Thompson David Blair More: the full row for Thompson David Blair 3,410 $1.15M 0.66% +1,403 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,410 $1.15M 0.01% +194 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,400 $1.15M 0.57% +200 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 3,407 $1.15M 0.91% -300 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,405 $1.15M 0.21% +280 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,398 $1.15M 0.08% +313 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,395 $1.15M 0.68% +60 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,393 $1.15M 0.09% +318 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,380 $1.14M 0.65% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,375 $1.14M 0.42% +573 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,372 $1.14M 0.04% -1,558 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,366 $1.14M 0.35% -12 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,365 $1.14M 0.66% +175 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,360 $1.14M 0.57% +2,190 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,354 $1.13M 0.14% +20 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,333 $1.13M 0.29% +257 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 3,332 $1.13M 0.25% -364 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,317 $1.12M 0.22% +150 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,312 $1.12M 0.01% -1,660 13F-HR Timeline Group Seed Wealth Management, Inc. 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Young & CO., LTD. 3,236 $1.09M 0.09% +280 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,229 $1.09M 0.15% +61 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,218 $1.09M 0.12% +16 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,215 $1.09M 0.43% -42 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,212 $1.09M 0.05% +502 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,210 $1.08M 0.25% +1,922 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,210 $1.08M 0.43% +174 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,192 $1.08M 0.35% -504 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 3,185 $1.08M 0.23% -341 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,175 $1.08M 0.2% +1,900 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,180 $1.07M 0.02% -74 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,171 $1.07M 0.22% -130 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,168 $1.07M 0.96% -377 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,166 $1.07M 0.14% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,159 $1.07M 0.07% -5,518 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,158 $1.07M 0.11% +1,083 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,157 $1.07M 1.07% -49 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,503 $1.06M 0.6% 0 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Pacific Excel Wealth Advisors, Inc. 3,121 $1.05M 1.11% +1,054 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,118 $1.05M 0.37% -1,038 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,110 $1.05M 0.1% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,108 $1.05M 0.62% +47 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,095 $1.05M 0.51% -77 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 3,100 $1.05M 0.81% new 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 3,095 $1.05M 0.39% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,091 $1.04M <0.01% -375 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,090 $1.04M 0.24% +319 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,085 $1.04M 0.57% +220 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 3,084 $1.04M 0.86% +8 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,083 $1.04M 0.12% +1 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 3,083 $1.04M 0.24% 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,075 $1.04M 0.53% -75 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,044 $1.03M 0.14% +333 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for Cambria Investment Management, L.P. 2,991 $1.01M 0.06% -175 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,982 $1.01M 0.08% +54 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,971 $1M 0.12% +489 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,967 $1M 0.54% +3 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,965 $1M 0.31% +111 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,962 $1M 1.02% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,950 $1000K <0.01% +128 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,952 $998K 0.11% -242 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,949 $997K 0.03% +1,734 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,148 $996K 0.15% -777 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 2,947 $996K 0.62% 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,944 $995K 0.56% -383 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,722 $995K 0.13% +42 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,944 $995K 0.82% -1,079 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,932 $991K 0.41% +183 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,931 $991K 0.16% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,930 $990K 0.4% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,925 $989K 0.17% -325 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,915 $985K 0.83% +720 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,906 $982K 0.37% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,902 $981K 0.56% -524 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVZ, Inc. More: the full row for LVZ, Inc. 2,902 $981K 0.11% +73 13F-HR Timeline Mengis Capital Management, Inc. 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More: the full row for FUNDSMITH INVESTMENT SERVICES LTD. 2,853 $964K 0.02% +2,248 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,851 $963K 0.03% +392 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,850 $963K 0.12% +710 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,844 $961K 0.06% -64 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,841 $960K 0.14% 0 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 2,830 $956K 0.93% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,828 $956K 0.35% +244 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,588 $956K 0.12% +1,033 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,827 $956K 0.01% +542 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,824 $954K 0.25% +10 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,814 $954K 0.43% +94 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 2,816 $952K 0.45% +117 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 2,800 $946K 0.04% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,800 $946K 0.44% +293 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,796 $945K 0.02% +67 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,791 $943K 0.12% +1,743 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,782 $940K 0.41% -15 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Elmwood Wealth Management, Inc. 2,736 $925K 0.26% +75 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,731 $923K 0.38% +482 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,726 $921K 0.14% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,724 $921K 0.03% +787 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,720 $919K 0.15% -2,705 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 2,715 $918K 0.57% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,711 $916K 0.08% -253 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,709 $916K 0.05% -331 13F-HR/A Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,702 $913K 0.16% -163 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,698 $912K 0.47% +105 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,456 $910K 0.03% +15 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,668 $902K 0.31% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,610 $882K 0.15% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,604 $880K 0.3% +128 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,603 $880K 0.84% +107 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,602 $879K 0.09% +256 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,601 $879K 1.45% -16,768 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 2,600 $879K 0.21% -255 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,594 $877K 0.51% -82 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,592 $876K 0.7% +269 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,591 $876K 0.55% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,532 $874K 0.53% +15 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,582 $873K 0.52% -119 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,579 $872K 0.08% +191 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,579 $871K 0.07% -1,076 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,574 $870K 0.08% -1 13F-HR Timeline Carson Advisory Inc. 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