Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,351 $1.39M 1.22% +250 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 8,325 $1.38M 0.88% +60 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 8,299 $1.38M 0.32% -16,219 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 8,293 $1.38M 1.02% +470 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,291 $1.38M 0.79% +5,126 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,283 $1.37M 0.05% -288 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,255 $1.37M 0.23% -452 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,242 $1.37M 0.2% +600 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 8,228 $1.37M 0.2% +82 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 8,210 $1.36M 0.26% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,173 $1.36M 0.53% -3,324 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 8,163 $1.36M 0.27% +50 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,143 $1.35M 0.14% -10,570 13F-HR Timeline TT International Asset Management LTD More: the full row for TT International Asset Management LTD 8,133 $1.35M 0.2% -399,699 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,000 $1.34M 0.11% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,023 $1.34M 0.03% +138 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,040 $1.33M 0.1% -942 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 8,019 $1.33M 1.4% -153 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,983 $1.33M 0.92% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,966 $1.32M 0.07% -1,496 13F-HR Timeline Group Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 7,949 $1.32M 0.11% +6,579 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,896 $1.31M 0.61% -337 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 7,885 $1.31M 1.02% -166 13F-HR Timeline Oriental Harbor Investment Master Fund More: the full row for Oriental Harbor Investment Master Fund 7,852 $1.3M 0.15% -157,945 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,852 $1.3M 0.07% +1,271 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,844 $1.3M 0.89% +197 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 8,574 $1.3M 0.79% +1,963 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,801 $1.3M 0.25% -28 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 7,820 $1.3M 0.9% +258 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,804 $1.3M 0.13% +4,813 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 7,801 $1.29M 0.27% -1,068 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 7,794 $1.29M 0.03% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,785 $1.29M 0.16% -90 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 7,751 $1.29M 0.58% +542 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 7,743 $1.29M 0.26% +530 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 7,725 $1.28M 1.28% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,636 $1.27M 0.68% +35 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 7,652 $1.27M 0.44% +1,289 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 7,646 $1.27M 0.67% +2,574 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,611 $1.26M 0.28% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,610 $1.26M 0.12% -225 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,534 $1.25M 0.02% -14 13F-HR/A Timeline Anson Funds Management LP in group Anson Funds Management LP More: the full row for Anson Funds Management LP 7,500 $1.25M 0.3% new 13F-HR/A Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,480 $1.24M 0.21% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,469 $1.24M 0.23% -1,306 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,851 $1.23M 0.06% +126 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,419 $1.23M 0.18% +2,229 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,383 $1.23M 0.21% +1,359 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 7,379 $1.22M 0.84% +399 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,354 $1.22M 0.19% -383 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,336 $1.22M 0.06% -80 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,327 $1.22M 0.14% +817 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,294 $1.21M 0.08% +173 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 7,259 $1.21M 0.12% -31 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 7,270 $1.21M <0.01% -58,296 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,264 $1.21M 0.14% -474 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,252 $1.2M -1,020 Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 7,202 $1.2M 0.39% +2,758 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,196 $1.19M 0.04% +768 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,164 $1.19M 0.91% -96 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,130 $1.18M 0.09% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 7,130 $1.18M 0.88% +2,825 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 7,123 $1.18M 1.35% +5,372 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,058 $1.17M 0.05% +5,697 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,026 $1.17M 0.1% +1,384 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 7,023 $1.17M 0.38% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 6,992 $1.16M 0.16% +25 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,961 $1.16M 0.31% +1,992 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,976 $1.16M 0.09% -738 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 6,967 $1.16M 0.52% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,961 $1.16M 0.02% +3,563 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,955 $1.15M 0.35% -60 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,950 $1.15M 0.14% -460 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,947 $1.15M 0.9% +343 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,940 $1.15M 0.4% +183 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,923 $1.15M 0.13% -270 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,919 $1.15M 0.26% +2,094 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,882 $1.14M 0.05% +132 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 6,865 $1.14M 0.21% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,831 $1.13M 0.16% -70 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,754 $1.12M 0.02% +1,694 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 6,738 $1.12M 0.33% 0 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 6,735 $1.12M 0.02% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 7,075 $1.11M 0.59% +291 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,672 $1.11M 0.27% +110 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,670 $1.11M 0.11% -232 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 6,654 $1.1M 0.07% -710 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 6,641 $1.1M 0.51% -2 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,635 $1.1M 0.65% +155 13F-HR Timeline City State Bank More: the full row for City State Bank 6,624 $1.1M 0.36% +1,380 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,603 $1.1M 0.22% +4,402 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 6,600 $1.1M 0.41% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,597 $1.1M 0.4% -3,775 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 6,586 $1.09M 0.38% +811 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,559 $1.09M 0.13% +1,130 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 6,567 $1.09M 0.39% +893 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,567 $1.09M 0.01% +687 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 6,558 $1.09M 