Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 13,669 $670K 0.1% -4,292 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 13,507 $662K 0.23% +2,438 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,472 $660K 0.1% -146,290 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,381 $656K 0.1% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,369 $655K 0.68% +470 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,313 $653K 0.04% -2,175 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13,298 $652K 0.05% +226 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13,263 $650K 0.24% -997 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 13,252 $650K 0.06% +38 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 13,139 $644K 0.12% new 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 13,000 $637K 0.48% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 12,955 $635K 0.15% -387 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 12,876 $631K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horizons Wealth Management More: the full row for Horizons Wealth Management 12,660 $621K 0.45% +631 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 12,603 $618K 0.03% +104 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 12,589 $617K 0.04% -2,225 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 12,576 $617K 0.5% -143 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,482 $611K 0.09% -869 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,442 $610K 0.02% +2,832 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,442 $610K 0.06% +7 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 12,431 $609K 0.47% +11,104 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,426 $609K 0.36% -1,861 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,417 $609K 0.06% -29 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 12,250 $601K 0.07% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,197 $598K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,128 $595K 0.03% -3,048 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 12,001 $588K 0.05% -3,285 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 11,956 $586K 0.46% -129,985 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 11,949 $586K 0.18% -8,768 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,944 $586K 0.06% -1,310 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 11,886 $583K 0.6% -90,436 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,819 $579K 0.29% -1,850 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,747 $576K 0.12% +272 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 11,608 $569K 0.42% 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 11,581 $568K 0.07% -191 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,558 $567K 0.04% +4,032 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 11,526 $565K 0.18% +451 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 11,560 $565K 0.11% -8,980 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,497 $564K 0.04% -385 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 11,436 $561K 0.22% +519 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 11,404 $559K 0.52% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,390 $558K 0.03% -13,622 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,235 $551K 0.04% +709 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 11,227 $550K 0.32% +675 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,200 $549K 0.24% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,197 $549K 0.08% +2,900 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 11,155 $547K 0.07% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 11,095 $544K 0.02% -40,000 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 11,080 $543K 0.02% 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 11,175 $543K 0.16% +25 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 11,052 $542K <0.01% +4,878 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,026 $541K 0.03% -18,611 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 11,099 $540K 0.35% -244 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,014 $540K 0.01% -1,419 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 10,943 $537K <0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,931 $536K <0.01% -218 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,856 $532K 0.11% -3,850 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,840 $530K 0.28% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,807 $530K 0.38% +56 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 10,776 $528K 0.32% +513 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10,800 $528K 0.32% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,756 $527K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,728 $526K 0.02% +3,403 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,721 $526K 0.17% -1,961 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 10,645 $522K 0.01% -699 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 10,582 $519K 0.13% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,570 $518K 0.03% +3,905 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 10,565 $518K 0.32% +3,958 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,554 $517K 0.18% new 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 10,553 $517K 0.42% -247 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,532 $516K 0.08% -527 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,472 $513K 0.01% +119 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 10,431 $511K 0.19% +116 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,418 $511K 0.18% -1,312 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,387 $509K 0.14% +32 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 10,253 $503K <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10,210 $501K 0.41% -80 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,205 $500K 0.07% -5,111 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,259 $498K 0.15% +1,259 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,081 $494K 0.18% +2,529 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,077 $494K 0.08% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,064 $493K 0.01% -439 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,041 $492K 0.03% -1,885 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 10,026 $492K 0.06% -9 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,034 $491K 0.13% -4,315 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,963 $488K 0.07% -21,402 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 9,900 $485K 0.11% +3,521 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,871 $484K 0.17% +250 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,861 $483K 0.08% -31 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,650 $473K 0.1% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,702 $473K 0.01% -776 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 9,600 $471K 0.35% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,533 $467K 0.01% -636 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,449 $463K 0.01% +94 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 9,421 $462K 0.48% -2,272 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,334 $458K 0.05% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 9,289 $455K 0.1% -1,989 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,288 $455K 0.02% +2,209 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,270 $455K 