18% -2,154 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,895 $901K 0.4% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,797 $890K 0.03% +823 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,746 $884K 0.03% +108 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 7,725 $882K 0.09% -10,363 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,063 $881K 0.21% +4,523 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,707 $880K 0.13% +20 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,693 $878K 0.13% +80 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,630 $871K 0.31% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,629 $871K 0.03% +685 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,575 $865K 0.07% -468 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,566 $864K 0.16% -3,699 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 7,563 $864K 0.01% -297 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 7,545 $861K 0.57% +161 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,543 $861K 0.05% +21 13F-HR Timeline TFC Financial Management, Inc. 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