Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 23,049 $1.82M 1.02% -445 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 22,940 $1.81M 0.27% -26 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 22,866 $1.81M 0.22% +414 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 22,851 $1.8M 0.83% +294 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 22,738 $1.79M 1.43% -8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,928 $1.79M 0.09% -65 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 22,590 $1.78M 0.84% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 22,450 $1.77M 0.02% new 13F-HR/A Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 22,449 $1.77M 1.16% -261 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 22,143 $1.75M 0.06% +182 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22,099 $1.74M 0.79% +19,549 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,866 $1.73M 0.01% +2,316 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 21,814 $1.72M <0.01% +5,950 13F-HR Timeline Group Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 21,668 $1.71M 0.35% -110 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21,661 $1.71M 0.26% +1,760 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 21,652 $1.71M 0.06% -18 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 21,651 $1.71M 0.26% new 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 21,614 $1.71M 1.42% -1,760 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 21,512 $1.7M 1.19% +1,204 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 21,510 $1.7M 1.44% -5,201 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 21,388 $1.69M 0.1% -4,308 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 21,101 $1.67M 0.05% -3,057 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 21,087 $1.66M 0.15% -274 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,012 $1.66M 0.05% +3,151 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 21,000 $1.66M 0.08% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 20,966 $1.66M 0.13% -2,145 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 20,850 $1.65M 0.12% -45 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 20,667 $1.63M 0.28% +291 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 20,529 $1.62M 9.29% +3,510 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 20,525 $1.62M 0.09% +4,951 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 20,231 $1.6M 0.31% -580 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,113 $1.59M 0.33% -806 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 19,946 $1.57M 0.77% -434 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 19,911 $1.57M 0.76% +93 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 19,843 $1.57M 0.29% -3,055 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,606 $1.55M 0.01% +19,558 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,538 $1.54M 0.01% -495 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 19,465 $1.54M 0.15% -82 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 19,351 $1.53M 1.29% -585 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 19,336 $1.53M 0.42% -5 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 19,289 $1.52M 0.51% +225 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 19,218 $1.52M 0.51% +2,110 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 19,110 $1.51M 0.66% +926 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 19,108 $1.51M 0.17% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 19,087 $1.51M 0.43% -6,618 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 19,065 $1.5M 0.41% -3,854 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 18,961 $1.5M 0.25% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,948 $1.5M 0.09% -1,285 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 18,937 $1.49M 0.11% +13 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 18,894 $1.49M 0.63% -700 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 18,865 $1.49M 0.67% -496 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 18,787 $1.48M 0.43% -706 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 18,761 $1.48M <0.01% 0 13F-HR/A Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 18,717 $1.48M 0.23% +111 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 18,675 $1.47M <0.01% +1,598 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 18,635 $1.47M 0.81% +4,167 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 18,536 $1.46M 0.09% new 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 18,535 $1.46M 0.12% -11,299 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 18,490 $1.46M 0.77% -700 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 18,318 $1.45M 0.02% +47 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 18,130 $1.43M 1.15% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 18,099 $1.43M 0.27% +3,049 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 18,086 $1.43M 0.95% -208 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18,068 $1.43M 0.12% +209 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 17,895 $1.41M 0.31% -11 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,741 $1.4M 0.11% -2,106 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 17,727 $1.4M 0.1% +503 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 17,724 $1.4M 0.41% +159 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17,671 $1.39M 0.06% -4,414 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 17,641 $1.39M 0.02% +3,470 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,591 $1.39M 0.22% +150 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 17,539 $1.38M 0.07% -18,731 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 17,329 $1.37M 0.04% -1,988 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 17,299 $1.37M 0.21% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17,287 $1.36M 0.44% -1,810 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 17,195 $1.36M 0.39% +927 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 17,180 $1.36M 0.14% -80 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,156 $1.35M 0.01% +12 13F-HR/A Timeline Group Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 16,990 $1.34M 1.13% +1,780 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,934 $1.34M 0.32% -830 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 16,925 $1.34M 0.02% +2,115 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 16,897 $1.33M 0.64% +5,266 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 16,882 $1.33M 1.07% -668 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 16,745 $1.32M 0.09% +533 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 16,654 $1.31M 1.26% -457 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,556 $1.31M 0.13% -2,716 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 16,474 $1.3M 0.85% +869 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 16,456 $1.3M 0.01% +3,309 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 16,440 $1.3M 1.03% +373 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 16,398 $1.29M 0.23% -373 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 16,290 $1.29M 0.88% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 16,248 $1.28M 0.16% -224 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 16,151 $1.28M 0.41% -70,208 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,089 $1.27M 0.08% +544 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 16,069 $1.27M 0.76% +1,895 