PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,201 $1.09M 0.23% +54 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,198 $1.09M 0.05% +1,057 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,185 $1.08M 0.19% -11 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 5,104 $1.07M 1.06% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,060 $1.06M 0.01% -387 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,057 $1.06M 0.02% +1,388 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,034 $1.05M 0.04% +33 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,011 $1.05M 0.08% +32 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 5,005 $1.05M 1.16% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 5,000 $1.05M <0.01% -5,400 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,977 $1.04M <0.01% +583 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,972 $1.04M 0.04% +367 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,940 $1.03M 0.01% -1,059 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4,931 $1.03M 0.03% 0 13F-HR Timeline Group WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,900 $1.02M 0.88% 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,891 $1.02M 0.04% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,877 $1.02M 0.04% +3 13F-HR Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 4,861 $1.02M 0.58% -129 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,806 $1M 0.04% -6 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,590 $1M 0.89% 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,736 $990K 0.1% +73 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,729 $989K <0.01% -6,153 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,723 $988K 0.97% -151 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,696 $982K 0.01% -854 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,694 $982K 0.05% +2,787 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,671 $977K 0.04% -326 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,668 $976K 0.02% +50 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,451 $969K 0.01% -63 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,589 $960K 0.08% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,579 $958K 0.36% -3,658 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,511 $944K 0.02% +8 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,450 $931K 0.05% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,423 $925K 0.3% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 4,397 $920K 0.36% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,383 $917K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,340 $916K 0.06% +204 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,375 $915K 0.63% -66 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,369 $914K 0.2% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,359 $912K 0.01% -5 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,318 $903K 0.11% +797 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,297 $899K 0.14% -372 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,272 $893K 0.03% +1 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,261 $891K 0.14% +1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,244 $888K 0.01% -1,002 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,237 $886K 0.14% +284 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,236 $886K 0.03% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,218 $882K 0.04% -340 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,207 $880K 0.08% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,206 $880K 0.6% -6 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,201 $879K 0.48% +1,798 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,147 $867K 0.02% +2 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,116 $861K 0.14% +222 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,110 $859K 0.13% +30 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,107 $859K 0.16% -193 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 4,092 $856K 0.35% +12 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,079 $853K 0.2% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,064 $850K <0.01% +170 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,051 $847K 0.06% +2 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,020 $841K 0.16% -7,850 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,017 $840K 0.06% +748 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,008 $838K 0.05% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,001 $837K 0.34% -472 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,997 $836K 0.52% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,987 $834K 0.34% +452 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,955 $827K 0.21% 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,764 $826K 0.21% 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,919 $820K 0.6% -82 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,917 $819K 0.2% +6 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,889 $813K 0.01% -413 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,850 $805K 0.11% +903 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,818 $798K 0.19% +197 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,772 $789K 0.06% +293 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,768 $788K 0.07% +3,307 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,749 $784K 0.05% -22 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,733 $781K 0.35% +11 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,678 $778K 0.43% -100 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,719 $777K 0.26% -216 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,709 $776K 0.01% +650 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,702 $774K 0.14% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,701 $774K 0.02% +137 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,680 $770K 0.02% -2,113 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,664 $766K 0.01% +1,392 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,605 $754K 0.19% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,605 $754K 0.2% -2,656 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,585 $750K 0.18% +220 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 3,584 $749K 0.87% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,562 $745K 0.08% +25 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,561 $745K 0.06% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,535 $739K 0.02% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 3,521 $736K 0.19% +28 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,501 $732K 0.17% -1,009 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 3,494 $731K <0.01% +2,942 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,448 $721K 0.04% -70 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,430 $717K 0.16% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,430 $717K 0.01% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,415 $714K 0.01% +140 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,407 $713K 0.3% +10 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,396 $710K 0.08% +125 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,369 $705K 0.25% -76 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,365 $704K 0.02% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,359 $702K 0.54% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,350 $701K 0.25% -2,600 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,291 $688K 0.06% -330 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,270 $684K 0.02% -48 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,247 $679K 0.03% -42 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,183 $666K 0.28% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,174 $664K 0.01% -65 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,134 $655K 0.03% -312 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 3,132 $655K 0.58% 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,111 $651K 0.33% +5 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 3,086 $645K 0.4% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,085 $645K 0.22% +106 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,062 $640K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,045 $637K 0.01% +91 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,028 $633K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,022 $632K <0.01% -3 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,986 $631K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,008 $629K 0.02% -116 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,003 $628K 0.03% +6 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 $627K 0.1% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,975 $622K 0.04% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,964 $620K 0.07% +7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,957 $618K 0.01% +374 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,953 $618K 0.35% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,923 $611K 0.01% +527 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 2,917 $610K 0.04% -63 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,900 $606K 0.1% 0 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,885 $603K 0.18% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,838 $593K 0.05% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,835 $593K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,834 $593K 0.02% -432 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,812 $588K 0.41% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,670 $585K 0.14% +158 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,782 $582K 0.07% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,770 $579K 0.03% 0 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 2,634 $578K 0.47% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,746 $574K 0.05% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,740 $573K 0.01% +306 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,712 $567K 0.05% -237 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,590 $567K 0.07% -27 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,635 $551K 0.06% -68 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,625 $549K 0.13% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,608 $545K 0.08% 0 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,608 $545K 0.46% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,608 $545K <0.01% -291 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 2,604 $545K 0.28% +72 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,597 $543K 0.1% +136 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,594 $542K 0.1% +57 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,572 $538K 0.16% -18 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,544 $532K 0.04% -125 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,543 $532K 0.09% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,479 $518K 0.02% +76 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,452 $513K 0.48% +261 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,447 $512K 0.06% -329 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 2,443 $511K 0.31% -75 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,427 $508K 0.03% -24 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 2,410 $504K 0.06% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,406 $503K 0.14% +57 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,402 $502K 0.01% +31 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,388 $499K 0.06% -206 13F-HR/A Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,380 $498K 0.03% +785 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,355 $493K 0.06% -50 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,350 $491K 0.15% +1,175 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,319 $485K 0.13% +7 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,319 $485K 0.02% +853 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,309 $483K 0.16% +7 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,308 $483K 0.05% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,279 $477K 0.35% +7 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,276 $476K 0.13% +8 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,271 $475K 0.05% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,270 $475K 0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,268 $474K 0.02% +1,076 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,250 $471K <0.01% +14 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,238 $468K 0.23% -61 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,232 $467K <0.01% -200 13F-HR/A Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 2,228 $466K 0.1% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,226 $466K 0.1% -433 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,225 $465K 0.15% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,224 $465K 0.01% +15 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,218 $464K 0.02% +93 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,203 $461K 0.02% -34 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,201 $460K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,169 $458K 0.02% -259 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,154 $450K 0.24% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,153 $450K 0.01% +119 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,139 $447K 0.01% +89 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,125 $444K 0.12% +6 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,123 $444K 0.17% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 2,115 $442K 0.4% 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,072 $433K 0.05% -122 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,057 $430K <0.01% +10 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,057 $430K 0.03% -709 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,053 $429K 0.01% new 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,034 $425K 0.18% +115 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,020 $422K 0.04% -102 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,020 $422K 0.01% -93 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,010 $420K 0.02% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,000 $418K 0.02% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,000 $418K 0.27% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,999 $418K 0.06% 0 13F-HR Timeline