San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 13,132 $803K 0.14% +865 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 13,078 $800K 0.03% +9 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,073 $800K 0.05% +648 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,979 $794K 0.04% +548 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,924 $791K 0.04% -993 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,916 $790K 0.02% +1,092 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 12,834 $785K 0.06% -1,800 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 12,787 $782K 0.03% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,692 $776K 0.03% -532 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,131 $768K 0.03% +730 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 12,544 $767K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,282 $766K 0.06% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,477 $760K 0.03% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 12,315 $753K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,300 $752K 0.03% -409 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,244 $749K 0.06% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,225 $748K 0.18% +4,067 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,153 $743K 0.15% +35 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 12,145 $743K 0.06% -34 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 12,124 $742K 0.86% +1,730 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 12,050 $737K 0.58% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 11,957 $731K 0.21% -960 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 11,929 $730K 0.46% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 11,890 $727K 0.04% -221 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,883 $727K 0.01% +2,550 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,963 $725K 0.02% +4,002 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,847 $725K 0.02% -299 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,842 $724K 0.03% -267 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 11,794 $721K 0.2% +999 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 11,776 $720K 0.19% -848 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 11,700 $716K 0.32% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,695 $715K 0.03% +199 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,612 $710K 0.2% -30 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 11,611 $710K 0.08% +2,413 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,609 $710K <0.01% +1,749 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 11,582 $708K 0.03% -16 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,484 $702K 0.12% +68 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,465 $701K 0.02% +2,341 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 11,433 $699K 0.09% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 11,300 $691K 0.55% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 11,259 $689K <0.01% +7,747 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,251 $688K 0.02% -3,441 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,200 $685K 0.05% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 11,106 $679K 0.18% +115 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 11,028 $675K 0.02% -100 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,022 $674K 0.03% +890 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,017 $674K -455 Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,998 $673K 0.06% +371 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,985 $672K 0.02% +88 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 10,952 $670K 0.44% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,921 $668K 0.02% -930 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,917 $668K 0.02% -2,449 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,909 $667K 0.03% -729 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 10,898 $667K 0.16% -68 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,884 $666K 0.06% +2 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 11,371 $665K 0.06% +2,825 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,891 $663K 0.02% +2,454 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 10,802 $661K 0.13% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,779 $659K 0.07% +431 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,745 $657K 0.02% -455 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,726 $656K 0.08% +4,005 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,666 $652K 0.03% -11 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,562 $652K 0.02% +1,875 13F-HR/A Timeline Seneca House Advisors More: the full row for Seneca House Advisors 10,617 $649K 0.26% -1,540 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,557 $646K 0.05% -149 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,580 $644K 0.12% -13 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 10,515 $643K 0.15% -420 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 10,472 $641K 0.12% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,472 $641K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,465 $640K 0.02% +4,586 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,435 $638K 0.02% +62 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,424 $638K 0.09% -31 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,391 $636K 0.09% +34 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,361 $631K 0.04% +4,526 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,193 $624K <0.01% new 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 10,167 $622K 0.21% +53 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,125 $620K 0.01% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,032 $614K 0.24% -111 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,019 $613K 0.04% +93 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,965 $610K 0.07% +1,038 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,828 $605K 0.01% -339 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,864 $603K 0.02% -6,849 13F-HR/A Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 9,828 $601K 0.19% -200 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,776 $598K 0.06% +676 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 9,699 $593K 0.11% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,697 $593K 0.01% +195 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,683 $592K 0.05% -205 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,661 $589K 0.06% -19 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,620 $588K <0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,618 $588K 0.05% +645 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,607 $588K 0.01% -81 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 9,582 $586K 0.11% -430 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,535 $583K 0.04% +445 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,464 $579K 0.01% +694 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,464 $579K 0.02% +186 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,357 $572K 0.04% -107 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,339 $571K 0.33% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,317 $570K 0.02% +263 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,246 $566K 0.14% -378 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,170 $564K 0.04% +3,521 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,212 $563K 0.23% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 9,165 $561K 0.11% +425 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,160 $560K 0.03% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 9,121 $558K 0.38% +119 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 9,110 $557K 0.13% +1,481 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,026 $555K 0.09% +86 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 2,573 $554K +2,491 Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,034 $553K 0.07% +3,022 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 9,016 $552K 0.04% +2 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 9,010 $551K 0.38% -200 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,996 $550K 0.05% +2,035 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 8,981 $549K 0.02% +34 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,941 $547K 0.01% -2,005 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 8,850 $541K 0.07% +68 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,844 $541K 0.02% -385 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,820 $540K <0.01% -2,337 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,774 $537K 0.32% -1,029 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,732 $534K 0.07% +646 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,705 $532K 0.01% -6,332 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 8,700 $532K 0.05% -2 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,682 $531K 0.03% -75 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,633 $528K 0.02% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 8,600 $526K 0.26% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8,585 $523K 0.08% +49 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,493 $520K 0.16% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,486 $519K 0.02% -1,873 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,475 $518K 0.11% -1,339 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,475 $518K 0.1% -1,339 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,604 $515K 0.06% -1 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,402 $514K 0.04% +10 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,400 $514K <0.01% +1,783 13F-HR/A Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,386 $513K 0.28% -73 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,367 $512K 0.01% -189 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 8,336 $510K 0.02% -1,991 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,275 $506K 0.2% +600 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,275 $506K 0.02% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 8,263 $505K 0.21% -366 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 8,217 $503K 0.09% +141 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,191 $501K 0.07% -89 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,180 $500K 0.05% +1,119 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 8,157 $499K 0.14% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,133 $497K 0.17% -339 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 8,084 $494K 0.19% +499 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,054 $493K 0.11% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 8,051 $492K 0.25% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,034 $491K 0.26% +3,029 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 8,030 $491K 0.4% -100 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 7,980 $491K 0.11% +3,279 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 8,000 $489K 0.41% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 7,967 $487K 0.09% -1,040 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7,959 $487K 0.05% -7,959 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 7,944 $486K 0.37% +540 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,940 $486K 0.03% +269 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 7,940 $486K 0.26% -325 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,934 $485K 0.01% +115 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,917 $484K 0.01% +258 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,869 $481K 0.01% +65 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,845 $480K 0.17% +10 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 7,806 $477K 0.17% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 7,786 $476K 0.02% +4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,849 $476K 0.01% -709 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,857 $476K 0.05% -701 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,776 $476K 0.16% -699 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,725 $473K 0.04% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,680 $470K 0.1% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,660 $469K 0.01% -800 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,650 $468K 0.02% +53 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 7,649 $468K 0.39% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,616 $466K 0.03% +3 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,585 $464K 0.03% +3 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 7,575 $463K 0.48% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 7,556 $462K 0.16% -149 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,551 $462K 0.03% -171 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,544 $461K 0.02% -239 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,531 $461K 0.03% +421 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,507 $459K 0.02% -2,088 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 7,492 $458K 0.26% +2 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,453 $456K 0.25% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 7,432 $455K 0.19% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,427 $454K 0.04% -165 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,413 $453K 0.03% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,417 $451K 0.14% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,347 $449K 0.02% -248 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 7,324 $448K 0.01% -1,395 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,305 $447K <0.01% -105 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,297 $446K 0.1% +400 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,293 $446K 0.01% +734 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,266 $444K 0.08% -16 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 7,266 $444K 0.37% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,228 $442K 0.08% +2,634 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,220 $442K 0.02% +1,054 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,216 $441K 0.01% -2,925 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 7,200 $440K 0.21% -500 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,182 $439K 0.19% -150 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,147 $437K 0.03% +424 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 7,094 $434K 0.17% +334 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,058 $432K 0.02% -1,357 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,051 $431K 0.01% -55 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 7,045 $431K 0.03% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 7,039 $431K 0.38% +497 13F-HR Timeline