SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,610 $664K 0.01% -545 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,605 $663K 0.2% +750 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 2,600 $662K 0.32% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,585 $658K 0.07% -115 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,568 $654K 0.12% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,532 $644K 0.12% +163 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 2,532 $644K 0.46% +719 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,525 $643K 0.12% +1,009 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,445 $641K 0.06% -267 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,501 $637K 0.01% -4,514 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,500 $636K 0.07% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,493 $634K 0.02% +366 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,487 $633K 0.03% +125 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,485 $632K 0.09% -2,990 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,477 $630K 0.04% -973 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,476 $630K 0.01% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,452 $624K 0.29% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,445 $622K 0.03% new 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,443 $622K 0.17% +255 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,430 $618K 0.27% +236 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,412 $614K 0.26% new 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,400 $611K 0.03% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,392 $609K 0.26% -5,053 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,389 $608K <0.01% -128 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,375 $604K 0.03% +210 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,374 $604K 0.01% +543 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,370 $603K 0.03% -27 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 2,357 $600K 0.1% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,355 $599K 0.16% -95 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,353 $599K 0.1% -11,615 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,347 $597K 0.05% 0 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 2,345 $597K 0.04% -686 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,341 $596K 0.08% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,340 $596K <0.01% new 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,322 $591K 0.28% +836 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,320 $590K 0.2% +868 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,316 $589K 0.05% -1,406 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 2,308 $587K 0.04% -979 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,306 $587K <0.01% -6,107 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,282 $581K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,264 $576K <0.01% -623 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,258 $575K 0.01% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,252 $573K 0.02% +2 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,232 $568K 0.18% +426 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,214 $564K 0.06% +287 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,204 $561K 0.05% +602 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,183 $556K 0.01% -930 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,173 $553K 0.04% -713 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,166 $551K 0.05% -698 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,161 $550K 0.01% -1,261 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,157 $549K 0.05% +47 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,157 $549K 0.19% -756 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,152 $548K 0.01% -137 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,146 $546K 0.14% -398 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,140 $545K 0.25% +60 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,135 $543K 0.01% +240 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,130 $542K <0.01% -5,159 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,112 $538K 0.03% +472 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,100 $534K 0.36% -30 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,100 $534K 0.35% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,087 $531K 0.31% -913 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,080 $529K 0.04% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,069 $527K 0.01% +1,914 13F-HR Timeline Group MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,947 $524K 0.21% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,041 $519K 0.02% -155 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,037 $518K 0.16% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,026 $516K 0.01% +82 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,023 $515K 0.03% -2,241 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,020 $514K 0.08% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,017 $513K 0.02% -300 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,000 $509K 0.1% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,000 $509K -1,600 Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,650 $507K 0.03% +73 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,983 $505K 0.05% +210 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,977 $503K 0.1% +27 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,983 $499K 0.01% -2,223 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,957 $498K 0.01% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,955 $498K 0.05% +332 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,956 $498K 0.02% -745 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,950 $496K 0.13% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,948 $496K 0.11% -297 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,946 $495K 0.45% -156 13F-HR Timeline American Trust More: the full row for American Trust 1,941 $494K 0.04% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,939 $493K 0.02% +220 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,927 $490K 0.04% +64 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,900 $484K 0.04% -2,352 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,895 $482K 0.36% -82 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,894 $482K 0.21% -817 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,893 $482K 0.11% -2,356 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,876 $477K 0.05% +151 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,874 $477K 0.07% -217 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,870 $476K 0.14% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,863 $474K 0.03% -33 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,863 $474K 0.02% +1,787 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,858 $473K 0.07% +5 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,848 $470K 0.22% +171 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,847 $470K 0.05% +17 13F-HR Timeline City State Bank More: the full row for City State Bank 1,824 $464K 0.11% +203 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,820 $463K 0.02% +260 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,816 $462K 0.02% +274 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,573 $461K 0.07% +1,231 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,808 $460K 0.15% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,806 $460K 0.01% +425 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,804 $459K 0.03% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,799 $458K 0.18% -1 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,796 $457K 0.28% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,752 $446K 0.1% -2,000 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,744 $444K 0.02% -1,418 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,735 $442K 0.23% -222 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,730 $440K 0.09% -198 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,726 $439K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,723 $438K <0.01% -1,425 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,734 $436K 0.01% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 1,711 $435K 0.06% -74 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,708 $435K 0.02% +235 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,706 $434K 0.08% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,692 $431K 0.02% +1,682 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,684 $429K 0.02% -283 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,676 $427K 0.06% -210 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,684 $426K 0.05% +181 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,662 $423K 0.01% -66 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,655 $421K 0.19% -2,063 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,645 $419K 0.02% -264 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 1,642 $418K 0.09% new 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 1,640 $417K 0.05% +65 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 1,640 $417K 0.16% 0 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,638 $417K <0.01% -935 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 1,630 $415K 0.26% -180 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 1,618 $412K 0.19% -14 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,608 $409K <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,607 $409K 0.27% -222 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,595 $406K 0.02% -6 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,591 $405K <0.01% -47 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,590 $405K 0.12% -228 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,264 $400K 0.24% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,090 $398K 0.03% +1,720 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,563 $398K 0.04% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,563 $398K 0.01% -143 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,562 $398K 0.02% -195 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,547 $394K 0.06% -60 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,539 $392K 0.25% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,534 $390K 0.02% +535 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,527 $389K 0.07% -1,330 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,525 $388K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,520 $387K 0.05% -849 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,504 $383K 0.04% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,500 $382K 0.04% +1,197 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,477 $376K 0.03% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,475 $375K 0.14% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,471 $374K 0.06% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,470 $374K 0.05% -4,283 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,469 $374K 0.06% +23 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,455 $370K 0.02% +830 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,455 $370K 0.28% -300 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,445 $368K 0.15% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,110 $367K 0.05% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,438 $366K 0.11% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,435 $365K 0.04% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,428 $363K 0.08% 0 13F-HR Timeline Group PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 1,425 $363K 0.22% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,424 $362K 0.05% -731 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,418 $361K 0.04% -293 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,415 $360K 0.27% -157 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,410 $359K 0.03% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,406 $358K 0.02% -320 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,404 $357K <0.01% new 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,402 $357K 0.08% +24 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 1,400 $356K 7.8% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,400 $356K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,394 $355K 0.02% -524 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,391 $354K 0.16% -150 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,378 $351K 0.02% -221 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 1,371 $349K 0.34% 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,364 $347K 0.02% +11 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,363 $347K 0.15% +128 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,361 $346K 0.02% -65 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,358 $346K 0.02% -208 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,342 $342K 0.05% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,338 $341K 0.07% -255 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,336 $340K 0.01% +1,027 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,333 $339K 0.19% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,332 $339K 0.03% -704 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 1,332 $339K <0.01% -240 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,322 $336K 0.04% -12 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,316 $335K 0.03% -113 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,313 $334K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,313 $334K 0.05% +770 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,310 $333K 0.01% -182 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,299 $331K 0.03% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,295 $330K 0.14% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,281 $326K 0.08% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,278 $325K <0.01% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,273 $324K 0.03% new 13F-HR Timeline Group Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,260 $321K 0.22% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,252 $319K <0.01% -3,123 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,250 $318K 0.22% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,242 $316K <0.01% new 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,235 $314K 0.03% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,233 $314K 0.04% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,208 $307K 0.09% +247 13F-HR Timeline