NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,413 $302K 0.03% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,334 $297K 0.21% new 13F-HR/A Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,303 $295K 0.05% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,270 $292K 0.05% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,269 $292K 0.04% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,248 $291K 0.15% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,246 $291K 0.07% -133,102 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4,188 $287K 0.13% -373 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 4,170 $285K 0.1% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,167 $285K 0.04% +9 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,146 $284K 0.02% -2,356 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,065 $283K 0.02% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,120 $282K 0.17% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,099 $281K 0.02% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,034 $276K 0.12% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,028 $276K 0.04% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,000 $274K <0.01% -16,400 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,992 $273K <0.01% +8 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,974 $272K 0.11% +2 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,968 $272K 0.08% -49 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,945 $270K <0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,938 $270K <0.01% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 3,744 $256K 0.11% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,743 $256K <0.01% -76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. North Capital, Inc. More: the full row for North Capital, Inc. 3,729 $255K 0.2% +11 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,718 $255K 0.04% +3 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,684 $252K 0.04% +2 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,680 $252K 0.02% new 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,643 $249K 0.14% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,641 $249K 0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,627 $248K 0.17% +202 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,604 $247K 0.05% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,587 $246K 0.14% +118 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,549 $243K 0.02% +10 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,543 $243K 0.11% +9 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,514 $241K <0.01% 0 13F-HR/A Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,516 $240K 0.01% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,491 $239K 0.06% -1,524 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,486 $239K 0.17% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,470 $238K 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,469 $237K <0.01% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,448 $236K 0.05% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,447 $236K 0.01% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,444 $236K 0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,440 $236K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,436 $235K 0.01% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,436 $235K 0.04% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,431 $235K 0.01% 0 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 3,350 $229K 0.18% -169 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,300 $226K 0.09% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,282 $225K 0.03% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,282 $225K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,280 $225K 0.02% -104 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,255 $223K 0.01% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,255 $223K <0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,225 $221K <0.01% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,210 $220K 0.08% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,173 $216K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,146 $215K 0.02% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,130 $214K 0.05% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,127 $214K 0.01% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,118 $213K 0.21% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,088 $213K <0.01% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,109 $213K 0.03% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,075 $211K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,071 $210K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,049 $209K 0.15% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,026 $207K <0.01% +9 13F-HR Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 3,022 $207K 0.21% -577 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 3,007 $206K 0.02% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,004 $206K 0.05% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,000 $205K 0.03% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,978 $204K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,960 $203K 0.18% -979 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,926 $200K 0.07% new 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,922 $200K 0.07% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,899 $198K 0.02% -1,939 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,852 $195K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,801 $192K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,737 $187K 0.02% -1,055 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,689 $184K 0.08% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,664 $182K <0.01% +69 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,564 $175K 0.04% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,489 $170K <0.01% 0 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,433 $167K 0.13% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,378 $163K <0.01% -17 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 2,313 $158K 0.05% +3 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,445 $156K 0.06% +880 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,242 $153K <0.01% +46 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,241 $153K 0.21% +652 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,131 $146K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,100 $144K <0.01% 0 13F-HR/A Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,078 $142K 0.01% -3,688 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,977 $135K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,970 $135K <0.01% +195 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,965 $135K 0.02% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,842 $126K 0.02% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,772 $121K 0.02% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,720 $118K 0.06% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,706 $117K 0.05% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,688 $116K 0.07% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,564 $107K 0.09% +5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,518 $104K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,517 $104K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,010 $102K 0.02% +1,758 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,260 $86.3K 0.02% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,250 $85.6K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,233 $84.4K 0.04% -100 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,216 $83.2K <0.01% -200 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,211 $82.9K 0.03% +84 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 1,136 $77.8K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,109 $75.9K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,108 $75.9K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,100 $75.3K 0.07% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,070 $73.3K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,021 $69.9K 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,019 $69.7K <0.01% -1,390 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1,015 $69.5K 0.05% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 958 $65.6K 0.04% +51 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 945 $64.7K <0.01% +38 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 918 $62.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 913 $62.5K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 842 $58.7K 0.04% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 854 $58.5K 0.02% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 839 $57.4K 0.03% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 781 $53.4K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 778 $53.3K 0.03% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 755 $51.7K 0.01% +123 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 750 $51.3K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 746 $51.1K <0.01% -32 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 742 $50.8K <0.01% +680 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 736 $50.4K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 733 $50.2K 0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 728 $50K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 699 $47.9K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 684 $46.8K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 675 $46.2K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 666 $45.6K <0.01% -1,221 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 610 $41.8K 0.01% +170 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 605 $41.4K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 585 $40K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 510 $34.9K <0.01% +73 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 438 $30K 0.03% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 431 $29.5K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 387 $26.5K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 383 $26.2K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 375 $25.7K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 372 $25.4K <0.01% -53 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 353 $24.2K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 350 $24K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 343 $23.5K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 313 $21.4K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 300 $20.5K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 275 $18.8K 0.01% -40 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 272 $18.6K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 270 $18.5K 0.01% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 254 $17.4K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 251 $17.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 247 $16.9K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 231 $15.8K 0.01% +1 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 213 $14.6K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 195 $13.3K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 200 $13K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 164 $11.2K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 147 $10.1K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 128 $9K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 118 $8.04K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 103 $7.05K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 101 $6.91K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 97 $6.66K <0.01% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 96 $6.55K <0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 86 $5.89K <0.01% -95 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 78 $5.34K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 63 $4.33K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 53 $3.63K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 50 $3.42K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 40 $2.74K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 15 $1.03K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 9 $617 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 296 $0 0% -896 13F-HR Timeline Value filed as zero, left out of ratios.