Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 4,489 $246K 0.21% 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,479 $245K 0.01% 0 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,473 $245K 0.03% -1 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,451 $244K 0.02% +52 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,050 $243K 0.18% -160 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 4,426 $242K 0.18% 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 4,415 $242K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,404 $241K <0.01% new 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,392 $240K 0.04% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,368 $239K <0.01% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,017 $238K 0.03% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,344 $238K 0.09% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,275 $234K 0.14% -34,224 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,271 $234K <0.01% +318 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,246 $232K 0.02% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,246 $232K 0.03% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 4,228 $231K 0.05% -247 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 4,204 $230K 0.1% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,200 $230K <0.01% -18,600 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,775 $230K 0.1% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,072 $229K 0.09% +57 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,186 $229K 0.01% -316 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,193 $229K 0.01% -65 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,171 $228K 0.04% +51 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,159 $228K <0.01% new 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,151 $227K 0.22% 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,136 $226K 0.04% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 4,128 $226K 0.14% 0 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,119 $225K 0.25% 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 4,117 $225K 0.22% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,101 $224K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,100 $224K 0.2% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5,353 $224K 1.33% +5,321 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 4,085 $223K 0.19% +247 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,074 $223K 0.01% +307 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,051 $222K 0.02% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,048 $221K 0.02% +233 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 4,048 $221K 0.19% -3 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,043 $221K 0.1% +56 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,039 $221K 0.01% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,835 $221K 0.01% new 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 4,026 $220K 0.04% -4,500 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,025 $220K 0.07% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,019 $220K 0.11% -49 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,012 $219K 0.01% +2 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,000 $219K 0.18% +1,000 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,000 $219K 0.07% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,595 $219K 0.04% new 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 3,985 $218K 0.25% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,962 $217K 0.01% +30 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,960 $217K 0.03% -885 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,942 $216K 0.01% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,925 $215K 0.05% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,905 $214K 0.09% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,896 $213K <0.01% -182 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,887 $213K 0.07% -675 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 3,885 $213K 0.09% new 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,853 $211K 0.16% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,850 $211K 0.08% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,845 $210K <0.01% -225 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,844 $210K <0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,838 $210K 0.02% +3,624 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,830 $210K 0.03% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,825 $209K 0.15% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,813 $209K 0.01% +90 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 3,787 $207K 0.12% 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 3,777 $207K 0.08% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,726 $204K 0.14% -156 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,716 $203K <0.01% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,705 $203K 0.03% -225 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,684 $202K 0.08% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,663 $200K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,656 $200K 0.01% 0 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,618 $198K 0.1% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,601 $197K 0.14% +10 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,528 $193K 0.01% +433 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,470 $190K 0.03% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3,375 $185K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,388 $184K 0.06% +169 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,277 $179K 0.04% +7 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,274 $179K 0.06% -327 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,260 $178K 0.05% -738 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,167 $173K 0.01% +2,260 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 3,127 $171K 0.08% +390 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,085 $169K 0.12% -119 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,077 $168K <0.01% -2,531 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,075 $168K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,964 $162K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,901 $159K 0.01% -2,591 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,820 $154K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,789 $153K 0.05% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,689 $147K 0.03% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,652 $145K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,645 $145K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,640 $144K 0.03% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,601 $142K 0.01% +187 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,381 $138K 0.01% +905 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,450 $134K 0.03% -862 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,415 $132K 0.04% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,183 $131K 0.09% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,375 $130K 0.05% +33 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,364 $129K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,270 $124K 0.08% -150 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,256 $123K 0.04% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,252 $123K 0.04% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,230 $122K 0.03% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 2,200 $120K 0.09% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,174 $119K 0.03% +3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,110 $115K 0.04% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 2,085 $114K 0.03% +8 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,100 $114K 0.03% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,076 $114K 0.03% +150 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,072 $113K 0.13% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,050 $112K 0.03% +500 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,050 $112K 0.01% 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $109K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,925 $105K 0.02% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,910 $104K 0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,842 $101K <0.01% 0 13F-HR Timeline Group BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,841 $101K 0.08% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,840 $101K 0.04% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,767 $96.7K 0.09% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,751 $95.8K 0.02% +551 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,743 $95K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,958 $94K 0.01% -5,111 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,712 $93.7K 0.01% -295 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,661 $91K <0.01% +359 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,618 $88.5K 0.01% +25 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,518 $83K 0.02% -3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,509 $82.6K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,500 $82.1K 0.02% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,500 $82.1K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,464 $80.1K 0.01% -1,117 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,453 $79K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,418 $77.6K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 1,372 $77.2K <0.01% -24,691 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,406 $76.9K 0.03% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,363 $74.6K 0.05% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,360 $74.4K 0.01% -24 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,357 $74.2K 0.01% -281 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,357 $74.2K 0.01% +19 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,324 $72.4K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,318 $72.1K 0.02% -311 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,259 $68.9K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,245 $68.1K 0.02% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,241 $67.5K 0.02% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,206 $66K 0.03% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,174 $64.2K 0.01% +16 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,158 $63.4K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,128 $61.7K 0.03% +378 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,120 $61.3K <0.01% -4,489 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,113 $60.9K 0.06% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,080 $59.1K 0.04% +100 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,071 $58.6K -2,204 Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,067 $58.4K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,053 $57.6K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,036 $56.7K <0.01% -100 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,034 $56.6K 0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 937 $56.5K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,020 $55.8K <0.01% -19 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 884 $55.3K 0.04% 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,000 $54.7K 0.01% 0 13F-HR Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,000 $54.7K 0.01% 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 842 $46.1K <0.01% +56 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 832 $45.5K 0.02% -105 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 796 $43.5K 0.01% +12 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 792 $43K 0.01% -792 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 785 $42.9K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 789 $42.1K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 765 $41.9K 0.02% 0 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 759 $41.5K 0.03% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 745 $40.8K 0.01% +314 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 732 $40K <0.01% +64 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 742 $40K 0.02% +10 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 703 $38.5K 0.01% new 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 679 $37.2K <0.01% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 673 $36.8K 0.02% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 672 $36.8K <0.01% +6 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 652 $35.6K 0.01% +6 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 636 $34.8K <0.01% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 612 $33.5K 0.02% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 601 $32.9K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 600 $32.8K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 590 $32.3K 0.02% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 585 $32K 0.03% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 576 $31.5K 0.02% +5 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 571 $31.2K 0.01% -3 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 567 $31K <0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 564 $30.9K 0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 558 $30.5K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 550 $30.1K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 540 $29.5K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 539 $29.5K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 530 $29K 0.02% -3,584 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 520 $28.4K 0.01% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 510 $27.9K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 504 $27.6K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 500 $27.4K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 473 $25.9K <0.01% +162 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 460 $25.2K 0.01% 13F-HR Timeline