Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 5,735 $326K 0.14% +22 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,716 $325K 0.07% +91 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,706 $325K 0.02% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,675 $323K <0.01% -2,240 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,104 $322K 0.05% -50 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,647 $321K 0.07% -2,157 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,647 $321K 0.12% -5 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 5,625 $320K 0.1% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,575 $317K 0.1% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,573 $317K 0.18% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,506 $313K 0.02% -264 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,500 $313K 0.11% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,478 $312K 0.1% -9 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,405 $307K 0.02% -806 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,357 $305K 0.02% +138 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,314 $302K 0.04% +731 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,276 $300K 0.01% -150 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,286 $300K 0.04% -3,341 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,263 $299K 0.09% +34 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,255 $299K 0.05% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,242 $298K 0.04% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,221 $297K 0.02% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,217 $297K 0.01% +2 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,160 $293K 0.01% +226 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,148 $293K 0.05% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,143 $292K 0.01% -18,936 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,130 $292K 0.05% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,129 $292K 0.01% +638 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,102 $290K <0.01% +2,285 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,091 $290K 0.02% -2,509 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,069 $288K 0.18% -77 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,023 $286K 0.01% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,000 $284K 0.16% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 5,000 $284K 0.21% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,994 $284K 0.02% -3,784 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,993 $284K 0.01% +11 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,985 $283K 0.08% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,984 $283K 0.1% -250 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,975 $283K 0.07% -548 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,930 $280K <0.01% +448 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,900 $279K 0.06% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 4,880 $278K 0.19% +62 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,866 $277K 0.19% -176 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,809 $273K 0.01% -407 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,805 $273K 0.1% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,783 $272K 0.2% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,788 $272K 0.07% +108 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,769 $271K 0.03% -409 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,765 $271K 0.01% +38 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,755 $270K 0.05% +1 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,724 $269K 0.16% -1,026 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,710 $268K 0.03% -7,820 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,708 $268K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,700 $267K 0.01% -139 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,681 $266K 0.01% +784 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,639 $264K 0.01% -15,682 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,636 $264K 0.03% +9 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,620 $263K 0.02% +2,148 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,611 $262K 0.01% -16 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,575 $260K 0.1% -150 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,559 $259K 0.08% +3 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,552 $259K <0.01% -133 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,545 $258K 0.04% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,525 $257K 0.02% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,521 $257K 0.14% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,505 $257K 0.04% -20,616 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,515 $257K 0.02% +485 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,514 $257K <0.01% +218 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,505 $256K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,480 $255K 0.01% +480 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,453 $253K 0.01% +1,123 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,442 $253K 0.05% +158 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,442 $253K 0.09% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,434 $252K 0.04% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,570 $251K 0.06% -7,126 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,412 $251K 0.05% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,402 $250K 0.03% +80 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,703 $249K 0.09% +85 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,367 $248K 0.05% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,343 $247K 0.01% -790 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,325 $246K <0.01% +499 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,300 $245K 0.12% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,290 $244K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,279 $243K 0.04% -2,789 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,266 $243K 0.01% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,250 $242K 0.03% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 4,990 $242K 0.01% +3,118 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,245 $241K 0.04% -20 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,225 $240K 0.02% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,220 $240K 0.04% +5 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,197 $239K 0.14% +11 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 4,190 $238K 0.1% -265 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,150 $236K 0.05% -2,200 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,141 $235K 0.1% +16 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,125 $235K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,090 $233K <0.01% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,089 $233K 0.01% +26 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,082 $232K 0.01% -107 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,060 $231K 0.04% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,056 $231K 0.05% -145 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,010 $228K 0.01% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,003 $228K 0.05% -5,882 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,000 $227K 0.03% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 4,000 $227K 0.07% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,993 $227K 0.03% -342 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,991 $227K 0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,931 $224K 0.1% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,895 $222K 0.01% +50 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,899 $222K 0.1% -8 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,889 $221K 0.12% -284 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,888 $221K 0.13% +15 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,875 $220K <0.01% +546 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 3,859 $219K <0.01% -576 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,865 $219K 0.01% -35 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,844 $219K 0.14% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,828 $218K 0.04% new 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,828 $218K 0.05% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,790 $216K 0.02% -115 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,900 $214K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,760 $214K 0.09% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,750 $213K 0.03% new 13F-HR Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,743 $213K 0.16% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,735 $212K 0.21% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,725 $212K 0.09% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,712 $211K 0.04% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,709 $211K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,704 $211K 0.01% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,700 $210K 0.02% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,691 $210K 0.03% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,686 $210K 0.13% -946 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,677 $209K 0.02% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,670 $209K 0.06% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,645 $207K 0.03% -3,649 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,544 $202K 0.2% -450 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,542 $201K 0.02% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,527 $201K 0.04% new 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,523 $200K 0.48% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,500 $199K 0.09% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,397 $193K 0.18% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,380 $192K 0.01% +11 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,365 $191K 0.1% +30 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,222 $183K <0.01% +449 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,209 $183K 0.06% -143 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,200 $182K 0.03% +1,000 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,149 $179K 0.03% -1,990 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,109 $177K 0.35% -32,972 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,069 $175K 0.01% +154 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,965 $169K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,944 $167K 0.01% -155 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,636 $150K 0.06% -17 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,567 $146K 0.01% -1,016 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,513 $143K 0.03% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,465 $140K 0.15% +182 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,400 $136K 0.06% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,350 $134K 0.02% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,303 $131K <0.01% +257 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,252 $128K <0.01% -587 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,252 $127K 0.04% +1,300 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,158 $123K 0.04% +48 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,077 $118K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,020 $115K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,000 $114K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,000 $114K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 2,000 $114K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,000 $114K 0.08% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,973 $112K <0.01% -1,711 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,807 $103K <0.01% +156 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,750 $99.5K 0.03% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,738 $98.8K <0.01% -75 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,725 $98.1K 0.03% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,723 $98K 0.03% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,697 $94.7K <0.01% +428 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,650 $93.8K 0.06% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,585 $90.1K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,565 $89K 0.01% -240 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,530 $87K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,519 $86.4K 0.06% +514 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,480 $84.2K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,469 $83.5K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,452 $82.6K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,448 $82.3K 0.05% +49 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,430 $81.3K <0.01% +21 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,460 $78.3K 0.02% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,375 $78.2K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,370 $77.9K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,345 $76.5K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,323 $75.2K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,294 $73.6K <0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,298 $73.6K <0.01% +268 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,317 $73.6K <0.01% +1,054 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 162 $72.3K 0.01% +39 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,265 $72K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 1,262 $72K 0.04% -63 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,260 $71.7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,264 $71K 0.02% +4 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,206 $68.6K <0.01% -256 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,200 $68.2K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,190 $67.7K <0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,210 $65K 0.04% -361 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,137 $64K 0.01% +65 13F-HR Timeline