Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 6,554 $539K 0.11% +579 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 6,533 $538K 0.18% +723 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,500 $535K 0.3% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,488 $534K 0.02% +95 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,457 $532K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,410 $528K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,398 $527K 0.01% +1,333 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,368 $524K 0.11% -205 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,343 $522K 0.13% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,297 $519K 0.36% +12 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,227 $513K 0.03% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,227 $513K <0.01% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,171 $508K 0.17% +1,250 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,156 $507K 0.31% -1,209 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,095 $502K <0.01% +628 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,076 $500K 0.08% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 6,065 $499K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,030 $497K 0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,044 $495K 0.03% +7 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,001 $494K 0.04% +30 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,959 $491K 0.03% +1,525 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 5,916 $487K 0.03% -27 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,902 $486K 0.18% +95 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,900 $485K 0.02% -55 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,884 $485K <0.01% -3,278 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,880 $484K 0.02% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,850 $482K 0.21% +15 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,828 $480K 0.01% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,828 $480K 0.09% -224 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,815 $479K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,813 $479K 0.01% 0 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 5,769 $475K 0.08% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 5,797 $474K 0.33% -711 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,744 $473K 0.02% -17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,704 $470K 0.04% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,667 $467K 0.22% +787 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,666 $467K 0.03% +2,386 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,628 $463K 0.04% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 5,555 $457K 0.26% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,507 $453K 0.02% +135 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 5,442 $448K 0.07% +67 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 5,302 $437K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,293 $436K 0.01% -46 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,269 $434K 0.11% -19 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,268 $434K 0.23% +7 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 5,185 $427K 0.49% +124 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,182 $427K 0.04% +44 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,172 $426K 0.01% +580 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,069 $417K 0.07% +12 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 5,055 $416K 0.28% +391 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,036 $415K 0.06% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,992 $411K 0.01% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 4,979 $410K 0.21% +7 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,975 $410K 0.05% +535 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,960 $408K <0.01% new 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,896 $403K 0.02% -1,929 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,890 $403K 0.13% 0 13F-HR/A Timeline NWAM LLC More: the full row for NWAM LLC 4,880 $402K 0.02% -870 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,833 $398K <0.01% 0 13F-HR Timeline Group Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,814 $396K 0.15% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,771 $393K 0.08% +401 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,765 $392K 0.24% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,756 $392K 0.03% +331 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 4,704 $387K 0.24% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,676 $385K <0.01% -240 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 4,665 $384K 0.06% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,629 $381K 0.02% -4,629 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 4,697 $378K 0.19% +995 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,582 $377K 0.02% -1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,561 $376K 0.01% -559 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,556 $375K 0.01% +8 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,507 $371K 0.3% +414 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,510 $371K 0.05% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,477 $369K 0.19% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,453 $367K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,425 $364K 0.12% +1 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 4,411 $363K 0.25% +1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,335 $357K 0.04% 0 13F-HR/A Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 4,327 $356K 0.31% +1,461 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 4,294 $354K 0.08% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,270 $352K 0.05% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,269 $352K 0.04% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,246 $350K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,190 $345K 0.04% +8 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4,167 $343K 0.12% -21 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 4,124 $340K 0.16% +3 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,099 $338K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,083 $336K 0.25% +335 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,064 $335K 0.07% +12 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,058 $334K 0.13% -247 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,030 $331K <0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,005 $330K 0.08% +1 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 4,005 $330K <0.01% +9 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,981 $328K 0.12% +2 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,962 $326K 0.04% -208 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,945 $325K <0.01% -116 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,928 $323K 0.01% +8 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,870 $319K 0.01% -539 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 3,869 $319K 0.24% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,803 $313K 0.23% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 3,798 $313K 0.1% -17 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,756 $309K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,438 $309K 0.11% -6 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,738 $308K 0.02% +599 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,735 $308K 0.01% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 3,784 $307K 0.22% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 3,729 $307K 0.18% +66 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,699 $305K 0.09% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,659 $301K 0.13% +31 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,609 $297K 0.03% +9 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,583 $295K 0.09% +2,729 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3,578 $295K 0.25% -24 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,572 $294K 0.1% +10 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,564 $293K <0.01% -15,814 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,514 $289K <0.01% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,483 $287K <0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,469 $286K <0.01% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,448 $284K 0.05% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,444 $284K 0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,440 $283K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,436 $283K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,436 $283K 0.03% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,431 $283K 0.01% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,365 $277K 0.06% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,362 $277K 0.05% -154 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 3,362 $277K 0.11% 0 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 3,358 $276K 0.26% -128 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,355 $276K <0.01% -1,546 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 3,350 $276K 0.2% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,335 $275K 0.04% +5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,300 $272K 0.07% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 3,297 $271K 0.22% +65 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,315 $271K 0.02% +4 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,279 $270K 0.08% +10 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 3,255 $268K 0.19% -766 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,254 $268K 0.02% -44 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,235 $266K <0.01% new 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,210 $264K 0.08% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,204 $264K 0.02% +19 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,116 $257K 0.01% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,109 $256K 0.03% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,094 $255K 0.05% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,075 $253K 0.02% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 3,071 $253K 0.19% +9 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,071 $253K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,070 $253K 0.06% +8 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,068 $253K 0.13% +8 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,066 $252K 0.12% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,088 $252K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,021 $249K 0.18% +7 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,004 $247K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,002 $247K <0.01% +1 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 3,004 $247K 0.04% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,992 $246K 0.01% +6 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,991 $246K 0.01% +33 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,985 $246K 0.02% -161 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,972 $245K 0.07% -333 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,965 $244K 0.05% -263 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,932 $241K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,927 $241K 0.07% +2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,923 $241K <0.01% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,899 $239K 0.04% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,893 $238K 0.04% +7 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,866 $236K 0.01% +2,209 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,852 $235K 0.02% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,820 $232K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,806 $231K 0.03% new 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 2,778 $229K 0.3% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,775 $228K 0.01% -203 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,765 $228K 0.05% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,747 $226K 0.02% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,744 $226K 0.02% -126 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,738 $225K 0.02% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,724 $224K 0.04% -170 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,722 $224K 0.02% -750 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,702 $222K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,696 $222K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,692 $222K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,682 $221K 0.18% -62 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,681 $221K 0.03% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,650 $218K 0.08% new 13F-HR Timeline STOLZ & ASSOCIATES, PS More: the full row for STOLZ & ASSOCIATES, PS 2,647 $218K 0.14% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,606 $215K 0.13% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,571 $212K 0.06% new 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 2,526 $208K 0.06% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,498 $206K 0.01% new 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 2,495 $205K 0.24% -469 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 2,494 $205K 0.01% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,490 $205K 0.03% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,443 $201K <0.01% +960 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,433 $200K 0.14% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,361 $194K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,323 $191K 0.05% +4 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,131 $175K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,052 $169K 0.03% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,000 $165K <0.01% -243 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,869 $154K 0.01% +282 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,855 $153K 0.11% +989 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,842 $152K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,766 $145K 0.01% new 13F-HR Timeline