Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,319 $645K 0.19% +117 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10,263 $641K 0.53% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 10,255 $641K 0.04% -219 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,250 $640K 0.28% -2,142 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,239 $640K 0.13% +763 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 10,196 $637K 0.38% +752 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,104 $631K 0.03% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 10,098 $631K 0.23% +333 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 10,088 $630K 0.11% -162 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 10,055 $628K 0.19% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,047 $628K 0.15% -312 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10,000 $625K 0.12% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,977 $623K 0.14% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 9,965 $623K 0.11% -782 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,938 $621K 0.05% +114 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 9,899 $618K 0.05% 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 9,863 $616K 0.11% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 9,839 $615K 0.06% +223 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 9,838 $615K 0.07% +2,293 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 9,833 $614K 0.1% -3,779 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 9,802 $612K 0.11% -282 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 9,775 $611K 0.38% +135 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 9,392 $609K 0.11% -1,217 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,751 $609K 0.07% +1,117 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 9,731 $608K 0.1% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 9,396 $606K 0.23% +155 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,702 $606K 0.01% +1,700 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,685 $605K 0.26% -1,512 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,054 $605K 0.17% -3 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 9,620 $601K 0.42% +8,851 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 9,578 $598K 0.5% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 9,155 $594K 0.3% +4,424 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 9,478 $592K 0.2% -1,246 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 8,787 $592K 0.23% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 9,439 $590K 0.19% +767 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 9,430 $589K 0.01% +704 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,385 $589K 0.03% +5,210 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,376 $586K 0.06% +423 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,367 $585K 0.04% -1,503 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 9,356 $584K 0.28% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 9,330 $583K 0.4% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 9,328 $583K 0.39% -1,104 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,301 $581K 0.1% +309 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 9,286 $580K 0.08% +5,475 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,265 $579K 0.09% +244 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 9,257 $578K 0.03% +1,425 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,250 $578K 0.08% -87 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,210 $575K 0.69% 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 9,202 $575K 0.16% +869 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,151 $572K 0.42% +412 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,146 $571K 0.05% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,139 $571K 0.15% +336 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 9,092 $568K 0.54% 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 9,091 $568K 0.12% +5,120 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,058 $566K 0.07% +128 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9,050 $565K 0.14% +5,368 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 9,033 $564K 0.54% 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 9,897 $564K 0.19% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,028 $564K 0.02% +1,124 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 9,022 $564K 0.16% -121 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 9,014 $563K 0.4% -46 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,973 $561K 0.03% -234 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,959 $560K 0.09% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,935 $558K 0.02% +197 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,932 $558K 0.06% +927 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 8,895 $556K 0.14% -1,821 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,890 $555K 0.26% -470 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,867 $554K 0.15% +18 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,847 $552K <0.01% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 8,807 $550K 0.08% +134 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 8,730 $545K 0.19% -75 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 8,687 $543K 0.29% +355 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 8,651 $540K 0.25% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 8,648 $540K 0.31% +81 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,609 $538K 0.13% +570 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 8,592 $537K 0.5% 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,584 $536K 0.04% +2,700 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 8,099 $535K 0.48% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,555 $534K 0.1% +456 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 8,544 $534K 0.28% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 8,539 $533K 0.51% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,535 $533K 0.07% +6 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8,515 $532K 0.39% +63 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,513 $532K 0.02% -1,954 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,770 $532K 0.25% -363,484 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,507 $531K 0.09% -538 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 8,501 $531K 0.11% +1,589 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 8,500 $531K 0.44% 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 8,498 $531K 0.19% +1,329 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,494 $531K 0.06% +28 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 8,493 $531K 0.06% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 8,469 $529K 0.1% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,436 $527K 0.09% +2,831 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 8,421 $526K 0.31% +5 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,405 $525K 0.04% -149 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,394 $524K 0.08% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,357 $522K 0.08% -50 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,325 $520K 0.03% +1,224 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 8,324 $520K 0.06% +87 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 8,312 $519K 0.06% +2,378 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,278 $517K 0.1% +2,434 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,267 $516K 0.14% +137 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,264 $516K 0.11% +1,462 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,256 $516K 0.21% -22 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 8,193 $512K 0.55% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,188 $511K 0.14% -179 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 8,182 $511K 0.24% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,174 $511K 0.08% +812 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 8,172 $510K 0.24% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 8,159 $510K 0.06% 0 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 8,154 $509K 0.43% 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 8,142 $509K 0.54% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,140 $508K 0.04% -557 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 8,132 $508K 0.33% +117 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 8,102 $506K 0.1% +1,765 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,096 $506K 0.04% +50 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,090 $505K 0.09% +42 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 8,090 $505K 0.42% 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,044 $503K 0.12% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 8,025 $501K 0.07% -30 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 8,022 $501K 0.03% +723 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,015 $501K 0.16% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,009 $500K 0.03% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,994 $499K 0.06% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,987 $499K 0.23% +39 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 7,971 $498K 0.22% -500 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 7,903 $494K 0.25% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,890 $493K 0.12% +476 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 7,879 $492K 0.05% 0 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 7,867 $491K 0.05% 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 7,838 $490K 0.17% -175 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,831 $489K 0.03% -15 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 7,792 $487K 0.04% +681 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 7,756 $485K 0.2% -75 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 7,718 $482K 0.3% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 7,713 $482K 0.28% +13 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 7,703 $481K 0.21% -76 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 7,691 $480K 0.44% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,681 $480K <0.01% new 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 7,658 $478K 0.06% +176 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,658 $478K 0.04% +122 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,635 $477K 0.11% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 7,624 $476K 0.07% +2,698 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 7,593 $474K 0.19% +287 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,591 $474K 0.03% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,576 $473K 0.03% +555 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,576 $473K 0.2% +607 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,556 $472K 0.12% -2,641 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 7,546 $471K 0.07% +23 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 7,524 $470K 0.31% +717 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 7,515 $469K 0.17% +3,717 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,513 $469K 0.2% +1,776 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 7,511 $469K 0.09% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 7,476 $467K 0.24% 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,381 $466K 0.07% +347 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 7,458 $466K 0.11% +43 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,452 $466K 0.03% +1,972 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,438 $465K 0.45% 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 7,407 $463K 0.1% +3 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7,406 $463K 0.07% +459 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,379 $461K 0.02% -2,940 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 7,363 $460K 0.12% -2,484 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,351 $459K 0.37% +5 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,349 $459K 0.15% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 7,267 $456K 0.26% 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 7,302 $456K 0.27% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,301 $456K 0.13% -5,880 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,590 $456K 0.1% -292 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 7,293 $456K 0.24% +175 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 7,281 $455K 0.02% +368 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 7,272 $454K 0.68% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,257 $453K 0.02% -508 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,253 $453K 0.05% +7 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,240 $452K 0.3% +1,769 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,233 $452K 0.08% new 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 7,231 $452K 0.34% +152 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 7,228 $452K 0.13% -1,472 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 7,217 $451K 0.13% +971 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,208 $450K 0.14% +465 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,172 $448K 0.06% +137 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,088 $448K 0.07% -45,782 13F-HR/A Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 7,168 $448K 0.29% -99 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 7,134 $446K 0.31% +438 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 7,133 $446K 0.07% +1,611 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,127 $445K 0.04% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,119 $445K 0.21% -100 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,117 $445K 0.02% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,123 $444K 0.27% +857 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 7,105 $444K <0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,105 $444K 0.29% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,093 $443K 0.06% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,927 $443K 0.24% +200 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,089 $443K 0.57% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,089 $443K 0.07% +133 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 7,087 $443K 0.43% -300 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 7,084 $443K 0.3% +51 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 7,084 $443K 0.15% -36 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 7,065 $441K 0.33% +3 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 6,728 $437K 0.09% +62 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 6,957 $435K 0.14% +51 13F-HR Timeline