Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,901 $269K <0.01% new 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,890 $267K <0.01% new 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,884 $266K 0.14% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,879 $266K 0.07% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,878 $266K <0.01% -53 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,863 $263K <0.01% -793 13F-HR Timeline Group LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,860 $263K 0.1% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,842 $261K 0.06% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,842 $261K 0.05% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,845 $261K 0.1% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,842 $261K 0.05% new 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 1,836 $260K 0.07% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,813 $256K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,803 $255K <0.01% -167 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,802 $255K 0.06% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,780 $253K 0.01% -707 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,780 $252K 0.06% -220 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,774 $251K <0.01% +44 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,771 $251K 0.02% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,742 $246K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,706 $241K <0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,703 $241K 0.01% new 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 1,700 $240K 0.16% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,694 $240K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,682 $238K 0.01% -1,570 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,680 $238K 0.01% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,680 $238K 0.06% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,679 $237K 0.04% new 13F-HR/A Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 1,667 $237K new Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,669 $236K 0.07% +545 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,304 $235K 0.09% -1,027 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,655 $234K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,651 $234K 0.02% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,647 $233K 0.05% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,646 $233K <0.01% +823 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,639 $232K <0.01% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,638 $232K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,618 $229K 0.05% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,615 $228K 0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,552 $227K 0.01% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,604 $227K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,596 $226K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,591 $225K 0.01% -9,219 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,587 $225K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,565 $221K 0.1% new 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,556 $220K 0.03% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,234 $218K 0.12% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,542 $218K 0.08% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,537 $217K <0.01% +432 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,568 $217K 0.02% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,516 $214K <0.01% -1,299 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,510 $214K 0.05% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,500 $212K 0.15% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,498 $212K 0.1% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,544 $211K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,493 $211K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,490 $211K <0.01% -1,273 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,489 $211K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,477 $208K <0.01% +184 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,463 $207K <0.01% +85 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,439 $204K 0.05% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,430 $202K <0.01% new 13F-HR/A Timeline R Squared Ltd More: the full row for R Squared Ltd 1,424 $201K 0.09% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,420 $201K 0.11% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,399 $199K 0.01% +269 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,402 $198K <0.01% +102 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,367 $193K 0.01% -4 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,258 $178K 0.06% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,228 $174K 0.01% new 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 2,580 $152K 0.12% 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,073 $152K -362 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,056 $149K <0.01% -170 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,051 $149K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,047 $148K <0.01% +60 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,008 $143K 0.08% +10 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,007 $142K 0.03% -49 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,000 $141K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 971 $137K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 960 $136K 0.01% +283 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 924 $131K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 854 $121K <0.01% +162 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 800 $113K 0.04% -410 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 782 $111K <0.01% +77 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 777 $110K 0.01% +148 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 774 $109K <0.01% +414 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 753 $107K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 748 $106K <0.01% -10,360 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 727 $103K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 703 $99.4K 0.02% -1,991 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 697 $98.6K 0.01% -317 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 691 $97K <0.01% -379 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 652 $92.2K <0.01% +3 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 640 $90.5K 0.03% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 638 $90.2K 0.03% -2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 624 $88.3K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 580 $82K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 565 $79.9K <0.01% +121 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 506 $71.6K <0.01% -184 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 500 $71K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 492 $69.6K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 462 $65.3K 0.01% -28 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 462 $65.3K 0.05% -125 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 459 $64.9K 0.06% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 455 $64.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 450 $63.6K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 423 $59.8K <0.01% +14 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 418 $59.1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 413 $58.6K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 400 $56.6K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 400 $56.6K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 380 $53.7K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 365 $51.6K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 354 $50K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 344 $48.7K 0.01% new 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 340 $48.1K 0.03% +20 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 341 $48K <0.01% 0 13F-HR Timeline Group FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 335 $47.4K <0.01% 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 332 $47K 0.03% -23 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 323 $46K 0.03% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 321 $45.4K 0.02% +55 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 461 $45.1K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 305 $43.4K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 306 $43.3K <0.01% -619 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 303 $42.9K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 297 $42.5K 0.01% -393 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $42.4K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 299 $42.3K <0.01% +164 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 292 $41.3K <0.01% -39 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 269 $38.1K 0.02% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 268 $38K <0.01% +6 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 265 $37.5K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 235 $34.3K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 239 $33.8K 0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 232 $32.8K 0.01% +29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 226 $32K 0.01% +27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 221 $31.3K 0.01% +9 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 210 $29.7K <0.01% -1,143 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 208 $29.4K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 207 $29K 0.02% -32 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 204 $28.9K <0.01% 0 13F-HR Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 200 $28.3K 5.37% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 195 $27.6K -123 Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 194 $27.4K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 188 $26.6K <0.01% +20 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 184 $26K 0.02% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 180 $25.5K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 175 $24.8K <0.01% +17 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 175 $24.8K 0.01% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 168 $23.8K <0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 167 $23.6K 0.01% +73 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 161 $22.9K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 160 $22.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 158 $22.5K <0.01% -71 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 157 $22.2K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 156 $22.1K <0.01% +27 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 154 $21.8K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 147 $21K <0.01% +47 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 148 $20.9K <0.01% +85 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 145 $20.5K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 142 $20.1K <0.01% -93 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $19.8K <0.01% +98 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 135 $19.1K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 130 $18.4K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 124 $17.5K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 110 $17.4K <0.01% -128 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 101 $16.5K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 111 $15.7K 0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 110 $15.6K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 108 $15.2K <0.01% -21 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 105 $14.8K <0.01% +30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 104 $14.7K <0.01% +90 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 103 $14.6K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 102 $14.4K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $14.1K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 100 $14.1K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 100 $14.1K <0.01% -15 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $14.1K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 93 $13.2K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 83 $11.7K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 79 $11.2K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 75 $10.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 54 $9.96K <0.01% +52 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $9.9K <0.01% +2 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 58 $9.21K 0.01% 0 13F-HR/A Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 65 $9.19K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 65 $9.18K <0.01% +9 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 101 $9.01K <0.01% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 61 $8.63K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 60 $8.49K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 59 $8.4K 0.01% -156 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 59 $8.35K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 57 $8.06K <0.01% new 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 53 $7.5K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 53 $7.5K <0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $7.37K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 52 $7.36K <0.01% +50 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 49 $6.93K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 49 $6.93K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 45 $6.37K 0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 44 $6.22K <0.01% -120 13F-HR Timeline