CVFG LLC More: the full row for CVFG LLC 2,614 $781K 0.62% -38 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,609 $780K 0.05% -189 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,608 $780K 0.37% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,601 $777K <0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,597 $776K <0.01% -31 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,591 $775K 0.08% +1,086 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,590 $774K 0.06% -2,160 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,580 $771K 0.15% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,575 $770K 0.17% -24 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,566 $767K 0.09% +926 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,561 $765K 0.12% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,552 $763K 0.58% +13 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,541 $759K 0.37% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,531 $756K 0.16% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,525 $755K 0.05% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,523 $754K 0.04% +400 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,521 $754K 0.23% +1,670 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,516 $752K 0.03% -11,608 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,409 $752K 0.55% +56 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,514 $751K 0.04% -3,446 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,509 $750K 0.05% +75 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,506 $749K 0.04% +277 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,504 $749K 0.02% +3 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,501 $748K 0.19% new 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,494 $746K 0.02% -106 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,490 $744K 0.15% -80 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,495 $742K 0.27% -2,646 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,474 $739K 0.39% +123 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,471 $739K 0.17% -144 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,458 $735K 0.25% +128 13F-HR Timeline Group 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 2,457 $734K 0.03% -75 13F-HR Timeline Group Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,455 $734K 0.54% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,452 $733K 0.26% -166 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,450 $732K 0.41% +16 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,426 $725K 0.16% +248 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,426 $725K 0.07% -62 13F-HR Timeline Group SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,044 $724K 0.13% -50 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,404 $719K 0.16% +291 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,403 $718K 0.6% 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,399 $717K 0.31% -9,378 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,382 $712K 0.57% +121 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,376 $710K 0.03% +300 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,375 $710K 0.01% -26,680 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,371 $709K 0.11% -51 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,360 $705K 0.11% -164 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,544 $705K 0.03% -192 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,356 $704K 0.05% -7,191 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,350 $702K 0.11% +31 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,324 $695K 0.48% +150 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,317 $692K 0.49% -200 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,316 $692K 0.01% +252 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,310 $690K 0.18% +350 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,305 $689K 0.12% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,303 $688K 0.34% +50 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,292 $685K 0.04% +261 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,289 $684K 0.03% -12 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,283 $682K 0.81% -100 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,280 $682K 0.44% +410 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,268 $678K 0.05% +57 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,262 $676K 0.11% +356 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,259 $675K 0.03% -2,400 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,259 $675K 0.1% +417 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,419 $675K 0.05% +170 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,253 $673K 0.22% +316 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,251 $673K 0.17% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,250 $673K 0.1% +250 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,246 $671K 0.38% -11 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,240 $670K 0.17% +333 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,226 $665K 0.29% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,214 $662K 0.03% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,207 $660K 0.24% +475 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,202 $658K 0.22% -80 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,180 $652K 0.03% +125 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,178 $651K 0.14% +311 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,178 $651K 0.24% -43 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,174 $650K 0.23% +28 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,169 $648K 0.14% +359 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,158 $645K 0.18% -822 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,153 $643K 0.93% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,151 $643K 0.05% -193 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,144 $641K 0.05% -38 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,138 $639K 0.08% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,137 $639K 0.06% -1,339 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 2,133 $638K 0.01% +115 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,130 $637K 0.29% -25 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,126 $635K 0.08% +15 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,125 $635K 0.07% -568 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,121 $634K 0.08% +471 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,120 $634K 0.05% -115 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,112 $631K 0.12% -30 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,103 $629K 0.3% -26 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,097 $627K 0.1% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,049 $624K 0.43% +30 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,089 $624K 0.27% -548 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,083 $623K 0.06% -251 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,077 $621K 0.07% -33 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,066 $618K 0.21% +660 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,064 $617K 0.13% +428 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,059 $615K 0.05% -232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GERBER, LLC More: the full row for GERBER, LLC 2,059 $615K 0.43% -228 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 2,218 $614K 0.21% +358 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,055 $614K 0.3% -77 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,052 $613K 0.1% +6 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,051 $613K 0.07% +137 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,050 $613K 0.58% -133 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,039 $609K 0.24% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,037 $609K 0.09% -181 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,029 $606K 0.16% +387 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,023 $605K 0.16% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,020 $604K 0.44% +817 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,989 $603K 0.33% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,014 $602K 0.09% +600 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,011 $601K 0.48% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,030 $601K 0.06% +1,036 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,000 $598K 0.36% -11 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,000 $598K 0.11% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,996 $597K 0.03% -82 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,996 $597K 0.31% +23 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,986 $594K 0.22% +275 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,980 $592K 0.01% -55 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,969 $589K 0.04% -585 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,965 $587K 0.14% -41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,965 $587K 0.02% +159 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,963 $587K 0.07% +711 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,960 $586K 0.24% -7 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,944 $581K 0.15% -30 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,942 $580K 0.12% +16 13F-HR Timeline Group Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,940 $580K 0.15% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,940 $580K 0.05% -87 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,935 $578K 0.02% +447 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,934 $578K 0.24% +1,723 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,926 $576K 0.01% -1,263 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,919 $574K 0.14% +76 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,919 $574K 0.07% -719 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,912 $571K 0.07% -8,249 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,905 $569K 0.01% -27 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,902 $568K 0.05% +214 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,902 $568K 0.34% -136 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,780 $564K 0.03% -135 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,886 $564K 0.18% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,881 $562K 0.13% +71 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,880 $562K 0.07% -3,720 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,877 $561K 0.12% +247 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,866 $558K 0.31% +990 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,850 $553K 0.03% new 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,841 $550K 0.14% -138 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,836 $549K 0.12% +45 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $548K 0.06% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,753 $547K 0.07% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,828 $546K 0.14% -1 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,822 $545K 0.13% -245 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,818 $543K 0.11% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,818 $543K 0.21% +76 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,816 $543K 0.03% +279 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,813 $542K 0.25% +212 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,808 $540K 0.06% -51 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,807 $540K 0.11% -1,262 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,805 $539K 0.08% -18 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,802 $539K 0.18% -333 13F-HR/A Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 1,800 $538K 0.21% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,793 $536K 0.03% -296 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,790 $535K 0.32% -334 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,789 $535K 0.13% -107 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,788 $535K 0.08% +545 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 1,780 $532K 0.17% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,773 $530K 0.06% +8 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,767 $528K 0.04% +72 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,765 $527K 0.27% -371 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,764 $527K 0.04% +409 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,763 $527K 0.13% -51 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,762 $527K 0.03% +56 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,761 $526K 0.13% +513 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,755 $525K 0.1% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,756 $525K 0.06% +72 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,747 $522K 0.04% -841 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,743 $521K 0.04% -210 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,739 $520K 0.06% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,738 $519K 0.08% +20 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,733 $518K 0.1% -3,148 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,731 $517K 0.03% -10 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,728 $517K 0.42% -21 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,721 $514K 0.34% -78 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,712 $513K -59 Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,711 $511K 0.06% -45 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,706 $510K 0.18% -25 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,700 $508K 0.03% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,694 $506K 0.31% +171 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,690 $505K 0.32% -26 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,688 $504K 0.04% +103 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,682 $503K 0.36% -18 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,683 $503K 0.04% +237 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,683 $503K 0.05% -85 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,681 $502K 0.19% +105 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,675 $501K 0.03% +3 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,673 $500K 0.01% -36 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,673 $500K 0.33% -620 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,672 $500K 0.24% +76 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,671 $499K 0.18% +478 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,666 $498K 0.1% -18 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,661 $497K 0.03% -17 13F-HR Timeline