ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,122 $2.75M 0.84% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 6,120 $2.75M 0.41% -530 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,104 $2.75M 0.24% -4,514 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 6,077 $2.73M 2.3% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,068 $2.73M 0.32% -658 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 6,068 $2.73M 0.39% 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,047 $2.72M 0.17% +4,712 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 6,021 $2.71M 0.98% +7 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,013 $2.7M 0.37% 0 13F-HR Timeline Spark Investment Management LLC More: the full row for Spark Investment Management LLC 6,000 $2.7M 6.72% 0 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 6,000 $2.7M 1.77% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,986 $2.69M 0.2% +288 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,965 $2.68M 0.66% +760 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,963 $2.68M 0.15% +1,213 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,962 $2.68M 0.36% -1,045 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,955 $2.68M 0.31% -18 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,954 $2.68M 0.17% -106 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,946 $2.67M 0.16% +289 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 5,940 $2.67M 2.7% 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 5,937 $2.67M 0.07% +4,916 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,933 $2.67M 0.37% -186 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,919 $2.66M 0.79% -97 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,916 $2.66M 1.06% +93 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,907 $2.66M 0.45% -552 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,902 $2.65M 0.06% +1,233 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,447 $2.65M 0.12% -388 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,893 $2.65M 0.22% -39,599 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,888 $2.65M 1.73% +85 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 5,878 $2.64M 0.93% -66 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 5,749 $2.64M 1.08% +1,210 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 5,870 $2.64M 1.08% -61 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,865 $2.64M 0.19% +1,704 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 5,860 $2.64M 1.08% -10 13F-HR/A Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,197 $2.63M 1.01% +1,536 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,858 $2.63M 0.93% -58 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,844 $2.63M 0.55% -99 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 5,840 $2.63M 0.28% +3,000 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,830 $2.62M 0.96% -94 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,828 $2.62M 0.09% +301 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 5,816 $2.62M 0.66% -140 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 5,796 $2.61M 2.37% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,793 $2.61M 0.23% -143 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,786 $2.6M 0.69% -117 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,779 $2.6M 0.67% -350 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,777 $2.6M 0.06% -6,058 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,766 $2.59M 0.21% +314 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,762 $2.59M 0.15% +1,469 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 5,740 $2.58M 0.08% 0 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 5,740 $2.58M 0.45% +437 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,733 $2.58M 0.84% -30 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,725 $2.57M 0.91% 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,724 $2.57M 0.14% -203 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,717 $2.57M 0.08% +810 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 5,715 $2.57M 0.23% -14,276 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,687 $2.56M 1.55% -54 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,682 $2.56M 0.48% -3 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,647 $2.54M 0.38% -262 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 5,645 $2.54M 1.71% -43 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,645 $2.54M 0.26% -401 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,637 $2.54M 1.17% -19 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 5,635 $2.53M 1.34% +1,960 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,625 $2.53M 0.54% +1,350 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 5,624 $2.53M 0.24% -36 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 5,611 $2.52M 1.18% +92 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,625 $2.52M 0.69% +696 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 5,610 $2.52M 2.78% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,599 $2.52M 0.55% +12 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 5,596 $2.52M 0.28% +3,011 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 5,594 $2.52M 2.6% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,593 $2.52M 0.4% +178 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,588 $2.51M 1.67% 0 13F-HR Timeline Aurora Investment Managers, LLC. 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More: the full row for CALTON & ASSOCIATES, INC. 5,577 $2.51M 0.37% +79 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 26,063 $2.5M 0.2% +8,555 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 5,557 $2.5M 1.34% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,539 $2.49M 0.64% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,531 $2.49M 0.58% -1,757 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,524 $2.48M 1.9% -352 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,752 $2.48M 0.02% -465 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,507 $2.48M 0.14% +226 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,488 $2.47M 0.29% +215 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 5,469 $2.46M 1.09% +14 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,461 $2.46M 0.15% +382 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,444 $2.45M 0.1% +123 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,441 $2.45M 0.8% +79 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,436 $2.44M 0.12% +3 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 5,435 $2.44M 2.38% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,433 $2.44M 0.03% +181 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,433 $2.44M 0.55% +421 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,429 $2.44M 0.59% -904 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,428 $2.44M 0.51% +171 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,423 $2.44M 0.08% +493 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,419 $2.44M 1.4% -233 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 5,915 $2.44M 1.65% +522 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,412 $2.43M 1.52% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,406 $2.43M 0.07% +2,067 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,398 $2.43M 0.55% +107 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,394 $2.43M 0.04% -115 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,382 $2.42M 0.4% +603 