Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,153 $335K 0.01% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,133 $333K 0.2% 0 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 3,130 $333K 0.03% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,130 $333K 0.07% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,122 $332K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,113 $331K 0.03% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,109 $331K 0.03% new 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,099 $330K 0.19% -882 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,093 $329K 0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,087 $328K 0.02% -97 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,836 $328K 0.04% 0 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 3,077 $327K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,068 $326K 0.02% -438 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,059 $325K 0.13% 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 3,030 $322K 0.13% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,020 $321K 0.03% +375 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,018 $321K 0.33% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,005 $320K 0.11% +10 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 3,000 $319K 0.01% -2,000 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,000 $319K 0.02% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,000 $319K 0.04% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,000 $319K 0.08% -200 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,000 $319K 0.12% +500 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,000 $319K 0.15% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,131 $319K 0.05% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,984 $317K 0.16% -52 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 2,978 $317K 0.16% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,964 $315K 0.05% +35 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,959 $315K 0.01% +1,209 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 2,949 $314K 0.12% -2,209 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,942 $313K 0.18% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,930 $312K 0.15% -403 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,898 $308K 0.11% -130 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,890 $307K 0.04% +800 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,880 $306K <0.01% 0 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 2,878 $306K 0.12% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,850 $303K 0.04% -350 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,108 $303K 0.01% -650 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,843 $302K 0.2% -131 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,825 $300K 0.17% -4,643 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,811 $299K 0.05% -3,372 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,812 $299K 0.06% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,794 $297K 0.08% new 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,786 $296K 0.03% +68 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,785 $296K 0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,777 $295K <0.01% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,775 $295K 0.02% new 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 2,750 $292K 0.24% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,749 $292K 0.04% -398 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,744 $292K 0.11% +78 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,740 $291K 0.21% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,737 $291K 0.17% -400 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,736 $291K 0.02% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,730 $290K 0.03% -103 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,723 $290K 0.03% 0 13F-HR/A Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,715 $289K <0.01% -287 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,713 $288K 0.06% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,703 $287K 0.02% new 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,702 $287K 0.02% +32 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,700 $287K <0.01% -2,550 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,695 $287K 0.04% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,690 $286K 0.01% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,679 $285K 0.02% 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,670 $284K 0.05% +1,817 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,658 $283K 0.03% -3,808 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,653 $282K 0.05% -90 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,650 $282K 0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,625 $279K 0.01% new 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 2,624 $279K 0.17% new 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 2,620 $279K 0.33% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,620 $279K 0.05% -100 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,600 $276K <0.01% +900 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,592 $276K 0.11% +90 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,590 $275K 0.02% 0 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 2,587 $275K 0.01% -7,804 13F-HR Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,575 $274K 0.1% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,555 $272K 0.04% new 13F-HR/A Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,529 $272K 0.06% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,547 $271K 0.14% -740 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 2,544 $271K 0.07% new 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 2,544 $270K 0.01% -989 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,531 $269K 0.04% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,481 $266K 0.08% -125 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,500 $266K 0.04% +200 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 2,500 $266K 0.07% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,500 $266K 0.21% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,500 $266K 0.02% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,490 $265K 0.07% -162 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,481 $264K 0.2% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,475 $263K 0.02% -318 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,471 $263K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,470 $263K 0.02% +70 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,468 $262K 0.08% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,450 $261K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,442 $260K 0.15% +388 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,437 $259K 0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,436 $259K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,435 $259K 0.02% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,430 $258K 0.19% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,238 $258K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,418 $257K 0.01% +435 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,401 $255K 0.01% new 13F-HR/A Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,401 $255K 0.03% -760 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,398 $255K 0.04% -253 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,397 $255K 0.26% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,392 $254K 0.32% 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,390 $254K 0.15% 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,390 $254K 0.23% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,374 $252K 0.01% new 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,373 $252K 0.02% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,347 $250K 0.01% +147 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 2,343 $249K 0.21% -200 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,340 $249K 0.02% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,340 $249K 0.27% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,336 $248K 0.05% -437 13F-HR/A Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,335 $248K 0.1% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,330 $248K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,120 $248K 0.01% -200 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,325 $247K 0.19% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,325 $247K 0.12% -825 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,320 $247K 0.09% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,318 $246K 0.02% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,314 $246K 0.01% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,310 $246K 0.03% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,243 $245K 0.06% -3,167 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,303 $245K 0.02% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,289 $243K <0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,286 $243K 0.05% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,283 $243K 0.04% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,281 $243K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,270 $241K 0.04% -1,319 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,270 $241K 0.04% new 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,261 $240K 0.06% -518 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,248 $239K 0.13% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,240 $238K 0.02% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,238 $238K 0.02% new 13F-HR/A Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,230 $237K 0.05% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,230 $237K 0.02% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,210 $235K 0.08% -300 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,191 $233K 0.08% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,189 $233K 0.04% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,187 $233K <0.01% -12,386 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,180 $232K 0.13% 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,179 $232K 0.23% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,171 $231K 0.01% -906 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,168 $230K 0.17% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,140 $230K 0.22% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,164 $230K 0.01% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,160 $230K 0.17% 13F-HR/A Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,150 $229K 0.02% 0 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 2,150 $229K 0.05% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,141 $228K 0.05% -30 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,137 $227K 0.01% -700 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,123 $226K 0.05% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,121 $226K 0.01% +1,315 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,120 $225K <0.01% +330 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,116 $225K 0.11% new 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,112 $225K 0.2% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,104 $224K 0.07% -58 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,100 $223K 0.21% 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,072 $220K 0.03% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,070 $220K 0.06% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,066 $220K 0.01% -251 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,063 $219K 0.07% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,061 $219K 0.08% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,058 $219K 0.05% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,053 $218K 0.05% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 2,110 $218K 0.05% +50 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,050 $218K 0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,030 $216K 0.01% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,020 $215K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,020 $215K 0.14% -595 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 2,015 $214K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,008 $214K 0.06% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,005 $213K <0.01% new 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,000 $213K 0.08% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,000 $213K 0.05% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,001 $213K <0.01% new 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 2,000 $213K 0.19% -1,000 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $213K 0.01% -1,010 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,000 $213K 0.03% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,000 $213K 0.04% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,000 $213K 0.02% new 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,000 $213K 0.13% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,000 $213K 0.09% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,000 $213K 0.13% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,000 $213K 0.18% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,000 $213K 0.17% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 1,998 $212K 0.02% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,991 $212K 0.02% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,980 $211K 0.03% -130 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,974 $210K 0.01% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,969 $209K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,953 $208K 0.01% +163 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,952 $208K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,950 $207K 0.04% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,763 $207K 0.01% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,944 $207K 0.04% new 13F-HR/A Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,937 $206K 0.03% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,930 $205K 0.06% -737 13F-HR Timeline