Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 976 $313K 0.01% -50 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 971 $311K 0.06% -3,426 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 971 $311K <0.01% -1,030 13F-HR Timeline Group Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 971 $311K 0.12% 0 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 965 $309K 0.03% -107 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 965 $309K 0.04% +1 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 964 $309K 0.03% +161 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 914 $307K 0.02% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 957 $307K 0.14% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 954 $306K 0.14% +9 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 950 $305K 0.04% 0 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 951 $305K 0.06% -11 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 950 $305K 0.03% +24 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 943 $302K 0.09% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 941 $302K 0.05% +194 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 939 $301K 0.08% +75 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 935 $300K 0.06% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 934 $299K 0.05% -25 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 932 $299K 0.12% +67 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 925 $297K 0.22% -30 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 924 $296K 0.15% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 920 $295K 0.07% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 919 $295K 0.18% -120 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 917 $294K 0.01% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 916 $294K 0.06% -4 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 914 $293K 0.03% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 913 $293K 0.01% -3 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 872 $292K 0.01% +26 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 908 $291K 0.06% +9 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 906 $290K 0.04% +276 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 906 $290K 0.11% 0 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 906 $290K 0.04% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 905 $290K <0.01% -105 13F-HR Timeline Boit C F David More: the full row for Boit C F David 900 $288K 0.13% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 900 $288K 0.02% -530 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 900 $288K 0.04% -50 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 897 $288K 0.01% -18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 896 $287K 0.02% -107 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 893 $287K 0.02% -10 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 895 $287K 0.1% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 893 $286K 0.02% -11 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 920 $286K 0.22% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 891 $286K 0.03% -312 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 888 $285K 0.02% -30 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 887 $284K <0.01% -8,209 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 880 $282K 0.01% -6 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 879 $282K 0.05% -369 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 875 $280K 0.01% -28 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 875 $280K 0.08% -1,523 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 839 $280K 0.07% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 873 $280K 0.03% +136 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 873 $280K 0.05% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 866 $278K 0.03% -40 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 862 $276K 0.01% 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 873 $276K 0.09% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 859 $275K 0.13% -4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 858 $275K 0.01% -33 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 856 $274K 4.59% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. F/m Investments LLC More: the full row for F/m Investments LLC 855 $274K 0.02% -99 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 850 $272K 0.14% -125 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 849 $272K 0.02% +100 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 844 $271K <0.01% -9 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 844 $270K 0.04% -6 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 842 $270K 0.08% +21 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 840 $269K 0.08% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 839 $269K 0.06% -11 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 839 $268K <0.01% +16 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 834 $267K 0.02% +129 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 828 $265K 0.09% +65 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 826 $265K 0.03% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 825 $264K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 825 $264K 0.03% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 821 $263K 0.06% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 821 $263K 0.01% +118 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 818 $262K 0.02% +103 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 811 $260K 0.16% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 773 $259K 0.02% -258 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 806 $258K 0.04% -4,744 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 805 $258K 0.13% 0 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 803 $257K 0.23% +105 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $256K 0.15% -800 13F-HR Timeline Amount filed as zero, left out of ratios. CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 799 $256K 0.03% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 798 $256K 0.01% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 795 $255K 0.04% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 796 $255K 0.19% +2 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 795 $255K 0.01% +106 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 791 $254K 0.01% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 787 $252K 0.1% +83 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 785 $252K 0.02% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 780 $250K 0.17% -1,029 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 779 $250K 0.02% -28 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 778 $249K 0.13% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 777 $249K 0.03% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 773 $248K 0.04% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 771 $247K <0.01% -772 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 770 $247K 0.1% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 770 $247K 0.1% -1 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 767 $246K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 764 $245K 0.02% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 760 $244K 0.23% -91 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 760 $244K 0.02% +480 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 756 $242K 0.1% -237 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 755 $242K 0.01% -22 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 754 $242K 0.07% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 753 $241K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 752 $241K 0.08% -10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 751 $241K 0.02% -53 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 719 $241K 0.03% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 750 $240K 0.03% 0 13F-HR Timeline Group HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 750 $240K 0.23% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 750 $240K 0.05% -17 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 748 $240K 0.19% +29 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 746 $239K 0.01% -73 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 743 $238K 0.24% -40 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 739 $237K 0.05% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 724 $236K 0.01% +4 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 733 $235K 0.01% -2 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 733 $235K 0.04% +70 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 726 $234K 0.06% +2 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 729 $234K <0.01% +89 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 729 $234K 0.05% -1 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 728 $233K 0.08% +18 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 727 $233K 0.03% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 727 $233K 0.03% +53 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 718 $230K 0.08% -1 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 682 $229K 0.02% +47 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 714 $229K 0.02% -120 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 712 $228K <0.01% -46,247 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 709 $227K 0.04% -100 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 709 $227K 0.09% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 709 $227K 0.02% -16 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 710 $227K 0.03% -150 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 707 $227K 0.04% +1 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 706 $226K 0.02% -22 13F-HR Timeline Group Income Insurance Ltd More: the full row for Income Insurance Ltd 706 $226K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 705 $226K 0.08% -10 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 703 $225K 0.09% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 702 $225K 0.03% +14 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 702 $225K 0.07% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 705 $225K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 702 $225K 0.02% +52 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 700 $224K 0.02% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 700 $224K 0.08% new 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 692 $222K 0.05% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 692 $222K 0.02% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 690 $221K 0.05% -27 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 686 $220K 0.09% -50 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 652 $219K 0.03% -65 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 683 $219K <0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 677 $217K 0.02% -80 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 675 $216K 0.05% +2 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 672 $216K 0.03% +24 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 625 $215K 0.09% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 668 $214K 0.03% -161 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 667 $214K 0.19% -16 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 666 $214K 0.02% +20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 666 $213K 0.12% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 666 $213K 0.08% +47 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 664 $213K 0.01% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 660 $212K 0.02% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 660 $212K 0.02% 0 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 656 $210K 0.05% +2 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 656 $210K 0.01% -22 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 653 $209K 0.21% -196 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 650 $208K 0.19% 0 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 650 $208K 0.13% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 650 $208K 0.06% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 648 $208K 0.03% -36 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 648 $208K 0.01% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 647 $207K 0.05% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 646 $207K 0.01% -25 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 646 $207K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 644 $206K 0.02% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 643 $206K 0.06% -1,910 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 632 $206K 0.13% -38 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 662 $203K 0.02% -145 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 631 $202K 0.04% -4 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 630 $202K 0.02% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 629 $202K 0.02% -6 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 629 $202K 0.07% -214 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 627 $201K 0.03% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 625 $200K 0.04% -345 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 625 $200K 0.1% -22 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 614 $197K 0.02% +10 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 602 $193K 0.01% -94 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 600 $192K 0.03% +400 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 577 $185K 0.02% +48 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 557 $179K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 547 $175K 0.01% -97 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 546 $175K 0.04% +13 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 517 $166K 0.07% +26 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 513 $164K 0.02% -462 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 500 $160K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 497 $159K 0.04% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 476 $153K 0.16% -25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 475 $152K 0.01% +21 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 466 $149K 0.11% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 454 $146K 0.02% -94 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 445 $143K 0.04% -28 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 432 $138K 0.02% +34 13F-HR Timeline