Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,051 $609K 0.12% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,050 $609K 0.19% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 7,050 $609K 0.11% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,011 $606K 0.02% +7 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,000 $605K 0.14% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,877 $594K 0.29% -270 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,844 $591K 0.29% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 6,843 $591K 0.21% -1,945 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,803 $588K 0.02% new 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,802 $588K 0.81% +311 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,761 $584K 0.21% +329 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 6,712 $580K 0.12% -550 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,639 $574K 0.26% -2,968 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,621 $572K 0.05% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,610 $571K 0.18% -318 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,604 $571K 0.18% -379 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,593 $570K 0.07% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,559 $567K 0.21% -1,544 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 6,321 $546K <0.01% -3,356 13F-HR Timeline Group Town Capital LLC More: the full row for Town Capital LLC 6,309 $545K 0.35% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,308 $545K 0.03% +29 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,296 $544K 0.15% -27 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 6,035 $544K 0.1% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,402 $543K 0.04% -104,897 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 6,240 $539K 0.05% +806 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 6,234 $539K 0.27% +371 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 6,200 $536K 0.23% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 6,367 $535K 0.13% -6,014 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,184 $534K 0.05% -883 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,100 $533K <0.01% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,143 $531K 0.37% -311 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,133 $530K 0.13% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,127 $529K 0.04% -222 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,101 $527K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,094 $527K 0.02% -815 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,094 $527K 0.36% +164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,006 $519K 0.03% +59 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 6,000 $519K 0.16% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,979 $517K 0.13% +397 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 5,969 $516K 0.2% -756 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 5,917 $511K 0.42% -545 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,864 $507K 0.03% -22 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 5,751 $497K 0.24% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,750 $497K 0.07% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,719 $494K 0.14% -28 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 5,707 $493K 0.17% -1,046 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 5,702 $493K 0.03% -450 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,644 $488K 0.04% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,639 $487K 0.09% -9,679 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 5,521 $477K <0.01% -109,544 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,510 $476K 0.3% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,474 $473K 0.05% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,469 $473K 0.22% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,450 $471K 0.09% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,408 $467K 0.16% +6 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,359 $463K <0.01% +1,009 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 5,343 $462K 0.65% -331 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,303 $458K 0.03% -8,290 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,579 $456K 0.3% +3,018 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,201 $449K 0.04% +4,880 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,188 $448K <0.01% -488 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,121 $443K 0.13% -1,847 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,115 $442K 0.05% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,036 $435K 0.07% -3,239 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,025 $434K 0.02% -107 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 4,981 $430K 0.36% +2,118 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,952 $428K 0.02% -1,401 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,935 $426K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,861 $425K 0.02% -118 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,916 $425K <0.01% +1,734 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 4,914 $425K 0.17% -18 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,906 $424K 0.02% +57 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,894 $423K 0.25% -962 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,889 $423K 0.06% -142 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,866 $420K <0.01% -1,196 13F-HR Timeline Group John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 4,842 $418K 0.51% +2,376 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,841 $418K 0.1% +579 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,837 $418K 0.05% -11,486 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,753 $411K 0.01% +109 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,720 $408K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,714 $407K 0.01% -1,604 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,687 $405K 0.17% +66 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,635 $401K 0.02% -83 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 4,593 $397K 0.01% -390,787 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,501 $389K <0.01% +327 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,453 $385K 0.06% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,372 $378K 0.39% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,372 $378K 0.01% -517 13F-HR Timeline Group BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,309 $372K 0.15% +417 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 4,309 $372K 3.21% -3,996 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,267 $369K 0.2% -1,004 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,231 $366K 0.01% -9,553 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 4,231 $366K 0.21% 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,189 $362K 0.03% -3,888 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,145 $358K <0.01% -4,990 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,118 $356K 0.07% -3,381 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,111 $355K 0.03% +525 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,101 $354K <0.01% -686 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 4,149 $354K 0.2% new 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 4,094 $354K 0.09% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,092 $354K <0.01% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,051 $350K <0.01% 0 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,245 $348K 0.12% +729 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,021 $347K 0.07% -789 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,977 $347K 0.09% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,013 $347K 0.06% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,998 $345K 0.04% -757 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,986 $344K <0.01% +383 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,976 $344K 0.09% +1,210 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,974 $343K 0.11% +34 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,971 $343K <0.01% new 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,941 $341K 0.08% +913 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,926 $339K 0.06% +926 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,909 $338K 0.02% +298 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 3,897 $337K 0.29% new 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,830 $331K 0.02% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,826 $331K 0.06% -2,033 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,826 $331K 0.1% -1,907 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,824 $330K 0.04% -618 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,800 $328K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,799 $328K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,788 $327K 0.13% -2,756 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,786 $327K 0.01% -1,664 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,780 $327K 0.01% -2,016 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,777 $326K 0.08% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,756 $325K 0.02% +944 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,752 $324K <0.01% -175 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,751 $324K 0.01% -6,321 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 3,728 $322K 0.07% -113 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,716 $321K 0.01% +442 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,656 $316K 0.01% -9,805 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,638 $314K 0.02% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,628 $314K 0.08% -150 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 3,627 $313K 0.17% +108 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,627 $313K 0.02% +191 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,592 $310K 0.01% +561 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,571 $309K 0.04% +25 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,506 $307K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,550 $307K 0.1% +1,450 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,494 $302K <0.01% -5,267 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,486 $301K 0.08% new 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 3,470 $300K 0.14% -923 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,424 $296K 0.11% -300 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,384 $292K 0.01% -273 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,383 $292K 0.13% +11 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,356 $290K 0.16% -1,099 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,356 $290K 0.14% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,332 $288K <0.01% -2,754 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,321 $287K 0.04% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,314 $286K 0.03% -3,089 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,261 $282K 0.11% +3 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,257 $281K 0.08% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 3,410 $280K 0.15% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,229 $279K 0.01% -804 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,198 $276K 0.03% -5,098 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,195 $276K 0.01% -686 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,192 $276K 0.09% new 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 3,189 $276K 0.03% -5,945 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 3,175 $274K 0.02% new 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,139 $271K 0.1% +740 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 3,144 $271K 0.11% -747 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,122 $270K 0.04% -15 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,110 $269K 0.01% -77 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,089 $267K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,086 $267K 0.11% +1,215 13F-HR Timeline Group Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,084 $267K 0.09% -66 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,078 $266K 0.02% +10 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,060 $264K 0.01% -121 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,024 $261K 0.02% +173 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,000 $259K 0.1% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,993 $259K 0.12% +31 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,987 $258K 0.09% new 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 2,976 $257K 0.16% -736 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,976 $257K 0.07% +60 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,950 $255K <0.01% -2,662 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,946 $255K 0.2% +670 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,934 $254K 0.02% -351 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,932 $253K 0.06% +1,748 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,892 $250K 0.14% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,881 $249K 0.04% -1,168 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,877 $249K 0.15% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,870 $248K <0.01% -1,456 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,860 $247K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,835 $245K 0.01% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,830 $245K 0.05% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,825 $244K 0.03% -1,750 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,818 $244K 0.06% -422 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,815 $243K 0.09% -130 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,799 $242K 0.03% +226 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,791 $241K 0.15% -402 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,783 $241K 0.01% -13,751 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,781 $240K 0.01% -3,013 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 2,779 $240K 0.2% -12,809 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,778 $240K 0.05% +32 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,764 $239K 0.11% +724 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,755 $238K <0.01% -7,544 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,854 $236K 0.09% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,722 $235K 0.01% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,700 $233K 0.01% -500 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,696 $233K 0.03% +2 13F-HR Timeline