SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,955 $882K 0.36% +34 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,952 $881K 0.02% +441 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,951 $881K 0.59% -845 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,949 $880K 0.04% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,932 $876K 0.3% -7 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,915 $873K 0.21% -24 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,892 $867K 0.05% +1,217 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,888 $867K 0.32% +322 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,878 $864K 0.05% -26 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 3,867 $862K 0.49% -191 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 3,859 $860K 0.1% -101 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,858 $860K 0.04% -125 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 3,848 $858K 0.66% -45 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,847 $857K 0.01% -17 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,827 $853K 0.05% +1,295 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,813 $850K 0.16% -9 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,810 $849K <0.01% +810 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,809 $849K <0.01% 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 3,801 $847K 0.06% -201 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,789 $844K 0.11% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,786 $844K 0.07% -1,677 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,785 $844K 0.13% +90 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,782 $843K 0.19% +109 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,781 $843K 0.03% +72 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,780 $842K 0.57% -767,165 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,774 $841K 0.04% +1,684 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,768 $840K 0.15% +90 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,753 $836K 0.01% -7 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,749 $836K 0.19% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 3,742 $834K 1.08% -42 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,716 $828K 0.51% +348 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,700 $825K 0.03% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,695 $824K 0.39% -189 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,695 $823K 0.02% -2,728 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,677 $819K 0.03% +150 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,649 $813K 0.01% +703 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,642 $812K 0.1% -7,070 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 3,630 $807K 0.05% -6,154 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,616 $806K 0.03% +1,199 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,595 $801K 0.02% -331 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,590 $800K 0.01% +1,863 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,588 $800K 0.09% +2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,580 $798K 0.02% +91 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3,570 $796K 0.55% -30 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,567 $795K 0.05% -183 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,565 $795K 0.04% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,559 $793K 0.58% -20 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,558 $793K 0.02% +18 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,534 $788K 0.01% -2,745 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,533 $787K 0.26% +188 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,521 $785K 0.02% -4,587 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,516 $784K 0.1% -69 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,510 $782K 0.38% -290 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,500 $780K 0.15% +300 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 3,500 $780K 0.49% -4,867 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,493 $779K 0.11% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,492 $778K 0.05% -554 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,465 $772K 0.19% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,451 $769K 0.19% -59 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,440 $767K 0.01% +104 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 3,419 $762K 0.49% +12 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,417 $762K 0.04% +2 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,413 $761K 0.01% +52 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,412 $761K 0.49% -58 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,386 $755K 0.16% -104 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,386 $755K 0.03% -6 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,379 $753K 0.04% -26 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,370 $751K 0.13% +150 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,369 $751K 0.02% -14 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,347 $746K 0.07% +40 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,321 $740K 0.03% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,318 $740K 0.26% +152 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,311 $738K 0.13% +11 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,283 $731K 0.21% -112 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,278 $731K 0.01% +200 13F-HR/A Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,276 $730K 0.23% +1 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,328 $729K 0.04% +52 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,266 $728K 0.06% 0 13F-HR Timeline Group Alpha Zero LLC More: the full row for Alpha Zero LLC 3,002 $727K 0.28% +1,360 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,263 $727K 0.07% +1,196 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 3,262 $727K 0.13% +76 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,261 $727K 0.04% -198 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,253 $725K 0.05% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,241 $722K <0.01% -18,734 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,218 $717K 0.09% +1 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,208 $715K 0.56% +957 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,206 $715K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,205 $714K 0.05% +50 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,200 $713K 0.18% -1,721 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,192 $711K 0.11% -53 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,184 $711K 0.03% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,184 $710K 0.04% -285 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,167 $706K 0.04% +77 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,166 $706K 0.15% +1 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,161 $704K 0.52% +59 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,973 $704K 0.17% +6 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,155 $703K 0.13% +703 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,154 $703K 0.24% +300 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 17,733 $702K 0.02% +716 13F-HR Timeline Group Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,135 $699K 0.49% -65 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,131 $698K 0.12% +546 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,123 $696K 0.24% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,121 $695K 0.16% -16 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,113 $694K 0.43% -1 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,109 $693K 0.01% +555 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,091 $689K 0.04% -44 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,090 $689K 0.15% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,082 $687K 0.01% +425 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,082 $687K 0.01% -39 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,078 $686K 0.02% -25 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,076 $686K 0.04% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,076 $686K 0.17% +3 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,071 $685K 0.06% -49 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,064 $683K 0.02% +6 13F-HR Timeline Group Trust Co More: the full row for Trust Co 3,051 $680K 0.06% -232 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 3,044 $679K 0.24% -10 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,044 $678K 0.03% +1,001 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,040 $678K 0.04% +697 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,019 $675K 0.03% -30 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,011 $671K 0.1% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,010 $671K 0.29% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,004 $670K 0.34% +27 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,006 $670K 0.14% -193 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,005 $668K 0.1% -22 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,991 $667K 0.05% +1,680 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,973 $663K 0.02% +198 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,971 $662K 0.02% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,968 $662K <0.01% -14,889 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,963 $660K 0.29% +113 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,950 $657K 0.02% +264 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $654K 0.43% -2,934 13F-HR Timeline Amount filed as zero, left out of ratios. Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,927 $652K 0.1% +131 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,926 $652K 0.05% -47 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,925 $652K 0.06% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,897 $651K 0.08% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,909 $648K 0.27% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,902 $647K 0.2% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,825 $630K 0.25% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,822 $629K 0.02% +945 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,816 $628K 0.06% +68 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,814 $627K 0.04% -79 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,804 $625K 0.04% +1,299 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,804 $625K 0.03% -245 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,802 $625K 0.07% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,790 $622K 0.02% -19 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,766 $616K 0.1% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,762 $616K 0.04% 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,750 $613K 0.18% +38 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,733 $609K 0.06% +123 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,726 $608K 0.04% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,725 $607K 0.07% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,720 $606K 0.04% 0 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 2,719 $606K 0.18% -1,132 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,699 $602K 0.01% +257 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,696 $601K 0.03% -63 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,687 $599K 0.12% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,680 $597K 0.08% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,669 $595K 0.11% +160 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,669 $595K 0.06% -330 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,665 $594K 0.05% +94 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,620 $594K 0.19% +3 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,651 $591K 0.19% +1,322 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,650 $591K 0.43% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,642 $589K 0.05% +167 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,636 $588K 0.03% -200 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,633 $587K 0.07% -112 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,623 $585K 0.02% -140 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,622 $584K 0.22% +13 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,621 $584K 0.02% +1,587 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,545 $583K 0.05% +58 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,607 $581K 0.06% +1,486 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,603 $580K 0.31% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,600 $579K 0.27% +500 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,596 $579K 0.06% +621 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,593 $578K 0.15% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,579 $575K 0.01% +1,214 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,575 $574K 0.03% +322 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,571 $573K 0.28% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,567 $572K 0.34% +337 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,537 $565K 0.31% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,536 $565K 0.24% +1 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,528 $563K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,525 $563K 0.06% +214 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,521 $562K 0.03% -159 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,520 $562K 0.13% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,518 $561K 0.07% -249 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,517 $561K 0.01% -18 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,514 $560K 0.02% +1,073 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,401 $560K 0.05% -51 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,510 $560K 0.04% +74 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,509 $559K 0.12% +1 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,508 $559K 0.02% -380 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,438 $558K 0.41% -65 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,500 $557K 0.06% -38 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,487 $554K 0.02% +1,263 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,487 $554K 0.04% -667 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,478 $552K 0.32% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,473 $551K 0.03% -4 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,468 $550K 0.04% +69 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,467 $550K 0.04% +842 13F-HR Timeline