AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,720 $1.53M 0.13% +1,004 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,712 $1.52M 0.05% +3,960 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 5,699 $1.52M 0.13% +184 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,691 $1.52M 0.16% +2,043 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,678 $1.51M 0.07% -3,162 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,678 $1.51M 0.56% +5,229 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,670 $1.51M 0.1% +122 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 5,646 $1.51M 1.44% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,638 $1.5M 0.05% -20 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,637 $1.5M 0.02% -4 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,636 $1.5M 0.03% -14,474 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,720 $1.5M 0.01% -955 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,615 $1.5M 0.12% -476 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,614 $1.5M 0.48% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 5,600 $1.49M 0.28% 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 5,577 $1.49M 1.09% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,559 $1.48M 0.15% +2,182 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,540 $1.48M 1.17% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 5,504 $1.47M 0.02% +1,455 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,471 $1.46M 0.16% -152 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,469 $1.46M 0.84% +260 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,433 $1.45M 0.33% +955 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,408 $1.44M 0.03% -1,223 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,407 $1.44M 0.82% +344 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 5,389 $1.44M 0.47% -1,042 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,369 $1.43M 0.54% -537 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 5,362 $1.43M 0.51% +113 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,352 $1.43M 0.09% +1,710 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,340 $1.42M 0.83% +1,365 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,326 $1.42M 0.16% -74 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,319 $1.42M 0.03% -32 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,313 $1.42M 0.27% +330 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 5,295 $1.41M 0.6% +65 13F-HR/A Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,282 $1.41M 0.35% +645 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,258 $1.4M 0.3% +200 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,225 $1.39M 0.06% +354 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,216 $1.39M 0.15% +3,057 13F-HR/A Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,196 $1.39M 0.03% +512 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,189 $1.38M 0.17% -96 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,314 $1.38M 0.09% +1,942 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,159 $1.38M 0.88% -35 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,424 $1.37M 1.51% +1,734 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,117 $1.37M 0.04% +1,175 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,131 $1.37M 0.3% +4 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,102 $1.36M 0.63% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,100 $1.36M 0.04% -100 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,096 $1.36M 0.05% -2,985 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,817 $1.35M 0.04% -3,182 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,048 $1.35M 0.09% -861 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,037 $1.34M 0.13% -40 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,035 $1.34M 0.7% +733 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,019 $1.34M 0.12% +3 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,004 $1.33M 0.01% -49,118 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,001 $1.33M 0.04% +1,416 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,000 $1.33M 0.83% -4,750 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,995 $1.33M 0.13% +280 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,969 $1.33M 0.37% +174 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,951 $1.32M 0.21% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,926 $1.31M 0.31% +114 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,899 $1.31M 0.32% +234 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,873 $1.3M 0.19% -52 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 5,880 $1.3M 0.12% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,832 $1.3M 0.73% +220 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 4,864 $1.3M 0.2% +36 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,859 $1.3M 0.01% +349 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,854 $1.29M 0.99% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,837 $1.29M 0.24% -161 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,820 $1.29M 0.02% -85 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,810 $1.28M 0.05% -298 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 4,794 $1.28M 0.36% +1,629 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 4,771 $1.27M 0.34% -291 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,749 $1.27M 0.35% -107 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,736 $1.26M 0.28% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,711 $1.26M 0.04% -942 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,709 $1.26M 0.01% +196 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,691 $1.24M 0.04% -45,507 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,627 $1.23M 0.01% -1,007,776 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,597 $1.23M 0.1% -35 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,564 $1.22M 0.1% +2,604 13F-HR/A Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,557 $1.22M <0.01% -555 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,532 $1.21M 1.06% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,512 $1.2M 0.01% -349 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 4,501 $1.2M 0.37% -929 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,722 $1.2M 0.79% +659 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,476 $1.19M 0.02% -100 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,427 $1.18M 0.1% +565 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,386 $1.17M 0.02% -396 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 4,385 $1.17M 2.8% -25 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,376 $1.17M 0.12% +2,179 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,374 $1.17M 0.33% -47 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,365 $1.16M 0.77% -66 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,362 $1.16M 0.07% -186 13F-HR Timeline Group TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 4,328 $1.15M 0.06% -181 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,318 $1.15M 0.1% -1,320 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,779 $1.15M 0.23% new 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 4,305 $1.15M 1.13% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,299 $1.15M 0.08% -6,140 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,291 $1.14M 0.12% -14 13F-HR/A Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,281 $1.14M 0.23% -14,827 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,273 $1.14M 1.18% +258 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,257 $1.14M 0.3% -516 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,256 $1.13M 0.06% -7,799 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,241 $1.13M 0.44% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,197 $1.12M 0.44% -552 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,194 $1.12M 0.08% -110 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,192 $1.12M 0.3% -153 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,176 $1.11M 0.26% +7 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,149 $1.11M 0.15% -2,846 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,149 $1.11M 0.06% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,111 $1.1M 0.04% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,109 $1.1M 0.04% +470 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,102 $1.09M 0.34% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,365 $1.08M 0.03% +869 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,014 $1.07M 0.03% -5,183 13F-HR Timeline Group TOBAM More: the full row for TOBAM 3,977 $1.06M 0.45% +2,734 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,970 $1.06M 0.49% +541 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,962 $1.06M 0.06% +653 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 3,962 $1.06M 4% -62,185 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,957 $1.06M 0.08% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,945 $1.05M 0.03% +1,124 13F-HR/A Timeline Atom Investors LP More: the full row for Atom Investors LP 3,926 $1.05M 0.13% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,892 $1.04M 0.03% +256 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,862 $1.03M 0.72% +12 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,859 $1.03M 0.05% -84 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,805 $1.01M 0.22% -1,908 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,787 $1.01M 0.04% -10 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,774 $1.01M 0.35% -18 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,773 $1.01M 0.05% -78 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,773 $1.01M 0.05% +82 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,765 $1M 0.18% -298 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,765 $1M 0.16% -2,109 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,758 $1M 0.32% +7 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,728 $994K 0.03% +38 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,724 $993K 0.08% -845 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,711 $990K 0.02% +540 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,688 $984K <0.01% +432 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,671 $979K 0.45% -3,626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,642 $971K 0.67% +549 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,640 $971K 0.27% -2,314 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,625 $967K 0.02% +1,292 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,888 $962K 0.5% -490 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,564 $951K 0.18% -505 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,555 $948K 0.04% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,550 $947K 0.51% +206 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,546 $946K 0.22% -3,977 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,543 $945K 0.22% -3 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,520 $939K 0.07% +396 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,497 $937K 0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,504 $935K 0.08% +1,903 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,500 $933K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,486 $930K 0.14% +30 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,483 $929K 0.03% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,482 $929K 0.08% +183 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 3,472 $926K <0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,436 $916K 0.16% +90 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,401 $907K 0.15% +529 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,390 $904K 0.29% -297 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,384 $902K 0.2% -3,123 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,351 $893K 0.32% +220 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,328 $888K 0.07% +41 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,325 $887K 0.24% -21 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,310 $883K 0.03% -715 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,306 $883K <0.01% 0 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,972 $877K 0.56% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,270 $872K 0.25% -7 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,265 $871K 0.04% +113 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,346 $866K 0.91% +704 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,216 $858K 0.08% +478 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,200 $854K 0.06% -42 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,192 $851K 0.16% +93 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,189 $851K 0.17% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,180 $848K 0.04% +100 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,174 $847K 0.92% -174 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,161 $843K 0.04% +432 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,151 $840K 0.17% -7,025 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,150 $840K 0.8% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,146 $839K 0.29% +101 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,144 $839K 0.47% -113 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,141 $838K 0.33% +1,503 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,115 $831K 0.62% -6,735 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,100 $827K 0.35% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,077 $821K 0.26% -1,100 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,070 $819K 0.06% +274 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 3,065 $817K 0.41% -2,706 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,047 $813K 0.12% -111 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,034 $809K 0.11% -1,697 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,026 $807K 0.03% -7,271 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,012 $803K 0.54% +316 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,005 $801K 0.03% -21 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 3,000 $800K 0.42% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,971 $792K 0.42% +21 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,962 $790K 0.17% -143 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,952 $787K 0.04% +1,049 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,930 $781K 0.48% -1,451 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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