Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,703 $262K 0.01% -244 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 5,701 $262K 0.03% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,669 $261K 0.01% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 5,460 $260K 0.1% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,639 $259K 0.03% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 5,629 $259K 0.09% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,578 $256K 0.06% -305 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,566 $256K 0.02% -35 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,556 $255K 0.04% -312 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 5,539 $255K 0.11% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,528 $254K 0.07% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,524 $254K <0.01% +398 13F-HR Timeline Group Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,503 $253K 0.26% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,500 $253K 0.01% 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 5,453 $251K <0.01% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,451 $251K 0.03% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,412 $249K 0.02% +456 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,400 $248K 0.07% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 5,395 $248K 0.05% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,373 $247K 0.03% -354 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,369 $247K 0.02% +330 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,366 $247K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,357 $246K 0.02% -310 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,323 $245K 0.01% -955 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 5,319 $245K 0.04% -166 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,314 $244K 0.03% +1,235 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,304 $244K 0.13% +564 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,301 $244K 0.06% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 5,300 $244K 0.23% -55 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,295 $243K 0.09% +124 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 5,275 $242K 0.05% -8 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,268 $242K 0.02% new 13F-HR Timeline Group AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,267 $242K 0.08% -672 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,300 $242K <0.01% +100 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,256 $242K 0.08% -46 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,245 $241K 0.01% -1,248 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,244 $241K 0.03% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,227 $240K 0.05% -500 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,218 $240K 0.02% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,196 $239K 0.05% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,169 $238K 0.07% +83 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 5,145 $237K 0.1% +29 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,141 $236K 0.03% +35 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,136 $236K <0.01% +952 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,125 $236K 0.02% +818 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,099 $234K 0.03% +499 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,097 $234K 0.01% -22 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,085 $234K 0.1% +7 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,084 $234K 0.01% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,054 $232K 0.07% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 5,048 $232K 0.05% -64 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,028 $231K 0.04% +416 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 5,023 $231K 0.13% +71 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 5,000 $230K 0.11% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,894 $229K 0.01% -227 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,960 $228K 0.05% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 4,951 $228K 0.07% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,934 $227K <0.01% +73 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,450 $226K 0.1% -294 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,871 $224K 0.05% -207 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 4,871 $224K 0.09% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 4,858 $223K 0.03% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,833 $222K 0.07% +444 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 4,818 $221K 0.02% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,762 $219K 0.01% -53 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,758 $219K 0.11% new 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,750 $218K 0.03% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,626 $218K 0.03% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,731 $217K 0.06% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 4,271 $217K 0.09% -6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,717 $217K 0.01% +160 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,711 $217K 0.17% -1,360 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,707 $216K 0.01% 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,700 $216K 0.06% -775 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,694 $216K 0.06% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,684 $215K 0.03% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,676 $215K <0.01% +14 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,655 $214K 0.02% -198 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,650 $214K 0.08% 0 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,311 $214K 0.09% +394 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,644 $213K 0.01% -4,100 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,637 $213K 0.11% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,637 $213K 0.01% +558 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,621 $212K 0.02% +362 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,620 $212K 0.04% new 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 4,600 $211K 0.2% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,587 $211K <0.01% -4,473 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,579 $210K 0.01% -8,865 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,560 $210K 0.01% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,141 $209K 0.1% -45 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,540 $209K 0.02% -139 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,203 $208K 0.02% -736 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,526 $208K 0.08% +17 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,521 $208K 0.04% -840 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,504 $207K 0.04% -688 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,490 $206K 0.01% +27 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,484 $206K 0.01% -27,469 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 4,477 $206K 0.29% -98 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 4,476 $206K 0.18% +1 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,453 $205K 0.06% +89 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 4,443 $204K 0.03% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,443 $204K 0.18% +132 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,422 $203K <0.01% +73 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,421 $203K <0.01% new 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,421 $203K 0.05% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 4,410 $203K 0.05% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,404 $202K 0.14% 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,380 $201K 0.08% -784 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,377 $201K 0.02% +85 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,369 $201K 0.02% -1,142 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,359 $200K 0.01% +76 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 4,358 $200K 0.02% +86 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,256 $196K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,625 $190K 0.06% -21,706 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,108 $189K 0.11% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,982 $183K 0.62% -40 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,899 $179K 0.01% +3,897 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,841 $177K 0.03% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,758 $173K 0.01% +592 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,730 $171K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,720 $171K 0.02% -142 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,708 $170K 0.07% -136 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,514 $164K 0.11% -306 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,503 $161K 0.11% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,473 $160K 0.01% -226 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,464 $159K 0.01% +1,201 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,417 $157K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,401 $156K 0.06% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,328 $153K 0.12% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 3,295 $151K 0.09% -168 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,221 $148K 0.01% +745 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,173 $146K 0.1% -313 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,088 $142K 0.04% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3,026 $139K 0.05% +4 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,000 $138K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,864 $132K 0.01% -110 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,846 $131K 0.06% -231 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,587 $119K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,586 $119K 0.08% -70 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,541 $117K 0.07% +58 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,532 $116K 0.02% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,500 $115K <0.01% -1,510 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,444 $112K 0.05% -169 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,443 $112K 0.11% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,431 $112K 0.04% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,430 $112K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,388 $110K <0.01% -58 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,366 $109K 0.04% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,353 $108K 0.02% -102 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,324 $107K 0.17% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,309 $106K 0.05% -588 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,304 $106K 0.02% +25 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,296 $106K 0.03% +50 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,264 $104K 0.01% +8 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,165 $102K 0.14% +1,531 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,186 $101K 0.01% +258 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,175 $100K 0.06% +110 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,175 $100K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,156 $99.1K 0.01% +22 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,152 $98.9K 0.06% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,151 $98.9K 0.02% -52 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,090 $96.1K 0.03% -973 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,086 $95.9K 0.02% +38 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,060 $94.7K 0.06% -376 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,011 $92K <0.01% +73 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,000 $92K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,973 $90.7K 0.01% +17 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,961 $90.1K 0.01% -18 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,942 $89.3K 0.03% -63 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,970 $89K <0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 1,904 $87.5K 0.05% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,850 $85K 0.04% -203 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,845 $84.8K 0.01% -57 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,655 $81.1K 0.03% +14 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,672 $76.9K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,643 $75.5K 0.01% -26 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,606 $73.8K 0.01% -1,013 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,598 $73.5K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,530 $70.3K <0.01% +15 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,511 $69.5K 0.01% +300 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,500 $69K <0.01% -13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,462 $68.3K 0.01% +31 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,479 $68K 0.01% +6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,477 $67.9K 0.03% -136 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,470 $67.6K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,450 $66.7K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elequin Capital, LP More: the full row for Elequin Capital, LP 1,407 $64.7K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,349 $62K 0.02% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,341 $61.6K 0.01% new 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,340 $61.6K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,331 $61K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,323 $60.8K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,310 $60.2K 0.03% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,296 $59.6K 0.07% -253 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,295 $59.5K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,281 $58.9K 0.02% +13 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,264 $58.1K 0.03% -7 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,251 $57.5K 0.01% -975 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,217 $55.9K 0.01% -71 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,196 $55K 0.03% new 13F-HR Timeline