Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,426 $1.41M 0.11% +13,683 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 26,413 $1.41M 0.13% +593 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 26,313 $1.41M 0.77% -19,631 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 26,223 $1.4M 0.03% -2,599 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 26,085 $1.4M <0.01% -4,893 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 26,000 $1.39M 0.18% -26,000 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 25,906 $1.39M 0.02% 0 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 25,750 $1.38M 0.64% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 25,713 $1.37M 0.09% -136 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 25,603 $1.37M 0.09% -9,574 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,426 $1.35M 0.01% +2,408 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 24,787 $1.33M 0.05% +24,302 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 5,615 $1.32M 0.15% +520 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 24,487 $1.31M 0.06% -142 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 24,467 $1.31M 0.35% +947 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 24,360 $1.3M 0.03% -2,000 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,271 $1.3M 0.02% +8,331 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 24,198 $1.29M 0.13% -661 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,798 $1.29M 0.14% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 23,976 $1.28M 0.51% -295 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 23,968 $1.28M 0.75% -235 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 23,928 $1.28M 0.58% -9,274 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 23,885 $1.28M 0.53% +11,223 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 23,875 $1.28M 0.06% -573 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 23,860 $1.28M 0.06% -2,926 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 23,832 $1.27M 0.77% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 23,749 $1.27M 1.59% new 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 23,721 $1.27M 0.53% +1,315 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 23,579 $1.26M 0.29% -320 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,570 $1.26M 0.02% +558 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 23,313 $1.25M <0.01% -15,100 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 23,162 $1.24M 0.24% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 23,089 $1.23M 0.84% -695 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 22,880 $1.22M 0.12% +178 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 22,819 $1.22M 0.23% -4,164 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 22,450 $1.2M 0.03% +3,190 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 21,819 $1.18M 0.78% -2,175 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 22,085 $1.18M <0.01% +6,467 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 22,130 $1.18M 1.12% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 22,073 $1.18M 0.84% -451 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 22,059 $1.18M 0.08% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 22,000 $1.18M 0.07% 0 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 21,998 $1.18M 0.27% -328 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 21,948 $1.17M 0.46% -53 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 21,825 $1.17M 0.33% +965 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 21,764 $1.16M 0.02% -1,153 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 21,698 $1.16M <0.01% -59,785 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 21,647 $1.16M 0.05% +13,450 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 21,638 $1.16M 0.13% +3,537 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 21,622 $1.16M 0.01% +8,594 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 21,562 $1.15M 0.04% -229 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 21,468 $1.15M 0.03% -917 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 21,413 $1.14M 0.13% -280 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,358 $1.14M 0.02% +1,929 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 21,340 $1.14M 0.92% +5,441 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 21,328 $1.14M 0.8% +5,365 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 21,305 $1.14M 0.63% -1 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 21,281 $1.14M 0.8% -745 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 21,274 $1.14M 0.85% +191 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 21,175 $1.13M 0.21% +2,071 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 21,106 $1.13M 0.21% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 21,036 $1.12M 0.09% -225 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,970 $1.12M 0.17% +740 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,854 $1.12M 0.01% +454 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 20,809 $1.11M 0.08% -388 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 20,759 $1.11M 0.01% 0 13F-HR Timeline Group WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 20,756 $1.11M 0.21% +9,936 13F-HR/A Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 20,699 $1.11M 0.85% -726 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 20,666 $1.11M 0.34% +1,794 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 20,571 $1.1M 0.56% +503 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 20,490 $1.1M 0.38% +20 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 20,430 $1.09M 0.05% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20,309 $1.09M 0.54% -628 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 20,306 $1.09M 0.2% -125 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 20,263 $1.08M 0.02% +93 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 20,184 $1.08M 0.06% -720 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 20,155 $1.08M 0.18% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 20,126 $1.08M 0.24% +9,861 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 20,100 $1.07M 0.13% 0 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,086 $1.07M 0.07% -38,401 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 20,027 $1.07M 0.26% -35,633 13F-HR Timeline CYRUS CAPITAL PARTNERS, L.P. More: the full row for CYRUS CAPITAL PARTNERS, L.P. 20,000 $1.07M 0.69% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 19,970 $1.07M 0.79% -2,241 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 20,589 $1.07M 0.07% +934 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 19,776 $1.06M 0.05% -42,581 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,731 $1.06M <0.01% -4,215 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 19,721 $1.05M 0.12% +651 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 19,683 $1.05M 0.36% +12,001 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 18,685 $1.05M 0.1% -343 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 19,574 $1.05M 0.04% +2,525 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 19,566 $1.05M 0.02% +226 