Plancorp, LLC More: the full row for Plancorp, LLC 9,344 $602K 0.02% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 9,334 $601K 0.15% +323 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 9,320 $600K 0.35% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,735 $597K 0.1% -468 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 9,268 $597K 0.61% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 9,262 $597K 0.5% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 9,260 $597K 0.15% -9,819 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 9,258 $596K 0.57% new 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 7,896 $596K 0.07% new 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 9,244 $595K 0.1% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,233 $595K 0.07% -53 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,208 $593K 0.01% -50 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 9,200 $593K 0.3% +1,365 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 9,185 $592K 0.47% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,174 $591K 0.08% +918 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,138 $589K 0.01% -1,500 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,129 $588K 0.08% +88 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,113 $587K 0.01% +410 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,113 $587K 0.01% +2,580 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 9,106 $587K 0.28% +66 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 9,038 $582K 0.11% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 9,000 $580K 0.15% -200 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,998 $580K 0.17% -32,210 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,994 $579K 0.1% +2,855 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 8,979 $578K 0.08% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8,960 $577K 0.09% new 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 8,955 $577K 0.26% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,430 $573K 0.06% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,873 $572K 0.09% +988 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,835 $569K 0.13% +215 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 8,825 $569K 0.3% -2,245 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 8,772 $565K 0.15% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,741 $563K 0.11% +1,227 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,737 $563K 0.12% +1,231 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 8,661 $558K 0.07% -591 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 8,634 $556K 0.04% -34 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,550 $551K 0.32% +50 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,533 $550K 0.06% +1,189 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,524 $549K 0.02% -671 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,500 $548K 0.18% +318 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,492 $547K 0.31% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,241 $544K 0.14% new 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,426 $543K 0.07% +162 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 8,416 $542K 0.28% +1,500 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 8,405 $541K 0.44% +2,105 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,378 $540K 0.01% -1,359 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 8,372 $539K 0.19% +1,216 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 8,350 $538K 0.22% -8,986 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,322 $536K 0.09% -99 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,280 $533K 0.2% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 8,254 $532K 0.24% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 8,246 $531K 0.88% +5,736 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 7,700 $531K 0.49% +400 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 8,211 $529K 0.09% -90 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,200 $528K 0.06% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 8,186 $527K 0.07% -243 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 8,161 $526K 0.05% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,149 $525K 0.06% -46 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 8,125 $523K 0.11% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 7,445 $523K 0.37% -7,579 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,096 $522K 0.02% -191 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,020 $517K 0.01% +132 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 8,019 $517K 0.14% -763 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 8,013 $516K 0.13% -384 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 8,000 $515K 0.02% 0 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 8,000 $515K 0.16% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,956 $513K 0.1% +3,025 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7,938 $511K 0.08% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 7,939 $511K 0.2% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,046 $510K 0.12% +317 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 7,897 $509K 0.09% +2,787 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 7,872 $507K 0.48% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 7,870 $507K 0.15% -1,589 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,849 $506K 0.07% +2,410 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,831 $504K 0.06% +145 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,960 $504K 0.11% +19 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 7,816 $504K 0.12% -1,707 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,783 $501K 0.01% -1,567 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,771 $501K 0.05% +1,605 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,760 $500K 0.11% -7,638 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,733 $498K 0.03% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 7,700 $496K 0.2% +4,052 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7,693 $496K 0.18% +1,040 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 7,687 $495K -301 Timeline Thomasville National Bank More: the full row for Thomasville National Bank 7,686 $495K 0.03% -450 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,665 $494K 0.04% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 7,658 $493K 0.28% -23,512 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 7,641 $492K 0.17% -1,485 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,637 $492K 0.03% +2,133 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,584 $489K 0.06% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 7,571 $488K 0.05% -550 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,522 $485K 0.01% -594 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,508 $484K 0.07% +780 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,501 $483K 0.15% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,500 $483K 0.03% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 7,493 $483K 0.16% 0 13F-HR/A Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,481 $482K 0.02% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 7,477 $482K 0.17% -1,143 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 7,464 $481K 0.09% -1,131 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 