Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,842 $1.08M 0.09% -8 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,833 $1.08M 0.08% +13 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,831 $1.08M 0.04% -17,037 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,828 $1.08M 0.13% +3 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,717 $1.08M 0.76% -5 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 3,819 $1.08M 0.51% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,816 $1.08M 0.11% +7 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 3,810 $1.07M 0.86% +2 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,807 $1.07M 0.21% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,801 $1.07M 0.07% +389 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,801 $1.07M 0.01% +555 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,817 $1.07M 0.02% -360 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,795 $1.07M 0.25% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,783 $1.07M -176 Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,782 $1.07M 0.36% -329 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,777 $1.06M 0.74% +980 13F-HR/A Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 3,772 $1.06M 0.27% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,771 $1.06M 0.13% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,771 $1.06M 0.26% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,766 $1.06M 0.49% +4 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,763 $1.06M 0.94% +29 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 3,760 $1.06M 0.81% -403 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,737 $1.05M 0.42% -117 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,737 $1.05M 0.58% -125 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,712 $1.05M 0.16% -349 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,699 $1.04M 0.26% -66 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,692 $1.04M 0.06% -18,193 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,688 $1.04M 0.32% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,649 $1.04M 0.16% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,672 $1.03M 0.66% +873 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,665 $1.03M 0.11% +25 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,658 $1.03M 1% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,655 $1.03M 0.03% +665 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,654 $1.03M 0.02% +230 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,640 $1.03M 0.68% +67 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,615 $1.02M 0.34% -38 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3,614 $1.02M 0.22% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,613 $1.02M 0.2% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,604 $1.02M 0.1% +30 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,603 $1.02M 0.39% -149 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 3,597 $1.01M 0.58% +31 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,593 $1.01M 0.81% -46 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 3,590 $1.01M 0.83% -368 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,588 $1.01M 0.07% +1,147 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,568 $1.01M 0.17% -4 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,549 $1M 0.05% -64 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,537 $997K 0.03% -550 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,527 $994K 0.58% +3 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 3,527 $994K 0.6% -184 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,527 $994K 0.01% +2,045 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,507 $988K 0.07% -1,579 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,500 $987K 0.23% 0 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,493 $984K 0.07% +4 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,489 $983K 0.1% +4 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,470 $978K 0.56% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,431 $976K 0.16% -442 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,458 $975K 0.43% +179 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,440 $970K 0.01% +289 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,431 $967K 0.3% +2,370 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,426 $966K 0.36% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,425 $965K 0.12% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,405 $960K 0.05% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,395 $957K 0.06% +275 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,395 $957K 0.39% -3 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,393 $956K 0.36% +1 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,391 $956K 0.74% +21 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,382 $953K 0.18% -263 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,377 $952K 0.02% +280 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,376 $952K 0.14% -37 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,376 $951K 0.03% +793 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 3,369 $950K 0.58% -500 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,364 $948K 0.05% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,360 $947K 0.73% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,354 $945K 0.41% +4 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,352 $945K 0.08% -600 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,350 $944K 0.1% +300 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,349 $944K 0.01% -914 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,339 $941K 0.32% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,339 $941K 0.06% -168 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,330 $939K 0.08% -718 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,325 $937K 0.21% -67 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,313 $934K 0.05% +221 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,311 $933K 0.29% +467 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,287 $927K 0.46% +3 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,286 $926K 0.36% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,280 $925K 0.31% -345 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 3,276 $923K 0.04% +8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,273 $923K 0.15% -253 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,266 $920K 0.27% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,262 $919K 0.21% -23 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,261 $919K 0.01% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,258 $918K 0.21% -248 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,007 $915K 0.25% +277 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,232 $911K 0.15% +629 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,215 $906K 0.52% +336 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,206 $904K 0.25% +16 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,185 $901K 0.11% -278 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,188 $899K 0.15% -10,651 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 3,187 $898K 0.08% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,181 $897K 0.3% -679 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,178 $896K 0.49% -9 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,166 $892K 0.18% +2 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,147 $887K 0.14% -165 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,145 $886K 0.08% -31 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,140 $885K 0.01% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,139 $885K 0.22% +1,504 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,127 $881K 0.16% +501 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,121 $880K 0.29% +288 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,108 $876K 0.14% -70 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,104 $875K 0.16% -41 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,104 $875K 0.04% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,100 $874K 0.46% -2,316 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,075 $867K 0.18% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,074 $867K 0.02% -78,400 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,072 $866K 0.26% -35 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,053 $861K 0.03% 0 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,032 $855K 0.13% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,027 $853K 0.23% +12 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,018 $851K 0.11% +1,981 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,001 $846K 0.06% +1 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 3,000 $846K 0.11% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,997 $845K 0.16% +150 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,996 $844K 0.12% +286 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,996 $844K 0.15% +81 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,985 $841K 0.17% -305 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,977 $839K 0.24% +4 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,973 $838K 0.52% -128 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,972 $838K 0.05% +3 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,950 $831K 0.03% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 2,946 $830K 0.32% -7 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,946 $830K 0.57% +377 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,940 $829K 0.11% -97 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,939 $828K 0.24% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,934 $827K 0.1% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 2,929 $826K 0.4% +25 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,923 $824K 0.37% +1,400 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,912 $821K 0.14% -423 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,911 $821K 0.14% -1,127 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,910 $820K 0.38% +5 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,907 $819K 0.16% +166 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,900 $817K 0.06% +475 13F-HR/A Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,896 $816K 0.47% -101 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,895 $816K 0.35% +274 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,895 $816K 0.11% +49 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,891 $815K 0.07% -1,800 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,871 $809K 0.03% -470 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,862 $807K 0.07% +1,887 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,861 $807K 0.19% +1 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,860 $806K 0.11% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,856 $805K 0.02% +2 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,855 $805K 0.04% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,853 $804K 0.62% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,850 $803K 0.09% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,849 $803K 0.04% -2,000 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,822 $795K 0.09% +440 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,821 $795K 0.25% +29 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,820 $795K 0.13% +89 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,817 $794K 0.06% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,808 $792K 0.44% -2 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,798 $789K 0.15% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,780 $788K +205 Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,618 $787K 0.27% -13 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 2,793 $787K 0.54% -298 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,792 $787K 0.05% +388 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,786 $785K 0.3% +2,785 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,767 $780K 1.39% +6 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,760 $778K 0.19% +1,800 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,587 $777K 0.07% -221 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,757 $776K 0.27% -135 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,734 $771K 0.07% -550 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,732 $770K 0.06% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,729 $769K 0.13% +3 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,720 $767K 0.22% -69 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,706 $763K 0.11% +11 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,704 $762K 0 Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,703 $762K 0.26% +1,189 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,703 $762K 0.09% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,701 $761K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,698 $760K 0.32% +1,773 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,698 $760K 0.3% +27 13F-HR/A Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,691 $758K 0.2% +841 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,690 $758K 0.02% +1,571 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,687 $757K 0.06% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,680 $755K 0.04% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,665 $751K 0.11% +401 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,663 $750K 0.34% +138 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,658 $749K 0.01% -4,312 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,656 $749K 0.44% -5 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,647 $746K 0.16% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,644 $745K 0.04% -820 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,643 $745K 0.25% -27 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,642 $745K 0.1% +62 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,638 $744K 0.03% -12 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,638 $744K 0.01% +1,400 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,630 $741K 0.49% -70 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,629 $741K 0.02% +250 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,629 $741K 0.2% 0 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,627 $740K 0.01% +609 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,619 $738K 0.42% +325 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,613 $736K 0.03% 0 13F-HR Timeline Group