CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 10,110 $547K 0.08% -3,221 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 10,096 $547K 0.06% -250 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,054 $544K 0.02% -1,867 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,037 $543K 0.01% -220 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 9,930 $538K 0.03% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,893 $536K <0.01% +2,370 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,885 $535K 0.25% -127 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,900 $535K 0.05% +2,300 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 9,865 $534K 0.43% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,835 $532K 0.01% +406 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,729 $527K 0.03% -1,963 13F-HR Timeline Group Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 11,615 $526K 0.05% +1,450 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,677 $524K 0.17% -358 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,661 $523K 0.26% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,525 $516K 0.11% -320 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 9,501 $514K 0.09% +373 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,442 $511K 0.02% +506 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,373 $507K 0.01% -18,006 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,373 $507K 0.01% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,325 $505K 0.03% +1,050 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 9,322 $505K 0.33% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 9,375 $504K 0.19% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,277 $502K 0.02% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 9,240 $500K 0.11% +800 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,190 $499K 0.03% +101 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,175 $498K 0.07% +1,959 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 9,186 $497K 0.25% -79 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,149 $495K 0.12% -335 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,137 $494K 0.04% +4,650 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,131 $494K 0.03% +364 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,116 $494K 0.02% +274 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,107 $493K 0.07% -1,993 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 9,095 $492K 0.2% -103 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,048 $490K 0.05% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,046 $490K 0.04% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,013 $488K 0.01% -25 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,008 $488K <0.01% +294 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,996 $487K 0.39% -1,532 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,995 $487K 0.44% +31 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,935 $484K 0.05% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 8,862 $479K +4,554 Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,747 $474K 0.01% +2,953 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 8,705 $471K 0.16% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,705 $470K 0.01% -396 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,633 $470K 0.02% +236 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,676 $470K 0.14% -283 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,676 $470K 0.02% -294 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,661 $469K 0.03% -214 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,646 $468K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,637 $468K 0.1% -759 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,628 $467K 0.11% -129 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 8,567 $464K 0.15% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,542 $462K 0.02% +123 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,541 $462K 0.38% -309 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8,533 $462K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,531 $462K 0.01% +37 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,526 $462K 0.06% +312 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,521 $461K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8,504 $460K 0.02% -925 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,500 $460K 0.02% +581 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,482 $459K 0.01% -204 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,482 $459K 0.02% -1,695 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,480 $459K 0.19% -102 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,465 $458K 0.03% -200 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,440 $457K 0.1% +2,500 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,439 $457K 0.01% +690 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,426 $456K 0.04% +14 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 8,400 $455K 0.05% -8,391 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,324 $451K 0.09% +10 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 8,310 $450K 0.07% -2,735 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,295 $449K 0.38% -590 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 8,274 $448K 0.09% -95 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,252 $447K <0.01% -1,830 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,262 $446K 0.04% -27 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 8,247 $446K 0.02% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,241 $446K 0.01% -612 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 8,200 $445K 0.04% -200 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,208 $444K 0.21% -93 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,123 $440K 0.03% +300 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 8,102 $439K 0.22% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,093 $438K 0.43% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 8,083 $438K 0.33% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 8,078 $437K 0.14% +50 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,091 $437K 0.05% -429 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,071 $437K 0.18% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,293 $437K 0.01% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,055 $435K 0.03% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 8,007 $434K 0.02% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 8,005 $433K 0.03% -1,396 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,997 $433K 0.14% +766 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,984 $432K 0.02% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 7,821 $432K 0.02% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,962 $431K 0.28% +375 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 7,945 $430K 0.31% -299 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,929 $429K 0.05% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,903 $428K 0.06% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,902 $428K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,884 $427K 0.04% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 7,877 $426K 0.4% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,764 $420K -633 Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,748 $419K 0.04% -1,088 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,734 $419K 0.19% -101 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 7,673 $415K 0.14% -780 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,516 $412K 0.01% new 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 7,565 $410K 7.34% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 7,561 $409K 0.18% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 7,519 $407K 0.26% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,513 $407K 0.08% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,571 $406K 0.03% -779 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 7,500 $406K 0.01% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,485 $405K 0.02% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,485 $405K 0.04% -76 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 7,482 $405K 0.18% -155 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,466 $403K 0.05% +130 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 7,421 $402K 0.03% -1,805 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 7,420 $402K 0.21% +329 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 7,366 $399K 0.22% -21 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 7,317 $396K 0.14% -400 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 7,305 $395K 0.17% -12 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,301 $395K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,291 $395K 0.09% -1,222 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,287 $395K 0.03% 0 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 7,285 $394K 0.11% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 7,273 $394K 0.06% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,254 $393K 0.2% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,236 $392K <0.01% new 13F-HR Timeline Group HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 7,204 $390K 0.08% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,197 $390K 0.16% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,194 $389K 0.05% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 7,185 $389K 0.22% -728 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,177 $389K 0.01% -67 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,113 $385K 0.22% +1,431 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 7,100 $384K 0.06% +3,300 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,084 $384K 0.07% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,055 $382K 0.14% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,049 $382K 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,026 $380K 0.02% +175 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,022 $380K 0.01% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,992 $379K 0.03% -887 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,983 $378K 0.19% +508 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,971 $377K 0.01% -1,778 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,953 $376K 0.02% +587 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 6,930 $375K 0.05% +246 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,917 $374K 0.01% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,881 $373K 0.19% -100 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,870 $372K 0.07% +1,180 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,853 $371K 0.01% +567 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,829 $370K 0.01% +2,539 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,826 $370K 0.02% +2,252 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 6,824 $369K 0.07% -49 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,782 $366K 0.01% -916 13F-HR/A Timeline IFS Group,LLC More: the full row for IFS Group,LLC 6,759 $366K 0.33% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 6,752 $366K <0.01% -97,481 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,731 $364K 0.01% -4,900 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 6,718 $364K 0.06% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,686 $362K 0.01% -152 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,671 $361K 0.04% +2 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 6,650 $360K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,646 $360K 0.01% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,633 $359K 0.06% -233 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 7,478 $358K 0.15% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,588 $357K <0.01% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,587 $357K 0.05% 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,585 $357K 0.12% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,577 $356K 0.13% +271 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,572 $356K 0.02% +34 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,556 $355K 0.05% +1,650 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 6,547 $354K 0.16% 0 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 6,553 $354K 0.12% new 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,511 $353K 0.2% -53,610 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,503 $352K 0.03% -3,578 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,482 $351K 0.02% -1,115 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,480 $351K 0.04% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,490 $351K 0.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 6,477 $351K 0.26% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,477 $351K 0.03% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,469 $350K 0.01% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,458 $350K 0.05% -814 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,457 $350K 0.04% +18 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,455 $349K 0.1% -628 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,398 $346K 0.04% -374 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,397 $346K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,333 $343K <0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 6,320 $342K 0.18% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,320 $342K 0.02% +70 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,309 $342K 0.05% +230 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,269 $339K 0.02% +512 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,263 $339K 0.07% +26 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 6,245 $338K 0.13% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,223 $337K 0.02% -196 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,220 $337K 0.02% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,218 $337K 0.29% -58 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,186 $335K 0.02% +291 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,149 $333K 0.02% -372 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 6,119 $333K 0.2% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,076 $329K 0.12% -5,296 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,869 $329K 0.05% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,058 $328K 0.1% -879 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,041 $327K 0.07% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,032 $327K 0.03% +1,375 13F-HR Timeline