Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 688 $235K 0.14% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 687 $235K 0.05% -41 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 680 $233K 0.21% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 680 $233K 0.02% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 680 $233K 0.06% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 679 $232K 0.14% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 678 $232K <0.01% -256 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 678 $232K 0.06% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 677 $232K 0.05% new 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 675 $231K 0.02% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 675 $231K 0.13% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 673 $230K 0.08% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 673 $230K 0.49% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 672 $230K 0.02% -126 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 657 $230K 0.02% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 669 $229K 0.13% -1,394 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 669 $229K 0.01% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 664 $227K 0.25% 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 661 $226K 0.07% -290 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 660 $226K 0.07% -100 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 659 $225K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 657 $225K <0.01% +161 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 655 $224K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 654 $224K 0.09% +9 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 652 $223K 0.13% +77 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 652 $223K 0.06% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 560 $223K 0.1% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 651 $223K 0.02% -201 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 647 $221K 0.02% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 647 $221K 0.02% new 13F-HR Timeline Group Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 645 $221K 0.16% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 645 $221K 0.09% -112 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 643 $220K 0.15% -95 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 640 $219K 0.02% new 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 640 $219K 0.02% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 636 $218K 0.13% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 633 $217K 0.07% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 475 $215K 0.08% 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 626 $214K 0.07% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 625 $214K 0.08% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 624 $214K 0.18% 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 623 $213K 0.05% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 621 $213K 0.05% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 621 $212K 0.11% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 620 $212K 0.05% new 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 618 $211K 0.05% 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 617 $211K 0.11% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 617 $211K 0.16% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 618 $211K 0.02% new 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 616 $211K 0.09% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 613 $210K 0.09% -53 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 610 $209K 0.15% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 609 $208K 0.02% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 609 $208K 0.04% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 608 $208K 0.06% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 607 $208K 0.01% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 606 $207K 0.04% -982 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 605 $207K 0.19% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 604 $207K 0.03% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 603 $206K 0.09% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 603 $206K 0.03% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 601 $206K 0.05% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 601 $206K 0.06% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $205K 0.05% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 600 $205K 0.02% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 600 $205K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 600 $205K 0.2% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 600 $205K 0.46% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 599 $205K 0.16% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 597 $204K 0.01% new 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 595 $204K 0.1% new 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 595 $204K 0.16% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 593 $203K 0.06% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 591 $202K 0.04% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 585 $200K 0.09% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 572 $196K 0.17% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 515 $192K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 558 $191K 0.02% +308 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 558 $191K 0.07% -118 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 552 $189K 0.12% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 545 $186K 0.02% +340 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 531 $182K 0.11% +88 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 524 $179K <0.01% -7,223 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 522 $179K <0.01% +214 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 501 $171K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 495 $169K 0.03% +148 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 491 $168K 0.01% +13 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 485 $166K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 460 $157K 0.03% +219 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 455 $156K 0.02% +283 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 455 $155K 0.08% -290 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 452 $155K 0.06% +246 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 452 $154K 0.02% +40 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 440 $151K 0.1% 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 439 $150K 0.01% +263 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 426 $148K <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 426 $146K 0.01% +124 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 425 $145K 0.03% 0 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 422 $144K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 400 $137K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 384 $131K 0.02% -44 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 380 $130K 0.09% +20 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 374 $128K 0.12% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 321 $128K 0.01% +314 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 369 $126K 2.4% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 360 $123K 0.11% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 350 $122K <0.01% 13F-HR/A Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 354 $121K 0.11% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 350 $120K 0.06% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 350 $120K 0.09% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 347 $119K 0.04% +57 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 335 $115K 0.05% +285 13F-HR Timeline TOBAM More: the full row for TOBAM 333 $114K 0.03% -93 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. XY Capital Ltd More: the full row for XY Capital Ltd 333 $114K 0.13% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 315 $108K 0.11% 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 313 $107K 0.08% -115 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 304 $104K <0.01% +34 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 300 $103K 0.05% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 300 $103K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 293 $100K 0.01% +50 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 291 $99.6K 0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 285 $97.5K 0.05% -80 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 276 $94.5K -66 Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 270 $92.4K 0.05% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 269 $92.1K 0.03% +29 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 268 $91.7K 0.01% -40 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 267 $91.4K 0.08% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 266 $91K 0.04% +66 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 262 $89.6K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 252 $86.2K 0.04% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 249 $85.2K 0.08% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 245 $83.8K 0.03% +3 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 239 $81.8K 0.01% +17 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 238 $81.4K 0.02% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 235 $80.4K 0.01% -26 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 230 $78.7K 0.01% +130 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 228 $78K 0.03% +23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 226 $77.3K 0.01% +53 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 225 $77K 0.04% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 224 $76.6K 0.06% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 223 $76.3K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 221 $75.6K <0.01% +139 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 220 $75.3K 0.04% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 213 $72.9K 0.04% +100 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 202 $69.1K 0.01% +12 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $68.4K 0.04% -200 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 200 $68.4K 0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 199 $68K 0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 197 $68K 0.04% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 194 $66.4K 0.02% -1 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 193 $66K 0.02% -215 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 186 $63.6K <0.01% +6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 180 $61.7K <0.01% +159 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 180 $61.6K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 176 $60.2K 0.03% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 174 $59.5K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 170 $58.2K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 167 $57.1K 0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 165 $56K 0.01% +63 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 164 $56K <0.01% -4 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 156 $53.4K 0.03% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 155 $53K 0.04% -110 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 154 $52.7K 0.01% -298 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 160 $52.6K 0.02% -354 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 150 $51.3K <0.01% +5 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 150 $51.3K 0.05% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 150 $51.3K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 150 $51.3K 0.04% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 149 $51K 0.01% -178 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 144 $49.4K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 137 $49K <0.01% -6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 143 $48.9K 0.02% +83 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 141 $48.2K 0.03% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 140 $47.9K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 136 $46.5K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 136 $46.5K 0.02% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 135 $46.2K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 135 $46.2K 0.01% -23,827 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 133 $45.5K 0.03% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 131 $45K <0.01% +30 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 131 $44.8K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 130 $44.5K <0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 124 $42.9K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 123 $42.1K 0.02% -65 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 124 $42K 0.01% +20 13F-HR Timeline Ashburton (Jersey) Ltd More: the full row for Ashburton (Jersey) Ltd 123 $42K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 122 $41.7K <0.01% new 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 120 $41.1K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 118 $40.4K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 117 $40K 0.04% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 115 $39.9K 0.02% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 116 $39.7K <0.01% +11 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 115 $39.5K 0.01% -27 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 115 $39.3K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 115 $39.3K 0.01% +15 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 113 $38.7K 0.03% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 112 $38.6K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 112 $38.3K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 109 $37.3K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 108 $37.1K <0.01% 0 13F-HR Timeline