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,381 $2.42M 0.36% +236 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,379 $2.42M 0.18% +1,375 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 5,367 $2.41M 1.78% +371 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,581 $2.41M 0.4% -293 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,362 $2.41M 0.88% -263 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,361 $2.41M 0.12% +48 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 5,360 $2.41M 1.38% 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,355 $2.41M 0.17% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,355 $2.41M 0.21% -2,132 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 5,351 $2.41M 2.15% -2,028 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,346 $2.4M 1.05% +472 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,337 $2.4M 1.44% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,327 $2.4M 0.59% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 5,326 $2.4M 0.48% +14 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,319 $2.39M 0.35% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,311 $2.39M 0.11% +198 13F-HR Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 5,309 $2.39M 1.34% +442 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,303 $2.38M 0.73% +92 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 5,277 $2.37M 1.01% +444 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,260 $2.37M 0.62% -307 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,260 $2.37M 0.11% +181 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,256 $2.36M 1.23% +215 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,247 $2.36M 1.44% -7 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,247 $2.36M 1.05% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 5,241 $2.36M 2% +1,275 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,241 $2.36M 0.4% -2,186 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,233 $2.35M 0.91% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,231 $2.35M 0.25% -201 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 5,228 $2.35M 1.89% 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,212 $2.34M 0.4% -121 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,207 $2.34M 0.18% +347 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,205 $2.34M 0.78% +133 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 5,438 $2.34M 1.24% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,200 $2.34M 1.3% -220 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 5,198 $2.34M 1.2% -230 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,181 $2.33M 0.17% -79 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,180 $2.33M 2.2% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,172 $2.33M 0.58% -251 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 5,150 $2.32M 1.69% +428 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 5,147 $2.31M 0.08% 13F-HR/A Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,132 $2.31M 0.33% -195 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,825 $2.3M 0.19% +4,646 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,115 $2.3M 0.14% +20 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,103 $2.29M 0.48% +1,662 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,086 $2.29M 0.31% -803 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,072 $2.28M 0.62% +451 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,072 $2.28M 0.05% -88 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,071 $2.28M 0.33% +411 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,067 $2.28M 0.79% +248 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,063 $2.28M 0.3% +77 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,062 $2.28M 0.39% -404 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,060 $2.28M 0.64% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,057 $2.27M 0.95% +67 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,053 $2.27M 1.26% 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 5,051 $2.27M 1.6% -35 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,047 $2.27M 0.62% +330 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 5,045 $2.27M 0.2% +3,845 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,064 $2.26M 0.94% -467 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,031 $2.26M 0.12% +1,665 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,028 $2.26M 0.43% +116 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,027 $2.26M 0.1% +10 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,055 $2.26M 1.27% +19 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,007 $2.25M 1.5% -37 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,474 $2.25M 0.8% +751 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 5,000 $2.25M 0.84% -10,000 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,000 $2.25M 0.06% -400 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,998 $2.25M 0.51% -526 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,988 $2.24M 1.16% +1,146 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,986 $2.24M 0.06% +482 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 5,108 $2.23M 2.27% -7,597 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,969 $2.23M 0.22% -1,987 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,957 $2.23M 0.25% +3 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,955 $2.23M 0.24% +66 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,879 $2.22M 0.97% -81 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,937 $2.22M 0.24% -197 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,927 $2.22M 0.89% +300 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,923 $2.21M 0.36% -205 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,921 $2.21M 1.15% +365 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,918 $2.21M 0.72% +91 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,907 $2.21M 0.13% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,900 $2.2M 0.55% +475 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,889 $2.2M 0.06% -258 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,887 $2.2M 0.03% -17 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,887 $2.2M 0.16% +199 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,886 $2.2M 0.72% -98 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,885 $2.2M 0.61% -136 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,881 $2.2M 0.39% +4 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 4,879 $2.19M 0.07% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,865 $2.19M 0.26% -454 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,863 $2.19M 1.75% +1,733 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,862 $2.19M 0.32% +949 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,848 $2.18M 0.37% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,837 $2.18M 0.13% +843 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,828 $2.17M 0.61% +403 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,825 $2.17M 0.22% +296 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,823 $2.17M 0.81% +406 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,822 $2.17M 0.77% -2 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 4,814 $2.16M 1.29% +69 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,803 $2.16M 0.09% +302 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,795 $2.16M 0.55% +2,702 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,794 $2.16M 0.8% -372 13F-HR Timeline