Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,799 $637K 0.12% +59 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 7,778 $636K 0.37% -100 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 7,735 $632K 0.08% -5 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,728 $631K 0.06% -8,972 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,670 $631K 0.02% -1,268 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 7,707 $630K 0.01% +1,951 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,701 $629K 0.1% +1,528 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 7,684 $628K 0.62% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,682 $628K 0.18% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,670 $627K 0.54% 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 7,650 $625K 0.28% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,618 $622K 0.23% +174 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,600 $621K 0.06% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 7,567 $618K 0.04% +350 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,558 $618K 0.04% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,546 $617K 0.09% +922 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 7,540 $616K 0.16% -2,359 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,524 $615K 0.02% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,516 $614K 0.08% +274 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,486 $612K 0.29% -1,937 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,486 $612K 0.1% -1,499 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,478 $611K 0.09% +913 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,383 $603K 0.03% +572 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,347 $600K 0.07% +617 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,343 $600K 0.01% +733 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 7,330 $599K 0.26% -269 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,300 $596K 0.07% -312 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 7,298 $596K 0.09% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,286 $595K 0.09% -4,433 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,267 $594K 0.04% +655 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 7,261 $593K 0.53% 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 7,257 $593K 0.12% -818 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,253 $593K 0.1% +374 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,973 $590K 0.04% -1,577 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7,209 $589K 0.26% -1,630 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,201 $588K 0.05% +52 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 7,132 $583K 0.33% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,118 $582K 0.07% +360 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 7,110 $581K 0.06% +3,000 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 7,098 $580K 0.18% -35 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 7,090 $579K 0.11% -5,764 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,079 $578K 0.08% +2,491 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,057 $577K 0.06% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 7,034 $575K 0.09% +1,763 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,001 $572K 0.05% -1,597 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,995 $572K 0.38% -1,477 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,994 $571K 0.05% +521 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,983 $571K 0.03% +1,559 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,935 $567K 0.05% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,919 $565K 0.2% -452 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,911 $565K 0.05% +412 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,908 $564K 0.09% +252 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,899 $564K 0.19% +4,782 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,886 $563K 0.18% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,847 $559K 0.03% -2,133 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 6,843 $559K 0.06% +3 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 6,839 $559K 0.24% 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,812 $557K 0.22% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,811 $557K 0.56% -318 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 6,804 $556K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,768 $556K 0.04% -7,902 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,774 $554K 0.39% -694 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,744 $551K 0.02% -3,118 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,741 $551K 0.08% new 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 6,734 $550K <0.01% new 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,715 $549K 0.09% -430 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,711 $548K 0.08% -13,567 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,669 $545K 0.31% -535 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,666 $545K 0.01% +214 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 6,665 $545K 0.2% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,626 $541K 0.21% -200 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 6,606 $540K 0.01% +1,916 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 6,546 $535K 0.13% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,508 $532K 0.04% -115 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,500 $531K 0.06% -20 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,480 $529K 0.02% -640 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,464 $528K 0.01% +66 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,439 $526K 0.47% +323 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,398 $523K 0.01% -25,013 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 6,370 $520K 0.47% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,363 $520K 0.06% +291 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,362 $520K 0.03% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 6,335 $518K 0.09% +568 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,333 $517K 0.12% +279 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,329 $517K 0.01% +393 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,328 $517K 0.07% +94 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 6,288 $514K 0.4% +256 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,272 $513K 0.02% -45 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,257 $511K 0.03% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,215 $508K 0.04% +2,000 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 6,210 $507K 0.26% +611 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,206 $507K 0.03% -534 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,207 $507K 0.05% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,189 $506K 0.02% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,980 $505K 0.08% +1,180 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,173 $504K 0.03% -667 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,857 $501K 0.02% +757 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,127 $501K 0.27% -169 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,089 $498K 0.36% +269 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 6,078 $497K 0.06% +488 