Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,261 $882K 0.02% +1,050 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 14,229 $880K 0.22% +162 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,216 $879K 0.01% -9,878 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 14,092 $871K 0.01% +681 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 14,011 $866K 0.02% -150 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 13,975 $864K 0.79% +820 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,917 $860K 0.06% -1,353 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 13,709 $859K 0.33% -212 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,813 $854K 0.02% +1,363 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 13,778 $852K 0.02% 0 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 13,721 $848K <0.01% +1,875 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 13,624 $842K 0.76% -32 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 13,615 $842K 0.12% -32 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 13,598 $841K 0.17% +17 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,400 $828K 0.01% -714 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,328 $824K 0.01% -371 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 13,262 $820K 0.03% -4,203 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 13,240 $819K 0.16% +4,672 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 13,239 $818K 0.09% -28 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 13,113 $811K 0.03% +107 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 13,078 $809K 0.04% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 13,076 $808K 0.08% -660 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,065 $808K 0.03% +4,945 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,929 $799K 0.05% -240 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 12,893 $797K 0.68% -478 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,836 $794K 0.04% +106 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 12,759 $789K 0.06% -75 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,758 $789K 0.01% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,670 $783K 0.01% +359 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,628 $782K 0.02% -967 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 12,605 $779K <0.01% -155,011 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 12,598 $779K 0.1% -220 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,534 $775K 0.1% +576 13F-HR/A Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,525 $774K 0.16% +335 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,450 $770K 0.19% +92 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 12,448 $770K 0.01% +35 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,334 $764K 0.03% new 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 12,285 $759K 0.03% -35 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,271 $759K 0.05% +63 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,228 $756K 0.04% +7,726 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 12,185 $753K 0.45% -970 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,168 $752K 0.05% +1,730 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,120 $752K 0.05% +142 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 12,142 $751K 0.23% +412 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 12,087 $747K 0.03% -500 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,086 $747K 0.04% +21 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 12,050 $745K 0.02% +2 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 12,050 $745K 0.55% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,016 $743K <0.01% +2,223 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,988 $741K 0.06% +775 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 11,929 $737K 0.44% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 11,882 $735K 0.06% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,862 $733K 0.02% -5,530 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 11,843 $732K 0.22% +408 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 11,800 $729K 0.35% +100 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,753 $727K 0.04% +170 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,461 $724K 0.02% -51 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,696 $723K 0.13% -1,807 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,687 $723K 0.02% -384 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 11,682 $722K 0.03% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,657 $721K 0.14% +1,087 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,635 $720K 0.03% +242 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 11,596 $717K 0.19% +6 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,572 $715K 0.05% +393 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,521 $712K 0.02% -189 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,429 $711K 0.01% +651 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 11,496 $711K 0.08% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,465 $709K 0.05% +4,587 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 11,437 $707K 0.18% -328 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,421 $706K 0.01% +2,160 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,397 $705K 0.04% +6,969 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 11,371 $703K 0.08% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 11,355 $702K <0.01% +1,268 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 11,227 $694K 0.02% +360 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,200 $692K 0.04% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,140 $689K 0.08% +15 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,137 $688K 0.03% -219 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 11,132 $688K 0.08% +5,000 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,129 $688K 0.25% +1,500 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,114 $687K 0.02% +47 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 11,103 $686K 0.07% +1,171 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,080 $685K 0.01% +1,555 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 11,045 $683K 0.27% -1,196 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 11,000 $680K 0.47% -700 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 10,952 $677K 0.42% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,921 $675K 0.02% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 10,872 $672K 0.02% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 10,865 $672K 0.46% -30 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 10,841 $670K 0.01% 0 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 10,780 $666K 0.15% +330 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,744 $664K 0.02% +493 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,645 $658K 0.02% +143 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,641 $658K 0.05% -119 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 10,562 $653K 0.12% -18 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 10,516 $650K 0.32% +4,691 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 10,464 $647K 0.13% -338 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,322 $638K 0.05% +45 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,311 $637K 0.04% +318 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,193 $630K 