Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,501 $325K 0.06% -584 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,500 $325K 0.23% new 13F-HR Timeline Group SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,216 $324K 0.18% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,487 $324K 0.06% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,478 $323K 0.09% -1,000 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,476 $323K 0.03% +758 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,466 $322K 0.1% -512 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,462 $322K 0.08% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,461 $322K 0.01% -886 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,448 $321K 0.07% -46 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,447 $321K 0.19% +76 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,442 $321K 0.05% -491 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,417 $319K 0.09% +50 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,395 $317K 0.1% +1,000 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,387 $317K 0.01% -435 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,384 $316K 0.02% -2,069 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,372 $315K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,351 $314K <0.01% -3,329 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,350 $314K 0.02% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,335 $313K 0.07% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4,327 $312K 0.03% +4,186 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 4,319 $312K 0.08% +70 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,319 $312K 0.06% -28 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,278 $309K 0.01% -12,513 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,244 $306K 0.14% +57 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,230 $305K 0.18% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,203 $303K 0.01% -259 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 4,201 $303K 0.22% +248 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 4,200 $303K 0.26% +1,600 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,189 $302K 0.03% +425 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,172 $301K 0.1% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,164 $300K 0.06% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,143 $299K <0.01% -47 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 4,134 $298K <0.01% -3,999 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,131 $298K 0.1% -266 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,116 $297K 0.02% -6,000 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,114 $297K 0.03% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 4,106 $296K 0.13% -2,992 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,105 $296K 0.02% +20 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,091 $295K 0.08% +990 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,078 $294K 0.02% +20 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,059 $293K 0.02% +1,009 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,009 $289K 0.11% -304 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,112 $289K 0.09% +100 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 875 $289K 0.07% -4,203 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,000 $289K 0.76% -500 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,000 $289K 0.04% -200 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 4,000 $289K 0.26% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,994 $288K 0.04% -56 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,967 $286K 0.03% -1,106 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 3,967 $286K 0.23% -2 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,967 $286K <0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,945 $285K 0.02% -1,877 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,936 $284K 0.15% 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,935 $284K 0.03% +87 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,928 $283K 0.09% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,918 $283K 0.16% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,917 $283K 0.08% -1,725 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,894 $281K 0.01% -864 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,889 $281K 0.18% +658 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,771 $280K 0.03% +3,500 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,859 $278K 0.02% -803 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,859 $278K 0.01% -1,584 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,843 $277K 0.04% +825 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,842 $277K 0.01% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,818 $276K 0.08% 0 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 3,818 $276K 0.17% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,808 $275K 0.05% -65 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,803 $274K 0.15% -1,775 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,802 $274K 0.13% +149 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,795 $274K 0.02% -1,081 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,784 $273K 0.08% -457 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,749 $271K 0.01% +1,008 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,731 $269K 0.07% +880 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,724 $269K 0.05% +638 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,722 $269K 0.06% -816 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,714 $268K 0.08% -36 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,711 $268K 0.06% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,703 $267K 0.05% -8 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,702 $267K 0.07% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,694 $267K 0.06% -2 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,689 $266K 0.07% +78 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,686 $266K 0.02% +90 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,686 $266K 0.12% +332 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,679 $265K 0.01% -6 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,677 $265K 0.04% +50 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 3,675 $265K 0.12% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,667 $265K 0.11% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,663 $264K 0.01% +52 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,656 $264K 0.21% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,653 $264K 0.16% -203 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,649 $263K 0.05% +821 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,643 $263K 0.2% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,636 $262K 0.03% +191 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,627 $262K 0.05% -28 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,617 $261K 0.19% +130 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,607 $260K 0.06% -401 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,604 $260K 0.02% -231 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,595 $259K 0.01% -173 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,583 $259K 0.02% -22 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,577 $258K 0.15% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,571 $258K 0.06% -185 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,569 $258K 0.08% -54 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,567 $257K <0.01% +303 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,541 $256K 0.03% -11,480 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,539 $255K 0.01% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,537 $255K 0.03% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,519 $254K 0.05% -232 13F-HR/A Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 3,225 $253K 0.15% 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,507 $253K 0.02% +396 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,502 $253K 0.02% new 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,502 $253K 0.05% -51 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 3,500 $253K 0.05% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,494 $252K 0.03% +32 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,894 $252K 0.04% -5,819 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,479 $251K 0.09% +12 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,458 $250K 0.05% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,458 $250K 0.07% -138 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,655 $249K 0.29% +3 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,445 $249K 0.07% +324 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,444 $249K 0.08% -2 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,441 $248K 0.03% +150 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,437 $248K <0.01% +276 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,425 $247K 0.06% +203 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3,400 $245K 0.15% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,399 $245K 0.09% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,397 $245K 0.03% -5,698 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,375 $244K 0.03% new 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,400 $242K 0.11% -285 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 3,351 $242K <0.01% +60 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,347 $242K 0.07% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,338 $241K 0.13% -160 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,184 $240K 0.23% -780 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,168 $240K 0.13% +15 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,328 $240K 0.05% -351 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,328 $240K 0.22% -1,115 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,320 $240K 0.11% -150 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,318 $239K 0.06% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,316 $239K 0.03% new 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,290 $238K 0.22% -1,149 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,300 $238K 0.1% +600 13F-HR Timeline Group Morangie Management LLC More: the full row for Morangie Management LLC 3,285 $237K 0.2% -680 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,278 $237K 0.08% -24 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,268 $236K 0.01% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,261 $235K 0.05% -69,473 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,252 $235K 0.08% -1,486 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,248 $234K 0.02% -221 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,246 $234K 0.01% -422 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,221 $232K 0.03% +55 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,290 $231K 0.07% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,206 $231K 0.08% -179 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,203 $231K 0.01% +257 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,195 $231K 0.1% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,191 $230K 0.09% -391 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,191 $230K 0.03% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,186 $230K 0.05% -113 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,173 $229K 0.03% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,176 $228K 0.18% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,164 $228K 0.02% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,164 $228K 0.17% -743 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,150 $227K 0.12% -445 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,148 $227K 0.05% +229 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,146 $227K 0.06% -18 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,145 $227K 0.08% +51 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,141 $227K 0.01% -107 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,141 $227K 0.08% -892 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,138 $226K 0.01% -41 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,137 $226K 0.09% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,126 $226K 0.05% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,161 $225K 0.02% -213 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,110 $224K 0.09% 0 13F-HR Timeline Group Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 3,110 $224K 0.12% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,104 $224K 0.08% -1,548 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,096 $223K 0.04% -37 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,066 $221K 0.05% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,063 $221K 0.05% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,063 $221K 0.01% 0 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 3,061 $221K 0.12% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 3,055 $220K 0.09% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,051 $220K 0.02% +135 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,050 $220K 0.05% -71 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,050 $220K 0.06% -711 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,037 $219K 0.02% -547 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,036 $219K 0.14% -3 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 3,034 $219K 0.08% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,025 $218K 0.03% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,025 $218K 0.06% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,001 $218K 0.02% -208 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,007 $217K 0.01% +79 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,000 $216K 0.05% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,000 $216K 0.08% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,993 $216K 0.12% +88 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,982 $215K <0.01% -17,260 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,982 $215K 0.02% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,978 $215K 0.09% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,966 $214K 0.03% -587 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,965 $214K 0.14% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,958 $213K 0.05% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,941 $213K 0.02% -811 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,951 $213K 0.03% -467 13F-HR Timeline