LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 7,493 $317K 0.11% -1,290 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,481 $317K 0.01% -500 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 7,460 $316K 0.17% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,415 $314K <0.01% -3,481 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 7,400 $314K 0.14% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,351 $311K <0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,344 $311K 0.04% -142 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,339 $311K 0.01% -719 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,318 $310K 0.09% +320 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 7,310 $310K 0.08% new 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,300 $309K 0.31% +200 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,298 $309K 0.02% -37 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,288 $309K 0.01% -147 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 7,259 $308K 0.34% -827 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,222 $306K 0.18% +362 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,941 $305K 0.07% -13 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,821 $305K 0.02% +5,427 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,176 $304K 0.04% -3,661 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 7,170 $304K 0.2% -700 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,167 $304K 0.07% +1,045 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 7,156 $303K 0.12% +279 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,112 $301K 0.1% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,089 $300K 0.11% -222 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,854 $299K 0.01% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 7,038 $298K 0.07% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,025 $298K 0.19% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,011 $297K <0.01% 0 13F-HR Timeline Group Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 7,000 $297K 0.04% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,999 $297K 0.04% +221 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,976 $296K 0.05% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,918 $293K 0.16% -49 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,916 $293K 0.15% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,889 $292K 0.09% -348 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,850 $290K 0.09% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 6,822 $289K 0.1% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,808 $288K 0.01% +375 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,800 $288K <0.01% 0 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,729 $285K 0.06% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,728 $285K 0.04% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 6,720 $285K 0.06% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,716 $285K 0.06% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,711 $284K 0.02% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,691 $283K 0.08% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,689 $283K 0.04% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 6,682 $283K 0.11% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,665 $282K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,664 $282K 0.09% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,653 $282K 0.11% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,542 $277K 0.09% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,533 $277K <0.01% new 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,537 $277K 0.03% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,530 $277K 0.04% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,528 $277K 0.03% -2,304 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,506 $276K <0.01% +746 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,497 $275K 0.04% -538 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,492 $275K 0.07% -5,291 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,455 $273K 0.01% -201 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,450 $273K 0.01% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,274 $273K 0.1% +89 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 6,418 $272K 0.1% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,405 $271K 0.03% +1,720 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 6,300 $267K 0.23% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,257 $265K <0.01% 0 13F-HR Timeline Group THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,200 $263K 0.16% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,200 $263K 0.05% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 8,000 $262K 0.23% 0 13F-HR/A Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,192 $262K 0.09% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 6,180 $262K 0.04% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,171 $261K 0.03% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,170 $261K 0.15% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,166 $261K 0.03% +10 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,139 $260K 0.04% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,131 $260K 0.01% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,117 $259K 0.07% -6,016 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,103 $259K 0.02% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,100 $258K 0.06% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,041 $256K 0.19% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,027 $255K 0.04% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,027 $255K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,010 $255K 0.01% -163 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,000 $254K 0.15% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,974 $253K 0.03% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,965 $253K 0.06% -2,000 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 5,947 $252K 0.11% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,947 $252K 0.04% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 5,940 $252K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,939 $252K 0.01% +1,389 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 5,930 $251K 0.25% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,925 $251K 0.04% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,923 $251K 0.02% -375 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 5,876 $249K 0.17% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,871 $249K 0.02% new 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 5,859 $248K 0.07% -2,389 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,854 $248K 0.04% -4,516 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,855 $248K 0.01% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 5,850 $248K 0.02% new 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,850 $248K 0.05% new 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 5,788 $245K 0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,769 $244K 0.02% -1,604 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,750 $244K 0.08% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,747 $244K 0.02% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,733 $243K 0.03% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,697 $241K 0.14% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,665 $240K <0.01% -438 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 5,654 $240K 0.1% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,579 $239K 0.04% -1,304 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,650 $239K 0.06% new 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 5,396 $238K <0.01% -1,730 13F-HR Timeline Group Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,603 $237K 0.1% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,600 $237K 0.01% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,599 $237K 0.03% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 5,525 $237K 0.21% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,580 $236K 0.09% new 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,558 $235K 0.06% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5,546 $235K 0.07% -1,400 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,264 $235K 0.03% +700 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,536 $235K 0.02% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 5,530 $234K 0.13% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,516 $234K <0.01% +5,500 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,509 $233K 0.09% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,504 $233K 0.02% new 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 5,500 $233K 0.02% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,500 $233K 0.02% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,430 $232K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 5,460 $231K 0.05% +3,975 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,451 $231K 0.06% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,439 $230K 0.03% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,425 $230K 0.08% +2,390 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 5,390 $228K 0.03% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,385 $228K 0.05% new 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,336 $226K 0.14% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,318 $225K 0.08% +5 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,310 $225K 0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,300 $225K 0.02% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,262 $223K 0.03% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,255 $223K 0.12% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 5,250 $222K 0.03% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,240 $222K 0.12% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,226 $221K 0.02% new 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 5,218 $221K 0.05% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,211 $221K <0.01% +125 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,204 $220K 0.12% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,174 $219K 0.06% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,140 $218K 0.18% +400 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,135 $218K <0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,125 $217K 0.01% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,142 $217K 0.04% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,584 $217K 0.05% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 5,110 $217K 0.07% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 5,087 $216K 0.1% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,084 $215K 0.08% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,079 $215K 0.03% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,079 $215K 0.1% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,066 $215K 0.09% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,065 $214K 0.08% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,047 $214K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,041 $214K 0.01% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 5,035 $213K 0.17% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,021 $213K 0.02% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,014 $212K 0.13% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,000 $212K 0.09% new 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 5,000 $212K 0.05% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 5,000 $212K 0.05% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 5,000 $212K 0.13% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 4,979 $211K 0.21% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,973 $211K 0.01% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,972 $211K 0.13% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,950 $210K 0.04% new 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 4,947 $210K 0.21% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,934 $209K 0.04% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,931 $209K 0.04% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 4,923 $209K 0.09% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,898 $208K 0.04% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,876 $207K 0.03% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,876 $207K 0.07% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,875 $207K 0.03% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,844 $205K 0.06% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,841 $205K 0.05% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,820 $204K 0.05% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,817 $204K 0.09% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,817 $204K 0.09% new 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,815 $204K 0.14% new 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 4,785 $203K 0.01% new 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,755 $201K 0.14% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 4,700 $201K 0.12% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,750 $201K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,675 $198K 0.03% +291 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,620 $196K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,500 $191K 0.06% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,432 $188K 0.02% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,234 $179K 0 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,168 $177K 0.03% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,139 $175K 0.04% +182 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,887 $165K 0.05% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,810 $161K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,750 $159K 0.04% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,724 $158K <0.01% -35 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,689 $156K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,673 $156K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,665 $155K 0.02% +150 13F-HR Timeline