Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,362 $1.19M 0.05% new 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 12,318 $1.19M 0.17% +894 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 12,175 $1.17M 0.5% +6,586 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,174 $1.17M 0.12% +2,901 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 12,058 $1.16M +2,908 Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 12,051 $1.16M 0.79% -2,544 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,836 $1.14M 0.01% +372 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,750 $1.13M 0.14% +1,358 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 11,708 $1.13M 0.07% +5,448 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 11,521 $1.11M 0.44% +102 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 11,500 $1.11M 0.69% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,500 $1.11M 0.12% +3,481 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,472 $1.1M 0.02% +2,805 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 11,437 $1.1M 0.19% +802 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 11,328 $1.09M 0.36% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 11,304 $1.09M 0.08% -4,169 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,175 $1.08M 0.03% +463 13F-HR/A Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 11,095 $1.07M 0.59% -404 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,883 $1.05M 0.04% +430 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 10,839 $1.04M 0.39% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,795 $1.04M 0.06% +271 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,694 $1.03M 0.02% +634 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,690 $1.03M 0.08% +7,320 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,618 $1.02M 0.06% +333 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,601 $1.02M 0.4% +3,042 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 10,562 $1.02M 0.87% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,508 $1.01M 0.03% +320 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 10,403 $1M 0.13% -18,987 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 10,302 $992K 1.1% -251 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 10,225 $986K 0.01% +547 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,199 $982K +939 Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,133 $976K 0.81% 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,119 $974K 0.2% +521 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,029 $967K 0.08% +1,319 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 9,985 $961K 0.55% -5,629 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,967 $960K 0.37% +1,119 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,890 $954K 0.01% -2,268 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 9,877 $951K 0.87% +7 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,849 $948K 0.03% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 9,804 $944K 0.15% +200 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,803 $944K 0.06% +219 13F-HR/A Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 9,720 $936K 0.13% +275 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,637 $928K <0.01% +467 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,618 $926K 0.02% +160 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,567 $916K <0.01% +726 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 9,477 $912K 0.12% -3,201 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 9,433 $908K 0.08% +510 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,610 $899K 0.08% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,327 $898K 0.2% +386 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 9,299 $895K 0.27% +229 13F-HR Timeline City State Bank More: the full row for City State Bank 9,270 $893K 0.24% +775 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 9,213 $890K 0.14% +1,087 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 9,185 $889K 0.3% +451 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,000 $867K 0.28% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 9,000 $867K 0.38% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,993 $866K 0.03% -158 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,975 $864K 0.01% -314 13F-HR/A Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,966 $863K 0.44% +313 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,900 $857K 0.71% +370 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 8,865 $854K 0.38% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 8,830 $850K 0.02% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,812 $848K 0.03% +3,299 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,811 $848K 0.03% -593 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,558 $840K 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,696 $837K 0.11% -2,300 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 8,537 $822K 0.67% 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,499 $818K 0.1% +64 13F-HR/A Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8,400 $811K 0.14% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 8,368 $806K 0.44% +36 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 8,328 $802K 0.58% +173 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 8,326 $802K 0.05% 0 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 8,304 $800K 0.71% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,297 $799K 0.12% +40 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,266 $796K 0.02% +871 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 8,262 $795K 1.02% +17 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 8,229 $792K 0.22% -151 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 8,031 $773K 0.45% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,959 $766K 0.07% -39 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,947 $765K 0.11% +929 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 7,926 $763K 0.35% +589 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,814 $752K 0.45% +90 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,770 $748K 0.01% -1,845 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 7,757 $747K 0.27% -398 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 7,754 $747K 0.37% -2,790 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 7,720 $743K 0.11% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,712 $742K <0.01% +374 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,695 $741K 0.15% +580 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,695 $741K 0.03% -68 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 7,643 $736K 0.01% -1,085 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,572 $729K 0.07% -570 13F-HR/A Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 7,522 $724K 0.39% +138 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 7,384 $711K 0.61% 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 7,367 $709K 0.03% -231,463 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 7,361 $709K 0.08% -339 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,276 $701K 0.04% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 7,244 $697K 0.35% -61 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 7,240 $697K 0.34% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,099 $684K <0.01% +293 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,022 $676K 0.02% -232 