RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 13,113 $2.5M 1.84% -374 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 13,093 $2.49M 0.77% +284 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 13,061 $2.49M 1.19% -80 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 13,020 $2.48M 0.18% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 12,972 $2.47M 0.56% +140 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 12,968 $2.47M 0.77% +163 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,967 $2.47M 0.03% +1,169 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,933 $2.46M 0.78% -1,313 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 13,679 $2.45M 1.81% -17 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,860 $2.45M 0.05% -10 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 12,769 $2.43M 0.73% -155 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12,721 $2.42M 0.31% +3,054 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 12,654 $2.41M 0.95% -667 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,612 $2.4M 0.19% -1,169 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,592 $2.4M 0.35% +1,400 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 12,587 $2.4M 1.83% +8,069 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,586 $2.4M 0.32% -1,706 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 12,493 $2.38M 0.7% +407 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 12,472 $2.38M 0.22% -797 13F-HR/A Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,444 $2.37M 0.04% +2,962 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 12,444 $2.37M 0.47% -200 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 12,442 $2.37M 0.07% +220 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 12,420 $2.37M 0.12% +2,540 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12,411 $2.36M 0.22% -1,115 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 12,410 $2.36M 0.45% 0 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,391 $2.36M 0.02% -365 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 12,380 $2.36M 0.58% -49 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,333 $2.35M 0.31% -158 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,294 $2.34M 0.17% -46 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 12,287 $2.34M 1.94% -65 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 13,329 $2.34M 0.31% +2 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,243 $2.33M 0.01% -7,096 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 12,237 $2.33M 0.04% -143 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 12,220 $2.33M 0.78% +7 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,214 $2.33M 0.04% +1,867 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 12,197 $2.32M 0.08% +644 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 12,158 $2.32M 0.31% -466 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 12,153 $2.32M 0.61% +1 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 12,130 $2.31M 2.54% +185 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,120 $2.31M 0.7% -2,318 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 12,075 $2.3M 0.19% new 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 12,011 $2.29M 0.16% -566 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 12,001 $2.29M 0.65% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 12,000 $2.29M 0.14% +822 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 11,983 $2.28M 0.73% -6 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 11,942 $2.28M 1.48% -1 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 11,917 $2.27M 0.12% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 11,899 $2.27M 1.72% +150 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 11,870 $2.26M 0.69% -148 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 11,835 $2.25M 0.13% +1,106 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 11,804 $2.25M 0.18% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 11,790 $2.25M 1.88% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 11,666 $2.22M 0.28% -6 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 11,638 $2.22M -5,514 Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 12,640 $2.22M 0.31% -22,238 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,554 $2.2M 1.13% -27,264 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 11,551 $2.2M 0.79% -603 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,550 $2.2M 0.31% -148 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,546 $2.2M 0.13% +53 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 11,525 $2.2M 1.87% -15 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,849 $2.19M 0.3% +157 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 16,489 $2.19M 0.06% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 11,502 $2.19M 0.21% -5,197 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 11,470 $2.19M <0.01% -704,091 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 11,469 $2.19M 1.63% -196 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 11,454 $2.18M 0.17% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 11,433 $2.18M 0.93% +5,331 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 11,397 $2.17M 0.13% -339 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 11,396 $2.17M 1.9% -504 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 11,363 $2.16M 0.02% +9,819 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 11,423 $2.15M 2.42% +6,800 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 11,303 $2.15M 0.44% -474 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11,297 $2.15M 0.67% 0 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 11,295 $2.15M 0.37% +246 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 11,272 $2.15M 0.14% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,236 $2.14M 0.02% -306 13F-HR/A Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 11,231 $2.14M 0.26% -120 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 11,159 $2.13M 0.51% -329 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,159 $2.13M 0.67% -15,834 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,153 $2.12M 0.47% -525 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,090 $2.11M 0.01% -10,550 13F-HR/A Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 11,037 $2.1M 0.19% +49 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 11,024 $2.1M 0.21% +111 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 10,988 $2.09M 0.46% +24 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 10,986 $2.09M 0.34% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,975 $2.09M 0.03% -4,238 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,962 $2.09M 0.14% -420 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,925 $2.08M 0.02% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,896 $2.08M 0.01% -40 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 10,888 $2.07M 0.28% -330 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,860 $2.07M 0.64% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 10,848 $2.07M 0.07% +279 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 10,834 $2.06M 0.94% 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 10,824 $2.06M 0.81% -591 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,810 $2.06M 1.19% +115 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,794 $2.06M 0.42% -5,177 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,783 $2.05M 0.1% -50 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,768 $2.05M 0.1% +427 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,747 $2.05M 0.2% +8,778 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 10,700 $2.04M 