FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 120,673 $8.86M 0.56% +26,664 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 120,472 $8.85M 0.41% +7,372 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 120,436 $8.85M 0.14% +2,262 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 120,276 $8.83M 0.52% -16,213 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 119,538 $8.78M 5.7% +2,070 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 119,332 $8.76M 1.08% -11,114 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 119,080 $8.65M 5.94% -411 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 116,324 $8.54M 6.18% +12,108 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 115,706 $8.47M 0.24% +190 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 114,399 $8.4M 0.61% +35,178 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 114,249 $8.39M 0.02% +4,193 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 113,231 $8.32M 0.89% +62,335 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 112,401 $8.26M 1.08% +8,049 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 112,374 $8.25M 0.26% +18,525 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 109,915 $8.07M <0.01% -558,507 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 109,673 $8.06M 0.59% -3,836 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 108,365 $7.96M 0.05% +28,507 13F-HR Timeline Group City State Bank More: the full row for City State Bank 108,060 $7.94M 2.62% +9,802 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 106,946 $7.86M 5.69% +1,268 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 106,397 $7.81M 0.49% +2,497 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 106,248 $7.8M 2.6% +2,322 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 106,000 $7.79M 0.58% 0 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 105,309 $7.73M 3.92% -311 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 104,666 $7.69M 6.75% +39,633 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 104,644 $7.69M 0.69% -211 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 102,356 $7.48M 0.52% -8,524 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 101,488 $7.45M 9.51% +1,226 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 100,739 $7.4M 0.09% -3,418 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 99,688 $7.32M 0.11% +12,470 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 98,138 $7.21M 0.12% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 98,061 $7.19M 7.59% +345 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 95,941 $7.05M 0.61% -99,693 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 95,085 $6.98M 3.74% +6,845 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 94,549 $6.94M 0.3% +82,284 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 93,703 $6.88M 2.12% +6,762 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 93,477 $6.87M 0.92% +3,856 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 93,419 $6.86M 0.26% +71,434 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 92,894 $6.82M 1.15% +2,442 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 92,586 $6.8M 0.88% +48,784 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 92,420 $6.79M 1.57% -305 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 91,361 $6.71M 0.31% -7,766 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 91,325 $6.71M 0.12% +29,160 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 91,302 $6.71M 5.54% -3,325 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 90,484 $6.65M 0.05% -550 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 90,187 $6.63M 8.93% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 89,748 $6.59M 1.01% +1,449 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 89,723 $6.59M 2.68% +3,159 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 89,047 $6.53M 0.24% -3,255 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 88,879 $6.53M 0.18% +775 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 88,297 $6.49M 0.33% +5,537 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 87,787 $6.45M 0.65% -3,703 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 87,316 $6.41M 5.19% +44,852 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 86,580 $6.36M 2.18% +892 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 86,174 $6.33M 1.59% +25,145 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 85,762 $6.3M 0.52% -4,573 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 84,585 $6.21M 3.85% +1,689 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 84,212 $6.19M 1% -22,176 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 83,724 $6.15M 0.19% +8,219 13F-HR Timeline Group TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 83,318 $6.12M 2.7% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 82,998 $6.11M 0.4% +43,799 13F-HR Timeline Group Liberty Capital Management, Inc. 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Retirement Advisors, LLC 79,710 $5.85M 1.7% +7,783 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 79,249 $5.82M 0.05% -1,234 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 79,206 $5.82M 8.94% +19,423 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 79,175 $5.82M 0.16% -20,573 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 72,421 $5.32M 2.21% +71,993 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 72,190 $5.3M 3.93% -7,456 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 71,814 $5.27M 0.38% -6,449 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 70,860 $5.2M 0.09% -592 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 70,255 $5.16M 3.57% +14,866 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 69,282 $5.09M 2.67% +189 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 69,175 $5.08M 0.56% -20,775 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 68,988 $5.07M 3.74% +8,423 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 68,867 $5.06M 9.23% -26,841 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 68,789 $5.05M 0.88% +3,703 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 68,589 $5.04M 0.15% -804 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 68,497 $5.03M 0.37% -11,729 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 68,470 $5.03M 1.19% +8,107 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 67,831 $4.97M 2.24% -33,068 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 67,237 $4.94M 0.11% +14,240 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 67,101 $4.93M 0.02% -122 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 66,991 $4.92M 4.07% new 13F-HR Timeline ETF Portfolio Partners, Inc. 