Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 1,000 $563K 0.05% new 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,000 $563K 0.28% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 1,000 $563K 0.15% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 999 $563K 0.06% +7 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 998 $562K 0.23% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 995 $560K 0.11% -385 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 994 $560K 0.18% -24 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 987 $556K 0.05% -49 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 983 $554K 0.09% +9 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 982 $553K 0.2% 0 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 982 $553K 0.01% -94 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 981 $553K 0.25% 0 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 980 $552K <0.01% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 980 $552K 0.17% +329 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 979 $551K 0.06% +19 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 976 $550K 0.02% +204 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 973 $548K 0.61% +80 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 973 $548K 0.17% -5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 973 $548K 0.02% +24 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 971 $547K 0.04% -74 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 969 $546K 0.11% +23 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 969 $546K 0.06% +27 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 969 $546K 0.09% -138 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 967 $545K 0.04% -1 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 967 $545K 0.04% new 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 965 $544K 0.06% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 965 $544K 0.05% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 963 $543K 0.49% +54 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 963 $542K 0.13% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 962 $542K 0.02% +294 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 961 $541K 0.08% +60 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 956 $539K 0.04% -703 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 955 $538K 0.16% -15 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 951 $536K 0.07% +44 13F-HR Timeline BANK OZK More: the full row for BANK OZK 951 $536K 0.19% +17 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 950 $535K 0.03% -117 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 950 $535K 0.14% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 950 $535K 0.01% -450 13F-HR Timeline Group Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 949 $535K 0.28% -42 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 948 $534K 0.01% -891 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 945 $534K 0.03% +356 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 946 $533K 0.09% +901 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 941 $530K 0.04% +39 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 936 $529K 0.07% +461 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 938 $528K 0.28% +67 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 937 $528K <0.01% -59 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $528K 0.23% 0 13F-HR Timeline Amount filed as zero, left out of ratios. BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 937 $527K 0.17% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 934 $526K 0.03% -2 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 928 $523K 0.07% -921 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 927 $522K 0.05% +92 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 925 $521K 0.16% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 924 $520K 0.32% +3 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 923 $520K 0.13% +10 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 923 $520K 0.02% 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 920 $520K 0.25% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 915 $515K 0.01% -1 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 914 $515K 0.04% +156 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 914 $515K 0.21% +18 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 913 $514K 0.12% 0 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 912 $514K 0.12% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 907 $511K 0.03% +124 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 905 $510K 0.15% +10 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 902 $509K 0.33% +16 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 903 $509K 0.08% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 902 $508K 0.08% -75 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 902 $508K 0.46% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 900 $507K 0.04% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 900 $507K 0.04% -62 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 900 $507K 0.35% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 899 $507K 0.1% -48 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 898 $506K 0.24% +133 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 893 $503K 0.04% -141 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 885 $500K 0.45% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 884 $498K 0.02% +4 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 881 $498K 0.12% -27 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 881 $497K 0.22% +1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 880 $496K 0.4% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 880 $496K 0.12% 0 13F-HR Timeline Group Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 880 $496K 0.45% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 877 $494K <0.01% -165 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 875 $493K 0.05% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 874 $492K 0.17% +284 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 873 $492K 0.03% +42 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 872 $491K 0.35% -432 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 868 $489K 0.16% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 865 $487K 0.08% +100 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 865 $487K 0.03% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 864 $487K <0.01% -1,410 13F-HR Timeline Group Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 864 $487K 0.1% +2 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 864 $486K 0.27% -45 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 863 $486K 0.04% +46 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 863 $486K 0.07% +74 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 862 $486K 0.14% -16 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 860 $484K 0.02% -900 13F-HR Timeline S&CO INC More: the full row for S&CO INC 860 $484K 0.03% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 824 $484K 0.02% -12,761 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 857 $483K 0.01% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 856 $482K 0.13% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 856 $482K 0.1% +29 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 852 $480K 0.43% +69 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 851 $480K 0.19% +5 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 849 $478K 0.05% +10 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 847 $477K 0.05% -48 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 846 $477K 0.03% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 846 $477K 0.12% -15,730 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 844 $475K 0.17% +12 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 840 $475K 0.29% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 842 $474K 0.03% -12 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 839 $473K 0.11% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 836 $471K 0.12% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 834 $470K 0.08% -3,265 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 833 $469K 0.04% -8 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 831 $468K 0.06% +16 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 831 $468K 0.45% +5 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 830 $468K 0.04% -30,116 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 829 $467K 0.09% +74 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 829 $467K 0.02% +97 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 818 $467K 0.08% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 822 $463K 0.03% -540 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 819 $462K 0.07% +35 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 820 $462K 0.41% -2,344 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 820 $462K 0.22% +37 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 820 $462K 0.17% 0 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 819 $461K 0.07% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 816 $461K 0.01% -1,979 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 743 $460K 0.03% +246 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 814 $459K 0.05% +203 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 811 $458K 0.03% +1 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 813 $458K 0.43% -48 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 812 $457K 0.15% -11 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 812 $457K 0.04% +37 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 815 $457K 0.14% -1 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 800 $457K 0.08% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 810 $456K 0.06% +94 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 809 $456K 0.04% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 809 $456K 0.44% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 801 $451K 0.03% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 800 $451K 0.07% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 800 $451K 0.17% -12 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 776 $450K 0.07% +156 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 797 $449K 0.32% +128 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 795 $448K 0.14% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 792 $447K 0.06% 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 793 $447K 0.2% -237 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 792 $446K 0.02% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 790 $445K 0.12% -3 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 787 $445K 0.04% -19 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 788 $444K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 788 $444K 0.2% -8 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 787 $443K 0.11% -1,044 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 785 $442K 0.45% -30 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 779 $439K 0.26% +1 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 778 $438K 0.02% -1,024 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 776 $437K 0.04% +27 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 773 $437K 0.25% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 775 $437K 0.12% -10 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 774 $436K 0.05% +216 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 773 $436K 0.2% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 772 $435K 0.05% -29 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 718 $434K 0.01% +3 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 769 $433K 0.08% -403 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 768 $433K 0.02% +13 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 767 $432K 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 766 $432K 0.03% +23 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 766 $432K 0.03% +97 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 764 $430K 0.13% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 764 $430K 0.05% +103 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 763 $430K 0.13% +12 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 762 $429K 0.04% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 762 $429K 0.43% -11 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 762 $429K 0.28% -30 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 761 $429K 0.01% +21 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 759 $428K 0.07% +1 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 759 $427K 0.1% -5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 749 $427K 0.02% +25 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 757 $427K 0.02% -16 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 756 $426K 0.03% -153 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 756 $426K 0.09% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 754 $425K 0.01% -2,042 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 753 $424K 0.29% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 753 $424K 0.05% -119 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 752 $424K 0.25% +13 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 751 $423K 0.03% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 751 $423K 0.1% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 751 $423K 0.18% -7 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 750 $422K 0.02% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 750 $422K 0.05% +14 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 744 $419K 0.15% -412 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 744 $419K 0.25% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 740 $417K 0.03% -25 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 736 $415K 0.27% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 735 $414K 0.3% +235 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 733 $413K 0.05% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 696 $410K 0.31% +201 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 726 $409K 0.28% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 723 $408K 0.09% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 712 $406K 0.06% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 720 $406K 0.13% -232 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 720 $406K 0.09% -36 13F-HR Timeline