Apella Capital, LLC More: the full row for Apella Capital, LLC 2,130,939 $113M 1.68% +195,309 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,552,569 $81.4M 8.25% +76,771 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 717,238 $37.6M 5.93% +65,514 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 707,855 $37.2M 1.8% +72,648 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 699,862 $36.7M 11.25% +42,225 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 678,537 $35.6M 3.93% -295,733 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 660,407 $34.6M 8.61% +29,529 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 619,301 $32.5M 8.53% +34,807 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 553,967 $29.1M 0.14% -140,323 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 476,651 $25M +135,103 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 466,474 $24.5M 0.03% +13,965 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 448,370 $23.5M 7.13% +57,822 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 434,952 $22.8M 9.26% +17,971 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 387,348 $20.3M 2.54% +20,307 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 368,296 $19.3M 3.77% +18,396 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 351,973 $18.5M 5.81% +20,333 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 325,258 $17.1M 5.34% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 322,271 $16.9M 0.08% +22,477 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 311,681 $16.3M 6.51% +64,665 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 310,440 $16.3M <0.01% +95,469 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 306,291 $16.1M 0.58% +27,756 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 305,039 $16M 2.86% +12,045 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 295,666 $15.5M +96,288 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 271,081 $14.2M 0.16% +20,250 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 263,939 $13.8M 0.03% -10,116 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 262,958 $13.8M 8.1% +9,536 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 253,119 $13.3M 0.51% -726 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 237,067 $12.4M 8.78% +3,465 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 236,805 $12.4M 6.79% +19,739 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 232,862 $12.2M 6.26% +23,175 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 215,695 $11.4M 3.22% -775 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 207,628 $10.9M 5.26% +11,732 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 189,982 $9.96M 3.83% +19,962 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 188,367 $9.88M 1.31% +32,038 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 185,578 $9.73M 0.1% +16,294 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 172,178 $9.03M 0.51% +14,917 13F-HR Timeline Stratos Investment Management, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Investment Management, LLC 162,267 $8.51M 0.34% +959 13F-HR Timeline Group E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 155,462 $8.15M 8.5% +22,272 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 147,515 $7.74M 1.09% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 119,608 $6.29M 0.06% +70,138 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 117,165 $6.15M 3.06% +6,110 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 111,027 $5.82M 1.6% +9,609 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 108,165 $5.67M 3.25% +47,823 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 106,375 $5.58M 3.3% -8,860 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 105,759 $5.55M 0.01% +12,600 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 105,331 $5.52M 0.6% -2,130 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 101,238 $5.31M 1.86% +6,114 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 98,934 $5.19M 0.04% new 13F-HR Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 96,795 $5.08M 0.37% +5,672 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 95,979 $5.03M 0.01% -23,750 13F-HR Timeline Group HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 91,680 $4.81M 4.46% +8,630 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 91,654 $4.81M 3.12% +6,713 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 90,590 $4.75M 2.92% +10,143 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 88,737 $4.65M 2.64% +18,366 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 85,195 $4.47M <0.01% +8,898 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 79,143 $4.15M 0.04% +1,881 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 76,907 $4.03M 1.62% +3,241 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 76,369 $4.01M 0.11% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 72,026 $3.78M 2.76% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 71,530 $3.75M +71,360 Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 68,938 $3.62M 2.86% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 73,087 $3.57M 0.33% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 67,189 $3.52M 2.54% +23,070 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 67,049 $3.52M <0.01% -1,985 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 63,461 $3.33M 0.01% +27,413 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 61,430 $3.22M 1.61% +2,993 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 61,022 $3.2M 1.55% +22,587 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 60,692 $3.18M 0.14% +34,958 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 57,405 $3.01M 2.53% -1,538 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 57,019 $2.99M 2.24% +9,929 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 53,161 $2.79M <0.01% +5,053 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 51,600 $2.71M <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 50,188 $2.63M 0.1% +3,323 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 49,188 $2.58M 2.44% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 48,096 $2.52M <0.01% +6,679 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 47,850 $2.51M <0.01% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 47,512 $2.49M 0.03% +11,214 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 47,120 $2.47M 1.54% -45,666 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 46,836 $2.46M 0.14% +2,176 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 44,789 $2.35M <0.01% +3,730 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 44,461 $2.33M 0.07% -14,920 13F-HR/A Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 43,202 $2.27M 0.25% +10,437 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 42,131 $2.21M 1.66% +2,435 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 42,004 $2.2M 1.68% +1,635 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 41,794 $2.19M 1.87% +1,682 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 40,448 $2.12M 0.01% -2,331 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 40,412 $2.12M <0.01% -133,162 13F-HR Timeline Group Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 39,022 $2.05M 0.93% new 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 38,825 $2.04M 2.09% +2,705 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 37,607 $1.97M 0.83% +7,468 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 32,137 $1.68M 0.06% +6,475 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 25,899 $1.36M 0.15% +188 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 19,981 $1.05M 0.31% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 19,338 $1.01M 0.05% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 17,706 $929K 0.75% +1,390 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,628 $925K 0.24% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,950 $889K 0.02% +780 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 16,774 $880K 0.07% +7,634 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 16,531 $867K 0.29% new 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 15,420 $809K 0.68% +11,595 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,256 $800K <0.01% -11,909 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,652 $768K 0.05% -4,448 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,780 $723K 0.14% -105 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,584 $713K 0.02% +1,043 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 12,665 $664K 0.37% -1,465 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,559 $659K 0.02% +781 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 11,757 $617K 0.14% +709 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 11,379 $597K 0.25% -13,070 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,301 $593K <0.01% +394 13F-HR Timeline Group USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,392 $541K 0.18% +243 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 10,082 $529K 0.11% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,801 $514K 0.01% 0 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 9,766 $512K 0.01% +4,945 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,655 $506K 0.07% +52 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,615 $504K 0.01% +1,240 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 9,576 $502K 0.09% -1,606 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,011 $473K <0.01% +150 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,812 $462K 0.1% +772 13F-HR Timeline CSP Financial Group, LLC More: the full row for CSP Financial Group, LLC 8,717 $457K 0.47% 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 8,420 $442K +4,520 Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 8,200 $430K 0.18% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,033 $421K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,917 $415K 0.01% +309 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 7,352 $386K 0.1% +3,064 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 6,650 $349K 0.28% new 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 6,550 $344K 0.19% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,111 $321K <0.01% new 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,022 $317K 0.05% +993 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,901 $310K 0.18% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,576 $292K 0.09% -49 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,528 $292K 0.02% +302 13F-HR/A Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,427 $285K 0.03% +437 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,211 $273K 0.24% +283 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 5,067 $266K 0.13% +516 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,058 $265K <0.01% -464 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,911 $258K 0.02% +120 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,861 $255K <0.01% +435 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,815 $253K 0.02% +201 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,625 $243K 0.11% 0 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,420 $232K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,287 $225K 0.2% 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,285 $225K 0.04% +136 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,256 $223K 0.01% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,185 $219K <0.01% new 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,000 $210K 0.05% -3,300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,671 $140K <0.01% +297 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,662 $140K <0.01% +137 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,627 $138K 0.08% -48 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,550 $134K 0.38% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,710 $89.7K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,608 $84.3K <0.01% +1,500 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 846 $44.4K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 758 $39K 0.01% +589 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 624 $32.8K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 383 $20.1K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 305 $16K <0.01% -20 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 286 $15K <0.01% -411 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 237 $12.4K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 233 $12.2K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 129 $6.77K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 23 $1.19K <0.01% +5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.