JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,472 $322K 0.04% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,464 $321K 0.02% +719 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,462 $321K 0.01% -382,761 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,460 $321K 0.18% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,443 $320K 0.25% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,404 $317K 0.08% +779 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,397 $316K 0.12% +192 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,384 $315K 0.09% +468 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,381 $315K 0.04% -734 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 4,381 $315K 0.04% -8,630 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,371 $314K 0.21% +758 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,367 $314K 0.1% +161 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,216 $314K 0.23% -51,575 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,350 $313K 0.02% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 4,349 $313K 0.02% -60 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,313 $312K 0.13% +535 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 4,335 $312K 0.08% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,347 $312K 0.07% +766 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,328 $311K 0.04% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,282 $308K 0.12% +321 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,272 $307K 0.2% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,267 $307K 0.02% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,012 $306K 0.1% +98 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 4,249 $306K 0.08% +39 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,241 $305K 0.11% -94 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,241 $305K 0.08% +456 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,230 $304K 0.05% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,228 $304K 0.02% -911 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,211 $303K 0.21% -100 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,200 $302K 0.05% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,190 $301K <0.01% -2,139 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,187 $301K 0.16% +333 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,164 $299K 0.06% -1,427 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,842 $298K 0.01% -2,015 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,128 $297K 0.07% -1,341 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,115 $296K 0.04% +751 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,085 $294K 0.02% -733 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,067 $293K 0.09% +593 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,058 $292K 0.02% +117 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 4,050 $291K 0.04% +3,024 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,033 $290K 0.11% +438 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 4,013 $289K 0.21% +359 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,008 $288K 0.07% -19,884 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 4,000 $288K 0.69% +1,000 13F-HR/A Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,985 $287K 0.04% new 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,974 $286K 0.04% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 3,969 $285K 0.28% +128 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,968 $285K 0.12% -2,844 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,047 $285K 0.01% +88 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 3,965 $285K 0.26% -195 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,964 $285K 0.31% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,962 $285K 0.02% +22 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,953 $284K 0.23% +464 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,937 $283K 0.01% new 13F-HR/A Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,918 $282K 0.17% +20 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,907 $281K 0.25% -37,284 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,752 $280K 0.03% -833 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,751 $280K 0.05% +803 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,878 $279K 0.03% -163 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,873 $279K 0.05% +69 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,403 $278K 0.2% -5 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,856 $277K 0.1% -66 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,685 $277K 0.13% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,848 $277K 0.04% -9,087 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,835 $276K 0.03% +230 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,652 $276K 0.35% +31 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,818 $275K 0.09% +51 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,822 $275K 0.05% -96 13F-HR Timeline Foresight Global Investors, Inc. 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More: the full row for TFR Capital, LLC. 3,750 $270K 0.08% +301 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,729 $268K 0.13% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,718 $267K 0.02% +272 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,711 $267K 0.07% +8 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,701 $266K 0.02% -10 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,696 $266K 0.07% +1,381 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,685 $265K 0.02% -51 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,679 $265K 0.07% +12 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 3,675 $264K 0.14% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,668 $264K 0.09% -4,315 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,668 $264K 0.02% -265 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,667 $264K 0.12% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,655 $263K 0.06% -6,691 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,653 $263K 0.14% -7,617 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,641 $262K 0.12% -119 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 3,627 $261K 0.04% -1,000 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,623 $261K 0.09% -66 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,611 $260K 0.01% +204 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,611 $260K 0.09% +303 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,605 $259K 0.03% +725 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 3,605 $259K -10,542 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,600 $259K <0.01% -1,018 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,598 $259K 0.03% +814 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,596 $259K 0.09% -289 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,596 $259K 0.03% -253 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,595 $259K 0.15% -370 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,590 $258K 0.07% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,584 $258K 0.02% -3,327 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,582 $258K 0.1% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,553 $256K 0.04% -544 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,553 $256K 0.06% -191 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,550 $255K 0.02% 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,537 $254K 0.03% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,503 $252K 0.01% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,498 $252K 0.14% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3,487 $251K 0.22% -2,507 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,485 $251K 0.03% -4,250 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,470 $250K 0.13% -200 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,469 $250K 0.02% +128 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,467 $249K 0.1% -146 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,463 $249K 0.23% -2,460 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,462 $249K 0.04% -357 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,446 $248K 0.09% -963 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,445 $248K 0.03% +564 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,430 $247K 0.09% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,418 $246K 0.05% +554 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3,400 $245K 0.14% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,399 $244K 0.1% -14 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,395 $244K 0.09% +244 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,385 $243K 0.09% -202 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,380 $243K 0.06% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,376 $243K 0.02% -3,049 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,374 $243K 0.02% -241 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,367 $242K 0.2% -1,451 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,354 $241K 0.13% -1,630 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,153 $241K 0.14% +82 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,347 $241K 0.01% -14,764 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,338 $240K <0.01% -8,955 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,323 $239K 0.03% -83 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,312 $238K 0.01% -134 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,304 $238K 0.02% +347 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,303 $238K 0.07% -7 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,267 $238K 0.08% -5,643 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,302 $238K 0.09% -46 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,299 $237K 0.06% -5,586 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,296 $237K -628 Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,291 $237K 0.03% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 3,291 $237K <0.01% -1,136 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,290 $237K 0.08% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,288 $237K 0.1% new 13F-HR/A Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,284 $236K 0.15% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,281 $236K 0.05% -2,299 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,260 $235K 0.01% +265 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,264 $235K <0.01% -556 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,255 $234K <0.01% -99,291 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 3,252 $234K 0.03% +70 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,248 $234K 0.01% -234 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,248 $234K 0.02% -717 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,242 $233K 0.12% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,240 $233K 0.02% -199 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,231 $232K 0.17% -75 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,226 $232K 0.06% +501 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,222 $232K 0.07% +318 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,222 $232K 0.06% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,209 $230K 0.03% +732 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,200 $230K 0.02% -304 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,181 $229K 0.02% -2,654 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,179 $229K 0.02% -130 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,179 $229K 0.05% +700 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,166 $228K 0.03% +423 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,164 $228K 0.02% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,164 $228K 0.07% +482 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,161 $227K <0.01% +467 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,157 $227K 0.13% -11,460 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,153 $227K 0.01% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,137 $226K 0.1% -1,400 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,133 $225K 0.06% +275 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,121 $224K 0.08% +307 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,121 $224K 0.05% +83 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,111 $224K 0.03% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,111 $224K 0.02% +544 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,110 $224K 0.11% -1,270 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,101 $223K 0.07% -1,241 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 3,103 $223K 0.03% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,100 $223K <0.01% -23,360 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,100 $223K 0.2% +375 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,094 $223K 0.02% +341 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,094 $223K 0.09% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,087 $222K 0.02% -86 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,086 $222K 0.05% +617 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,083 $222K 0.01% -5,797 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,063 $220K 0.01% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,050 $219K 0.02% +458 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,039 $219K 0.06% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,039 $219K 0.17% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,036 $218K 0.04% +2,829 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,036 $218K 0.15% +178 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 3,034 $218K 0.09% +97 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 3,034 $218K 0.1% +261 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,025 $218K 0.07% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,023 $217K 0.04% -48 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,018 $217K 0.03% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,009 $216K 0.02% +64 13F-HR Timeline