Resolute Advisors LLC More: the full row for Resolute Advisors LLC 10,196 $840K 0.35% +629 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,157 $837K +2,689 Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 10,000 $824K 0.47% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,905 $816K 0.01% +1,753 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9,777 $806K 0.11% +320 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 9,718 $801K 0.36% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,663 $797K 0.01% +3,192 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 9,582 $790K 0.55% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,553 $787K 0.38% -2,471 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 9,450 $779K 0.78% -7,502 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,420 $776K 0.02% -2,211 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,761 $771K 0.05% +215 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,278 $765K 0.01% +2,177 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,270 $764K 0.98% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,199 $758K 0.04% +2,087 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 9,112 $751K 0.54% -8,991 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,028 $744K 0.6% -295 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,883 $732K 0.29% +1,455 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 8,775 $723K 0.02% +38 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,766 $723K 0.02% +3,217 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,759 $722K 0.45% +24 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,714 $718K 0.09% +309 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,582 $707K 0.52% +512 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,581 $707K 0.02% new 13F-HR/A Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,534 $703K 0.32% +347 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 8,500 $701K <0.01% -3,060 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,477 $699K <0.01% -3,561 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,397 $692K <0.01% -1,260 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,373 $690K 0.02% -168 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,343 $688K 0.02% +192 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 8,328 $686K <0.01% -288 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,247 $680K <0.01% -1,046 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,216 $677K 0.05% -482 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,934 $654K <0.01% -2,333 13F-HR/A Timeline Group Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,897 $651K 0.47% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,863 $648K 0.07% -5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7,836 $646K 0.14% -494 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,766 $640K 0.01% -10,149 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,705 $635K 0.08% -167 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,672 $632K <0.01% +350 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,637 $630K 0.01% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 7,600 $626K 0.11% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 7,597 $626K 0.06% +7,033 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,486 $617K 0.01% +75 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,403 $610K 0.01% +28 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,400 $610K 0.03% +1,175 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,366 $607K 0.05% -25,916 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,360 $607K 0.1% -401 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,316 $603K 0.2% +488 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,313 $603K 0.06% +33 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,312 $603K 0.02% +2,357 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,267 $599K <0.01% +670 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,218 $595K 0.28% +1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,191 $593K 0.01% +1,662 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,129 $588K 0.07% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 7,110 $586K 0.24% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 7,064 $582K 0.16% +105 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,037 $580K 0.22% +120 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,017 $578K 0.04% +200 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,984 $575K 0.18% +120 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,971 $575K 0.35% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,961 $574K 0.01% -562 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,934 $572K 0.01% +1,009 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,898 $569K <0.01% +320 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 6,883 $567K 0.43% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 6,880 $567K 0.25% -2,424 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,841 $564K 0.06% +700 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,776 $559K 0.15% -189 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,768 $558K 0.16% +51 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,750 $556K 0.89% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,675 $550K 0.14% +7 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,640 $547K 0.11% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 6,638 $547K <0.01% new 13F-HR Timeline Group LCW Services, LLC More: the full row for LCW Services, LLC 6,602 $544K 0.27% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,511 $537K 0.1% +1 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,418 $529K 0.05% -100 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $528K 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 6,333 $522K 0.02% +20 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,319 $521K 0.06% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 6,310 $520K 0.49% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,251 $515K 0.03% +2,908 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $515K 0.05% 0 13F-HR/A Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 6,186 $510K 0.52% +1,536 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $508K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,154 $507K <0.01% -55 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 6,093 $502K 0.25% +460 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 6,049 $499K -109,086 Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 5,980 $493K 0.01% new 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,980 $493K 0.03% -276,875 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,950 $490K 0.01% +1,485 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,904 $487K 0.01% +784 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 5,904 $487K 0.08% +616 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,851 $482K 0.04% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,850 $482K 0.02% +2,434 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,829 $480K 0.1% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,754 $474K <0.01% +2,582 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,743 $473K 0.01% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,677 $468K 0.06% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,670 $467K 0.03% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,637 $465K 0.35% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,603 $462K <0.01% -326 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,600 $462K 0.03% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,597 $461K 0.14% +22 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,581 $460K 0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,565 $459K 0.06% +199 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,525 $455K 0.24% -100 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,513 $454K 0.06% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,503 $454K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,502 $454K 0.03% +1 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 5,458 $450K 0.15% +2,435 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,450 $449K 0.02% +13 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,435 $448K 0.27% 0 13F-HR/A Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,310 $438K 0.24% +39 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,220 $430K 0.15% +346 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 5,177 $427K 8.15% -28,317 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,166 $426K <0.01% -259 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,141 $424K <0.01% +1,123 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,089 $419K 0.07% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,082 $419K 0.27% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,057 $417K 0.01% -97 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,027 $414K <0.01% +73 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 5,016 $414K 0.19% +174 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,016 $413K 0.09% +773 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,986 $411K 0.02% -2,233 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 4,960 $409K 0.24% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,905 $404K <0.01% -104 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,888 $403K 0.22% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,881 $402K 0.08% +880 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,879 $402K 0.03% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,878 $402K <0.01% +240 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,867 $401K 0.06% +54 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,864 $401K <0.01% 0 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,808 $396K 0.07% -2,918 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,704 $388K 0.04% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,694 $387K <0.01% +1 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,692 $387K 0.09% +650 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,660 $384K 0.16% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,627 $381K 0.09% +21 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,617 $381K 0.11% -972 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,563 $376K 0.01% +882 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,569 $376K 0.08% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,537 $374K 0.01% +278 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,514 $372K <0.01% +1,432 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,509 $372K 0.26% -894 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,433 $365K 0.22% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,286 $365K 0.01% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,363 $360K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,330 $357K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,038 $354K 0.03% -13,154 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,213 $352K 0.02% +2,210 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,257 $351K 0.01% -56 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,250 $350K 0.08% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,218 $348K 0.08% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,216 $348K <0.01% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,181 $345K 0.03% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 4,179 $344K 0.17% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,305 $344K 0.02% +1 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,156 $343K 0.02% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,152 $342K 0.05% +183 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,141 $341K 0.04% -619 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,922 $340K 0.02% -1,020 13F-HR/A Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,100 $338K 0.03% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,091 $337K 0.03% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,079 $336K 0.01% -44 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,076 $336K 0.02% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,074 $336K 0.03% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,061 $335K 0.23% -396 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,059 $335K 0.02% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,023 $332K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,000 $330K 0.01% new 13F-HR/A Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,000 $330K 0.07% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,988 $329K 0.02% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,984 $328K 0.02% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,973 $328K 0.24% +7 13F-HR Timeline Trust Co More: the full row for Trust Co 3,955 $326K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,933 $324K 0.01% +551 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,932 $324K <0.01% +550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 3,911 $322K 0.14% -170 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,858 $318K 0.02% +8 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,850 $317K 0.03% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,833 $316K 0.11% +599 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,812 $314K 0.02% -1,196 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,803 $313K 0.01% +550 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,800 $313K <0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,770 $311K <0.01% +16 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,734 $308K 0.09% +5 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,659 $302K 0.06% +251 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,659 $302K 0.04% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 3,655 $301K 0.28% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,647 $301K 0.03% +601 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,632 $299K 0.04% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,614 $298K 0.01% +10 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,596 $296K 0.01% +1 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,594 $296K <0.01% +504 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,584 $295K 0.12% -2,107 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,571 $294K <0.01% +631 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,565 $294K 0.01% new 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 3,358 $292K 0.08% -3,274 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 3,276 $292K 0.32% -1,302 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,515 $290K 0.07% 0 13F-HR Timeline