Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,380 $462K 0.03% +4 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 1,375 $460K 0.08% +525 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,371 $459K 0.01% -272 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,370 $459K 0.11% +249 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,369 $458K 1.41% 0 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 1,361 $456K 0.19% +118 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,353 $453K 0.01% +1,023 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,350 $452K <0.01% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,350 $452K 0.05% -750 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,347 $451K 0.18% -60 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,340 $449K 0.11% +309 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,340 $449K 0.04% -71 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,336 $447K 0.01% +481 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,336 $447K 0.04% +353 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,332 $446K 0.27% +42 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,326 $444K 0.06% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,320 $442K 0.13% -773 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,310 $439K 0.07% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 1,301 $436K 0.25% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,300 $435K 0.1% +5 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 1,300 $435K 0.05% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,297 $434K 0.19% +740 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,293 $433K 0.02% +165 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,288 $431K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,283 $430K 0.06% -193 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,281 $429K 0.08% +69 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,280 $429K 0.03% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,270 $425K 0.03% -4,037 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,262 $423K 0.19% +598 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,261 $422K 0.03% -268 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,255 $420K 0.05% +249 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,250 $419K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,249 $418K 0.01% +286 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,249 $418K 0.19% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,246 $417K 0.03% -825 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,245 $417K 0.14% +95 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,239 $415K 0.8% new 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 1,232 $412K 0.18% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,232 $412K 0.02% +107 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,231 $412K 0.03% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,230 $412K 0.08% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,220 $408K 0.01% +320 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,216 $407K 0.18% +23 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,216 $407K 0.03% +56 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,210 $405K 0.11% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,411 $405K 0.02% -61 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,201 $402K 0.05% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,200 $402K 0.25% -226 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,195 $400K 0.19% +170 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,190 $398K 0.05% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,189 $398K 0.03% +92 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 1,512 $398K 0.11% +465 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,185 $397K 0.02% +140 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,184 $396K <0.01% -942 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,182 $396K 0.12% +15 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,175 $394K 0.13% +190 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 1,171 $392K 0.21% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,169 $391K 0.01% new 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,165 $390K 0.13% -175 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,165 $390K 0.11% -32 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,743 $389K 0.03% -13 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,160 $388K 0.03% -37 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,157 $387K 0.23% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,156 $387K 0.03% +34 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,155 $387K 0.18% +128 13F-HR/A Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 1,155 $387K 0.12% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,150 $385K 0.02% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,146 $384K 0.05% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,145 $383K 0.23% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,140 $382K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,136 $380K 0.02% +60 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,136 $380K 0.03% -300 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,136 $380K 0.13% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,135 $380K 0.17% +307 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,133 $379K 0.02% +1,112 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,125 $377K 0.04% -125 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,121 $375K 0.03% -137 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,114 $373K <0.01% +13 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,108 $371K 0.09% +195 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,278 $370K 0.15% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,103 $369K 0.01% -7 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,100 $368K 0.11% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,100 $368K <0.01% new 13F-HR Timeline Group Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,100 $368K 0.05% +500 13F-HR Timeline Group Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,100 $368K 0.05% 0 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,099 $368K 0.04% +263 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,096 $367K 0.14% +1 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,094 $366K 0.01% +25 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,092 $366K 0.09% +38 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,084 $363K 0.11% -989 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,081 $362K 0.02% +252 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,075 $360K 0.04% +26 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,070 $358K 0.06% +29 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,061 $355K 0.05% +250 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,061 $355K 0.02% +34 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,052 $352K 0.05% +9 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,049 $351K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,045 $350K 0.2% +2 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,045 $350K 0.09% -11 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,043 $349K 0.03% -30 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,037 $347K 0.22% -277 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,027 $344K 0.05% +27 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,027 $344K 0.05% +31 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,019 $341K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,014 $340K 0.04% +125 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,012 $339K 0.15% +12 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,008 $338K 0.1% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,006 $337K 0.28% +991 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,002 $335K 0.06% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,000 $335K 0.01% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,000 $335K 0.05% -1,488 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 1,000 $335K 0.02% -4,000 13F-HR Timeline Group McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,000 $335K 0.18% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,000 $335K 0.21% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $335K 0.13% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,000 $335K 0.05% +47 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 995 $333K 0.06% -91 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 994 $333K 0.06% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 989 $331K 0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 984 $329K 0.02% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,138 $329K 0.05% +3 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 980 $328K 0.02% +137 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 979 $328K 0.24% -473 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 978 $327K 0.03% +67 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 973 $326K 0.14% -47 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 971 $325K 0.03% 0 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 970 $325K 0.13% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 965 $323K 0.03% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 958 $321K 0.07% -50 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 956 $320K 0.01% +92 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 950 $318K 0.01% +780 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 941 $315K 0.12% +12 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 938 $314K 0.07% -139 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 934 $313K 0.03% -13 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 934 $313K 0.07% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 932 $312K +5 Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 976 $311K 0.01% new 13F-HR Timeline Group Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 927 $310K 0.07% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 927 $310K 0.02% -318 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 927 $310K 0.12% -39 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 926 $310K 0.02% new 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 925 $310K 0.18% -10 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 925 $310K 0.22% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 920 $308K 0.03% -182 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 919 $308K 0.12% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 919 $307K 0.11% +24 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 916 $307K 0.03% -209 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 915 $306K 0.03% -2,277 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 914 $306K 0.04% -492 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 914 $306K 0.02% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 911 $305K 0.1% -5,213 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 911 $305K 0.08% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 908 $304K 0.05% -55 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 906 $303K 0.02% +15 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 904 $303K 0.04% -1,104 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 902 $302K 0.02% new 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 899 $301K 0.08% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 896 $300K 0.08% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 896 $300K 0.01% +3 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,136 $299K 0.02% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 892 $299K 0.02% +124 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 892 $299K 0.02% +15 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 891 $298K 0.05% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 890 $298K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 887 $297K 0.01% -1,608 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 881 $295K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 881 $295K 0.06% +70 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 881 $295K 0.08% +27 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 881 $295K 0.11% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 878 $294K 0.12% -144 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 876 $293K 0.07% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 874 $293K 0.13% +350 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 865 $290K 0.05% +8 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 863 $289K 0.03% -106 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 862 $289K 0.13% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 859 $288K 0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 857 $287K 0.02% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 852 $285K 0.13% +9 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 850 $285K <0.01% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 850 $285K 0.04% 0 13F-HR/A Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 849 $284K 0.04% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 846 $283K 0.06% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 838 $281K 0.06% +2 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 837 $280K 0.02% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 837 $280K 0.03% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 829 $278K 0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 825 $276K 0.08% +500 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 553 $275K 0.07% -3,358 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 820 $275K 0.05% -22 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 820 $275K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 816 $273K <0.01% +220 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 815 $273K 0.05% 0 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 815 $273K 0.05% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 813 $272K 0.07% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 812 $272K 0.04% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 811 $272K 0.03% -64 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 809 $271K 0.02% new 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 807 $270K -1,599 Timeline BURNEY CO/ More: the full row for BURNEY CO/ 806 $270K 0.01% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 805 $270K 0.1% +200 13F-HR Timeline