Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,677 $1.35M <0.01% +2,101 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,673 $1.35M 0.05% -1,186 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 7,600 $1.34M 0.19% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,594 $1.34M 0.02% -282 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 7,570 $1.33M 0.48% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,535 $1.33M 0.05% -52 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 7,452 $1.31M 0.58% -34 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 7,331 $1.29M 0.34% new 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 7,319 $1.29M 0.07% +2,300 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 7,300 $1.29M 1.73% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 7,296 $1.29M 0.35% -127 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 7,291 $1.29M 0.01% +2,190 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,285 $1.28M 0.09% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,280 $1.28M 0.39% +3,303 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,234 $1.28M 0.18% +424 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 7,229 $1.28M 0.74% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,225 $1.27M 0.01% +395 13F-HR Timeline ABS Investment Management LLC More: the full row for ABS Investment Management LLC 353 $1.27M 0.81% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,185 $1.27M 0.23% -121 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 7,132 $1.26M 0.38% -3,808 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,132 $1.26M 0.12% +42 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,129 $1.26M 0.03% +1,388 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,128 $1.26M 0.07% +102 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,098 $1.25M -6,342 Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,054 $1.24M 0.11% +354 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,055 $1.24M 0.01% +6,953 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,013 $1.24M 0.04% -55 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 7,000 $1.23M 0.15% -454 13F-HR Timeline Hingham Institution for Savings More: the full row for Hingham Institution for Savings 7,000 $1.23M 0.92% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,996 $1.23M 0.13% +413 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,987 $1.23M 0.45% +1,206 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 7,318 $1.23M 0.07% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 6,972 $1.23M 0.73% -128 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,972 $1.23M 0.01% -6 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 6,956 $1.23M 0.55% +39 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,954 $1.23M 0.25% -497 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,900 $1.22M 0.82% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,883 $1.21M 0.44% +913 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,424 $1.21M 0.07% +2,843 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 6,828 $1.2M 0.61% +1,064 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 6,827 $1.2M 0.15% -931 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,825 $1.2M 0.3% -125 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,814 $1.2M 0.08% +3,028 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,799 $1.2M 0.07% +463 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,808 $1.2M 0.15% +2,175 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,782 $1.2M 0.05% -2,819 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,710 $1.18M 0.07% -1,851 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,719 $1.18M 0.25% -80 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,711 $1.18M 0.16% +32 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,703 $1.18M 0.65% -2,577 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,700 $1.18M 0.17% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,669 $1.18M 0.05% +3,116 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,624 $1.17M 0.03% -291 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,587 $1.16M 0.02% +6 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 6,761 $1.16M 0.14% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,567 $1.16M 0.05% -764 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 6,567 $1.16M 0.62% -929 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,563 $1.16M 0.16% +5,255 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,560 $1.16M 0.2% -156 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,542 $1.15M 0.11% -95 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,268 $1.15M 0.12% -2,864 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,508 $1.15M 0.13% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,502 $1.15M 0.03% -419 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,489 $1.14M 0.79% -101 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 6,472 $1.14M 0.1% +2,621 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 6,457 $1.14M 0.27% +3,115 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,428 $1.13M 0.04% -628 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 6,423 $1.13M 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,414 $1.13M 0.03% +57 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 6,346 $1.12M 0.05% +214 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,327 $1.12M -8,107 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,312 $1.11M 0.06% -370 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,287 $1.11M 0.03% -5,538 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,253 $1.1M 0.05% -416 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,248 $1.1M 0.18% +3,084 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 6,202 $1.09M 0.34% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,197 $1.09M 0.11% +181 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,167 $1.09M 0.06% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 6,131 $1.08M 0.23% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 7,035 $1.08M 0.41% +447 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 6,094 $1.07M 0.29% +106 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,083 $1.07M 0.42% -1,246 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 6,072 $1.07M 0.36% -461 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,052 $1.07M 0.19% -510 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,045 $1.07M 0.06% +1,249 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,005 $1.06M 0.04% +724 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 6,000 $1.06M 0.68% 0 13F-HR Timeline Feynman Point Asset Management LLC More: the full row for Feynman Point Asset Management LLC 6,000 $1.06M 1.93% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,990 $1.06M 0.09% +342 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,978 $1.05M 0.28% -2,404 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 5,959 $1.05M 0.29% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,945 $1.05M 0.06% -660 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,938 $1.05M 0.56% -184 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 5,937 $1.05M 0.61% +601 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,900 $1.04M 0.04% +2,034 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,481 $1.04M 0.34% -1,109 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 5,888 $1.04M 0.53% +952 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,867 $1.03M 0.36% -1,629 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,864 $1.03M 0.2% +841 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,849 $1.03M 0.04% +439 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 5,848 $1.03M 0.65% -474 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,819 $1.03M 0.15% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,269 $1.02M 0.06% -44 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,786 $1.02M 0.07% +1,587 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 5,781 $1.02M 0.23% -4,000 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,775 $1.02M 0.1% +549 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 5,765 $1.02M 0.03% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,742 $1.01M 0.25% +3,737 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,739 $1.01M 0.22% -1,818 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 5,700 $1.01M 0.06% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,675 $1M 0.25% +75 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,665 $999K 0.58% +661 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,702 $996K 0.52% -274 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,623 $991K 0.29% -149 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 5,600 $987K 0.13% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,582 $984K 0.28% -648 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 5,553 $979K 0.78% +75 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,550 $979K 0.12% 0 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 5,533 $976K 0.42% -410 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,530 $975K 0.02% +3,465 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,527 $975K 0.28% +1,623 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,526 $974K 0.07% -3,265 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,513 $972K 0.03% +822 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,508 $971K 0.01% -467 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,498 $969K 0.01% +293 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,498 $969K 0.23% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,463 $963K 0.03% +2,803 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 5,440 $959K 0.03% +101 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,435 $958K 0.1% +1,293 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 5,434 $958K 0.15% +3,354 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,427 $957K 0.24% +1 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,414 $955K 0.05% -636 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 5,414 $955K 0.49% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,399 $952K 0.06% +334 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,386 $950K 0.01% +1,276 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,382 $949K 0.18% -8,787 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,366 $946K 0.18% -862 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,360 $945K 0.29% +1,385 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,356 $944K 0.1% -17,045 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,356 $944K 0.06% +1 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,334 $940K 0.32% +515 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,275 $930K 0.04% +127 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,270 $929K 0.09% +1,226 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,244 $925K 0.03% -1,661 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 6,034 $924K 0.38% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,235 $923K 0.11% -1,384 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,220 $920K 0.12% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,172 $912K 0.17% +200 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,170 $912K 0.04% -15 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,105 $900K 0.1% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,083 $896K 0.07% +255 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,066 $893K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,049 $890K 0.13% +307 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,035 $889K 0.24% new 13F-HR/A Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,155 $888K 0.01% +1,101 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,013 $884K 0.12% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,998 $881K 0.32% +1,458 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,995 $881K 0.02% +323 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,942 $871K 0.04% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 4,928 $869K 0.02% +1,728 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 4,923 $868K 0.04% -147,404 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,883 $861K 0.08% -947 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,877 $860K 0.06% +237 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,871 $859K 0.28% +3 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,868 $858K 0.05% -42 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,856 $856K 0.07% +150 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,832 $852K 0.23% +1,430 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 4,816 $849K 0.13% +1,520 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,813 $849K 0.42% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 5,391 $847K 0.09% +109 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,796 $846K 0.06% +77 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,775 $842K 0.24% -823 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,766 $840K 0.08% +42 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,760 $839K 0.19% 0 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 5,459 $839K 0.47% +1,075 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,748 $837K 0.11% -1,357 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,746 $837K 0.41% +147 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,718 $832K 0.23% -469 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,204 $825K 0.01% +1,162 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,679 $825K 0.27% +321 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,875 $825K 0.12% -100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,656 $821K 0.04% -125 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,636 $817K 0.29% +1,153 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,625 $815K 0.03% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,605 $813K 0.07% +350 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,597 $811K 0.09% +1,171 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,580 $808K 0.41% +4,079 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,570 $806K 0.22% +146 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,564 $805K 0.23% +48 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,959 $805K 0.38% -107 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,531 $799K 0.02% +956 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,526 $798K 0.04% -57 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,497 $792K 0.34% +408 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,480 $790K 0.01% +873 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,441 $783K 0.06% +41 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,433 $782K 0.52% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4,422 $780K 0.63% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,405 $777K 0.02% +2,000 13F-HR Timeline Group Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,400 $776K 0.34% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,388 $774K 0.07% -21,545 13F-HR Timeline