Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 36,842 $711K 0.42% -5,797 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 36,834 $711K 0.14% -13,763 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 36,629 $707K 0.04% -1,356 13F-HR Timeline Group Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 36,550 $705K 0.56% +108 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 36,390 $702K 0.04% +1,618 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 35,965 $694K 0.01% +17,043 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 35,693 $689K 0.02% +5,905 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 35,445 $684K +487 Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 35,296 $681K 0.07% +2,075 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 35,213 $680K 0.08% -6,276 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 35,182 $679K 0.5% +277 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 35,126 $678K 0.12% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 35,117 $678K 0.06% +3,971 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 35,000 $675K 0.07% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 34,766 $671K 0.03% +1,075 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 34,700 $670K 0.57% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 34,402 $664K 0.3% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 34,386 $664K 0.06% +227 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 34,081 $658K 0.57% -1,480 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 34,035 $657K 0.17% -12,279 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 33,849 $653K 0.04% +1,601 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 33,823 $653K 0.02% +665 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 33,782 $652K 0.16% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 33,774 $652K 0.03% +8,265 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 33,502 $647K 0.07% +1,500 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 33,434 $645K 0.16% -2,444 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 33,413 $645K 0.2% +732 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 33,374 $644K 0.01% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 32,630 $630K <0.01% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 32,354 $624K 0.07% +206 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 32,300 $623K 0.1% +8,350 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 31,969 $617K 0.01% -398 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 31,947 $617K 0.08% -9,077 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 31,806 $614K 0.01% +575 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 31,716 $612K 0.24% -3,010 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 31,713 $612K 0.07% -620 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 31,667 $611K 0.02% 0 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 30,222 $610K 0.12% -652 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 31,425 $607K 0.14% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 31,171 $602K 0.45% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 31,170 $602K 0.05% +539 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 31,168 $602K 0.25% +835 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 30,979 $598K 0.01% +4,116 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 30,767 $594K 0.01% -2,554,672 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 30,700 $593K 0.59% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30,719 $592K 0.12% -4,747 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 35,544 $592K 0.06% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 30,200 $588K 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 30,395 $587K 0.05% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 30,273 $584K 0.06% +269 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 30,199 $583K 0.03% +15,099 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 30,181 $582K 0.01% +159 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 30,179 $582K 0.03% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 30,001 $579K 0.11% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 30,000 $579K 0.27% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 30,000 $579K 0.1% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 30,000 $579K 1.17% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 30,000 $579K 0.39% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 29,946 $578K 0.13% -490 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 29,900 $577K 1.33% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 29,801 $575K 0.16% +11,538 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 29,767 $574K 0.01% new 13F-HR/A Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 29,736 $574K 0.1% +28 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 29,446 $568K 0.14% -286 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 29,379 $567K 0.01% +2,607 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 29,332 $566K 0.03% +1,352 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 29,236 $564K 0.07% -847 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 29,062 $561K 0.02% +1,512 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,016 $560K 0.08% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 29,006 $560K 0.03% +14,553 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 29,000 $560K 0.28% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 28,987 $559K 0.04% +181 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28,923 $558K 0.29% -768 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 28,832 $556K 0.2% -14,903 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 28,640 $553K 0.05% +495 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 28,346 $547K 0.2% -14,434 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 28,266 $546K 0.16% +77 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 28,255 $545K 0.01% -90,035 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 28,233 $545K 0.08% +3,785 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 28,013 $541K 0.11% -4,678 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 27,772 $536K <0.01% +3,256 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 27,701 $535K 0.12% +9,636 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 27,700 $535K 0.07% -406 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 27,563 $532K 0.12% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 27,482 $530K 8.87% +5,271 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 27,391 $529K 0.05% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 28,212 $528K 0.13% -222 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,290 $526K 0.03% +3,777 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,234 $526K 0.05% +30 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 27,173 $524K 0.02% -1,935 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 27,089 $523K 0.03% -25,884 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 27,091 $523K 0.32% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 27,176 $522K 0.04% -13,966 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 27,006 $521K 0.23% +2,685 13F-HR Timeline FLAX POND CAPITAL, LLC More: the full row for FLAX POND CAPITAL, LLC 27,000 $521K 0.42% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 26,900 $519K 0.43% +9,400 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 26,889 $519K 0.27% +55 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 26,830 $518K 1.8% +6,000 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 26,719 $516K 0.02% -1,000 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 