BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,440 $831K 0.2% +265 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,395 $828K 0.08% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 10,388 $827K 0.39% -230 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 10,377 $826K 0.1% -368 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,533 $826K 0.36% -311 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 10,369 $825K 0.15% -455 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 10,363 $825K 0.02% -196 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 10,323 $822K 0.07% +2,183 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,279 $818K 0.21% +7,937 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,265 $817K 0.01% +5,016 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 10,247 $816K 0.15% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,237 $815K 0.13% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 10,221 $814K 0.05% +1,836 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,179 $810K 0.07% +309 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 10,172 $810K 0.05% +634 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 10,112 $805K 0.11% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,094 $804K 0.09% -250 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,092 $803K 0.08% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 10,070 $802K 0.16% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 10,057 $801K 0.51% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 10,055 $800K 0.12% +465 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,039 $799K 0.28% -322 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 10,026 $798K 0.03% -2,024 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,024 $798K 0.05% +72 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,004 $796K 0.04% +4,550 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,988 $795K 0.1% +4,262 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,989 $795K 0.04% +781 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,972 $794K 0.24% -60 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,968 $794K 0.07% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,961 $793K 0.17% +413 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 9,961 $793K 0.02% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 9,936 $791K 0.16% -167 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 9,906 $789K 0.01% +735 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,896 $788K 0.04% -2,210 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 9,870 $786K 0.53% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,850 $784K 0.35% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 9,834 $783K 0.12% +5,724 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,826 $782K 0.39% 0 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 9,804 $781K 0.1% -77 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 9,793 $780K <0.01% -15,306 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,780 $779K 0.09% -290 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,742 $776K 0.27% -6,537 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,681 $771K 0.22% -200 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 9,680 $771K 0.27% +22 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,660 $769K 0.34% -859 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,645 $768K 0.18% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,635 $767K 0.4% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,632 $767K 0.05% +1,493 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,630 $767K 0.55% +56 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 9,625 $766K 0.08% +5,161 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 9,621 $766K 0.27% -31,786 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 9,621 $766K 0.22% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 9,611 $765K 0.17% +6,257 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,587 $763K 0.05% -305 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 9,586 $763K 0.6% -56 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,580 $762K 0.23% +42 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,577 $761K 0.1% -187 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,537 $759K 0.31% 0 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 9,503 $757K 0.55% -79 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 9,500 $756K 0.08% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 9,494 $756K 0.09% +259 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9,488 $755K 0.22% -360 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 9,480 $755K 0.13% -646 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,472 $754K 0.38% +151 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,459 $754K 0.03% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 9,429 $751K 0.23% -1,213 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,424 $750K 0.04% -63 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,413 $749K +527 Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,410 $749K 0.03% +74 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 9,408 $749K 0.17% -51 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,400 $748K 0.07% +1,851 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,387 $747K 0.09% +676 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,387 $747K 0.05% +56 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 9,377 $747K 0.05% -1,315 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,375 $746K 0.06% +1,916 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 9,374 $746K 0.07% +5,689 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 9,360 $745K 0.02% new 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,303 $741K 0.05% +220 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,301 $740K 0.25% -97 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,293 $740K 0.17% -82 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,253 $737K 0.05% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 9,209 $733K 0.12% +1,156 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,208 $733K 0.36% +1,647 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 9,201 $732K 0.47% -915 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 9,162 $729K 0.07% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,145 $728K 0.24% +188 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,120 $726K 0.05% -15,211 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,116 $726K 0.06% +246 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,112 $725K 0.08% -235 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,087 $723K 0.18% -91 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 9,069 $722K 0.21% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,063 $722K 0.11% -207 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 9,754 $718K 0.27% +290 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,001 $717K 0.05% +1,025 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,966 $714K 0.04% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 8,938 $712K 0.05% +586 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 8,255 $710K 0.62% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,908 $709K 0.08% -157 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 8,908 $709K 0.66% -400 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,908 $709K 0.47% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,884 $707K 0.01% -891 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 8,874 $706K 0.21% -1,160 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,867 $706K 0.21% -100 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,654 $706K 0.05% -227 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,856 $705K 0.09% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 8,836 $703K 0.08% +2,083 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,834 $703K 0.21% -1,132 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,806 $701K 0.45% -1,145 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 8,800 $701K 0.27% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 8,786 $699K 0.29% -2,091 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,759 $697K 0.08% +98 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 8,759 $697K 0.04% -549 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,758 $697K 0.05% -1,533 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 8,755 $697K 0.23% -223 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 8,739 $696K 0.21% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,690 $696K 0.23% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 8,624 $695K 0.45% -1,365 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,663 $692K 0.08% +4,540 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,691 $692K 0.41% -258 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,678 $691K 0.18% -42 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,672 $690K 0.1% +244 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,668 $690K 0.01% -34 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 8,648 $688K 0.1% -490 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 8,644 $688K 0.05% +2,170 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 8,650 $688K 0.17% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,629 $687K 0.1% +1 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 8,626 $687K 0.52% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,595 $684K 0.33% +46 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,593 $684K 0.07% +858 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 8,560 $681K 0.28% -1,970 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,524 $679K 0.22% +812 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,521 $678K 0.27% +38 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,509 $677K 0.54% +1,388 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 8,504 $677K 0.11% +4,959 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 8,500 $677K 0.52% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,472 $674K 0.08% -261 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 8,467 $674K 0.05% -239 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,458 $673K 0.05% +300 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,434 $671K 0.08% +3,966 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,434 $671K 0.12% +29 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 8,425 $671K 0.11% +3,265 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,417 $670K 0.07% +58 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,396 $668K 0.15% +279 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 8,371 $666K 0.11% -1,135 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,356 $665K 0.03% -799 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 8,340 $664K 0.56% +19 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,333 $663K 0.27% -163 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,330 $663K 0.01% -78,496 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 8,328 $663K 0.02% +50 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 8,464 $663K 0.01% -492 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,314 $662K 0.06% -102 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,300 $661K 0.04% -5,159 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,272 $659K 0.18% -498 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,266 $658K 0.06% +502 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 8,262 $658K 0.07% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,226 $655K 0.08% +7 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 8,220 $654K 0.49% -316 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,194 $652K 0.14% +713 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,576 $652K 0.05% -16 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 8,185 $652K 0.17% -85 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,163 $650K 0.06% -92 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,157 $649K 0.03% +2,695 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,070 $642K 0.1% +873 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,053 $641K 0.03% +504 13F-HR Timeline Group Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 8,037 $640K 0.07% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 8,007 $637K 0.3% +3,468 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 8,000 $637K 0.11% -1,493 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 8,000 $637K 0.08% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 7,991 $636K 0.1% +421 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,982 $635K 0.2% +295 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,971 $634K 0.18% +217 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,932 $631K 0.3% -79 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 7,918 $630K 0.44% -290 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,897 $629K 0.08% +87 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,895 $629K 0.05% -630 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,884 $628K 0.01% +470 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,837 $624K 0.01% -328 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 7,822 $623K 0.19% -1,046 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 7,819 $623K 0.07% -2,474 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 7,808 $622K 0.39% +33 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,803 $621K 0.03% -5 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,798 $621K 0.02% -5,381 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,763 $618K 0.12% -6 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,748 $617K 0.08% +552 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,734 $616K 0.03% -112 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 7,732 $616K 0.25% +419 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,709 $614K 0.05% -148 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 7,697 $613K 0.77% -30,000 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,695 $613K 0.09% -60 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,688 $612K 0.07% -16 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,686 $612K 0.09% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 7,684 $612K 0.15% -1,285 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,675 $611K 0.05% +385 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 7,669 $611K 0.44% +51 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,648 $609K 0.21% -5,074 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 7,639 $608K 0.09% -270 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,632 $608K 0.17% +302 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,618 $606K 0.43% +45 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,607 $606K 0.02% +17 13F-HR Timeline Group Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,606 $606K 0.34% -4,004 13F-HR Timeline