Seneca House Advisors More: the full row for Seneca House Advisors 648 $209K 0.08% -6 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 644 $208K 0.02% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 643 $208K 0.13% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 642 $207K 0.11% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 641 $207K 0.05% -8 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 640 $207K 0.09% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 640 $207K 0.01% -89 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 639 $207K 0.04% +3 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 577 $206K 0.04% +2 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 638 $206K 0.06% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 637 $206K 0.01% new 13F-HR/A Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 587 $205K 0.04% -153 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 634 $205K 0.05% +59 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 631 $204K 0.13% +21 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 628 $203K 0.06% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 522 $203K 0.03% +12 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 628 $203K 0.03% -351 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 625 $202K 0.01% +27 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 625 $202K 0.14% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 625 $202K 0.12% -25 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 625 $202K 0.12% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 625 $202K 0.01% -45 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 623 $201K 0.03% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 555 $201K 0.13% -225 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 622 $201K <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 622 $201K 0.01% -2,365 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 620 $200K 0.04% -2 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 619 $200K 0.06% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 586 $195K 0.04% -123 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 600 $194K 0.19% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 600 $193K 0.18% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 559 $181K 0.06% +1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 544 $176K 0.04% -99 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 543 $175K 0.07% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 525 $170K 0.01% +59 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 515 $166K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 513 $166K 0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 513 $166K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 512 $165K 0.02% -109 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 480 $155K 0.1% -1,133 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 477 $154K 0.02% +128 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 459 $148K 0.01% -145 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 447 $144K 0.13% +2 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 440 $142K 0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 423 $137K 0.06% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 422 $136K 0.02% +95 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 390 $126K 0.02% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 387 $125K 0.04% +235 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 380 $123K <0.01% -146 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 380 $123K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 378 $122K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 375 $121K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 370 $120K 0.01% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 355 $115K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 352 $114K 0.01% +2 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 350 $113K 0.02% -3,299 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 325 $105K 0.03% +306 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 310 $100K 0.05% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 304 $98.2K 0.04% +26 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 300 $96.9K 0.04% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 300 $96.9K 0.08% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 295 $95.3K 0.01% +4 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 287 $92.7K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 285 $92.1K 0.01% -55 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 334 $91.8K <0.01% +99 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 282 $91.1K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 280 $90.5K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 276 $89.2K 0.08% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 272 $89K <0.01% -153 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 272 $87.9K <0.01% -63 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 270 $87.1K <0.01% -19 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 271 $87K 0.01% -70 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 267 $86.3K 0.01% +8 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 264 $85.3K <0.01% +19 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 257 $83K <0.01% 0 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 253 $81.8K 0.01% -10 13F-HR Timeline Trust Co More: the full row for Trust Co 252 $81.4K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 251 $81K 0.01% +45 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 250 $80.8K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 229 $80.3K 0.01% +95 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 236 $78K 0.04% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 241 $77.9K 0.04% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 241 $77.9K 0.03% -1 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 232 $75K 0.09% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 232 $75K 0.02% -85 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 230 $74.3K 0.01% -82 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 220 $71K <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 211 $69.8K 0.01% -148 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 209 $67.5K 0.05% +29 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 209 $67K 0.02% +23 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 196 $63.3K <0.01% -20 13F-HR Timeline Quarry LP More: the full row for Quarry LP 193 $62.4K 0.02% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 189 $61.2K 0.01% -4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 185 $60K <0.01% -32 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 175 $56.5K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 174 $56K 0.01% -42 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 172 $55.6K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 170 $55K 0.01% -6 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 170 $54.9K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 164 $53K 0.02% -4 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 164 $53K 2.88% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 162 $52.3K <0.01% -61 13F-HR Timeline City State Bank More: the full row for City State Bank 160 $51.7K 0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 160 $51.7K 0.02% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 153 $49.4K 0.01% -42 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 150 $48K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 137 $43.7K <0.01% -10 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 135 $43.6K <0.01% -15 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 135 $43.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 132 $42.7K <0.01% -105 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 132 $42.7K 0.01% -110 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 122 $39.4K -1,086 Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 121 $39K 0.03% -2,879 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 117 $37.9K 0.01% +95 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 115 $37.2K 0.01% -12 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 108 $36K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 110 $35.5K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 110 $35.5K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 105 $33.9K <0.01% +7 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 104 $33.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 102 $33K 0.02% -231 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 100 $32.3K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 100 $32.3K <0.01% +77 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $32.3K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 96 $31K 0.01% -54 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 93 $30.1K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 88 $28.4K 0.01% -80 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 84 $27.9K 0.01% +44 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 85 $27.5K 0.01% +34 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 82 $26.5K <0.01% +63 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 80 $25.9K 0.02% +20 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 76 $24.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $24.2K <0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 75 $24.2K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 75 $24.2K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 75 $24.2K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 74 $23.9K <0.01% -16 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 74 $23.9K 0.01% -43 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 72 $23.3K 0.02% -11 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 72 $23.1K <0.01% -161 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 71 $22.9K 0.01% -238 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 69 $22.3K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 67 $21.6K 0.01% -10 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 66 $21.3K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 66 $21.2K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 65 $21K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 64 $20.7K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 63 $20.4K <0.01% -186 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 62 $20K 0.01% new 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 61 $19.8K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 61 $19.7K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 61 $19.6K <0.01% +1 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 83 $18.4K 0.01% +26 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 57 $18.4K <0.01% -7 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 57 $18.4K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 56 $18.1K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 56 $18.1K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 56 $18.1K 0.01% -23 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 56 $18.1K 0.01% -14 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 54 $17.4K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 54 $17.4K <0.01% -2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 53 $17.1K 0.01% -56 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 52 $16.8K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 52 $16.8K 0.01% +31 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 51 $16.5K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 51 $16.5K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $16.2K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 50 $16.2K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 50 $16.2K 0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 49 $15.8K 0.01% -1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 49 $15.8K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 49 $15.8K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 49 $15.8K <0.01% -6 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 48 $15.5K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 46 $15.2K 0.02% 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47 $15.2K <0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 47 $15.2K 0.01% -25 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 45 $14.5K 0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 45 $14.5K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 43 $13.9K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 43 $13.9K 0.01% +25 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 40 $12.9K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 39 $12.6K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 39 $12.6K <0.01% +17 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 39 $12K <0.01% -5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 37 $12K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $11.6K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 36 $11.6K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 34 $11K <0.01% -10 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 32 $10.3K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 31 $10K <0.01% +20 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 31 $10K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 31 $10K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 29 $9.37K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 29 $9.37K <0.01% -6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $8.72K 0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 26 $8.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 25 $8.08K <0.01% -43 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 25 $8K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 23 $7.43K <0.01% 0 13F-HR Timeline