Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,114 $481K 0.06% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,112 $480K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,111 $479K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,109 $479K 0.07% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,109 $479K 0.12% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,109 $478K 0.3% -70 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,102 $475K 0.14% +68 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 1,100 $475K 0.16% new 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,095 $472K 0.1% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,094 $472K 0.01% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,093 $472K 0.25% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,089 $470K 0.03% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,081 $467K 0.01% new 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,080 $466K 0.29% -16 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,079 $466K 0.13% -5,071 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,078 $465K 0.52% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,070 $462K 0.19% +219 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,068 $461K 0.03% -271 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,067 $460K 0.19% -333 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,066 $460K 0.2% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,062 $458K 0.02% -3,254 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,062 $458K 0.05% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,061 $458K 0.03% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,061 $458K 0.06% -6 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,059 $457K 0.07% -1,871 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,054 $455K 0.09% new 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 1,053 $454K 0.31% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,052 $454K 0.11% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,049 $453K 0.14% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,045 $451K 0.25% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,045 $451K 0.09% new 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 1,044 $450K 0.44% 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,041 $449K 0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,036 $447K 0.19% +734 13F-HR/A Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,033 $446K 0.15% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,032 $445K 0.05% -240 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,030 $444K 0.02% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,030 $444K 0.06% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,025 $442K 0.25% -9 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,021 $441K 0.06% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,020 $440K 0.2% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,015 $438K 0.2% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,012 $437K 0.13% -273 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,012 $437K 0.09% +120 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,010 $436K 0.03% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,010 $436K 0.01% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 999 $436K 0.14% -298 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,008 $435K 0.03% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,006 $434K 0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,006 $434K 0.18% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,005 $434K 0.17% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,004 $433K 0.08% -964 13F-HR/A Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 876 $433K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,002 $432K 0.01% -1,809 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $431K 0.02% 0 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 1,000 $431K 0.21% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,000 $431K 0.22% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,000 $431K 0.17% 0 13F-HR Timeline Group Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,000 $431K 0.09% new 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 998 $431K 0.15% -426 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 994 $429K 0.05% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 992 $428K 0.02% +226 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 990 $427K <0.01% new 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 986 $425K 0.08% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 983 $424K 0.02% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 978 $422K 0.02% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 973 $420K 0.04% +691 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 973 $420K 0.07% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 971 $419K 0.03% new 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 970 $419K 0.07% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 969 $418K 0.01% new 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 968 $418K 0.08% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 965 $416K 0.11% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 964 $416K 0.13% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 964 $416K 0.23% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 963 $415K 0.03% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 960 $414K 0.23% new 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 959 $414K 0.01% -3,018 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 959 $414K 0.16% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 956 $412K 0.03% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 956 $412K 0.35% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 952 $411K 0.04% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 949 $409K 0.01% new 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 946 $408K 0.05% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 943 $407K 0.04% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 943 $407K 0.31% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 940 $406K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 937 $404K 0.04% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 935 $403K 0.21% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 935 $403K 0.11% -323 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 934 $403K 0.02% -714 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 934 $403K 0.01% new 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 933 $403K 0.23% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 969 $400K 0.04% -334 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 922 $398K 0.05% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 919 $396K <0.01% +398 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 908 $392K 0.04% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 906 $391K 0.07% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 906 $391K 0.05% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 904 $390K 0.16% -25 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 904 $390K 0.06% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 900 $388K 0.06% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 900 $388K 0.26% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 891 $384K 0.1% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 890 $384K 0.06% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 888 $383K 0.03% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 886 $382K 0.14% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 884 $381K 0.15% new 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 875 $378K 0.05% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 870 $375K 0.02% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 868 $375K 0.02% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 867 $374K 0.05% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 865 $373K 0.07% -925 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 864 $373K 0.14% -682 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 859 $371K 0.04% -741 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 859 $371K 0.08% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 859 $371K 0.08% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 856 $369K 0.04% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 854 $368K 0.03% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 852 $367K 0.05% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 847 $365K 0.02% new 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 847 $365K 0.2% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 842 $363K 0.3% -200 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 840 $363K 0.04% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 837 $361K 0.01% +508 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 836 $361K 0.17% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 835 $360K 0.7% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 834 $360K 0.12% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 858 $360K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 832 $359K <0.01% new 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 830 $358K 0.13% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 823 $355K 0.01% -557 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 820 $354K 0.04% new 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 815 $352K 0.04% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 813 $351K 0.05% new 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 813 $351K 0.14% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 812 $350K 0.12% -24 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 811 $350K 0.26% new 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 809 $349K 0.06% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 808 $349K 0.03% new 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 808 $349K 0.05% -24,003 13F-HR/A Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,121 $348K 0.01% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 806 $348K 0.05% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 804 $347K 0.04% new 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 803 $346K 0.01% new 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 803 $346K 0.05% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 802 $346K 0.28% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 794 $343K 0.29% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 792 $342K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 791 $341K 0.19% -37 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 790 $341K 0.03% -27,832 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 786 $339K 0.04% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 785 $339K 0.14% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 784 $338K <0.01% new 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 784 $338K 0.04% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 784 $338K 0.18% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,058 $338K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 783 $338K <0.01% -11 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 782 $337K 0.18% -808 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 779 $336K 0.06% +339 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 778 $336K 0.02% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 776 $335K 0.2% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 775 $334K 0.06% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 772 $333K 0.19% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 771 $333K 0.02% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 771 $333K 0.05% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 768 $331K 0.03% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 766 $330K 0.07% new 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 762 $329K 0.25% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 760 $328K 0.07% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 759 $327K 0.02% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 758 $327K 0.08% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 758 $327K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 756 $326K 0.03% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 755 $326K 0.03% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 754 $325K 0.02% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 754 $325K 0.19% new 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 752 $324K 0.17% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 750 $324K 0.01% +173 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 748 $323K 0.06% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 742 $320K 0.06% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 741 $320K 0.08% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 741 $320K 0.01% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 740 $319K 0.05% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 738 $318K 0.03% -524 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 737 $318K 0.03% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 737 $318K <0.01% 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 736 $318K 0.03% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 734 $317K 0.42% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 734 $317K 0.1% +12 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 734 $317K <0.01% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 726 $316K 0.05% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 729 $315K 0.1% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 729 $315K 0.07% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 727 $314K 0.02% new 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 726 $313K 0.08% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 725 $313K 0.03% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 724 $313K <0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 724 $312K 0.09% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 721 $311K 0.01% new 13F-HR Timeline