0.01% +1,119 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 10,166 $628K 0.15% +1,829 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,142 $627K 0.08% +1,894 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 10,114 $625K 0.21% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 10,100 $624K 0.01% +5,742 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10,028 $620K 0.1% +494 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 9,978 $617K 0.4% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,893 $612K 0.13% +1,325 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,873 $610K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,832 $608K 0.04% -203 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,818 $607K 0.03% -1,594 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,676 $598K 0.06% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,662 $597K 0.01% +783 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,627 $595K 0.08% +707 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,619 $595K 0.02% +631 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,564 $591K 0.01% -320 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,490 $587K 0.02% +1,568 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,479 $586K 0.01% +5,565 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 9,396 $585K 0.04% +288 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 9,396 $581K 0.39% +275 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 9,361 $579K 0.11% -168 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,276 $573K 0.27% +155 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,269 $573K 0.08% -255 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,064 $564K 0.02% -784 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,118 $564K 0.08% -137 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,046 $559K 0.03% +1,633 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 9,028 $558K 0.18% new 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 8,973 $555K <0.01% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,960 $554K 0.03% +455 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,948 $553K 0.02% +556 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 8,946 $553K 0.33% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,927 $552K 0.03% +1,087 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,925 $552K 0.02% -831 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,907 $551K 0.01% -1,218 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,893 $550K 0.06% +95 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,795 $544K 0.01% +1,403 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,793 $544K 0.12% -318 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 8,728 $540K 0.41% -12 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,719 $539K 0.07% +153 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 8,707 $538K 0.08% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,666 $536K 0.04% +2 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 8,644 $534K 0.21% +8 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 8,635 $534K 0.08% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,628 $533K 0.04% +489 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,497 $525K 0.01% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,478 $524K <0.01% -400 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 8,458 $523K 0.07% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 8,445 $522K 0.21% -513 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 8,371 $518K 0.2% -1,582 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 8,224 $508K <0.01% new 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 8,193 $506K 0.4% +309 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,183 $506K 0.05% -550 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 8,175 $505K 0.02% -16 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 8,160 $504K 0.36% -750 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,609 $504K 0.02% -205 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 8,157 $504K 0.15% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 8,145 $504K 0.1% -120 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 8,115 $502K 0.19% +2,165 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,093 $500K 0.01% -1,013 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 8,051 $498K 0.24% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,032 $496K 0.08% -159 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 8,022 $496K 0.11% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,010 $495K 0.05% +136 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,002 $495K <0.01% +1,394 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 8,000 $495K 0.38% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,997 $494K 0.17% +4,479 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,980 $493K 0.04% +909 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,967 $493K 0.02% -100 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 7,967 $493K 0.21% -194 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 7,959 $492K 0.41% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7,959 $492K 0.04% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,954 $492K 0.04% +2,192 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,927 $490K 0.03% +99 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,907 $489K 0.01% +190 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 7,736 $478K 0.07% -21 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 7,725 $478K 0.04% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,680 $475K 0.04% -2,021 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,680 $475K 0.09% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,661 $474K 0.1% 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,638 $472K 0.17% -4 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,600 $470K 0.09% -11,500 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,581 $469K 0.01% +14 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,565 $468K 0.1% +5 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,559 $467K <0.01% +4,058 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,552 $467K 0.07% new 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 7,529 $465K 0.25% +36 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,440 $464K 0.03% +21 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,472 $462K 0.01% +1,921 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,459 $461K 0.01% +1,785 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,457 $461K 0.11% +220 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,444 $460K 0.01% 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 $459K 0.19% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,417 $458K 0.14% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,406 $458K 0.15% 0 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 7,406 $458K 0.15% -400 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,400 $457K 0.17% +14 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,393 $457K 0.06% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 7,390 $457K 0.24% -350 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 7,365 $455K 0.29% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 7,357 $455K 0.36% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,352 $454K 0.01% -96 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,329 $453K -807 Timeline