GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 49,051 $2.18M 0.47% -2,353 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 48,424 $2.15M 0.1% +1,012 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 47,898 $2.12M 0.11% -2,508 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 47,540 $2.11M 0.44% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 46,967 $2.08M 1% -11,340 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 46,958 $2.08M 0.06% +32,629 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 46,600 $2.07M <0.01% -50,200 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 46,106 $2.06M 0.11% +113 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 46,083 $2.04M 0.06% +12,808 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 45,580 $2.02M 1% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 45,435 $2.02M 0.08% -405 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 45,318 $2.01M 0.05% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 45,157 $2M 0.4% -270 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 44,130 $1.96M 0.01% +16,919 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 43,823 $1.94M 0.94% -2,537 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 43,655 $1.94M 0.03% +12 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 43,618 $1.93M 0.32% +107 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 42,815 $1.9M 0.61% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 42,515 $1.89M 0.1% +104 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 36,247 $1.87M 0.32% +9,405 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 41,804 $1.85M 0.13% +6,380 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 41,695 $1.85M 0.26% -6,328 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 46,048 $1.81M 0.03% -614 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 40,225 $1.78M 0.11% -2,870 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 39,579 $1.76M 0.45% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 39,340 $1.75M 0.77% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 39,182 $1.74M 0.05% +26,526 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 39,113 $1.74M 0.1% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 39,085 $1.73M 0.03% +11 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 38,906 $1.73M 0.13% +8,611 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 38,593 $1.71M 0.04% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 38,544 $1.71M 0.24% -400 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 38,485 $1.71M 0.06% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 37,795 $1.68M 0.18% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 37,709 $1.67M 0.24% +83 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 37,626 $1.67M 0.92% 0 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 37,347 $1.66M 0.57% -349 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 37,123 $1.65M 0.06% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 37,013 $1.64M 0.42% -235 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 36,896 $1.64M 0.24% +7,786 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 36,621 $1.62M 0.09% -2,287 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 36,548 $1.62M 0.02% +11,879 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 36,543 $1.62M 0.38% +89 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 36,225 $1.61M 0.49% -1,241 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 36,004 $1.6M 0.03% +106 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 35,940 $1.59M 0.12% -1,535 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 35,885 $1.59M 0.87% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 35,701 $1.58M 0.61% +595 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 35,487 $1.57M 0.16% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 35,483 $1.57M 0.03% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 35,439 $1.57M 0.23% -2,358 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 35,354 $1.57M 0.98% -1,689 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 35,349 $1.57M 0.1% +5,071 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 35,238 $1.56M 0.08% -579 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 35,222 $1.56M 0.02% +21,832 13F-HR Timeline Group IF Advisors, LLC More: the full row for IF Advisors, LLC 34,487 $1.53M 1.01% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 34,320 $1.52M 0.16% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 34,177 $1.52M 0.05% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 34,048 $1.51M 0.33% new 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 33,853 $1.5M 0.65% -7,064 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 33,550 $1.49M 0.09% +24,976 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 33,429 $1.48M 0.04% -248 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 33,132 $1.47M 0.04% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 32,988 $1.46M 0.41% +82 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 32,958 $1.46M 0.02% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 32,713 $1.45M 0.12% +79 13F-HR Timeline Avise Financial Cooperative, Inc. 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More: the full row for Almanack Investment Partners, LLC. 32,346 $1.43M 0.18% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 31,333 $1.43M 0.03% -1,425 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,293 $1.43M 0.29% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 32,274 $1.43M 0.82% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,256 $1.43M 0.03% -401 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 32,045 $1.42M 0.04% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 31,964 $1.42M 0.06% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 31,868 $1.41M 0.08% +1,366 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 31,687 $1.41M 0.23% -12,071 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 31,658 $1.4M 0.05% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 31,530 $1.4M 0.48% +1,091 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 31,401 $1.39M 0.02% -4,889 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 31,261 $1.39M 0.64% +54 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 31,222 $1.38M 0.53% -40,524 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 30,845 $1.37M 0.01% -1,395 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 30,447 $1.35M 0.28% +688 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 30,402 $1.35M 0.05% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 30,543 $1.35M 0.15% +75 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30,235 $1.34M 0.06% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 30,170 $1.34M 0.02% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 29,968 $1.33M 0.92% +2,298 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 29,846 $1.32M 0.58% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 29,806 $1.32M 0.66% +3 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,724 $1.32M <0.01% +8,546 