Family Manage LLC More: the full row for Family Manage LLC 1,197 $305K 0.03% -1,026 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,192 $303K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,184 $301K 0.02% -1,335 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,176 $299K 0.09% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,172 $298K 0.01% +81 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 1,172 $298K 0.22% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,171 $298K 0.2% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,032 $297K 0.04% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,164 $296K 0.03% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,161 $295K 0.01% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,160 $295K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,157 $294K 0.14% -5,225 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,156 $294K 0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,154 $294K 0.1% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,150 $293K 0.19% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,147 $292K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,145 $291K 0.05% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 918 $291K 0.01% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,126 $287K 0.09% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,122 $286K 0.22% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 1,120 $285K 0.23% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,120 $285K 0.05% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,114 $284K <0.01% -794 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,081 $283K 0.01% new 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,112 $283K 0.03% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,112 $283K 0.01% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,107 $282K 0.02% -432 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,104 $281K 0.04% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,104 $281K 0.03% new 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,086 $276K 0.13% -996 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,081 $275K 0.01% -2,031 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,076 $274K 0.01% +348 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,074 $273K 0.01% -648 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,074 $273K 0.16% -449 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 1,072 $273K <0.01% -411 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,063 $271K 0.12% new 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 1,056 $269K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,055 $269K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,052 $268K 0.03% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 874 $268K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,043 $265K 0.03% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,039 $264K 0.16% +21 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,037 $264K 0.01% -425 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 384 $263K 0.03% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,034 $263K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,029 $262K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,029 $262K 0.02% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,027 $261K 0.01% -1,004 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,027 $261K 0.09% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,025 $261K 0.09% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,024 $261K 0.04% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,023 $260K 0.02% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,016 $259K 0.01% -549 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,014 $258K 0.02% -2,290 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,006 $256K 0.03% new 13F-HR/A Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,006 $256K 0.06% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,006 $256K 0.02% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,001 $255K 0.06% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $254K 0.01% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,000 $254K <0.01% -4,600 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,000 $254K 0.03% new 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $254K 0.05% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,000 $254K 0.71% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 995 $253K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 994 $253K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 989 $252K 0.07% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 985 $251K 0.1% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 985 $251K 0.1% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 982 $250K 0.05% new 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 969 $247K 0.13% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 935 $246K <0.01% -26,578 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 963 $245K new Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 950 $242K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 947 $241K 0.02% new 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 945 $241K 0.07% new 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 944 $240K 0.12% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 937 $238K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 930 $237K 0.06% new 13F-HR Timeline Group MYECFO, LLC More: the full row for MYECFO, LLC 930 $237K 0.09% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 927 $236K 0.22% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 919 $234K 0.04% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 919 $234K 0.02% +183 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 915 $233K 0.03% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 915 $233K 0.09% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 913 $232K 0.09% -3,320 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 912 $232K <0.01% +745 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 912 $232K 0.02% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 907 $231K 0.03% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 904 $230K 0.71% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 901 $229K 0.03% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 900 $229K 0.16% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 894 $228K 0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 893 $227K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 892 $227K 0.01% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 889 $226K 0.14% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 887 $226K 0.05% -1,357 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 886 $225K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 885 $225K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 884 $225K 0.02% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 880 $224K 0.11% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 826 $223K 0.02% new 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 875 $223K 0.08% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 875 $223K 0.01% -100 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 874 $222K <0.01% -1,054 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 874 $222K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 874 $222K 0.01% -485 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 870 $221K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 870 $221K 0.01% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 865 $220K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 865 $220K 0.05% -85 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 862 $219K 0.16% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 862 $219K 0.02% new 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 857 $218K 0.1% -908 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 856 $218K 0.05% new 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 855 $218K 0.17% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 852 $217K 0.04% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 851 $217K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 850 $216K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 849 $216K <0.01% -1,727 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 849 $216K 0.05% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 847 $216K 0.12% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 781 $216K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 846 $215K <0.01% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 845 $215K 0.01% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 845 $215K 0.04% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 843 $215K 0.05% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 793 $214K 0.08% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 835 $213K 0.07% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 835 $213K <0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 835 $213K 0.05% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 833 $212K 0.11% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 830 $211K 0.12% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 827 $210K 0.02% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 827 $210K 0.03% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 825 $210K 0.01% -938 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 825 $210K 0.04% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 825 $210K 0.02% new 13F-HR/A Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 823 $209K 0.04% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 821 $209K 0.03% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 817 $208K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 814 $207K 0.01% +759 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 809 $206K 0.08% +797 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 808 $206K 0.05% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 801 $204K 0.03% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 800 $204K 0.02% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 800 $204K 0.15% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 800 $204K 0.04% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 798 $203K 0.02% new 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 794 $202K 0.07% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 792 $202K 0.18% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 796 $201K 0.02% -691 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 786 $200K 0.09% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 770 $196K 0.03% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 768 $195K 0.02% +708 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 751 $191K 0.11% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 718 $183K <0.01% -55 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 700 $178K 0.05% +125 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 697 $177K 0.01% +2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 692 $176K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 672 $171K 0.01% -996 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 629 $160K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 600 $153K 0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 591 $150K 0.04% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 573 $146K 0.01% -124 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 567 $144K 0.01% -115 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 550 $140K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 498 $127K 0.07% +98 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 481 $122K <0.01% +399 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 476 $121K 0.11% -567 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 453 $115K 0.01% +28 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 448 $114K -5 Timeline SHP Wealth Management More: the full row for SHP Wealth Management 437 $111K 0.01% +233 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 433 $110K 0.02% -91 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 404 $103K 0.04% -170 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 398 $101K 0.03% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 396 $101K 0.01% +158 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 393 $100K 0.01% -1,374 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 392 $99.8K <0.01% +31 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 391 $99.5K <0.01% +125 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 383 $97.5K 0.01% -12,976 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 355 $90.3K 0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 353 $89.8K 0.02% +249 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 352 $89.6K 0.02% -95 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 350 $89.1K 0.05% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 343 $87.3K 0.05% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 336 $85.5K 0.05% +122 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 334 $85K 0.01% +45 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 332 $84.5K 0.01% +100 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 315 $80.2K <0.01% +296 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 312 $79.4K 0.05% -215 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 312 $79.4K 0.01% +227 13F-HR Timeline CAZ INVESTMENTS LP in group CAZ INVESTMENTS LP More: the full row for CAZ INVESTMENTS LP 300 $76.3K 0.04% 0 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $76.3K 0.01% new 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 300 $76.3K 0.01% -3,501 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 278 $70.8K 0.02% -52 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 278 $70.8K 0.13% -2 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 266 $67.7K 0.04% 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 255 $66.6K 0.04% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 250 $63.6K 0.01% -88 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 250 $63.6K 0.02% -8 13F-HR Timeline