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,001 $674K 0.03% +1,461 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,985 $673K 0.56% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,865 $661K 0.02% +470 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,750 $650K 0.14% -4,270 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,749 $650K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,683 $643K 0.01% +502 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,665 $642K 0.05% -15 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 6,650 $640K 0.02% +1,362 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,586 $634K 0.05% -357 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,576 $633K 0.2% -1,724 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 6,556 $631K 0.29% -315 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,518 $628K 0.02% +974 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,479 $624K 0.08% +2,399 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,405 $617K 0.03% +1,414 13F-HR/A Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,378 $614K 0.12% -8,070 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 6,324 $609K <0.01% -23,410 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 6,283 $605K 0.22% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 6,245 $601K 0.16% -682 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,236 $600K 0.42% +2,193 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,208 $598K 0.11% +295 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,176 $595K 0.09% +457 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,135 $591K 0.2% +2,187 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 6,119 $589K 0.32% +320 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,038 $581K 0.13% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,992 $577K 0.25% +854 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,976 $575K <0.01% -536 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,961 $574K 0.07% +154 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,939 $572K 0.11% +22 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 5,892 $567K 0.16% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 5,819 $560K 0.06% -236 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 5,703 $549K 0.55% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,681 $547K 0.01% +76 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,562 $536K 0.34% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5,538 $533K 0.38% -1,306 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,514 $531K 0.03% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 5,506 $530K 0.13% +2,126 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,416 $521K 0.1% -369 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,379 $518K 0.07% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,372 $517K 0.1% -3,903 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,347 $515K 0.02% +1,955 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,347 $515K 0.08% +1,955 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 5,282 $509K 0.07% +733 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,280 $508K 0.29% +221 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,207 $501K <0.01% -11,938 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 5,191 $500K 0.13% +1,511 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 5,147 $496K <0.01% +873 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,121 $493K 0.26% +173 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,052 $486K 0.07% +100 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,007 $482K 0.11% +99 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 4,879 $470K 0.05% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,855 $467K 0.01% +37 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 4,842 $466K 0.1% +985 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,797 $462K 0.27% -1,099 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,791 $461K 0.01% +68 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,712 $454K 0.04% -10 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,694 $452K 0.12% -40 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,688 $451K 0.24% +1,449 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,678 $450K 0.19% +547 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,663 $449K 0.24% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,824 $448K 0.01% -12,673 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,649 $448K 0.21% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,631 $446K 0.01% +662 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,614 $444K 0.33% -63 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,586 $441K 0.05% +595 13F-HR/A Timeline Group Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 4,577 $441K 0.44% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,553 $438K 0.29% +175 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 4,537 $437K 0.32% -126 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,584 $436K 0.2% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,528 $436K 0.02% -128 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,519 $435K 0.04% +1,225 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,508 $434K 0.01% +453 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,463 $430K 0.07% 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,436 $429K 0.02% +88 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,450 $428K 0.02% -147 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,445 $428K 0.06% -119 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,445 $428K 0.01% -405 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,423 $426K 0.11% +169 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,406 $424K 0.07% +751 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,380 $422K 0.42% 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 4,342 $418K 0.31% 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 4,341 $418K 0.37% 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 4,313 $415K 0.26% +232 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 4,300 $414K 0.18% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,224 $407K 0.15% -265 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,223 $407K 0.02% +119 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,222 $406K 0.01% +334 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,215 $406K 0.1% -344 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,160 $403K 0.36% 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 4,174 $402K 0.42% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,155 $400K 0.07% +590 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $400K 0.04% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,467 $398K 0.11% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,110 $396K 0.22% -842 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,093 $394K 0.01% +2,372 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,056 $391K 0.11% -40 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,046 $390K 0.06% -214 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,027 $388K 0.06% +1,084 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4,002 $385K 0.17% +99 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,987 $384K 0.21% -347 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,963 $383K 0.11% +1,129 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,961 $381K 0.18% -149,187 13F-HR Timeline