Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,936 $1M 0.01% -7,759 13F-HR Timeline Group CPWA, LLC More: the full row for CPWA, LLC 2,259 $1M 1.2% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,925 $1000K 0.25% +111 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 2,913 $996K 0.37% new 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,900 $991K 0.05% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,811 $991K 0.37% +1,214 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,896 $990K 0.04% 0 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 2,894 $989K 1.11% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,797 $987K 0.34% -599 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,886 $986K 0.05% +2,796 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,884 $986K 0.03% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,878 $984K 0.23% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,875 $983K 0.05% +1,067 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,872 $981K 0.13% +1 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,871 $981K 0.09% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,285 $979K 0.93% -47 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,858 $977K 0.12% +1,290 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,846 $973K 0.27% +88 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,846 $973K 0.18% -50 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,841 $971K 0.14% -26 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,841 $971K 0.24% +136 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,840 $971K 0.14% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,835 $969K 0.05% +400 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,828 $967K 0.08% -206 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,825 $966K 0.26% +2,316 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,823 $965K 0.77% +16 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,816 $962K 0.39% 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,812 $961K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,807 $959K 0.11% -150 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,507 $959K 0.06% +832 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,805 $959K 0.13% +1,768 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,801 $957K 0.14% -173 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,797 $956K 0.56% -713 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,788 $953K 0.1% -18 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,784 $952K 0.08% +125 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 2,777 $949K 0.43% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,765 $945K 0.32% +9 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,757 $942K 0.63% -929 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,750 $940K 0.18% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,745 $938K 0.11% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,741 $937K 0.03% -4 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,726 $932K 0.19% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,710 $926K 0.33% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,709 $926K 0.39% -552 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,705 $925K 0.2% -68 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,701 $923K 0.29% -317 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,700 $923K 0.28% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,602 $920K 0.06% -15 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,687 $918K 0.45% -14,176 13F-HR Timeline Group Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,681 $916K 0.57% 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,679 $916K 0.05% -116 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,677 $915K 0.22% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,676 $915K 0.07% -253 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,675 $914K 0.35% +279 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,664 $911K 0.1% -654 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,661 $910K 0.15% -97 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,655 $907K 0.2% -1,653 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,637 $901K 0.07% -4 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 2,636 $901K 0.63% -1,064 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,622 $896K 0.67% -1,022 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,620 $896K 0.08% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,620 $895K 0.05% -406 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,613 $893K 0.16% -100 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 2,637 $889K -1,090 Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,599 $888K 0.18% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,597 $888K 0.4% +534 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,594 $887K 0.09% +235 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,590 $885K 0.56% +47 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,590 $885K 0.05% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 2,590 $885K 0.12% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,580 $882K <0.01% -293 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,575 $880K 0.36% +1 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,572 $879K 0.17% +72 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,561 $875K 0.33% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,559 $875K 0.12% -835 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,560 $874K 0.03% +2,500 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 2,552 $872K 0.27% +2 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,548 $871K 0.05% -200 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,234 $871K 0.37% -9 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,548 $871K 0.59% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,547 $871K 0.09% +367 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,543 $869K 0.23% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,542 $869K 0.11% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,540 $868K 0.38% +106 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,538 $868K 0.03% +142 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,527 $864K 0.08% +1,530 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,515 $860K 0.03% -4,615 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,509 $858K 0.74% -968 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,508 $857K 0.2% -486 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,500 $854K 0.16% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,492 $852K 0.36% -298 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,488 $850K 0.88% -297 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,487 $850K 0.31% -119 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,473 $845K 0.04% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,470 $844K 0.37% -47 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,469 $844K 0.24% -63 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,458 $840K 0.66% -1,475 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,452 $838K 0.08% -335 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,435 $832K 0.04% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,434 $832K 0.05% +60 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,433 $832K 0.01% -130 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,433 $832K 0.14% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,432 $831K 0.05% -3,515 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,432 $831K 0.47% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,422 $828K 0.03% -13,856 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,418 $826K 0.02% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,410 $824K 0.79% -1,052 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,407 $823K 0.63% 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,403 $821K 0.6% -61 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,401 $821K 0.14% +331 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,400 $820K 0.02% +185 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,397 $819K 0.03% -282 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,397 $819K 0.14% -283 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,394 $818K 0.56% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,392 $818K 0.07% +6 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,392 $818K 0.28% 0 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,390 $817K 0.27% +900 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,388 $816K 0.17% +589 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,387 $816K 0.08% +5 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,385 $815K 0.35% -100 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,385 $815K 0.45% +48 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,367 $809K 0.09% -71 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,362 $807K 0.15% -163 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,357 $806K 0.04% +918 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,357 $805K 0.02% -1,989 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,350 $803K 0.32% -483 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,344 $801K 0.24% +372 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,323 $794K 0.14% +31 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,310 $790K 0.03% -905 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 2,300 $786K 0.08% -717,272 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,300 $786K 0.31% -8 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,295 $784K 0.04% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,290 $783K 0.18% -454 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,287 $782K 0.77% +121 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,283 $780K 0.46% -43 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,283 $780K 0.44% +375 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,280 $779K 0.12% +112 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,278 $779K 0.33% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,267 $775K 0.1% -41 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,266 $774K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,189 $773K 0.5% -166 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,261 $773K 0.21% -980 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,971 $772K 0.2% +371 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,248 $768K 0.46% +63 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,247 $768K 0.24% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,241 $766K 0.05% -536 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,232 $763K 0.05% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,227 $761K 0.49% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,223 $760K 0.15% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,222 $759K 0.04% +48 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,213 $756K 0.36% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,213 $756K 0.55% +11 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,210 $755K 0.5% +66 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,204 $753K 0.24% -605 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 2,200 $752K <0.01% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,200 $752K 0.03% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 2,193 $750K 0.18% +1 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,186 $747K 0.48% +1,299 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,176 $744K 0.13% -195 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,176 $744K 0.4% +79 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,173 $743K 0.1% -70 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,173 $743K 0.59% -312 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,171 $742K 0.77% +335 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,167 $741K 0.24% +558 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,157 $737K 0.56% -400 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,157 $737K 0.01% +385 13F-HR Timeline Group Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,151 $735K 0.33% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,150 $735K 0.1% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,148 $734K 0.13% -2 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,147 $734K 0.2% -17 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,145 $733K 0.1% -1,630 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,143 $733K 0.05% +66 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,139 $731K 0.22% -69 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,138 $731K 0.29% +46 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,138 $731K 0.14% +1,158 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,135 $730K 0.13% +1 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,133 $729K 0.09% -435 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,132 $729K 0.07% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,131 $728K 0.39% -187 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,115 $728K 0.05% +162 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,130 $728K 0.22% +307 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,127 $727K 0.68% +50 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,124 $726K 0.69% +629 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,822 $725K 0.41% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,045 $724K 0.03% +649 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,114 $723K 0.67% new 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,112 $722K 0.27% +50 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,109 $721K 0.01% -600 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,108 $720K 0.37% -1,021 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,106 $720K 0.57% +219 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,104 $719K 0.16% -834 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,096 $716K 0.05% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,094 $716K 0.59% -10 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,091 $715K 0.11% -205 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,090 $714K 0.59% new 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 2,087 $713K 0.48% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,082 $712K 0.21% +27 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,074 $709K 0.64% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,861 $708K 0.5% 0 13F-HR/A Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,060 $704K 0.18% 0 13F-HR Timeline