0.16% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,554 $1.09M 0.08% -204 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,519 $1.08M 0.56% +874 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,516 $1.08M 0.48% +4,000 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,514 $1.08M 0.3% +977 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,506 $1.08M 0.05% +605 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,483 $1.08M 0.04% -321 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,480 $1.08M 0.04% +2,150 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,472 $1.07M 0.7% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 6,426 $1.07M 0.54% +4,283 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,411 $1.06M 0.09% +1,116 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,388 $1.06M 0.68% 0 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 6,392 $1.06M 3.84% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,988 $1.06M 0.14% +3,398 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 6,356 $1.06M 0.93% +1,604 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,356 $1.06M 0.12% +1,347 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,338 $1.05M 0.3% -780 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 6,324 $1.05M <0.01% +1,018 13F-HR Timeline Group MOTCO More: the full row for MOTCO 6,310 $1.05M 0.11% -27 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,265 $1.04M <0.01% -669 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,207 $1.03M 0.06% +1,622 13F-HR/A Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 6,200 $1.03M 0.89% +2,400 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,178 $1.03M 0.38% +779 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,129 $1.02M 0.04% -80,340 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,123 $1.02M 0.65% -820 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,118 $1.02M 0.02% +142 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,063 $1.01M 0.07% +18 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,055 $1.01M 0.08% -116 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,042 $1M 0.07% +209 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 6,035 $1M 0.47% +318 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,018 $999K 0.06% +1,255 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,991 $995K 0.09% -1,472 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,977 $992K 0.86% +572 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,964 $990K 0.01% +1,613 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,964 $990K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 6,035 $986K 0.41% +32 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,937 $986K 0.14% -251 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,935 $985K 0.27% +177 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,903 $980K 0.03% +983 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,902 $980K 0.03% -367 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,900 $979K 0.13% +294 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 5,840 $969K 0.51% +4,450 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,825 $967K 0.66% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,806 $964K 0.34% +398 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,797 $962K 0.05% -35 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 5,774 $958K 0.56% +84 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,754 $955K 0.1% -794 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,753 $955K <0.01% -227 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 5,747 $954K 0.21% -5 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,704 $947K 0.36% +35 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,698 $946K 0.2% -516 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,669 $941K 0.21% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,668 $941K 0.32% +393 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,656 $939K 0.08% -607 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,603 $930K 0.02% +795 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,596 $929K 1.33% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,590 $928K 0.47% new 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 5,587 $927K 0.14% +100 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,528 $918K 0.12% +3,209 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,510 $915K 0.4% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,518 $914K 0.05% -50 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,494 $912K 0.03% +941 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,485 $911K 0.12% -478 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,484 $910K 0.01% -104 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5,483 $910K 0.68% +4,560 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,478 $909K 0.08% +5,473 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,471 $908K 0.22% +267 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,451 $907K +1,247 Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,453 $905K 0.35% +384 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 5,453 $905K 0.01% -2 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,447 $904K 0.07% +189 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5,426 $901K 0.37% +5,412 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 5,422 $900K 0.03% -669 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,422 $900K 0.25% +88 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 5,408 $898K 0.84% +36 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,405 $897K 0.07% +433 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,401 $897K 0.04% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,387 $894K 0.08% -87 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,365 $891K 0.13% -143 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,353 $889K 0.07% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,353 $889K 0.28% -416 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,346 $887K 0.07% +2,496 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,309 $881K 0.14% +150 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,301 $880K 0.09% +1,263 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,297 $879K 0.09% +419 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,275 $876K 0.06% -423 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,274 $875K 0.08% +175 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,247 $871K 0.1% -53 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,731 $870K 0.05% -315 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 5,221 $867K 0.16% -218 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,176 $859K 0.34% +3,303 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,174 $859K 0.47% -48 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 5,144 $854K 0.15% -1,030 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,122 $850K 0.12% +523 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,119 $850K 0.09% +87 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,094 $849K 0.2% -3,660 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,087 $844K 0.28% +969 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 5,046 $838K 0.69% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,026 $834K 0.03% +812 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 5,006 $833K 0.15% +1,417 13F-HR Timeline Clear Street Derivatives LLC More: the full row for Clear Street Derivatives LLC 5,006 $831K 0.01% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 5,001 $830K 0.02% +74 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,990 $828K 0.2% -1,068 13F-HR Timeline