Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 14,400 $981K 0.03% +2,245 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,245 $971K 0.01% -4,602 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 14,141 $964K 0.13% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 14,137 $963K 0.01% -3,493 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 14,070 $959K 0.3% +376 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 13,924 $957K 0.16% -2,372 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 13,957 $951K 0.16% +7,010 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,876 $946K 0.11% +3,188 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 13,871 $945K 0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 13,765 $938K 0.16% +3,322 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 13,716 $935K 0.18% -3,220 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,670 $931K 0.29% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 13,645 $930K 0.17% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,613 $928K 0.21% +3,105 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,086 $927K 0.05% -10,715 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 13,595 $926K <0.01% +80 13F-HR Timeline Group Paller Financial Services Inc More: the full row for Paller Financial Services Inc 13,502 $920K 0.76% -2,580 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 13,475 $918K 0.01% +3,954 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,429 $915K <0.01% -2,416 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 13,220 $901K 0.34% -247 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 14,554 $899K 0.01% -142,230 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,181 $898K 0.28% +168 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 13,177 $898K <0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,151 $896K 0.01% -3,542 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,116 $894K 0.03% -764 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 13,104 $893K 0.58% +3,100 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 13,054 $890K 0.03% +957 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 13,040 $889K 0.64% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,028 $888K 0.02% -1,752 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 12,993 $885K 0.39% -4,094 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 12,967 $884K 0.14% +1,329 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 12,960 $883K 0.03% -474 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,955 $883K 0.33% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 12,827 $874K 0.02% +8,931 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 12,767 $870K 0.5% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,743 $868K 0.08% -3,854 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12,734 $868K 0.6% -1,107 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12,662 $863K 0.43% +12,459 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,658 $863K 0.1% -21,716 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 12,584 $857K 0.01% -29,207 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 12,536 $854K 0.23% -230 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 12,500 $852K 0.08% -3,300 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 12,488 $851K 0.3% -11,553 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 12,442 $848K 0.26% +5,900 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 12,405 $845K 0.06% -2,000 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 12,401 $845K 0.55% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 12,400 $845K 0.43% +1,399 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12,354 $842K 0.11% -3,591 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,317 $839K 0.03% -99,952 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 12,295 $838K 0.25% -770 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 12,200 $831K <0.01% new 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 12,150 $828K 0.49% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,117 $826K 0.02% -304 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 12,075 $823K 0.21% -25 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 12,040 $820K 1.37% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 12,005 $818K <0.01% +2,280 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 12,000 $818K 0.24% +9,000 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 12,000 $818K 0.23% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 12,000 $818K 0.4% -4,450 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 12,000 $818K 0.07% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 11,990 $817K 0.53% +300 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,989 $817K 0.01% +2,373 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,953 $814K 0.02% -529 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,947 $814K 0.01% -1,071 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,927 $813K 0.11% +4,881 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 11,900 $811K 0.17% -4,308 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,585 $811K 0.02% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,890 $810K 0.29% -6,289 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 11,830 $806K 0.17% +250 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,793 $804K 0.07% -6,201 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,702 $797K 0.06% +4,037 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 11,649 $794K 0.17% +11,620 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 11,614 $791K 0.04% -170,777 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 11,524 $785K 0.11% +2,395 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 11,508 $784K 0.16% +131 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,505 $784K 0.07% -1,333 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,496 $783K 0.03% +832 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 11,472 $782K 0.21% +2,700 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,454 $780K 0.01% -3,928 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,371 $775K 0.11% -263 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 11,360 $774K 0.15% -5,329 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,329 $772K 0.04% -820 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 11,317 $771K 0.17% +1,804 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,206 $765K 0.12% -721 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 11,249 $764K 0.02% -118,901 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 10,351 $762K 0.01% +1,238 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 11,179 $762K 0.38% +891 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 11,177 $762K 0.15% +1,264 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 11,105 $757K 0.1% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 11,083 $755K 0.06% +10,787 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,081 $755K 0.08% +650 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,076 $755K 0.02% +252 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 11,053 $753K 0.11% +2,180 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 11,024 $751K 0.39% -6,582 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 10,975 $751K 0.72% 0 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 11,009 $750K 0.45% -4,250 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,980 $748K 0.04% +380 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,955 $746K 0.02% -7,000 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 10,915 $744K 0.48% +424 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 