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,069 $1.27M 0.04% -13,513 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 16,060 $1.27M 0.56% -895 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 16,025 $1.27M 0.38% +440 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 16,173 $1.26M 0.24% -1,559 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 15,811 $1.25M 0.05% -278 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 15,775 $1.25M 1.14% -710 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 15,767 $1.24M +580 Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 15,746 $1.24M 1.12% +10,407 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 15,529 $1.23M 1.01% -626 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,094 $1.19M 0.02% +2,627 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 14,960 $1.18M 1.32% -109 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 14,825 $1.17M 1.05% +4,438 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 14,660 $1.16M 0.09% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 14,652 $1.16M 0.43% -66 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 14,649 $1.16M 0.34% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14,417 $1.14M 0.12% -6,655 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,401 $1.14M 0.92% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 14,335 $1.14M 0.11% -3,428 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 14,274 $1.13M 0.09% -369 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,242 $1.12M 0.61% +11,404 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 14,224 $1.12M 0.83% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 14,196 $1.12M 0.01% -16,895 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 14,160 $1.12M 0.52% -1,755 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 14,151 $1.12M 0.68% +6,893 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 14,105 $1.12M 0.86% -39,969 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 14,082 $1.11M 0.28% +295 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,036 $1.11M 0.07% -1,144 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,007 $1.11M 0.02% +2,045 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 13,949 $1.1M 0.58% +3,724 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,810 $1.09M 0.07% -2,173 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 13,796 $1.09M 0.43% +920 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,751 $1.09M 0.25% -1,094 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,657 $1.08M 0.02% +2,625 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 13,640 $1.08M 0.37% +94 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,629 $1.08M 0.09% +32 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 13,611 $1.07M 0.01% +3,197 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,539 $1.07M 0.02% -192 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,503 $1.07M 0.79% +21 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 13,422 $1.06M 0.08% +126 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 13,399 $1.06M 0.15% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 13,341 $1.05M 0.48% +1,371 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,340 $1.05M 0.07% -370 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,281 $1.05M 0.4% +2,287 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,261 $1.05M 0.17% +32 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 13,259 $1.05M 0.62% -636 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 13,532 $1.05M 0.36% -2,496 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 13,243 $1.05M 0.14% +497 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 13,240 $1.05M 0.03% +6,620 13F-HR Timeline Group RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 13,219 $1.04M 0.96% -240 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 13,200 $1.04M <0.01% +3,600 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 13,200 $1.04M 0.13% +2,714 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 13,199 $1.04M 0.44% -879 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 13,036 $1.03M 0.14% -323 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 12,993 $1.03M 0.42% -2,106 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 12,983 $1.02M 0.2% -102 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 12,922 $1.02M 0.27% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,909 $1.02M 0.04% +117 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,881 $1.02M 0.15% +7,528 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,866 $1.02M 0.31% -1,588 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 12,845 $1.01M 0.88% +142 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,795 $1.01M 0.04% +1,080 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,695 $1M 0.14% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 12,609 $995K 0.02% -1,285 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,607 $995K 0.03% +391 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 12,560 $991K 0.12% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 12,556 $991K 0.37% -196 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 12,544 $990K 0.73% -3,437 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 12,540 $990K 0.38% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,431 $981K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 12,337 $974K 0.12% +425 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 12,335 $974K 0.24% -5 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,339 $968K 0.18% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 12,236 $966K 0.33% +283 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,230 $965K 0.03% -6,630 13F-HR/A Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 12,176 $961K 0.55% -135 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 12,244 $961K 0.45% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,171 $961K 0.02% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 12,152 $959K 0.24% -4,474 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 12,133 $958K 0.17% -1,006 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 12,132 $958K 0.94% +401 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 12,127 $957K 0.58% -127 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,084 $954K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,829 $934K 0.01% +1,136 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,827 $934K 0.01% -5,094 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,806 $932K 0.04% +909 13F-HR Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 11,762 $928K 0.22% 0 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 11,734 $926K 0.13% +7,479 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,685 $922K 0.07% +6,839 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,657 $920K 0.04% +8,107 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,586 $911K 0.48% +1,886 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,487 $907K 0.23% +77 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,482 $906K 0.12% -1,680 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 11,436 $903K <0.01% -11,247 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 11,396 $900K 0.12% +1,097 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,354 $896K 0.31% +224 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 11,279 $890K 0.66% -7 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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