Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,086 $183K 0.04% +213 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 10,642 $183K 0.06% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 11,061 $182K 0.03% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 10,997 $181K 0.04% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,924 $180K <0.01% +421 13F-HR Timeline CNB Bank More: the full row for CNB Bank 10,900 $180K 0.07% +2,500 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 10,814 $178K 0.02% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,801 $178K 0.05% -800 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) 10,800 $178K <0.01% -1,676 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,692 $176K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,707 $176K 0.02% +911 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,670 $176K 0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,624 $175K 0.02% +110 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 10,620 $175K 0.09% +30 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,580 $174K 0.05% +35 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 10,510 $173K 0.07% +100 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,500 $173K 0.03% new 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 10,409 $172K 0.04% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,400 $171K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,396 $171K 0.07% +390 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,396 $171K 0.02% new 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 10,392 $171K 0.15% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,362 $171K <0.01% -6,947 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,350 $171K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,320 $170K 0.05% +180 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,262 $169K 0.02% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,250 $169K 0.06% -650 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 10,240 $169K 0.1% -6,732 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,214 $168K <0.01% -9,872 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,203 $168K 0.06% -2,746 13F-HR/A Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,198 $168K 0.05% +11 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 10,166 $168K 0.06% -1,852 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 10,095 $166K 0.02% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 10,083 $166K 0.05% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,039 $166K <0.01% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 10,000 $165K 0.15% 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10,026 $165K 0.01% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,010 $165K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 10,000 $165K 0.06% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 9,975 $164K 0.04% -104 13F-HR Timeline Group PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 10,001 $164K 0.07% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,556 $158K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9,309 $154K 0.05% +179 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 9,180 $151K 0.03% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9,150 $151K 0.12% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 8,935 $147K 0.02% -500 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,785 $145K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,695 $143K 0.06% +200 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8,400 $139K 0.03% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 8,245 $136K <0.01% +5,464 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 8,245 $136K 0.03% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 8,140 $134K 0.04% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 8,124 $134K 0.02% +156 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,000 $132K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,729 $127K 0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 7,467 $123K 0.12% 13F-HR Timeline MOTCO More: the full row for MOTCO 7,325 $121K 0.01% -2,500 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,078 $117K 0.06% +3,078 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,996 $115K 0.02% +6,596 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,983 $115K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,964 $115K 0.04% +267 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,948 $115K 0.04% -585 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,681 $110K 0.01% +4,300 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,548 $108K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,440 $106K 0.01% -3,278 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,257 $103K 0.01% +232 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 6,159 $102K 0.03% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 75,470 $100K 0.02% -142,936 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,928 $97.8K 0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5,927 $97.7K 0.04% -14,985 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,808 $95.8K 0.01% +4,587 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,805 $95.7K 0.05% +533 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,756 $94.9K 0.02% -1,329 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,672 $93.5K 0.03% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,671 $93.5K 0.02% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 5,584 $92.1K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,495 $90.6K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,435 $89.6K 0.01% -95,918 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,432 $89.6K <0.01% +81 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 5,333 $87.9K <0.01% +1,137 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 5,270 $86.9K 0.05% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,162 $85.1K 0.03% -6,590 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,100 $84.1K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,054 $83.3K <0.01% -4,230 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,032 $83K 0 Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 5,000 $82.5K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,000 $82.5K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,000 $82.5K 0.03% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,822 $79.5K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,451 $73.4K 0.01% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 4,250 $70.1K 0.07% 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,223 $69.6K 0.01% +210 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,170 $68.8K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,070 $67.1K 0.04% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,053 $66.8K 0.01% +2,053 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,000 $66K 0.05% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,000 $66K 0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,971 $65.5K <0.01% +41 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,922 $65K 0.01% +76 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,935 $64.9K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,867 $63.8K <0.01% -250 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,798 $62.6K <0.01% -896 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,721 $61.4K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 3,711 $61.2K 0.02% +3,206 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,614 $59.6K <0.01% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,600 $59.4K 0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,550 $58.5K 0.05% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,454 $57K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,428 $56.5K 0.01% -1,954 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 3,419 $56.4K 0.06% +66 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,418 $56.4K 0.04% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,328 $54.9K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,275 $54K 0.05% -26,112 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,125 $53K 0.01% -2,010 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,200 $52.7K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,160 $52.1K 0.01% +24 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,159 $52.1K 0.02% +42 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,167 $52K <0.01% -10,564 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,107 $51K 0.01% +38 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,075 $50.7K <0.01% -1,600 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,068 $50.6K <0.01% +59 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,000 $49.5K 0.05% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,964 $48.9K 0.01% +1,964 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,888 $47.6K 0.02% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,851 $47K 0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,778 $45.8K 0.03% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,761 $45.5K 0.04% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,750 $45.3K 0.03% -1,038 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,691 $44.4K <0.01% +28 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,657 $43.8K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,636 $43.5K <0.01% -282 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,627 $43.3K <0.01% -395 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,616 $43.1K 0.01% +50 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,600 $42.9K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,506 $41.3K 0.01% +124 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,486 $41K 0.02% +126 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,456 $40.5K 0.03% -46,032 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,416 $39.8K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,406 $39.7K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,400 $39.6K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,351 $38.8K 0.02% +964 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,325 $38.3K 0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,273 $37.5K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,270 $37.4K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,211 $36.5K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,200 $36.3K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,189 $36.1K 0.02% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,100 $34.6K 0.03% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,000 $33K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $33K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,000 $33K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,920 $32.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,927 $31.8K 0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,901 $31.3K 0.03% +37 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,900 $31.3K <0.01% +500 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,850 $30.5K <0.01% -2,025 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,844 $30.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,648 $27.2K <0.01% +625 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,603 $26.4K 0.01% +31 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,600 $26.4K 0.01% +600 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,500 $24.7K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,500 $24.7K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,500 $24.7K 0.02% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,494 $24.5K 0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,475 $24K 0.01% +28 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,391 $22.9K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,385 $22.8K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,332 $22K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,313 $21.7K 0.02% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,256 $20.7K <0.01% -813 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,252 $20.6K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,250 $20.6K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,235 $20.4K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,218 $20.1K 0.02% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,210 $20K <0.01% +11 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,195 $19.7K 0.01% -597 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 1,159 $19.1K 0.03% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,158 $19.1K 0.02% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,104 $18.2K 0.02% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,060 $17.5K <0.01% -8,324 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,038 $17.1K 0.01% +19 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,024 $16.9K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,018 $16.8K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,000 $16.5K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,000 $16.5K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,000 $16.5K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,000 $16.5K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $16.5K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 900 $14.8K 0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 882 $14.5K 0.02% +3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 849 $14K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 842 $14K 0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 843 $13.9K 0.01% +11 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 841 $13.9K <0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 828 $13.7K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 810 $13.4K <0.01% -1,902 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 800 $13.2K <0.01% +120 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 800 $13.2K 0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 768 $12.7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 753 $12.4K <0.01% -20 13F-HR Timeline