DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,817 $621K 0.06% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,811 $620K 0.01% -4,935 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,793 $619K 0.01% -1,313 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,758 $616K 0.06% +538 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,755 $616K 0.01% +650 13F-HR/A Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,700 $612K -122 Timeline SFMG, LLC More: the full row for SFMG, LLC 7,675 $610K 0.04% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,637 $601K 0.04% +52 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,549 $600K 0.02% +140 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,528 $598K 0.16% -97 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,516 $597K 0.04% -53 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,503 $596K 0.01% -10 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,500 $596K 0.07% -100 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,497 $596K 0.06% -26 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 7,413 $589K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,398 $588K 0.02% +106 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,386 $587K 0.03% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,386 $587K 0.04% +910 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,351 $584K 0.01% -276 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,337 $583K 0.02% +31 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,299 $580K <0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,261 $577K 0.01% -10,281 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,082 $567K 0.08% +542 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,097 $564K 0.01% new 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 7,011 $557K 0.19% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,942 $551K 0.1% -415 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,824 $542K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,791 $539K <0.01% +948 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 6,765 $537K <0.01% +215 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,731 $535K 0.03% -995 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,635 $527K 0.06% +1,472 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,616 $526K 0.02% -585 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,638 $525K 0.08% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,561 $521K 0.13% +1,753 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,538 $519K 0.03% -204 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,472 $518K 0.04% +211 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,818 $516K <0.01% +2,602 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,457 $513K <0.01% +1,934 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,383 $507K 0.05% +771 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,377 $507K 0.01% +267 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,372 $506K 0.14% +79 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,361 $505K 0.04% -53,435 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,332 $503K 0.02% +40 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 6,300 $500K 1.14% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,282 $499K 0.01% +7 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,253 $497K 0.01% +1,109 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,244 $496K 0.02% -988 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 6,063 $488K 0.29% +47 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,120 $486K 0.02% -64 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,045 $480K 0.06% -450 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,017 $478K 0.03% +289 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,001 $477K 0.01% +193 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,984 $475K 0.01% -2,229 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 5,972 $474K 0.18% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,902 $472K 0.01% +116 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,897 $468K 0.17% -679 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,895 $468K +1,132 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,879 $467K 0.02% +242 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,812 $462K 0.11% -188 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 5,752 $457K 0.1% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,676 $451K 0.02% +34 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,652 $449K 0.01% +397 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,645 $448K 0.03% -740 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,596 $445K 0.07% -133 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,592 $444K 0.07% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 5,578 $443K 0.25% +14 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,550 $441K 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,516 $438K 0.03% +778 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,512 $438K 0.02% +1 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,472 $435K 0.01% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,446 $433K 0.06% +292 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,305 $430K 0.03% +96 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,412 $430K 0.18% +39 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,395 $429K 0.04% -144 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,394 $429K 0.04% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,389 $428K 0.03% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 5,387 $428K 0.19% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,380 $427K 0.03% -1,196 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,378 $427K 0.06% +525 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,374 $427K 0.05% +2,861 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,252 $417K 0.01% -1,957 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,182 $412K 0.02% +6 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,178 $411K 0.12% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,157 $410K 0.04% -40 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,148 $409K 0.04% -3,471 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,147 $409K 0.01% new 13F-HR/A Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,049 $401K 0.08% -1,245 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,046 $401K 0.01% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,955 $400K 0.09% +5 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 4,844 $400K 0.17% +828 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,918 $399K 0.01% +69 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,997 $397K 0.01% -1,954 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,989 $396K 0.01% -290 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,944 $396K 0.01% +507 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,971 $395K 0.15% -1,280 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,970 $395K <0.01% +304 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,961 $394K 0.14% +303 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,960 $394K <0.01% -1,703 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,947 $393K <0.01% -1 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,942 $393K 0.07% +1,676 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,931 $392K 0.02% +1,145 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,925 $391K 0.02% -160 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,797 $389K 0.01% +677 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,890 $387K 0.03% -431 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,854 $386K 0.02% 0 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 4,791 $381K 0.01% new 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,763 $380K 0.03% -162 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,773 $379K 0.01% -500 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,758 $378K 0.05% -337 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,739 $376K 0.01% +592 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,727 $376K 0.01% +1,514 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,724 $375K 0.22% +868 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,720 $375K 0.27% -1,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,713 $374K 0.01% -2,402 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,703 $374K <0.01% -1,583 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,700 $373K 0.15% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,681 $372K 0.15% +35 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,667 $371K <0.01% +565 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,662 $370K 0.02% +139 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,652 $370K 0.07% +785 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,639 $369K 0.02% -196 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,645 $368K 0.11% new 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,612 $366K 0.13% -93 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,612 $366K 0.25% +35 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,594 $365K 0.04% +63 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,592 $365K 0.06% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,582 $364K 0.04% -466 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,554 $362K +27 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,543 $361K 0.02% +552 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,524 $359K 0.28% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,514 $359K 0.06% +16 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 4,513 $359K 0.01% +807 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,507 $358K 0.24% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,505 $358K 0.04% +90 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,465 $355K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,441 $353K 0.02% -666 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,431 $352K 0.01% -223 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,425 $352K 0.08% -1,179 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,397 $349K 0.01% -448 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,371 $347K 0.01% +10 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,346 $345K 0.12% +125 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,346 $345K 0.12% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,317 $343K 0.13% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,261 $338K 0.02% +62 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,255 $338K 0.01% -77 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,254 $338K 0.01% +365 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,225 $336K 0.22% +105 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,167 $333K 0.07% +85 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,184 $332K 0.03% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,160 $330K 0.08% +51 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,099 $328K 0.02% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,119 $327K 0.3% -328 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,111 $327K 0.01% +652 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,111 $327K +477 Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,097 $325K 0.07% -1,372 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,077 $324K 0.13% -94 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,058 $322K 0.07% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,050 $322K 0.11% +140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,041 $321K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,016 $319K 0.06% -2,848 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,005 $318K 0.09% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,968 $315K 0.02% +1,198 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,971 $315K 0.01% -10 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,964 $315K 0.03% -259 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,951 $314K 0.06% -1,148 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,942 $313K 0.03% -5,050 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,931 $312K 0.15% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,921 $311K 0.01% +8 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,910 $311K 0.09% +165 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,886 $309K 0.05% -368 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,883 $308K 0.04% +263 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,862 $307K <0.01% +14 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,855 $306K 0.02% +897 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 3,842 $305K 0.09% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,808 $302K 1.47% +2 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,800 $302K 0.2% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,790 $301K 0.03% +79 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,740 $297K 0.03% +4 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,730 $296K 0.03% +27 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,713 $295K 0.07% +459 13F-HR/A Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,692 $293K 0.13% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,644 $291K 0.06% +153 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,641 $289K 0.02% +6 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,641 $289K 0.09% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,634 $289K 0.08% -431 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,629 $288K 0.03% +1,390 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,628 $288K 0.1% +8 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,627 $288K 0.07% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,600 $286K 0.05% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,595 $286K 0.01% -6,216 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 3,590 $285K 0.14% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,589 $285K <0.01% -550 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,583 $285K 0.01% -26 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,573 $284K 0.01% -6,068 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,567 $283K 0.03% -32,999 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,565 $283K <0.01% -84,342 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,565 $283K 0.05% +16 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,561 $283K 0.14% -27 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,498 $281K 0.05% +25 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 3,541 $281K 0.03% 0 13F-HR Timeline