10,831 $738K 0.59% -200 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,820 $737K 0.16% -69 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,692 $729K 0.03% -3,763 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,570 $720K <0.01% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,549 $719K 0.21% +792 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,544 $718K 0.02% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,526 $717K 0.17% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,498 $715K 0.17% -4,435 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 10,393 $708K 0.31% +156 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,349 $705K 0.07% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 10,330 $704K 0.06% -1,900 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,281 $701K 0.01% -308 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 10,281 $701K 0.25% +1,909 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,243 $700K 0.02% -22,130 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 10,270 $700K 0.17% -32 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 10,265 $699K 0.11% -4,130 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,249 $698K 0.04% -11,801 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,245 $698K 0.01% +666 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 10,244 $698K 0.39% +149 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 10,243 $698K 0.29% -10,800 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,243 $698K 0.14% -661 13F-HR Timeline American Trust More: the full row for American Trust 10,231 $697K 0.06% +873 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 10,208 $696K 0.37% -2,757 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,162 $692K 0.03% +719 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 10,000 $681K 0.03% new 13F-HR/A Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 10,000 $681K 0.15% -37,424 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 9,980 $680K 0.06% -757 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,980 $680K 0.24% +81 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 9,912 $675K 0.09% -744 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,833 $675K 0.05% -4,288 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,909 $675K 0.09% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,869 $672K 0.02% +1,345 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 9,850 $671K 0.47% +3,964 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,810 $668K 0.1% +398 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,780 $666K 0.2% +9 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,770 $666K <0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,743 $664K 0.13% +1,002 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 9,711 $662K 0.12% -1,620 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,685 $660K 0.01% +5,607 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 9,674 $659K 0.17% 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 9,656 $658K 0.23% +2,654 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 9,656 $658K 0.23% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,641 $657K 0.05% -437 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,638 $657K 0.03% -5,993 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,612 $655K 0.36% -3,318 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 9,611 $655K 0.19% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,609 $655K 0.04% -1,325 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,577 $653K 0.04% -50 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 9,504 $648K 0.3% +398 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 9,500 $647K 0.28% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,494 $647K 0.03% +1,994 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,354 $646K 0.02% +10 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 9,450 $644K 0.07% +1,301 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,448 $644K 0.05% -527 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 9,408 $641K 0.13% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 9,343 $637K 0.23% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 9,335 $636K 0.62% +77 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,330 $636K 0.05% -25 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,330 $636K 0.05% -25,056 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,327 $636K 0.01% +1,544 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 9,314 $635K 0.05% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,318 $635K 0.02% +1,222 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,284 $633K 0.07% -1,558 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 9,280 $632K 0.4% -40 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 9,271 $632K 0.13% +534 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,269 $632K 0.07% +2,533 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 9,266 $631K 0.07% -3,020 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 9,244 $630K 0.1% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 9,192 $626K 0.4% -14,492 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 9,160 $624K 0.54% +3,160 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,027 $615K 0.06% -6,950 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,003 $613K 0.06% -31,229 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 9,000 $613K 0.17% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,982 $612K <0.01% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,952 $610K 0.21% +2,396 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,907 $607K 0.22% +2,229 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 8,904 $607K 0.07% +1,008 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 8,876 $605K 0.14% -795 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,858 $604K 0.01% -350 13F-HR Timeline AEGIS FINANCIAL CORP More: the full row for AEGIS FINANCIAL CORP 8,842 $602K 0.1% -8,856 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 8,808 $600K 0.35% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,807 $600K 0.19% +307 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 8,805 $600K 0.19% -2,401 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,294 $598K 0.02% -386 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 8,678 $591K 0.32% +1,955 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 8,588 $585K 0.24% -1,030 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 8,576 $584K 0.34% +1,150 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 8,550 $583K 0.44% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,470 $577K 0.06% +3,750 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 8,470 $577K 0.79% -2,912 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,422 $574K 0.01% +900 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,379 $573K 0.07% -600 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 8,400 $572K 0.25% -8,250 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,394 $572K 0.01% -1,200 13F-HR Timeline Group WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,391 $572K 0.31% -27,086 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,311 $566K 0.07% -12,029 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,280 $564K 0.48% -17,867 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,252 $562K 0.07% -174 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,244 $562K 0.29% -2,476 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,221 $560K 0.39% -5,042 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7,661 $559K 0.06% -1,000 13F-HR Timeline