26,718 $516K 0.24% +444 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 28,213 $515K 0.04% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 26,672 $515K 0.04% +1,642 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 26,418 $510K 0.09% +6,125 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 26,382 $509K 0.13% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 26,302 $508K 0.16% +315 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 26,291 $507K <0.01% -11,043 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 26,760 $507K 0.01% +1,043 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 26,229 $506K 0.05% -12,500 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,167 $505K 0.06% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,763 $497K 0.03% +1,681 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 25,682 $496K 0.03% +5 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 25,680 $496K 0.04% +8,166 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 25,653 $495K 0.02% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 25,582 $494K 0.27% +1 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 25,564 $493K 0.01% +642 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 25,506 $492K 0.02% -200 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 25,439 $491K 0.03% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 25,245 $487K 0.46% +2,270 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 25,039 $483K 0.4% +905 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 24,945 $481K 0.24% -3,500 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 24,838 $479K 0.06% +245 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 24,720 $477K 0.04% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 24,692 $477K 0.32% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 24,469 $472K 0.02% +400 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 24,331 $470K 0.1% +9 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 24,564 $470K 0.28% -975 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 24,224 $468K 0.01% +430 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 24,211 $467K 0.45% +1,958 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 24,201 $467K 0.01% +535 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 24,323 $466K 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 24,312 $464K 0.01% +246 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 24,000 $463K 1.08% -1,000 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 24,000 $463K 0.09% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,978 $463K 0.01% +562 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 23,894 $461K 0.02% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 23,892 $461K 0.1% +299 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 23,860 $461K 0.22% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 23,797 $459K 0.39% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 23,786 $459K 0.02% -20,000 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 23,781 $459K 0.16% -5,429 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $458K 0.2% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 23,645 $456K 0.07% +1,224 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 23,610 $456K 0.03% +870 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 23,600 $455K 0.17% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 23,519 $454K 0.16% +139 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 23,445 $452K <0.01% -36 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 23,297 $450K 0.32% -300 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 23,178 $447K 0.11% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 23,077 $445K 0.03% +2,812 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 22,999 $444K 0.13% +13 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 22,774 $440K 0.01% +1,032 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 22,622 $437K 0.11% +12,042 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 22,500 $434K 0.15% +6,000 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 22,486 $434K 0.27% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 22,412 $433K 0.04% +12 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 22,381 $432K 0.01% +806 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 22,298 $430K 0.03% +2,303 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 22,274 $430K 0.05% +10,252 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,091 $426K 0.2% +30 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22,046 $425K 0.01% -500 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 22,682 $425K 0.02% +121 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 21,920 $423K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,919 $423K 0.01% -620 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,869 $422K <0.01% -40,315 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,764 $420K 0.11% +100 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 21,678 $418K 0.02% -2,050 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 21,673 $418K 0.3% +1,817 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,613 $417K 0.13% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 21,595 $417K 0.17% +373 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 21,519 $415K 0.04% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 21,478 $415K 0.06% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,471 $414K 0.02% -9,620 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 21,454 $414K 0.01% -785 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,446 $414K 0.03% +761 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 21,255 $410K 0.02% -1,267 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 21,230 $410K 0.11% +200 13F-HR/A Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 21,154 $408K 0.24% +884 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,132 $408K 0.01% -4,834 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 21,089 $407K 0.07% -2,977 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 21,000 $405K 0.24% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 20,921 $404K 0.15% +340 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 20,832 $402K 0.04% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,784 $401K 0.09% 0 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 20,687 $399K 0.11% -2,291 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,637 $398K 0.1% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 20,620 $398K 0.03% 0 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 20,535 $396K 0.31% +3,436 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 20,440 $394K 0.01% -2,000 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 20,391 $394K 0.07% -3 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 20,302 $392K 0.04% +22 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,295 $392K 0.01% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 20,584 $390K 0.04% -1,313 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 20,174 $389K <0.01% -953 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 20,159 $389K 0.01% +3,100 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 20,148 $389K <0.01% -11,841 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 20,068 $387K 0.1% +6,335 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 20,048 $387K 0.09% +118 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 19,963 $385K 0.09% +22 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19,926 $385K 0.01% +510 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 19,887 $384K 0.04% -2,577 13F-HR Timeline