0.09% -6,490 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 9,255 $454K 0.1% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 9,197 $451K 0.21% +4,134 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,119 $447K 0.1% +1,490 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 9,107 $447K 0.05% +2,828 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 9,061 $444K 0.26% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,033 $443K 0.08% +2,235 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,029 $443K 0.01% +1 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 9,013 $442K 0.04% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,004 $441K 0.04% +3 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 9,000 $441K 0.06% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,949 $439K 0.04% -13 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,927 $438K 0.29% -813 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,807 $432K 0.18% -461 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 8,727 $428K 0.16% -525 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 8,677 $425K 0.08% +226 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,626 $423K 0.03% -10,873 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,588 $421K 0.08% +163 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,559 $420K 0.08% +22 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 8,550 $419K 0.29% +3,500 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,400 $412K 0.1% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 8,347 $409K 0.05% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 8,330 $408K 0.01% -6,467 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,313 $408K 0.03% +4,251 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,305 $407K 0.08% +3,421 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 8,227 $403K 0.18% +25 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,114 $398K 0.24% -2,612 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 8,108 $398K 0.12% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,095 $397K 0.03% -2,765 13F-HR Timeline Group Hudock, Inc. More: the full row for Hudock, Inc. 8,089 $397K 0.06% -463 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,085 $396K 0.05% -1,360 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 8,011 $393K 0.08% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,892 $387K 0.01% new 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 7,870 $386K 0.07% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,868 $386K 0.03% -1,860 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,856 $385K 0.01% -24,836 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 7,842 $384K 0.24% -114 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,766 $381K 0.28% -408 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,759 $380K 0.03% new 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,712 $378K 0.02% +2,592 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,632 $374K 0.04% -700 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,603 $373K 0.02% -2,103 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,477 $367K 0.02% 0 13F-HR/A Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,475 $366K 0.02% -2,240 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 7,465 $366K 0.23% +164 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,411 $363K 0.11% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,397 $362K 0.05% 0 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,367 $361K 0.02% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,349 $360K 0.13% -747 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,335 $360K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,317 $359K 0.08% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 7,292 $358K 0.04% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 7,262 $356K 0.12% 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 7,261 $356K 0.24% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,237 $355K 0.2% +60 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,229 $354K 0.01% -2,155 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,110 $349K 0.24% +1,275 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,104 $348K 0.33% -8,223 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,063 $346K 0.06% -70 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,996 $343K 0.02% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,996 $342K 0.15% new 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 6,971 $342K 0.28% -19 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,887 $338K 0.18% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,884 $338K 0.17% +1,259 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 6,872 $337K 0.13% -24,952 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 6,787 $333K 0.11% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,774 $332K 0.05% +22 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 6,760 $331K 0.1% -199,323 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,720 $329K 0.01% +803 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,675 $327K 0.17% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,670 $327K 0.01% +4,696 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,655 $326K 0.05% -6,873 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,645 $326K 0.04% +4,780 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,593 $323K 0.17% +6,150 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,535 $320K 0.21% +2,292 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 6,486 $318K 0.26% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,474 $317K 0.09% -480 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,461 $317K 0.01% -35,725 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,438 $316K 0.02% +56 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,440 $316K 0.01% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,432 $315K 0.05% -4 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,416 $315K 0.03% +92 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,397 $314K 0.09% -17,899 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,375 $313K 0.23% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,334 $311K 0.09% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,263 $307K 0.01% +338 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 6,255 $307K 0.17% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 6,255 $307K 0.17% +935 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,234 $306K 0.03% -451 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 6,232 $306K 0.64% -2,801 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,218 $305K 0.03% -575 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,214 $305K 0.17% +435 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,202 $304K 0.07% +1,123 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,187 $302K 0.14% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 6,139 $301K 0.2% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,163 $300K 0.13% -4,848 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 6,104 $299K 0.3% +1,079 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,041 $296K 0.18% -199 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 6,007 $295K 0.1% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 29,304 $294K 0.08% +24,279 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,968 $293K 0.11% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,840 $286K 0.14% 0 13F-HR Timeline