ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,594 $214K 0.01% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 1,593 $214K 0.05% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,579 $212K <0.01% -194 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,565 $210K 0.01% +49 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,555 $209K 0.01% -57,170 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,536 $206K 0.07% +55 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,534 $206K 0.08% -1,675 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,531 $206K 0.02% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,531 $206K 0.04% +141 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,527 $205K 0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,527 $205K <0.01% -357 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,521 $204K 0.02% -24 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,520 $204K <0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,516 $204K 0.03% +11 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,515 $204K 0.05% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,502 $202K 0.04% +150 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,498 $201K 0.19% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,497 $201K 0.01% -84 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,484 $199K 0.13% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,467 $197K +165 Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,463 $197K 0.01% +28 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,439 $193K 0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,433 $193K <0.01% -1 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,423 $191K 0.08% +75 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,366 $184K 0.05% -31 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,327 $178K 0.02% -14 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,320 $178K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,223 $164K 0.1% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,166 $157K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,164 $156K 0.03% +589 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,004 $153K 0.01% +201 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,140 $153K 0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,133 $152K 0.01% +122 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,108 $149K 0.07% -180 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,100 $148K 0.05% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,089 $146K 0.01% -118 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,078 $145K 0.01% -941 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,033 $139K <0.01% +387 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,000 $134K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 991 $133K 0.06% +2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 966 $130K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 957 $129K 0.01% +145 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 911 $123K 0.07% -40 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $121K 0.03% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 828 $111K 0.06% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 810 $109K 0.08% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 806 $108K <0.01% +37 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 805 $108K 0.01% +282 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 758 $102K 0.08% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 752 $100K <0.01% +728 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 737 $99K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 722 $97K <0.01% -5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 716 $96.2K 0.01% +61 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 705 $94.8K 0.05% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 691 $92.8K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 675 $90.7K 0.03% -567 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 659 $88.5K 0.07% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 651 $87.5K 0.01% -1 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 635 $85.3K 0.05% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 630 $84.6K 0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 621 $83.4K 0.01% -99 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 612 $82.2K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 610 $81.9K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 607 $81.5K 0.01% +105 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 582 $78.2K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 578 $77.8K 0.05% -15 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 575 $77K 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 573 $77K 0.04% +1 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 547 $73.5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 545 $73K <0.01% -895 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 529 $71.1K <0.01% -3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 526 $70.7K 0.02% +242 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 500 $67.2K 0.01% -700 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $67.2K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 491 $66K <0.01% +79 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 487 $65.4K 0.02% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 488 $65.1K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 462 $62.1K 0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 458 $61.6K <0.01% +69 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 455 $61.1K 0.01% -25 13F-HR Timeline TOBAM More: the full row for TOBAM 452 $61K 0.02% -372 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 443 $59.5K <0.01% +145 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 400 $53.4K <0.01% 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 392 $52.7K <0.01% -28 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 391 $52.5K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 390 $52.4K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 387 $52K 0.03% +44 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 387 $52K <0.01% -8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 355 $47.7K 0.02% +345 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 332 $45.6K 0.04% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 336 $45.2K 0.02% -368 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 324 $43.5K <0.01% -166,885 13F-HR/A Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 315 $42.3K 0.01% -418 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 311 $41.8K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 310 $41.6K <0.01% -109 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 300 $40.3K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 296 $39.8K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 289 $38.8K 0.04% +1 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 285 $38.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 284 $38.2K <0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 287 $37.2K <0.01% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 277 $37.2K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 277 $37.2K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 280 $37K 0.01% -12 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 274 $36.8K 0.01% -45 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 274 $36.8K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 273 $36.7K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 240 $36.2K 0.01% +54 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 263 $35.3K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 263 $35K 0.01% +105 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 255 $34.3K 0.03% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 254 $34K 0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 252 $33.9K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 250 $33.6K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 243 $32.6K <0.01% +44 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 235 $31.6K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 233 $31.3K 0.01% 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 229 $30.8K 0.01% -24 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 223 $30K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 222 $29.8K <0.01% +192 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 216 $29K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 214 $28.7K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 211 $28.4K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 210 $28.2K 0.01% -67 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 207 $27.8K 0.01% +13 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 202 $27.1K 0.01% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 200 $26.9K 0.02% -315 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 200 $26.9K 0.02% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 197 $26.5K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 193 $25.9K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 188 $25.3K <0.01% +116 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 187 $25K <0.01% +100 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 187 $25K <0.01% -824 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 175 $23.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 175 $23.5K <0.01% +12 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 165 $22K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $20.2K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 150 $20.2K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 150 $20.2K 0.01% +30 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 150 $20.2K 0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $20.2K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 140 $18.8K <0.01% +27 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 140 $18.8K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 139 $18.7K 0.01% -95 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 138 $18.5K <0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 135 $18K <0.01% +17 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 132 $17.7K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 122 $16.4K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 110 $14.8K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 109 $14.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 106 $14.2K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 107 $14K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 102 $13.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 100 $13.4K <0.01% -8 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 100 $13.4K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 100 $13.4K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $13.4K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $13.4K 0.01% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 100 $13.4K 0.01% 0 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 92 $12.4K <0.01% +22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 92 $12.4K <0.01% +3 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 90 $12K 0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 90 $12K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 89 $12K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 80 $10.7K <0.01% -25 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 79 $10.6K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 78 $10.4K <0.01% +17 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 76 $10.4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 77 $10.3K <0.01% -3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 76 $10.2K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 76 $10.2K 0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 72 $9.69K <0.01% +15 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 65 $8.73K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 65 $8.73K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 64 $8.6K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 64 $8.6K <0.01% +5 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 61 $8.22K <0.01% -61 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 57 $8K <0.01% -36 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $7.93K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 59 $7.93K 0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 55 $7.39K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 55 $7.39K <0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 54 $7.25K <0.01% +35 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 54 $7.25K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 52 $6.99K 0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $6.73K 0.01% 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 50 $6.72K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 49 $6.58K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 48 $6.46K <0.01% +13 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 47 $6.31K 0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50 $6K <0.01% -2 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 44 $5.91K <0.01% +16 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 42 $5.64K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42 $5.64K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 38 $5.11K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 36 $4.85K <0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 32 $4.3K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 32 $4.3K <0.01% +1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 31 $4.17K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 30 $4.03K <0.01% 0 13F-HR Timeline