7,460 $481K 0.26% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,426 $478K 0.28% +204 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,415 $478K 0.01% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 7,261 $477K 0.18% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,363 $474K 0.15% +2,487 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,351 $474K <0.01% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,324 $472K 0.07% +348 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,315 $471K 0.03% +17 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,313 $471K 0.14% -5 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7,285 $469K 0.17% +5,123 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,283 $469K 0.04% -760 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,216 $465K 0.03% +1,293 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,160 $461K 0.02% +710 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,155 $461K 0.03% +2,405 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 7,152 $461K 0.47% -107 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,150 $461K 0.23% +1,910 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,131 $459K 0.03% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 7,128 $459K 0.1% -562 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 7,094 $457K 0.51% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 7,090 $457K 0.34% +1,950 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,089 $457K 0.15% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,071 $456K 0.06% +574 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,035 $453K 0.13% -132 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 7,032 $453K 0.07% -936 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 7,017 $452K 0.27% -720 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 7,002 $451K 0.16% 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 7,000 $451K 0.06% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,000 $451K 0.04% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 6,996 $451K 0.06% -3 13F-HR/A Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 6,947 $448K 0.1% 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 6,935 $447K 0.36% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,274 $445K 0.15% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,886 $444K 0.22% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,865 $442K 0.06% +176 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,852 $441K 0.24% -66 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,850 $441K 0.14% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,825 $440K 0.2% -200 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,822 $439K 0.02% +1,512 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 6,822 $439K 0.14% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,820 $439K 0.07% +104 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,820 $439K 0.09% +2,000 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,792 $436K 0.14% +1,727 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,761 $436K 0.02% -1,128 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,736 $434K 0.05% new 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 6,730 $434K 0.33% 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,725 $433K 0.07% 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,723 $433K 0.24% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 6,720 $433K 0.08% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,711 $432K 0.04% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 6,710 $432K 0.06% +856 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,691 $431K 0.12% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 6,682 $430K 0.16% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,678 $430K 0.15% +1,253 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,674 $430K 0.12% +10 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,665 $429K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,640 $428K 0.05% -3,360 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,624 $427K 0.03% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 6,604 $425K 0.02% -684 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,594 $425K 0.01% -745 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,593 $425K 0.01% +1,077 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,556 $422K 0.15% +364 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,552 $422K 0.02% -13,200 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,542 $421K 0.13% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,537 $421K 0.05% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,537 $421K 0.24% 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 6,530 $421K 0.05% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,521 $420K 0.27% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 6,520 $420K 0.26% -650 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,519 $420K 0.07% +4,734 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,506 $419K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. III Capital Management More: the full row for III Capital Management 6,500 $419K 0.09% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,477 $417K 0.01% +1,430 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 6,466 $417K 0.03% +1,166 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,385 $411K 0.05% +358 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,343 $409K 0.22% +173 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,303 $406K 0.07% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,300 $406K 0.01% -500 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,257 $403K 0.01% 0 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 6,215 $400K 0.05% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 6,196 $399K 0.04% +25 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,186 $399K 0.04% -342 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,180 $398K 0.03% +433 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 6,180 $398K 0.06% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,173 $398K 0.03% new 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 6,139 $395K 0.36% 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,121 $394K 0.04% 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 6,106 $393K 0.06% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,103 $393K 0.04% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 6,101 $393K 0.04% +851 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,100 $393K 0.09% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,100 $393K 0.1% -1,210 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,074 $391K 0.02% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,060 $390K 0.02% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,055 $390K 0.02% +200 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,053 $390K 0.06% new 13F-HR/A Timeline Petix & Botte Co More: the full row for Petix & Botte Co 6,046 $389K 0.09% +828 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,034 $389K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,024 $388K 0.01% +14 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,000 $387K 0.21% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 6,000 $387K 0.4% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 6,000 $387K 0.05% 13F-HR Timeline