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More: the full row for Herold Advisors, Inc. 62,883 $4.62M 1.01% +5,040 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,669 $4.53M 0.11% +23,356 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 61,654 $4.53M 0.09% -13,371 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 61,380 $4.51M 1.51% -23,851 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 61,098 $4.49M 0.07% +5,820 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 61,056 $4.48M 0.65% -1,984 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 60,624 $4.45M 1.25% -15,697 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 60,588 $4.45M 0.13% -2,089 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 61,106 $4.45M 0.25% +56,162 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 60,413 $4.44M 2.6% +18,160 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 60,082 $4.41M 0.78% +830 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 59,779 $4.39M 0.43% +3,443 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 59,279 $4.35M 1.85% +6,761 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 58,959 $4.33M 0.18% -1,642 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 58,549 $4.3M 0.08% -12,519 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 58,168 $4.27M 2.81% +5,514 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 57,893 $4.25M 1.33% +1,307 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 57,805 $4.25M 2.55% +1,887 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 57,802 $4.25M 2.75% +13,127 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 57,745 $4.24M 0.03% new 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 57,617 $4.23M 0.65% +2,803 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 57,363 $4.21M 3.95% +606 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 57,307 $4.21M 0.05% -1,395 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 57,256 $4.21M 0.6% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 57,120 $4.2M 0.85% -1,067 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 56,793 $4.17M 1.13% -16,156 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 56,275 $4.13M 0.2% +3,310 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 56,248 $4.13M 0.02% +7,017 13F-HR Timeline Group Act Two Investors LLC More: the full row for Act Two Investors LLC 55,658 $4.09M 0.87% -4,822 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 55,401 $4.07M 1.33% +611 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 54,914 $4.03M 4% +231 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 53,570 $3.93M 0.43% +2,248 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 53,553 $3.93M 0.6% +3,643 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 53,207 $3.91M 0.16% +35,635 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 53,199 $3.91M 0.31% +2,403 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 52,986 $3.89M 2.13% -15,074 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 52,548 $3.86M 0.5% +1,795 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 52,449 $3.85M 0.06% -732 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 52,396 $3.85M 0.24% +1,833 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 52,142 $3.83M 3.83% +1,243 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 52,037 $3.82M 2.83% +571 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 51,999 $3.82M 1.52% -34 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 51,959 $3.81M 1.54% -67,530 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 51,518 $3.78M 0.09% -13,810 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 51,520 $3.78M 1.4% -4,687 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 51,287 $3.77M 0.7% -2,338 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 51,091 $3.75M 0.32% -1,599 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 52,108 $3.75M 1.23% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 50,827 $3.73M 1.42% -3,983 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 50,815 $3.73M 0.47% -5,947 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 50,712 $3.72M 0.85% -2,272 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 50,344 $3.7M 2.02% -1,012 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 50,102 $3.68M 0.05% +961 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 49,550 $3.64M 0.04% +12,665 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 49,507 $3.64M 1.36% +7,860 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 49,499 $3.64M 0.09% +20,318 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 49,418 $3.63M 0.2% +798 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 49,331 $3.62M 1.84% +2,555 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 49,204 $3.61M 0.06% -6,353 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 48,707 $3.58M 0.34% +7,102 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 48,637 $3.57M 0.01% 0 13F-HR/A Timeline Group Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 48,625 $3.57M 3.25% 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 48,400 $3.55M 0.23% +700 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 47,292 $3.47M 1.7% -18,459 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 46,981 $3.45M 0.42% -27,659 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 46,830 $3.44M 2.57% +4,496 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 46,762 $3.43M 1.85% +5,153 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 46,700 $3.43M 0.26% -98 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 46,538 $3.42M 0.25% +31 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 46,018 $3.38M 2.73% -1,603 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 45,957 $3.38M 0.1% -2,581 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 45,899 $3.37M 0.63% -2,723 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 45,848 $3.37M 2.19% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 45,738 $3.36M 0.71% -19,560 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 45,729 $3.36M 0.06% +1,559 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 45,583 $3.35M 0.23% +36,360 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 44,791 $3.29M 1.02% -14,133 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 44,711 $3.28M 1.43% +2,500 13F-HR Timeline