Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 74,027 $1.45M -4,756 Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 74,000 $1.45M 0.57% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 73,798 $1.45M 0.24% -1,595 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 73,704 $1.44M 0.14% -2,834 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 73,225 $1.43M 0.95% -1,979 13F-HR/A Timeline Manske Wealth Management More: the full row for Manske Wealth Management 72,968 $1.43M 0.57% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 72,934 $1.43M 0.87% 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 72,653 $1.42M 1.05% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 71,323 $1.4M 0.07% +350 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 70,623 $1.38M 0.74% -2,561 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 69,605 $1.36M 0.15% +75 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 68,756 $1.35M 0.02% -9,508 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 68,724 $1.35M 0.27% +55,890 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 68,533 $1.34M 0.09% -1,587 13F-HR/A Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 68,436 $1.34M 1.27% -40,970 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 68,428 $1.34M 0.05% +7,560 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 67,939 $1.33M 0.19% -11,658 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 67,618 $1.32M 0.05% +2,058 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 67,586 $1.32M 0.06% +15,000 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 67,299 $1.32M 0.4% +553 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 67,170 $1.32M 0.25% -40,325 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 66,992 $1.31M 0.02% +34,105 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 66,637 $1.31M 0.44% -2,490 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 66,500 $1.3M 0.1% +54,500 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 66,370 $1.3M 0.58% +13,693 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 66,228 $1.3M 0.21% +5,174 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 66,532 $1.3M 0.27% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 60,682 $1.27M 0.07% +2,233 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 64,775 $1.27M 0.47% +1,000 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 64,000 $1.25M 0.33% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 77,828 $1.25M 0.08% -10,146 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 63,655 $1.25M 0.12% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 63,525 $1.24M 0.39% +3,000 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 58,844 $1.24M 0.06% -1,657 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 62,912 $1.23M 0.01% +6,877 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 62,800 $1.23M 0.18% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 62,352 $1.22M 0.12% -5,186 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 61,485 $1.2M 0.02% +328 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 60,776 $1.19M 0.02% +6,541 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 60,566 $1.19M 0.03% +37,633 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 60,000 $1.18M 1.75% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 60,000 $1.18M 0.18% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 59,878 $1.17M 0.26% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 59,666 $1.17M 0.18% +600 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 59,606 $1.17M 0.25% +297 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 59,141 $1.16M 0.12% +16 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 58,935 $1.15M 0.04% +13,140 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 58,797 $1.15M 0.04% -578 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 58,173 $1.14M 0.07% +1,322 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 54,067 $1.13M 0.01% +20,187 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 57,532 $1.13M 0.04% +22,512 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 57,128 $1.12M 0.04% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 56,722 $1.11M 0.25% -1,236 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 56,695 $1.11M 0.97% +1,100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 56,243 $1.1M 0.06% +39,202 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 56,123 $1.1M 0.64% +123 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 55,750 $1.09M 0.13% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 55,460 $1.09M 0.01% -164 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 55,020 $1.08M 0.37% 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 54,468 $1.07M 0.4% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 54,141 $1.06M 0.01% +2,797 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 53,860 $1.05M 0.27% +135 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 53,687 $1.05M 0.28% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 53,326 $1.04M 0.01% -8,167 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 51,285 $1.02M 0.11% +2 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 52,150 $1.02M 0.54% +7,876 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 52,069 $1.02M <0.01% -97 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 52,028 $1.02M 0.02% +2,612 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 51,845 $1.02M 0.44% +4,095 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 51,336 $1.01M 0.38% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 51,000 $999K 0.24% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 50,894 $997K 0.49% +5,973 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 50,516 $990K 0.01% -34,014 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50,156 $983K 0.01% +36,971 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 50,109 $982K 0.19% +12 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 49,547 $971K 0.08% -800 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 49,051 $961K 0.05% -61 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 48,914 $958K 0.76% +14,836 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 48,590 $952K 0.11% +2,580 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 48,399 $948K 0.03% +5,312 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 48,294 $946K 0.01% +1,102 13F-HR/A Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 47,955 $939K 0.2% +883 13F-HR/A Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 47,815 $937K 0.1% -1,268 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 47,607 $933K 0.38% +2,336 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 47,300 $927K 0.03% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 47,217 $925K 0.1% +7,270 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 47,098 $923K 0.03% 0 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 46,834 $917K 0.2% 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 46,822 $917K 0.02% -437,000 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 46,634 $914K 0.02% +1,704 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 46,598 $913K 0.05% +23,249 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 46,425 $909K 0.19% +2,941 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 46,138 $904K 0.52% -10,472 13F-HR/A Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 46,074 $903K 0.77% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 46,040 $902K 0.16% +6 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 46,033 $902K 0.08% +8,386 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 45,789 $897K 0.17% +683 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 45,576 $893K 0.2% +10,762 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 44,924 $880K 