MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,820 $1.26M 0.14% -291 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,814 $1.26M 0.03% -768 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,807 $1.26M 0.04% +1,144 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,793 $1.26M 0.32% -637 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,771 $1.25M 0.05% -1,862 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,742 $1.25M 0.19% +1,187 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,020 $1.24M 0.06% +63 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,717 $1.24M 0.03% +769 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 5,686 $1.23M 0.86% +2,490 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,621 $1.23M 0.2% +50 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,655 $1.23M 0.08% +948 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,629 $1.22M 0.07% -21 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,628 $1.22M 0.37% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,611 $1.22M 0.09% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 5,609 $1.22M 0.58% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,603 $1.22M 0.77% +1,405 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,601 $1.22M 0.34% +1,735 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,600 $1.22M 0.34% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,596 $1.22M 0.3% +208 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,587 $1.21M 0.04% +2,127 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,990 $1.21M 0.17% -200 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,583 $1.21M 0.04% +334 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,564 $1.21M 0.31% +1,564 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 5,550 $1.21M 0.49% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,545 $1.2M 0.29% +10 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,519 $1.2M 0.18% -68,178 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,514 $1.2M 0.14% +223 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,505 $1.2M 0.64% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,503 $1.19M 0.05% +1,182 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,502 $1.19M 0.14% +4,120 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 5,501 $1.19M 0.42% +1,000 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 5,499 $1.19M 0.68% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,491 $1.19M 0.02% -1,502 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5,490 $1.19M 0.61% +158 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,463 $1.19M 0.23% +530 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,454 $1.18M 0.05% -83 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,452 $1.18M <0.01% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 5,451 $1.18M 0.99% -150 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,434 $1.18M 0.02% +344 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,426 $1.18M 0.37% -40 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,405 $1.17M 0.09% +342 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,405 $1.17M 0.11% -272 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,396 $1.17M 0.08% -63 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,797 $1.17M 0.84% +209 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,364 $1.16M 0.15% +337 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,363 $1.16M 0.3% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,359 $1.16M 0.13% +144 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,358 $1.16M 0.01% +142 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 5,338 $1.16M 0.93% 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,319 $1.15M 0.1% +908 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,310 $1.15M 0.22% +1,519 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 5,300 $1.15M 0.35% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,283 $1.15M 0.02% -21 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 5,277 $1.15M 0.71% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,267 $1.14M 0.18% +120 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,267 $1.14M 0.52% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,263 $1.14M 0.32% +75 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,246 $1.14M 0.01% +8 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,233 $1.14M 0.35% +155 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 5,225 $1.13M 0.81% -14 13F-HR Timeline QVR LLC More: the full row for QVR LLC 5,219 $1.13M 0.79% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,191 $1.13M 0.03% +1,109 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 5,190 $1.13M 0.71% +1,543 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,182 $1.13M 0.02% -154 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,161 $1.12M 0.04% +130 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,126 $1.11M 0.08% +134 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,057 $1.1M 0.03% -103 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,035 $1.09M 0.15% +1,616 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,008 $1.09M 0.57% +25 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 10,000 $1.09M 0.18% 0 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 4,976 $1.08M 0.79% -77 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,975 $1.08M 0.02% +1,158 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,975 $1.08M 0.38% -26,187 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,959 $1.08M 0.28% +1,051 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,952 $1.08M 0.08% -579 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,949 $1.07M 0.03% -69 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 4,946 $1.07M 0.97% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,934 $1.07M 0.07% +102 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,927 $1.07M 0.02% +2,073 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,894 $1.06M 0.09% +241 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,885 $1.06M 0.05% -3,222 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,885 $1.06M 0.3% -142 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,855 $1.05M 0.13% +1,158 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,834 $1.05M 0.17% -1,016 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,818 $1.05M 0.04% -439 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,808 $1.04M 0.68% -112 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,804 $1.04M 0.9% +2,139 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4,796 $1.04M 0.27% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 4,778 $1.04M 0.24% 13F-HR Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 15,000 $1.04M 0.99% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,745 $1.03M 0.02% +225 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,745 $1.03M 0.11% +16 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 4,737 $1.03M 0.13% -160 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,732 $1.03M 0.07% +747 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,715 $1.02M 0.06% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,705 $1.02M 0.05% +183 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,699 $1.02M 0.09% +3,027 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,686 $1.02M 0.04% -2,956 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,680 $1.02M 0.25% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,683 $1.02M 0.04% +683 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 4,666 $1.01M 0.14% +368 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,668 $1.01M 0.02% +3,662 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,665 $1.01M 0.66% -60 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,662 $1.01M 0.39% +1,575 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,643 $1.01M 0.01% +258 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,634 $1.01M 0.59% -320 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,625 $1M 0.04% +85 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,621 $1M 0.08% -50 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,619 $1M 0.12% -37 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,613 $1M 0.36% -145 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,365 $1M 0.81% 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,612 $1M 0.26% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,580 $994K 0.36% +1,162 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,579 $994K 0.02% +359 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,556 $989K 0.45% +1,044 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,555 $989K 0.61% +289 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,551 $988K 0.06% -377 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,546 $987K 0.14% +28 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,546 $987K 0.6% -33 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,545 $987K 0.22% -204 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,516 $980K 0.09% +345 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,508 $979K 0.04% +218 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,506 $978K 0.15% -80 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,503 $978K 0.27% -13 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,500 $977K 0.3% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,193 $973K 0.66% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,477 $972K 0.03% +94 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,472 $971K 0.38% -50 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,470 $971K 0.08% +123 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,466 $970K 0.12% +1,878 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,423 $960K 0.69% +300 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,422 $960K 0.18% -411 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,407 $957K 0.03% +794 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 4,400 $955K 0.15% -835 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,388 $953K 0.12% +136 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,379 $951K 0.52% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,375 $950K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,368 $948K 0.1% -155 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,367 $948K 0.22% +68 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,355 $945K 0.11% +626 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,352 $945K 0.2% +1,305 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,349 $944K 0.13% +202 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,347 $944K 0.07% -144 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,340 $942K 0.59% +299 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,336 $941K 0.69% -44 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,309 $936K 0.04% +128 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,293 $932K 0.06% -1,037 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,286 $931K 0.57% -270 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,284 $930K 0.07% +84 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,281 $930K 0.24% +73 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,234 $919K 0.03% +105 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,231 $919K <0.01% +801 13F-HR Timeline DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 4,216 $915K 0.03% +583 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,214 $915K 0.39% +974 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 13,142 $914K 0.74% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,197 $911K 0.06% +9 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,189 $910K 0.49% +2,762 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,186 $909K 0.06% -1 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,174 $906K 0.03% -96 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,171 $906K 0.07% -134 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 4,160 $903K 0.57% +230 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 4,159 $903K 0.08% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,152 $901K 0.26% -3 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,147 $900K 0.18% -1,000 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4,129 $896K 0.74% -3,691 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,114 $893K 0.18% new 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 4,107 $892K 0.87% -42 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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