FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 216 $211K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 215 $211K 0.04% -70 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 215 $211K 0.03% new 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 215 $211K <0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 212 $208K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 212 $208K 0.01% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 212 $208K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 212 $208K 0.06% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 212 $208K 0.05% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 210 $207K 0.1% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 210 $206K <0.01% new 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 210 $206K <0.01% +59 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 209 $205K 0.18% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 209 $205K 0.03% -113 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 191 $205K <0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 208 $204K 0.05% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 207 $203K 0.01% -101 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 186 $201K 0.02% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 205 $201K 0.07% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 205 $201K 0.03% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 199 $195K 0.05% -138 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 198 $194K 0.08% -22 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 185 $181K 0.15% +23 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 182 $178K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 180 $176K 0.01% +5 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 179 $176K -5 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $172K 0.02% +59 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 164 $161K 0.02% +111 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 161 $158K 0.04% +40 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 155 $152K 0.02% +30 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 150 $147K 0.04% 0 13F-HR/A Timeline NKCFO LLC More: the full row for NKCFO LLC 150 $147K 0.04% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 146 $143K 0.14% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 144 $141K 0.06% +110 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 143 $140K 0.01% -9 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 143 $140K 0.13% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 143 $140K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 140 $137K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 137 $134K 0.03% +1 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 135 $132K 0.12% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 134 $131K 0.08% +7 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 131 $128K 0.02% -13 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 130 $127K 0.01% +57 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 127 $124K 0.07% -72 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 126 $124K <0.01% -486 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 123 $121K <0.01% +100 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 120 $118K 0.02% -23 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 118 $116K <0.01% -6 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 116 $114K <0.01% 0 13F-HR/A Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 115 $113K 0.02% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 114 $110K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 110 $108K <0.01% +106 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 110 $108K 0.11% -6 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 109 $107K <0.01% +88 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 122 $105K 0.01% -1,020 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 104 $102K 0.03% +52 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 102 $100K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 98 $96.1K <0.01% +4 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 97 $95.1K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 94 $92.1K 0.01% +16 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 93 $91.2K 0.03% +70 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 93 $91.2K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 91 $89K 0.01% +28 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 90 $88.2K <0.01% -25 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 88 $86K <0.01% +5 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 86 $84.3K 0.01% +14 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 86 $84.3K 0.03% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 80 $78.5K 0.01% +31 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 78 $76.5K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 74 $73.1K 0.01% +16 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 73 $71.6K 0.04% +43 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 72 $70.6K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 71 $69.8K 0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 71 $69.6K <0.01% -104 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 71 $69.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 71 $69.6K <0.01% +6 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 71 $69.6K 0.04% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 70 $68.9K 0.05% -4 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 70 $68.6K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 67 $65.5K 0.08% +1 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 66 $64.8K 0.05% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 65 $63.7K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 65 $63K 0.02% +1 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 61 $59.3K 0.05% +1 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 60 $58.8K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 60 $58.8K 0.01% -9 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 59 $57.8K 0.05% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 57 $57K 0.01% +22 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 56 $55.8K 0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 50 $54.2K <0.01% -2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 51 $53.9K 0.01% +12 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 55 $53.9K 0.01% +34 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 53 $53K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 53 $52K <0.01% -124 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 51 $50K 0.04% +44 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 50 $49K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 48 $47.3K <0.01% +21 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 46 $45.1K <0.01% -1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $45.1K 0.01% -14 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 45 $44.1K 0.02% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 43 $42.8K 0.03% +22 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 42 $41.2K 0.01% +9 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 42 $41.2K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 41 $40.2K <0.01% +22 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 41 $40.2K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 40 $39.2K <0.01% +28 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 40 $39.2K <0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 39 $38.2K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 38 $37.2K 0.03% -6 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 37 $36.3K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 36 $35.3K 0.01% +33 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35 $34.3K <0.01% -3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 35 $34.3K <0.01% -5,218 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 35 $34.3K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 34 $33.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33 $32.3K <0.01% +24 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 33 $32.3K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 30 $31.6K 0.02% +1 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 32 $31.4K <0.01% +10 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 32 $31.4K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 32 $31.4K <0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 31 $30.7K <0.01% -110 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 30 $29.4K <0.01% -3 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 30 $29.4K 0.02% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 29 $28K <0.01% -5 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $27.4K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 28 $27.4K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 27 $26.5K 0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 26 $25K 0.01% +11 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 25 $24.5K 0.01% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 25 $24.5K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 24 $23.5K 0.01% +6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 23 $23K 0.02% -15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 23 $22.5K 0.01% new 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 23 $22.5K <0.01% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 23 $22.5K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 23 $22.5K 0.01% -5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $22.5K 0.01% +23 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 22 $22K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 22 $21.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $21.6K <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $20.6K 0.01% +10 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 21 $20.6K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $20.6K <0.01% +8 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 21 $20.6K 0.01% +8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 21 $20.6K 0.01% -38 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 20 $19.6K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 19 $18.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18 $17.6K <0.01% +1 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18 $17.6K <0.01% +12 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 18 $17.6K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 17 $16.7K 0.1% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $16.7K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 16 $15.7K 0.01% -129 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 16 $15.7K <0.01% -167 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 15 $15K 0.01% -179 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 15 $14.7K 0.01% +14 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 15 $14.7K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 15 $14.7K 0.01% +11 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 15 $14.7K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15 $14.7K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 15 $14.3K <0.01% +1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 13 $13K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13 $12.7K <0.01% -69 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 13 $12.7K 0.01% +6 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 13 $12.7K 0.01% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 13 $12.7K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 13 $12.7K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 13 $12.7K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13 $12.6K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 12 $11.8K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12 $11.8K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12 $11.8K <0.01% -30 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 12 $11.8K 0.01% +7 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $11.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11 $11K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 11 $11K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 11 $10.8K 0.01% +9 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11 $10.8K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 11 $10.8K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11 $10.8K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11 $10.8K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 11 $10.8K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 11 $10.8K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $9.82K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $9.8K <0.01% new 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10 $9.8K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $9.8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $9.8K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 10 $9.8K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 10 $9.8K <0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $8.82K <0.01% +4 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9 $8.82K <0.01% -11 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 9 $8.82K <0.01% -24 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $8.82K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $8.82K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $8.82K <0.01% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $8K <0.01% +1 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8 $7.84K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 8 $7.84K <0.01% -10 13F-HR Timeline Group