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 6,071 $496K 0.12% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,064 $495K 0.32% +120 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,062 $495K 0.03% +667 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,062 $495K 0.3% +352 13F-HR Timeline ANB BANK More: the full row for ANB BANK 6,035 $493K 0.2% +148 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,022 $492K 0.04% -1,495 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 6,020 $492K 0.42% +990 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,005 $491K 0.03% +635 13F-HR/A Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 5,994 $490K 0.37% +3,010 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,992 $490K 0.2% -4,940 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 5,976 $488K 0.21% +3,106 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,973 $488K 0.03% +372 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,966 $487K 0.05% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,951 $486K 0.32% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 5,946 $486K 0.28% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,936 $485K 0.48% -357 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 5,934 $485K 0.06% -2,661 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,930 $485K 0.03% +2,788 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,924 $484K 0.03% -139 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 5,923 $484K 0.41% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,921 $484K 0.02% -108 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,911 $483K 0.21% +263 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,890 $481K 0.03% +186 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 5,889 $481K <0.01% -90 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,890 $481K 0.32% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,878 $480K 0.3% -100 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,875 $480K 0.17% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,856 $478K 0.11% +2,353 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,835 $477K 0.04% -1,552 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 5,820 $476K 0.28% +250 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,814 $475K 0.2% -107 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,951 $475K 0.01% +1,712 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,771 $472K 0.1% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,759 $471K <0.01% -499 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,754 $470K 0.02% +1,044 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,739 $469K 0.07% +105 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,727 $468K 0.31% +940 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 5,710 $467K 0.23% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,709 $466K 0.06% -16 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,687 $465K 0.1% +470 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,672 $463K 0.14% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,664 $463K 0.05% +269 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,662 $463K 0.18% -6 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,657 $462K 0.09% +45 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,604 $458K 0.1% -414 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,596 $457K 0.07% -318 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,591 $457K 0.08% -1,216 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,583 $456K 0.06% -294 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,580 $456K 0.1% -4,376 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,574 $455K 0.04% +284 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 5,559 $454K 0.21% -1,702 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 5,520 $451K 0.12% 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,519 $451K 0.21% -738 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,480 $448K 0.01% +1,988 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 5,469 $447K 0.09% 13F-HR Timeline Group ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 5,453 $446K 0.24% -350 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,446 $445K 0.13% +5,434 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 5,412 $442K 0.09% 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,407 $442K 0.12% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,405 $442K 0.02% +412 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,401 $441K 0.06% 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 5,351 $437K 0.39% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,346 $437K 0.06% -100 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,343 $437K 0.27% +42 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,342 $436K 0.04% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 5,340 $436K 0.23% +2,730 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,337 $436K 0.15% -550 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,331 $436K 0.05% +2,220 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,310 $434K 0.02% -199 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,306 $434K 0.27% +225 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,303 $433K 0.41% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,292 $432K 0.06% +84 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 5,277 $431K 0.29% -1,500 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,268 $430K 0.07% -2,307 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,265 $430K 0.04% +1,889 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 5,238 $428K 0.04% +509 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,237 $428K 0.03% +600 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,110 $428K 0.29% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 5,215 $426K 0.46% 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,202 $425K 0.41% 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 5,376 $425K 0.11% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,186 $424K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,184 $424K 0.01% -235 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,178 $423K 0.02% -2,668 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 5,167 $422K 0.03% -389 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,165 $422K 0.08% -70 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,154 $421K 0.15% +308 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,139 $421K 0.02% -7,393 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,150 $421K 0.05% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,136 $420K 0.02% +1,941 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,128 $419K 0.28% -514 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 5,121 $418K 0.3% 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,115 $418K 0.06% +855 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 5,109 $417K 0.35% 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,083 $415K 0.01% -2,563 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,098 $415K 0.11% +591 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,077 $415K 0.15% -4,264 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,075 $415K 0.08% -138 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,059 $413K 0.18% +496 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5,031 $411K 0.28% 0 13F-HR Timeline