Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,892 $2.44M 0.56% -29 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,874 $2.44M 0.3% +513 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 8,310 $2.44M 0.47% +1,211 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 7,874 $2.44M 2.3% -96 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,806 $2.43M 0.52% +173 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 7,838 $2.43M 1.36% -1,834 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 7,826 $2.42M 1.46% +4,731 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 7,817 $2.42M 0.27% +253 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,764 $2.4M 0.85% -120 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 7,749 $2.4M 1.12% +680 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,445 $2.39M 0.22% +839 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,733 $2.39M 2.15% +90 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,731 $2.39M 0.69% +469 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $2.39M 1.04% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 7,712 $2.39M 0.96% +42 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 7,709 $2.39M 0.8% -69 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 7,687 $2.38M 2.2% -35 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,665 $2.37M 0.07% -310 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,660 $2.37M 0.22% +581 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,658 $2.37M 0.86% +1,189 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 7,653 $2.37M 2.34% +146 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7,624 $2.36M 1.02% +36 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,624 $2.36M 0.48% +193 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,619 $2.36M 0.26% +2,240 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,604 $2.35M 1.75% -67 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 7,599 $2.35M 0.2% +70 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 7,590 $2.35M +908 Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,569 $2.34M 0.81% +214 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 7,550 $2.34M 0.02% +1,398 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,547 $2.34M 0.83% -876 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 7,544 $2.34M 0.72% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,519 $2.33M 1.05% +38 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,515 $2.33M 0.45% -15 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,514 $2.33M 0.39% -171 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 7,506 $2.32M 1.13% +1,029 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 7,505 $2.32M 0.71% 0 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 7,500 $2.32M 2.03% +4,000 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7,499 $2.32M 0.58% +3,294 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 7,496 $2.32M 0.78% +237 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 7,492 $2.32M 0.18% +2,438 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,485 $2.32M 1.28% +88 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,481 $2.32M 0.38% -107 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 7,481 $2.32M 0.44% -46 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,480 $2.31M 1.37% -1,841 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,471 $2.31M 0.59% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,465 $2.31M 0.17% +473 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 7,434 $2.3M 0.31% +960 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,416 $2.3M 0.69% -95 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,411 $2.29M 0.86% -74 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 19,111 $2.29M 0.86% +612 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 7,400 $2.29M 1.78% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,390 $2.29M 0.91% -50 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,386 $2.29M 0.7% +685 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,364 $2.28M 0.4% -92 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,353 $2.28M 0.3% +171 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,349 $2.27M 0.58% +432 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 7,348 $2.27M 1.32% -208 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,342 $2.27M 1.47% -505 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,728 $2.27M 0.67% +29 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 7,324 $2.27M 1.3% new 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,519 $2.26M 1.4% 0 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 7,289 $2.26M 2.31% +2,724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 7,289 $2.26M 0.63% -51 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,281 $2.25M 0.33% +948 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,278 $2.25M 0.7% -4,434 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 7,268 $2.25M 0.91% +259 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 7,165 $2.25M 1.13% -369 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 7,254 $2.25M 2.05% +1,957 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 7,250 $2.24M 1.04% +200 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 7,246 $2.24M 1.27% +5,421 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 7,198 $2.23M 0.44% +473 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 6,270 $2.23M 1.1% -309 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 7,186 $2.22M 0.25% +14 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,182 $2.22M 0.39% +564 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,175 $2.22M 0.81% +2,249 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,170 $2.22M 0.29% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,212 $2.22M 2.11% -139 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,148 $2.21M 0.39% +10 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 6,231 $2.21M 0.16% +3,705 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,144 $2.21M 1.07% -210 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 7,136 $2.21M 1.31% +106 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 7,125 $2.21M 0.56% -56 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 7,109 $2.2M 0.44% -200 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 7,105 $2.2M 2.02% +511 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,105 $2.2M 1.76% +56 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 7,096 $2.2M 1.55% +1,619 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,093 $2.2M 0.51% -79 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 7,075 $2.19M 0.28% new 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 7,064 $2.19M 1.62% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,042 $2.18M 0.24% +552 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,463 $2.18M 0.76% -363 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 7,021 $2.17M 0.65% -358 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,007 $2.17M 0.34% +2,422 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,981 $2.16M 1.04% +236 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,967 $2.16M 0.11% -96 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,965 $2.16M 0.33% +1,766 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,956 $2.15M 0.33% +494 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 6,955 $2.15M 1.22% -1,607 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,931 $2.15M 0.48% +254 