0.06% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 44,500 $872K 0.33% +4,500 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 41,960 $871K 0.09% +10,102 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 44,322 $868K 0.06% +1,142 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 44,166 $865K 0.62% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 43,734 $857K 0.11% +1,017 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 43,472 $852K 0.21% -150 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 43,088 $844K 0.19% +3,400 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 42,800 $838K 0.32% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 42,752 $838K 0.07% +2,448 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 42,676 $836K 0.12% +3 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 42,360 $830K 0.41% +1,615 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 42,259 $828K <0.01% +2,184 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 42,247 $828K 0.06% +4,111 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 42,119 $825K 0.02% +19,609 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 41,959 $822K 0.04% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 41,948 $822K 0.26% +4,432 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 41,905 $821K 0.09% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 41,402 $811K 0.07% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 41,302 $809K 0.25% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 40,646 $796K 0.06% -3,174 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 40,650 $796K 0.25% +3,160 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 40,494 $793K 2.17% +718 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 40,310 $790K 0.07% +2,735 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 40,281 $789K 0.08% +3 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 40,000 $784K 0.02% new 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 40,000 $784K 0.36% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 39,840 $780K 0.07% +1,420 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 39,546 $775K 0.05% +444 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 39,432 $772K 0.23% 0 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 39,349 $771K 0.24% -4,871 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 38,998 $764K 0.25% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 38,923 $762K 0.24% +3,151 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 38,539 $755K 0.05% +4,486 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 38,528 $755K 0.02% +4 13F-HR/A Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 38,355 $751K 0.01% 0 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 38,302 $750K 0.14% -6,563 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 36,927 $748K 0.02% -607 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 37,645 $737K 0.03% -470 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 37,566 $736K <0.01% -28,638 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 37,550 $736K 0.1% +4,217 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 37,314 $731K 0.14% +33 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 37,226 $729K 0.06% +6,412 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 37,180 $728K 0.37% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,083 $726K 0.03% +3,539 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 37,072 $726K 0.73% 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 36,823 $721K 0.18% -3,752 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 36,734 $720K 0.03% -19,700 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 36,716 $719K 0.3% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 36,673 $718K 0.01% -9,969 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 36,441 $714K 0.24% +6 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 36,381 $713K 0.04% +617 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 36,093 $707K 0.11% -8,683 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 36,066 $707K 0.67% 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 35,782 $701K 0.38% -10,753 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 35,615 $698K 0.26% +10,728 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 35,386 $693K 0.16% +30 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 35,317 $692K 0.3% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 35,159 $689K 0.09% -1,781 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 34,898 $684K 0.25% +643 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 34,874 $683K 0.01% +11,874 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 34,833 $682K 0.53% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 34,713 $680K 0.1% +1,248 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 34,429 $677K 0.16% +3,511 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 34,369 $673K 0.04% +197 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 34,361 $673K 0.11% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 34,320 $672K 0.02% +482 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 34,316 $672K 0.12% +7,659 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 34,294 $672K 0.04% +2,683 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34,240 $671K 0.12% +3,857 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 34,000 $670K 0.16% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 34,121 $668K 0.19% -1,312 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 34,056 $667K 0.14% 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 34,004 $666K 0.02% +3,775 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 33,800 $662K 0.06% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 33,621 $659K 0.07% +7,147 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 33,502 $656K 0.01% -11,612 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 33,500 $656K 0.12% -500 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 33,091 $648K 0.03% -8,222 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 33,090 $648K <0.01% -100,000 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 33,067 $648K 0.05% +406 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 33,051 $647K 0.2% -60 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,016 $647K 0.04% -3,122 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 32,987 $646K 0.18% -500 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 32,223 $644K 0.07% +10,062 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 32,825 $643K 0.45% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 32,755 $642K 0.06% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 32,556 $638K 0.12% +600 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 32,242 $632K <0.01% +3,180 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 32,178 $630K 0.2% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 32,172 $630K 0.02% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 32,172 $630K 0.24% +184 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 32,002 $627K 0.08% -480 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 32,000 $627K 0.13% -3,714 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 31,933 $626K 0.03% -907 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 31,892 $625K 0.14% -1,949 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 31,840 $624K 0.08% -639 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 31,760 $622K 0.03% +7,842 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,667 $620K 0.02% 0 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 31,550 $618K 0.3% -200 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 31,400 $615K <0.01% new 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 31,360 $614K 0.14% -23,599 13F-HR Timeline