SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,575 $599K 0.04% +75 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,566 $598K 0.4% +2,084 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,559 $598K 0.06% +1,558 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,531 $595K 0.04% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,529 $594K 0.51% +151 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,527 $594K 0.01% new 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 5,511 $593K 0.14% -1,185 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,509 $592K 0.12% -734 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,496 $591K 0.02% -8,034 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,464 $587K 0.04% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,459 $587K 0.04% +22 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,439 $585K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,438 $585K 0.02% +1 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,420 $583K 0.03% +25 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,406 $581K 0.03% +15 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,397 $580K 0.2% +1,253 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,385 $579K 0.05% +42 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,359 $576K 0.03% +859 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,355 $576K 0.05% 0 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 5,534 $575K 0.38% +455 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,348 $575K 0.24% +8 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,333 $573K 0.37% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,326 $573K 0.11% -29 13F-HR/A Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,299 $570K 0.21% -186 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,293 $569K 0.08% -100 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,285 $568K 0.2% -582 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 5,273 $567K 0.26% +3 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 5,271 $567K 0.29% +1,044 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,244 $564K 0.05% -334 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,196 $559K 0.18% -3,520 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,134 $552K 0.07% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,133 $552K 0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,133 $552K 0.06% -1,725 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 5,132 $552K 0.46% -100 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,127 $551K 0.07% -3,254 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,124 $551K 0.01% +746 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,115 $550K 0.17% -250 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,089 $547K 0.26% -2,840 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,066 $545K 0.09% +213 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 5,061 $544K 0.36% -282 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,045 $542K 0.06% +35 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 5,034 $541K 0.05% -323 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 5,032 $541K 0.04% -1,020 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,002 $538K 0.04% +88 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 5,000 $538K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,993 $537K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,981 $535K 0.04% +1,239 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,941 $531K 0.02% -348 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 5,395 $531K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,920 $529K 0.05% -242 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,919 $529K 0.02% +7 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,887 $525K 0.1% -4,154 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,882 $525K 0.02% -435 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 4,876 $524K 0.08% +18 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,848 $521K 0.01% -45 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,789 $515K 0.13% -215 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,782 $514K 0.02% +384 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 4,775 $513K 0.39% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,734 $509K 0.01% -1,585 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,726 $508K 0.02% new 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,706 $506K 0.23% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 4,704 $506K 0.33% +363 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,701 $505K 0.22% +1,060 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,700 $505K 0.32% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,688 $504K 0.22% -123 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,685 $504K 0.27% -124 13F-HR Timeline TOBAM More: the full row for TOBAM 4,676 $503K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,674 $502K 0.05% +59 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,660 $501K 0.04% +1,034 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,657 $501K 0.03% +173 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,625 $497K 0.1% -300 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,603 $495K 0.25% -65 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,597 $494K 0.15% -45 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,586 $493K 0.26% -9,171 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,585 $493K 0.07% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,582 $493K 0.18% -191 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 4,582 $493K 0.32% +33 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,571 $491K 0.18% +1,879 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,563 $491K 0.02% +871 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,558 $490K 0.02% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,545 $489K 0.2% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,532 $487K 0.01% -478 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 4,531 $487K 0.23% +3 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,505 $484K 0.01% -63 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 4,503 $484K 0.21% -908 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,502 $484K 0.02% +858 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,497 $483K 0.09% +286 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,493 $483K 0.05% -299 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,492 $483K 0.07% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,487 $482K 0.03% +1,910 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 4,471 $481K 0.08% +3 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,289 $480K 0.01% -139 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,460 $479K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,456 $479K 0.05% -229 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,451 $478K 0.02% 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,450 $478K 0.09% -144 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,447 $478K 0.01% -1,207 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,583 $478K 0.07% +678 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,417 $475K 0.22% -292 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,412 $474K 0.01% -2,435 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 4,400 $473K 0.13% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,396 $473K 0.01% -689 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,387 $472K <0.01% +197 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,388 $472K 0.03% -2,992 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,384 $471K 0.15% -269 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,376 $470K 0.03% -78 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,365 $469K 0.03% +60 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,366 $469K <0.01% +156 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,359 $469K 0.1% -27 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,338 $466K 0.27% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,337 $466K 0.03% -146 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4,238 $464K 0.1% +59 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,316 $464K <0.01% -1,303 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,305 $463K 0.05% -10 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,301 $462K 0.04% -18 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,288 $461K 0.11% +87 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,282 $460K 0.01% +44 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,276 $460K 0.02% +48 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,274 $459K 0.14% +1,147 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,272 $459K 0.16% +118 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,265 $459K 0.02% +232 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,256 $458K 0.06% +590 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,256 $458K 0.08% -2,256 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 4,250 $457K 10.12% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,250 $457K 0.02% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,246 $456K 0.04% +275 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,238 $456K 0.02% -121 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,235 $455K 0.01% -700 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,209 $452K 0.06% +611 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,209 $452K 0.07% +3,351 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,293 $451K 0.08% -119 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 4,173 $449K 0.13% -248 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,153 $448K <0.01% -314,457 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,164 $448K 0.01% -78 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,138 $445K 0.04% +1,679 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,133 $444K 0.1% +9 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,133 $444K 0.01% +174 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,126 $444K 0.12% +200 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,999 $443K 0.03% +49 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,107 $441K 0.02% -659 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,087 $439K 0.01% +36 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,062 $437K 0.13% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 3,936 $436K 0.06% -2,142 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,032 $433K 0.06% +278 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,028 $433K 0.04% +496 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 4,027 $433K 0.21% 0 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,027 $433K 0.1% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,010 $431K 0.01% +155 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,000 $430K 0.13% -1,172 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,997 $430K 0.18% +1,014 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,987 $429K 0.14% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,980 $428K 0.21% -826 13F-HR/A Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,974 $427K 0.07% -562 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,972 $427K 0.12% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,966 $426K 0.01% -191 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,965 $426K 0.05% -57 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,962 $426K <0.01% -1,756 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,954 $425K 0.04% -667 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,949 $425K <0.01% -501 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,933 $423K 0.14% -293 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 3,933 $423K 0.04% -120 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 3,917 $421K 0.16% -744 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,914 $421K 0.05% +19 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,903 $420K 0.26% +1,020 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,898 $419K 0.02% -857 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,894 $419K 0.07% +134 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,875 $416K 0.09% +221 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,861 $415K 0.18% -96 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,859 $415K 0.05% -149 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,850 $414K 0.04% -2,141 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,847 $414K 0.12% -75 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,834 $412K 0.06% -209 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 3,830 $412K 0.1% -150 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,820 $411K 0.29% +1,587 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 3,820 $410K 0.04% new 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 3,800 $408K 0.02% -1,900 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,518 $407K 0.05% -27 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,790 $407K 0.05% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,786 $407K 0.01% -19,207 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,780 $406K 0.02% +360 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,778 $406K 0.06% -211 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,773 $406K 0.05% +78 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,770 $405K 0.1% -51 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,764 $405K 0.14% -302 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,756 $404K 0.19% -97 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,755 $404K 0.02% +121 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,754 $404K 0.32% -60 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,746 $403K 0.26% -18 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,744 $402K 0.05% +1 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,740 $402K 0.18% +44 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,739 $402K 0.38% +1,469 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,737 $402K 0.03% +196 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,736 $402K <0.01% +96 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,730 $401K 0.14% -75 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,721 $400K 0.04% -439 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 3,711 $399K 0.11% +515 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,710 $399K 0.17% +8 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,700 $398K 0.18% +248 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 3,680 $396K 0.12% -56 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,679 $395K 0.1% +3 13F-HR Timeline