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,928 $2.14M 0.81% -354 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 6,925 $2.14M 0.48% +366 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,924 $2.14M 0.14% -1,478 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 6,904 $2.14M 0.58% +1,536 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,899 $2.14M 0.44% +839 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,886 $2.13M 0.53% +167 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,875 $2.13M 0.81% -2,362 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 6,872 $2.13M 1.52% +768 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,846 $2.12M 0.84% +109 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 6,843 $2.12M 1.86% +2,845 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,834 $2.12M 0.85% +2,535 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 6,831 $2.11M 1.82% +1,362 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,828 $2.11M 0.17% -44 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,824 $2.11M 0.81% -583 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,820 $2.11M 0.71% +331 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,814 $2.11M 0.26% -206 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,314 $2.11M 0.71% -130 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,847 $2.1M 0.51% +15 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,787 $2.1M 1.09% +436 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 6,777 $2.1M 1.96% +3,411 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,762 $2.09M 0.88% +596 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 6,743 $2.09M 0.37% -175 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 6,739 $2.09M 1.86% -1,864 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,736 $2.08M 0.37% +3,471 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,724 $2.08M 1% +79 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 6,723 $2.08M 1.25% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 6,713 $2.08M 1.17% +77 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,703 $2.07M 0.23% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,698 $2.07M 0.45% -1,907 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,697 $2.07M 0.48% +81 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 6,686 $2.07M 0.95% +1,623 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 6,683 $2.07M 0.92% new 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 4,892 $2.07M 1.03% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,672 $2.07M 0.95% -105 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,656 $2.06M 1.54% +148 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,654 $2.06M 0.74% +97 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 6,653 $2.06M 0.76% +1,085 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 6,651 $2.06M 1.65% +973 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6,648 $2.06M 0.18% +219 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,638 $2.05M 0.52% +543 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 6,634 $2.05M 1.49% +285 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,634 $2.05M 0.39% +179 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,630 $2.05M 1.25% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 6,627 $2.05M 0.54% +70 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 6,626 $2.05M 0.74% -151 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,610 $2.05M 0.17% -1,733 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 6,605 $2.04M 0.26% +205 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 6,585 $2.04M 1.91% -5 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 6,580 $2.04M 0.78% -840 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 6,576 $2.04M 0.78% +24 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,554 $2.03M 0.57% -290 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,551 $2.03M 0.74% +1,588 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 6,541 $2.02M 0.37% -499 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,535 $2.02M 0.38% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 6,531 $2.02M 0.59% +131 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,523 $2.02M 0.57% +86 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,521 $2.02M 0.29% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,521 $2.02M 1.3% -2,538 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,518 $2.02M 0.39% +1,751 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,501 $2.02M 1.92% +376 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 6,502 $2.01M 0.4% +197 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 6,499 $2.01M 3.78% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,478 $2.01M 0.32% -30 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 6,469 $2M 1.47% -110 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 6,454 $2M 0.99% +1,015 13F-HR/A Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 6,442 $1.99M 0.77% -2,302 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,442 $1.99M 0.55% +396 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,433 $1.99M 0.66% +115 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,424 $1.99M 0.11% +1,538 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,424 $1.99M 1.34% +3,576 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,413 $1.98M 0.74% +162 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,409 $1.98M 0.37% +636 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,407 $1.98M 1.12% +218 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,404 $1.98M 0.4% +130 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,400 $1.98M 0.86% +93 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,638 $1.98M 0.54% +572 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,728 $1.97M 0.33% -983 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,376 $1.97M 0.76% -501 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,370 $1.97M 1.1% +380 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 6,368 $1.97M 0.04% +574 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,366 $1.97M 0.29% +312 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,357 $1.97M 0.04% +270 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,333 $1.96M 0.08% -1,297 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 6,330 $1.96M 0.3% -431 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 6,327 $1.96M 0.94% -450 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,321 $1.96M 0.08% -30 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,320 $1.96M 0.28% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,319 $1.96M 0.2% +1,415 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,317 $1.96M 0.11% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,303 $1.95M 0.47% -61 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 6,302 $1.95M 1.45% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,292 $1.95M 1.14% -121 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,286 $1.95M 0.76% +531 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 4,601 $1.94M 2.92% +10 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,266 $1.94M 0.31% +607 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,252 $1.94M 0.23% +2,647 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 6,249 $1.93M 0.52% +99 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,245 $1.93M 0.35% +542 13F-HR Timeline Financial Advisors Network, Inc. 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