Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,835 $669K 0.09% -12 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,821 $666K 0.02% +401 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,812 $664K 0.04% +973 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,760 $652K 0.01% +258 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,744 $648K 0.01% -134 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 2,742 $647K 0.06% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,724 $643K 0.01% -421 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,700 $637K 1.03% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,696 $636K 0.02% +27 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,692 $635K 0.21% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,674 $631K 0.01% +393 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,643 $624K 0.04% 0 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,640 $623K 0.07% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2,638 $623K <0.01% +7 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,621 $619K 0.01% -59,867 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,601 $614K 0.02% -165 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,594 $612K 0.01% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,573 $607K 0.13% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,554 $603K 0.19% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,552 $602K 0.15% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,530 $597K 0.08% +25 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) 2,528 $597K 0.02% -4,164 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,523 $596K <0.01% -1,727 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 2,513 $593K 0.21% +103 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,504 $591K 0.01% -29 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 2,500 $590K 0.26% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 2,500 $590K 0.18% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,495 $589K 0.05% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,483 $586K 0.05% +60 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,453 $579K 0.01% -82 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,444 $577K 0.04% -559 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,442 $576K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,440 $576K 0.07% -136 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,439 $576K 0.14% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,436 $575K 0.2% +96 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,398 $566K 0.04% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,193 $563K 0.09% -646 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,375 $561K 0.02% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,373 $560K 0.1% new 13F-HR/A Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,369 $559K 0.25% -284 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,355 $556K 0.01% +156 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,351 $555K 0.01% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,168 $555K 0.17% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,313 $546K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,378 $545K 0.03% +753 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,289 $541K 0.04% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,291 $541K 0.02% -114 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,390 $538K 0.11% -170 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,274 $537K 0.02% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,269 $536K 0.13% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,267 $535K 0.04% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,250 $533K 0.08% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,254 $532K 0.02% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,254 $532K 0.08% -393 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,244 $530K 0.06% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,232 $527K 0.05% -203 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,232 $527K 0.11% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,219 $524K 0.05% -335 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,207 $523K 0.02% +436 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,200 $520K 0.18% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,182 $515K 0.01% +1,186 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 2,181 $515K 0.02% -29 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,309 $515K 0.01% +866 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,166 $511K 0.17% +1,823 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,157 $509K 0.25% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,152 $508K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,128 $502K 0.03% +258 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,120 $501K 0.05% -1,877 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,115 $499K 0.02% +244 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,098 $497K 0.05% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,100 $496K 0.14% +367 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,099 $496K 0.02% -173 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,089 $493K -441 Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,067 $488K 0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,054 $485K 0.05% +9 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,051 $484K 0.09% -145 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,049 $484K 0.06% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,048 $483K 0.14% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,043 $482K 0.04% -55 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,023 $479K 0.02% +110 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,025 $478K 0.05% -21 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,020 $477K 0.01% -915 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,016 $476K 0.02% +386 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,991 $470K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,951 $460K 0.02% +149 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,950 $460K 0.01% +396 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,093 $459K 0.01% +35 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,991 $459K 0.03% -1,630 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 1,940 $458K 0.05% -28,060 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,930 $456K 0.03% new 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,764 $453K 0.16% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,917 $453K 0.04% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,916 $452K 0.01% -539 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,913 $452K 0.36% -271 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,913 $452K 0.01% -206 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,880 $444K 0.19% -397 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,880 $444K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,865 $440K 0.12% +47 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,854 $438K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,850 $437K 0.03% -29 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,833 $433K 0.01% -95 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,820 $430K 0.01% +196 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,816 $429K 0.16% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,815 $428K 0.05% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,786 $422K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,777 $419K 0.16% -141 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,767 $417K 0.03% +5 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,766 $417K 0.02% -616 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,765 $417K 0.02% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,755 $414K 0.03% +49 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,741 $411K 0.05% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,740 $411K 0.24% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,731 $409K 0.04% +300 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,717 $405K 0.06% -12,603 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,706 $403K 0.06% +1 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,704 $402K 0.01% +4 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,696 $402K 0.09% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,695 $400K 0.12% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,689 $399K 0.02% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,673 $395K 0.02% -3 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,659 $392K 0.02% -151 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,634 $386K 0.05% +69 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,600 $378K 0.07% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,599 $377K <0.01% +379 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,586 $374K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,579 $373K 0.03% +1,126 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,568 $370K 0.06% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,436 $368K 0.03% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,737 $368K 0.05% +126 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,555 $367K 0.01% -196 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,554 $367K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,551 $366K <0.01% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,550 $366K 0.02% -365 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 1,549 $366K 0.21% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 1,544 $364K 0.07% -100 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,544 $364K 0.02% -890 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,530 $361K 0.01% -1,491 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,521 $359K 0.03% +20 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,520 $359K 0.05% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,512 $357K 0.78% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,505 $355K 0.03% -123 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,493 $352K 0.06% -6 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 1,489 $351K 0.09% +22 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,484 $350K 0.03% -159 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,475 $349K 0.05% 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,478 $349K 0.02% -172 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,470 $348K 0.01% +844 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,472 $347K 0.03% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,450 $342K 0.06% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,449 $342K 0.48% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,448 $342K 0.05% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,446 $341K 0.01% -94 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,446 $341K 0.01% +53 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,538 $341K 0.02% +3 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,434 $339K 0.12% +1,247 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,430 $338K 0.21% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,428 $337K 0.08% +37 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,417 $334K 0.02% -121 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,408 $333K <0.01% new 13F-HR/A Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,408 $332K 0.01% -30 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,400 $330K 0.14% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,395 $329K 0.02% +142 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,392 $329K 0.18% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,379 $326K 0.11% new 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 1,376 $325K 0.09% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,371 $325K 0.02% +317 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,374 $324K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,358 $321K 0.05% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,350 $319K 0.01% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,346 $318K <0.01% new 13F-HR/A Timeline Group EWA, LLC More: the full row for EWA, LLC 1,342 $317K 0.09% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,338 $316K 0.04% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,334 $315K 0.01% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,333 $315K 0.05% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,317 $311K 0.02% -98 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,311 $309K 0.05% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,309 $309K 0.19% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,310 $309K 0.01% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,300 $307K 0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,300 $307K 0.09% -150 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,297 $306K 0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,296 $306K 0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,295 $306K 0.09% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,291 $305K <0.01% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,291 $305K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,284 $303K 0.01% -393 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,275 $301K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,267 $300K 0.01% new 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,269 $300K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,264 $298K 0.03% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,263 $298K 0.1% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,351 $296K 0.07% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,245 $294K 0.02% -466 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,239 $292K 0.1% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,146 $292K 0.03% new 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 1,237 $292K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,227 $290K <0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,226 $289K 0.05% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,222 $288K 0.12% +216 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,217 $288K <0.01% +4 13F-HR Timeline