0.55% +2,323 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,678 $2.03M 0.05% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,672 $2.03M 0.09% +624 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 11,202 $2.02M 0.24% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 10,617 $2.02M 0.34% +5,152 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,611 $2.02M 0.14% -315 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,604 $2.02M 0.39% -243 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,561 $2.01M 0.52% +6,240 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10,549 $2.01M 0.09% -198 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,517 $2M 0.56% +3,088 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,517 $2M 0.05% +489 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,497 $2M 0.03% +78 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,494 $2M 0.25% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 10,482 $2M 1.11% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,480 $2M 0.22% -1,157 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,456 $1.99M 0.13% +331 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 10,438 $1.99M 1.36% +85 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 10,425 $1.99M 0.02% -2,005 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,382 $1.98M 1.92% -1,210 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10,369 $1.98M 0.16% -326 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,362 $1.97M 0.01% +240 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,299 $1.96M 0.03% +776 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 10,266 $1.96M 1.06% -359 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 10,275 $1.96M 0.31% -156 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 10,272 $1.96M 0.76% -322 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 10,646 $1.95M 0.46% -394 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,254 $1.95M 0.89% -540 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,203 $1.94M 0.01% -90,843 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,901 $1.94M 0.11% -46 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 10,181 $1.94M 1.04% -770 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,159 $1.94M 0.52% -559 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10,154 $1.93M 0.41% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,140 $1.93M 0.07% +1,538 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,121 $1.93M 0.37% +1 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,045 $1.91M 0.17% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 9,993 $1.9M 0.27% -411 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 9,992 $1.9M 1.14% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,906 $1.89M 0.03% -474 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,829 $1.87M 0.03% +123 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,803 $1.87M 0.17% +1 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 9,800 $1.87M 0.26% -383 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 9,739 $1.86M 1.08% -44 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 9,733 $1.85M 1.25% -21,178 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,728 $1.85M 0.02% -181 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,683 $1.84M 0.41% -595 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 9,682 $1.84M 0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,632 $1.84M 0.01% -135 13F-HR Timeline Group AGUR PROVIDENT & TRAINING FUNDS MANAGEM… More: the full row for AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 101,900 $1.83M 9.9% 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 9,604 $1.83M 0.31% +73 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,580 $1.83M 0.17% +104 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,565 $1.82M 0.16% -25 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,532 $1.82M 0.02% +2,052 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 9,529 $1.82M 0.46% -61 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,770 $1.81M 0.65% +118 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,520 $1.81M 1.08% +500 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,504 $1.81M 0.67% +404 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 9,480 $1.81M 1.16% -41 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 9,474 $1.8M 0.72% -5,056 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,469 $1.8M 0.07% -1,479 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,460 $1.8M 0.36% -30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 9,453 $1.8M 0.58% -498 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,443 $1.8M 0.36% +1,546 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 9,405 $1.79M 0.15% +4,757 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 9,364 $1.78M 0.76% -1,914 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.78M 0.42% new 13F-HR Timeline Amount filed as zero, left out of ratios. Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 9,314 $1.77M 0.94% +383 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 9,311 $1.77M 0.38% +78 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 9,297 $1.77M 0.15% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 9,284 $1.77M 0.73% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,260 $1.76M 0.11% -721 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,250 $1.76M 0.23% +107 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,232 $1.76M 0.12% +2,409 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 9,200 $1.75M 0.39% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,175 $1.75M 0.17% -33 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,136 $1.74M 0.08% +380 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 9,129 $1.74M 1.4% +483 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 9,127 $1.74M 1.26% +3,927 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 9,119 $1.74M 0.36% +2 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 9,073 $1.73M 0.16% +4,573 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 9,050 $1.72M 1% -175 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 9,029 $1.72M 1.31% -6 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 9,003 $1.72M 0.42% new 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 8,999 $1.71M 0.15% +936 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,962 $1.71M 0.27% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 8,948 $1.7M 0.15% +173 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 8,937 $1.7M 0.38% +352 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 9,172 $1.7M 1.66% -169 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,924 $1.7M 0.34% -258 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8,880 $1.69M 0.7% +7,724 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,871 $1.69M 0.03% +1,942 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 8,848 $1.69M 0.18% +448 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 8,846 $1.69M 12.7% -1,146 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,845 $1.69M <0.01% +98 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 8,816 $1.68M 0.78% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,808 $1.68M 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,748 $1.67M 0.93% -20,647 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 9,476 $1.66M 0.44% 0 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 8,725 $1.66M 2.17% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8,721 $1.66M 0.57% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,720 $1.66M 0.24% -2,483 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 8,700 $1.66M 0.24% new 13F-HR Timeline