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 29,582 $1.31M 0.01% +710 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 29,474 $1.31M 0.14% -1,354 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 29,388 $1.3M 0.48% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 29,278 $1.3M 0.02% -206 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 29,233 $1.3M 0.14% +123 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 29,137 $1.29M 0.14% +11 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 28,976 $1.29M 0.2% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 28,821 $1.28M 0.77% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 28,757 $1.28M 0.05% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 28,692 $1.27M 0.21% -1,983 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 28,467 $1.26M 0.1% +3,451 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 28,461 $1.26M 0.04% -620 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 28,438 $1.26M 0.04% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 28,388 $1.26M 0.63% +40 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 27,894 $1.24M 0.2% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,708 $1.23M 0.19% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,274 $1.21M 0.02% +386 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,866 $1.19M 0.02% +1,552 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 26,857 $1.19M 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 26,715 $1.19M <0.01% -952 13F-HR Timeline Group SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 26,634 $1.18M 0.44% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 26,550 $1.18M 0.1% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 26,442 $1.17M 0.65% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 26,354 $1.17M 0.55% +65 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 26,433 $1.17M 0.72% -460 13F-HR Timeline Busey Bank More: the full row for Busey Bank 26,130 $1.16M 0.03% -371 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 26,013 $1.15M 0.27% +489 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 25,883 $1.15M 0.1% +1 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 25,646 $1.14M 0.14% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 25,704 $1.14M 0.04% 0 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 25,635 $1.14M 0.24% +364 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 25,633 $1.14M 0.73% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 25,223 $1.12M 0.11% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 25,188 $1.12M 0.22% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 25,052 $1.11M 0.07% +156 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 25,042 $1.11M 0.07% +48 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 24,896 $1.1M -22,890 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 24,838 $1.1M 0.01% +18 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 24,744 $1.1M 0.03% -1,138 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 24,691 $1.1M 0.06% -822 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 24,348 $1.08M 0.25% +42 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 24,328 $1.08M 0.01% +10,832 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 24,066 $1.07M 0.64% +59 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,981 $1.06M <0.01% -272 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 23,967 $1.06M 0.46% -10 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,093 $1.06M <0.01% 0 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 23,764 $1.05M 0.05% +277 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 23,764 $1.05M 0.12% -429 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 23,624 $1.05M 0.42% -120 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 26,619 $1.03M 0.59% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 23,254 $1.03M 0.59% -1,019 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 22,108 $1.02M 0.05% +55 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 22,715 $1.01M 0.11% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 22,622 $1M 0.05% +2,000 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 22,510 $999K 0.54% -933 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 22,504 $998K 0.35% 0 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 22,444 $996K 0.57% +797 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 22,372 $992K 0.22% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 22,287 $989K 0.2% -198 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 22,285 $989K 0.19% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 22,162 $983K 0.01% -361 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 21,994 $976K 0.05% 0 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 21,638 $960K 0.93% -7,260 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 21,588 $958K 0.38% -211 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 21,326 $946K 0.55% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 21,073 $935K 0.04% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 20,741 $920K 0.14% -159 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 20,544 $911K 0.01% new 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,449 $907K 0.43% -177 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,372 $904K 0.01% +2,885 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 19,945 $885K 0.14% +940 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,933 $884K 0.15% -44 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 19,784 $878K 0.57% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 19,745 $876K 0.23% -225 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 19,537 $867K <0.01% -18,825 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 19,510 $865K 0.26% +47 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 19,248 $854K 0.07% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 19,221 $853K 0.2% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 19,164 $850K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,108 $848K 0.03% -125 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 19,108 $848K 0.1% -125 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 18,716 $830K 0.01% +2,338 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 18,672 $828K 0.05% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 18,510 $821K 0.09% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 18,157 $805K 0.32% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18,091 $803K 0.07% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 18,026 $800K 0.13% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,012 $799K 0.08% -18,012 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 18,011 $799K 0.1% -1,237 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 17,980 $798K 0.04% -54 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 17,949 $796K 0.1% 0 13F-HR Timeline Group NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 18,145 $793K 0.59% 0 13F-HR Timeline Blume Capital Management, Inc. 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