BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 14,645 $1.2M 0.54% 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 14,751 $1.18M 0.61% +2,035 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,722 $1.18M 0.13% -1,081 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,632 $1.17M 0.06% +16 13F-HR/A Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 14,599 $1.17M 0.03% -450 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,518 $1.17M 0.07% +2,754 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 14,413 $1.16M 0.77% +47 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 14,279 $1.15M 0.83% -632 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 14,258 $1.14M 0.02% new 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 14,233 $1.14M 0.51% -927 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,153 $1.14M 0.08% -146 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 14,066 $1.13M 0.07% +1,416 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,958 $1.12M 0.17% -839 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,940 $1.12M 0.11% -3,768 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,732 $1.1M 0.07% -983 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,647 $1.1M 0.04% -52,607 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,539 $1.09M 0.02% -1,540 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 13,523 $1.08M 0.55% -608 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 13,493 $1.08M 0.23% +945 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 13,491 $1.08M 0.27% +751 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,454 $1.08M 0.13% -184 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,442 $1.08M 0.3% +2,210 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,282 $1.07M 0.01% +5,027 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,198 $1.06M <0.01% +378 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 13,099 $1.05M 0.67% -391 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 13,036 $1.05M 0.68% -400 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,886 $1.03M 0.03% -1,152 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 12,815 $1.03M 0.07% +473 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,667 $1.02M 0.04% +3,720 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,616 $1.01M 0.04% +526 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 12,585 $1.01M 0.24% +297 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 12,583 $1.01M 0.01% +78 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 12,515 $1M 0.65% +1,794 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 12,450 $999K 0.19% +120 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 12,431 $998K 0.08% +8,318 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 12,401 $995K 0.16% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,395 $995K 0.69% +884 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 12,380 $994K 0.14% -307,881 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 12,379 $994K 3.23% -65,976 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 12,275 $985K 0.12% -67 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 12,243 $983K 0.65% -680 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 12,207 $980K 0.01% -2,362 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,165 $976K 0.07% -266 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,152 $975K 0.11% +3,565 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 12,125 $975K 0.05% -324 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,103 $971K 0.03% +1,697 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,092 $971K 0.25% +2,344 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,058 $968K 0.27% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,039 $967K 0.1% -736 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,016 $965K 0.02% +1,967 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,994 $963K <0.01% -4,695 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 11,973 $961K 0.03% +5,026 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 11,903 $955K 0.04% -453 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 11,890 $954K 0.55% +7 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 11,840 $950K 0.32% -25 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 11,750 $943K 0.24% +6,415 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,709 $940K 0.38% +1,224 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,648 $935K 0.09% +735 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 11,623 $933K +3,625 Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 11,529 $925K 0.49% +39 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,499 $923K 0.39% +3 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 11,465 $920K 0.19% +7,180 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,387 $914K 0.08% -2,371,424 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,344 $911K 0.11% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 11,334 $910K 0.57% -1,162 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 11,323 $909K 0.19% +1,110 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 11,266 $904K 0.61% +1,469 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 11,207 $901K 0.28% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 11,068 $888K 0.07% +936 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 11,067 $888K 0.08% -2,281 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,048 $887K 0.04% +1,013 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,970 $882K 0.01% +52 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,937 $878K 0.25% +2,199 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,937 $878K 0.04% -1,545 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,917 $876K 0.22% 0 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,859 $872K 0.28% +900 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 10,773 $865K 0.17% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 10,755 $863K 0.51% -223 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 10,744 $862K 0.71% -576 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,723 $861K 0.01% +765 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,715 $860K 0.01% +3,689 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,729 $857K <0.01% -2,003 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 10,598 $857K 0.18% +834 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,584 $850K 0.02% -303 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,550 $847K 0.49% -200 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 10,502 $843K 0.31% +6,328 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,475 $841K 0.33% +651 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 10,398 $835K 0.05% +723 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 10,293 $826K 0.12% -107 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 10,283 $825K 0.18% +64 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,233 $821K 0.28% +287 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,220 $820K 0.02% -1,400 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,165 $816K 0.15% +4,357 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,111 $812K 1.03% 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 10,085 $810K 0.34% -100 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 10,082 $809K 0.15% -14 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,078 $809K 0.02% +52 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,060 $808K <0.01% -22,906 13F-HR Timeline Group OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,946 $798K 0.53% -2,702 13F-HR/A Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 9,942 $798K 0.42% +182 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 9,876 $793K 0.62% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 9,840 $790K 0.13% +426 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 9,757 $783K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,574 $769K 0.09% 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 9,536 $765K 0.27% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 9,529 $765K 0.01% +176 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 9,302 $747K 0.32% +453 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 9,271 $744K 0.06% -921 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 9,264 $744K 0.64% +148 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 9,200 $738K <0.01% -11,825 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,170 $736K 0.05% -68 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,108 $731K 0.06% +9,108 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 9,033 $725K 0.37% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,024 $724K +51 Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,956 $719K 0.02% +6,332 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,916 $716K 0.02% +4,627 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,898 $714K 0.02% -304 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,780 $705K 0.13% +715 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,757 $703K 0.06% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,620 $692K 0.02% -1,636 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 8,567 $691K 0.63% -1,973 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,576 $688K 0.06% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 8,561 $687K <0.01% 0 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 8,569 $686K 0.27% -41 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,489 $681K 0.03% +1,925 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 8,422 $676K 0.35% +638 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,414 $675K 0.18% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 8,291 $666K 0.04% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,234 $661K 0.02% -2,010 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 8,234 $661K 0.08% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,233 $661K 0.06% +550 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,200 $658K 0.1% -575 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,194 $658K 0.47% -635 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,173 $656K 0.12% -428 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,096 $650K 0.07% +383 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,998 $642K 0.03% +913 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,888 $633K 0.08% +2,982 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,847 $630K 0.06% -15,671 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,789 $625K 0.08% +172 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,764 $623K 0.14% +3,565 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,830 $622K 0.27% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 7,710 $619K 0.12% -102 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 7,700 $618K 0.14% +1,013 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,551 $606K 0.07% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,524 $604K 0.02% -798 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,516 $603K 0.6% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,483 $601K 0.08% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,474 $600K 0.13% -2,303 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,424 $596K 0.02% +138 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,384 $593K 0.04% -608 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,370 $592K 0.1% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,330 $588K 0.02% +307 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,224 $580K 0.04% +284 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,222 $580K 0.01% +67 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,190 $577K 0.03% +1,159 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,189 $577K 0.12% +790 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,092 $569K 0.21% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 7,057 $566K 0.22% +1,298 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 7,020 $563K 0.06% +1,692 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,018 $563K <0.01% -609 13F-HR Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 6,999 $562K 0.12% +745 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 6,963 $559K 0.25% -3,467 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,908 $555K 0.27% +4,480 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 6,881 $552K 0.42% 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,804 $546K 0.1% -828 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 7,000 $546K 0.33% -3,600 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 6,794 $545K 0.24% -2,795 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 6,747 $542K 0.36% +440 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 6,714 $539K 0.06% +292 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 6,713 $539K 0.1% +304 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,708 $538K 0.27% -326 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,634 $532K 0.01% -5,266 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 6,611 $531K 0.37% +1,420 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,600 $530K <0.01% +212 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,548 $529K 0.03% +4,674 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,482 $522K 0.29% +300 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 6,505 $522K 0.17% +42 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,499 $522K 0.17% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,466 $519K 0.04% +918 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,459 $518K 0.44% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,458 $518K 0.05% -38 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 6,451 $518K 0.46% -26 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 6,416 $515K 0.18% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,369 $511K <0.01% -2,452 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,366 $511K 0.33% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6,351 $510K 0.74% +54 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,286 $505K 0.28% +2,040 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,195 $497K 0.26% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,170 $495K 0.12% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,165 $495K 0.29% -285 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,154 $494K 0.19% -2,464 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 6,131 $492K 0.17% +59 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,118 $491K 0.15% +11 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 6,024 $483K 0.01% +1,422 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 5,991 $481K 0.01% +619 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,961 $478K 0.27% -45 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,937 $477K 0.09% -207 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,930 $476K 0.04% -5 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,928 $476K 0.1% -993 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,904 $474K 0.43% -120 13F-HR Timeline