Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 9,398 $815K 0.27% -1,398 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,135 $805K <0.01% 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,230 $797K 0.04% -13,326 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 9,134 $792K 0.11% -99,261 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) 9,033 $783K 0.02% -130,099 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 8,788 $762K 0.32% -46,219 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,766 $760K 0.02% +874 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,761 $759K 0.01% -5,111 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,698 $754K 0.32% -2,394 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,659 $751K 0.01% +1,791 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,634 $749K 0.01% -87,822 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 8,370 $726K 0.23% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 8,369 $726K 0.39% -377 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 8,329 $722K 0.24% -1,632 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,326 $722K +388 Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 8,305 $720K 7.09% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 8,399 $719K 0.42% +3,398 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,296 $719K 0.08% -3,542 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,275 $717K 0.12% -938 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8,115 $704K 0.11% +3,020 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,103 $702K 0.29% -2,329 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 8,077 $700K 0.06% -1,645,402 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 8,075 $700K 0.32% +2,841 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 7,993 $693K 0.48% +273 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 7,962 $690K 0.25% -4,039 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,918 $686K <0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,868 $682K 0.03% -18,559 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 7,867 $682K 0.22% 13F-HR/A Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 7,861 $681K 0.04% +222 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 7,897 $681K 0.59% -3,247 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 7,748 $672K 0.42% +3,748 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,732 $670K <0.01% -613 13F-HR Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 7,730 $670K 0.2% -113 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 7,698 $667K 0.19% +4,503 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 7,680 $666K 6.16% -9,693 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 7,667 $665K 0.23% -908 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 7,649 $663K 0.58% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,532 $653K 0.08% -10 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,517 $652K 0.22% +3,750 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,499 $650K 0.15% -1,142 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,490 $649K 0.21% +3,899 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 7,484 $649K 0.19% +2,716 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,388 $640K 0.03% -17,049 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 7,262 $630K 0.14% -664 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 7,216 $626K 0.36% +100 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 7,147 $620K 0.34% -622 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7,100 $615K 0.9% new 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,067 $613K 0.06% -3,889 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,051 $611K 0.13% +277 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 7,050 $611K 0.13% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,004 $607K 0.02% +5 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,000 $607K 0.16% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 7,011 $606K 0.36% +900 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,983 $605K 0.21% -2,397 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,968 $604K 0.2% -2,281 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,928 $601K 0.21% -6,074 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 6,909 $599K 0.02% +988 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 6,818 $591K 0.3% +284 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 6,767 $587K 0.54% +700 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 6,753 $585K 0.24% -2,765 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 6,725 $583K 0.25% -110 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 6,718 $582K 0.23% -33,486 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,684 $579K 0.05% +57 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 6,679 $579K 0.26% +214 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,593 $572K 0.08% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 6,544 $567K 0.26% +10 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,537 $567K 0.01% +531 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,502 $564K 0.15% +102 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,491 $563K 2.03% +3,302 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 6,462 $560K 0.49% +260 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,454 $559K 0.44% +1,850 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,432 $558K 0.24% +26 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,403 $555K 0.08% -533 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 6,366 $552K 0.11% +1,205 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,353 $551K 0.03% +1,477 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,349 $550K 0.05% -1,150 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,323 $548K 0.14% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,318 $548K 0.01% -93,212 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,295 $546K 0.08% +2,868 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,279 $544K 0.03% +859 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,267 $543K 0.32% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,250 $542K 0.18% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 6,200 $537K 0.25% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 6,155 $534K 0.25% +158 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,152 $533K 0.03% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,133 $532K 0.15% +135 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 6,100 $529K <0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,086 $528K 0.01% -65,452 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,062 $526K <0.01% -2,251 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,000 $520K 0.07% 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 6,000 $520K 0.15% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 5,948 $516K 0.12% -3,160 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 5,947 $516K 0.03% +7 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 5,930 $514K 0.48% +3,020 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DV Trading LLC More: the full row for DV Trading LLC 5,913 $513K 0.05% -5,738 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,886 $510K 0.03% -16 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 5,863 $508K 0.28% -299 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,859 $508K 0.12% +1,228 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 5,856 $508K 0.28% +42 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,796 $503K 0.01% +1,383 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,794 $502K 0.02% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,769 $500K 0.32% -934 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,750 $498K 0.08% +250 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,747 $498K 0.17% +676 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,740 $498K <0.01% 0 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 5,733 $497K 0.17% -15 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,676 $492K <0.01% +263 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 5,674 $492K 0.6% +1,616 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,644 $489K 0.04% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,612 $487K 0.01% +3,212 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,582 $484K 0.14% -416 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 5,469 $474K 0.29% -33 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,450 $472K 0.1% -1,660 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,450 $472K 0.01% -14,602 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,434 $471K 0.06% +1,033 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,402 $468K 0.19% -371 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,386 $467K 0.16% -166 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 5,317 $461K 0.35% -137,760 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,314 $461K 0.02% -44,916 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 5,273 $457K 0.14% -7,065 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5,271 $457K 0.28% +796 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 5,237 $454K 0.51% -219 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,201 $451K 0.08% +737 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,132 $445K 0.03% -190 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,116 $444K 0.06% -1,020 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,115 $443K 0.06% +455 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 5,112 $443K 0.19% -31 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,068 $439K 0.01% -2,617 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,031 $436K 0.07% -311 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,010 $434K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,999 $433K 0.02% +482 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,999 $433K <0.01% -1,975 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,979 $432K 0.03% -1,203 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 4,932 $428K 0.18% +147 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,911 $426K 0.17% -158 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,889 $424K 0.02% +1,918 13F-HR Timeline Group Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,860 $421K 0.11% -6,034 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,849 $420K 0.03% +34 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,834 $419K 0.08% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 4,824 $418K 0.35% +1,598 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 4,818 $418K 0.05% -2,839 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,810 $417K 0.1% +393 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,787 $415K <0.01% +780 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,777 $414K <0.01% +2,227 13F-HR/A Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,755 $412K 0.05% -1,002 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,718 $409K 0.02% +329 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,720 $409K 0.03% -100 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 4,650 $403K 0.09% new 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,644 $403K 0.01% +356 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 4,624 $401K 0.01% +87 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,623 $401K 0.2% -507 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,621 $401K 0.19% -17 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,598 $399K 0.23% +201 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 4,590 $398K 0.38% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,575 $397K 0.04% -249 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,536 $393K 0.05% -197 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 4,510 $391K 0.11% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,508 $391K 0.1% -534 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 4,479 $388K 0.53% +2,440 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 4,455 $386K 0.26% -6,212 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,442 $385K 0.06% -77,757 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,393 $381K 0.21% -406 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,386 $380K 0.08% -5,122 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 4,372 $379K 0.43% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,350 $377K <0.01% +1,067 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,331 $375K 0.04% +140 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,326 $375K 0.01% -98 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,262 $369K 0.1% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,258 $369K 0.19% -4,415 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,205 $365K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,174 $362K <0.01% +15 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,159 $361K 0.04% -29,682 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,136 $359K 0.32% +1,773 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 4,094 $355K 0.11% 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 $351K <0.01% 0 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 4,049 $351K 0.06% -902 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,033 $350K 0.01% -147 13F-HR/A Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,013 $348K 0.07% +962 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,001 $347K 0.05% +1,186 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 4,000 $347K 0.41% +2,133 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 3,977 $345K 0.09% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,940 $342K 0.12% +135 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,927 $340K <0.01% +1 13F-HR/A Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,892 $337K 0.16% +1,192 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 3,891 $337K 0.17% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,881 $336K 0.01% -3,612 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,877 $336K 0.08% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,841 $333K 0.08% +9 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,810 $330K 0.02% -575 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,800 $329K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,799 $329K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,778 $328K 0.1% -922 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 3,777 $327K 0.1% +990 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,762 $326K 0.02% -1,161 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,724 $323K 0.14% -366 13F-HR/A Timeline Refined Wealth Management More: the full row for Refined Wealth Management 3,712 $322K 0.2% -54,294 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,700 $321K 0.14% -819 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,657 $317K 0.02% -118 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,611 $313K 0.03% -1,329 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,603 $312K 0.01% new 13F-HR Timeline