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 19,506 $1.04M <0.01% -2,000 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,414 $1.04M 0.05% -624 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 19,179 $1.03M 0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 19,130 $1.02M 0.07% -1,262 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 19,000 $1.02M 0.11% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 18,932 $1.01M 0.03% +363 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 18,915 $1.01M 0.13% -4,143 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 18,838 $1.01M 0.13% +50 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 19,724 $1.01M 0.11% -55 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 18,735 $1M 0.28% -500 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 18,675 $999K 0.85% +2,205 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18,607 $995K 0.02% -2,879 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18,433 $986K 0.04% +1,000 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 18,362 $982K 0.14% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 18,362 $982K 0.1% -1,620 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18,338 $981K 0.06% -13,905 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,305 $979K 0.03% -2,194 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 18,292 $978K 0.1% -2,580 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 18,281 $977K <0.01% -6,374 13F-HR Timeline Group QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 18,130 $969K 0.5% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,026 $964K 0.01% +4,875 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 17,889 $957K 0.05% +150 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 17,803 $952K 0.15% -998 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 17,774 $950K 0.35% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 17,623 $942K 0.05% -372 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 17,381 $929K 0.14% +1,114 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 17,357 $928K 0.15% +175 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,307 $927K 0.06% -131 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 17,271 $923K 0.13% -7,903 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 17,476 $923K <0.01% +8,494 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,127 $916K 0.35% -399 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 17,126 $916K 0.02% -1,508 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 17,075 $913K 0.67% +750 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,025 $910K 0.03% -2,257 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,908 $904K 0.03% +5,832 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 16,898 $904K 0.01% -2,691 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 16,758 $896K 0.14% +888 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 16,750 $896K 0.3% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 16,685 $892K 0.56% +878 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 16,644 $890K 0.18% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 16,500 $882K 0.23% +5,951 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,483 $881K 0.09% +2,607 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 16,458 $880K 0.14% -707 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 16,345 $874K 0.13% -2,304 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 16,342 $874K 0.09% +106 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 16,308 $872K 0.25% -12 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 16,228 $868K 0.19% -20 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16,193 $866K 0.16% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 16,147 $863K 0.33% +10,200 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,113 $862K 0.02% +1,713 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,101 $861K <0.01% -22,686 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 15,968 $854K 0.03% +3,008 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 15,954 $853K 0.37% +9,894 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,837 $847K 0.02% +837 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 15,795 $845K 0.25% +3,500 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 15,765 $843K 0.1% -128 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,749 $842K 0.01% -87 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 15,575 $833K 0.32% -10 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 15,556 $832K 0.41% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 15,545 $831K 0.06% +40 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 15,523 $830K 0.46% +1,077 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15,468 $827K 0.04% +184 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 15,449 $826K 0.01% +5,764 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 15,429 $825K +10,640 Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 15,427 $825K 0.11% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 15,360 $821K 0.02% +700 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,211 $812K 0.03% +1,125 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,161 $811K 0.06% +202 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 15,070 $806K 0.18% 0 13F-HR Timeline Group Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 15,000 $802K 0.58% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 15,000 $802K <0.01% -126,000 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 14,990 $802K 0.19% +2,454 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 14,871 $795K 0.46% -9,533 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 14,860 $795K 0.25% +1,640 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 14,809 $792K 0.39% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,801 $791K 0.02% -67 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 14,793 $791K 0.52% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,700 $786K 0.2% +54 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,614 $781K 0.01% +369 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 14,603 $781K 0.05% -590 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,598 $781K 0.21% +2,708 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 14,544 $778K 0.04% -455 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14,529 $777K 0.03% -1,305 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 14,471 $774K 0.06% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 14,425 $771K 0.56% -1,155 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 14,410 $771K 0.07% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 14,369 $768K 0.01% -938 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,354 $768K 0.02% -32,634 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,304 $765K <0.01% +433 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 14,205 $760K 0.09% +64 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 14,200 $759K 0.01% new 13F-HR Timeline Group Roan Capital Partners More: the full row for Roan Capital Partners 14,123 $755K 0.63% +7,852 13F-HR Timeline Vise Technologies, Inc. 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