Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 12,000 $232K 0.02% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 11,933 $230K 0.18% +156 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 11,804 $230K 0.16% -1,230 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,874 $229K 0.04% -3,386 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 11,873 $229K 0.02% -3,468 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,860 $229K 0.11% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 11,825 $228K 0.09% -4,444 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,796 $228K 0.07% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 11,609 $224K 0.05% +201 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,595 $224K 0.01% -5,746 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 11,520 $222K 0.01% -1 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 11,500 $222K 0.03% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 11,500 $222K 0.07% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 11,499 $222K 0.01% new 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 11,441 $221K 0.21% 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 11,339 $219K 3.92% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 11,306 $218K 0.17% -1,119 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,298 $218K 0.02% +19 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,280 $218K 0.05% +194 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,243 $217K <0.01% new 13F-HR Timeline Group SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 11,183 $216K 0.17% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 11,170 $216K 0.05% new 13F-HR/A Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 11,157 $215K 0.09% -2,500 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 11,061 $213K 0.04% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,000 $212K 0.09% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 11,000 $212K 0.02% new 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 10,997 $212K 0.05% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10,954 $211K 0.02% -1,462 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 10,853 $209K 0.06% -18,225 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 10,814 $209K 0.03% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,800 $208K 0.08% +404 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,786 $208K 0.05% -838 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,732 $207K 0.03% +25 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,725 $207K 0.03% +33 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 12,532 $207K 0.03% -225 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 10,701 $207K 0.07% +59 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,480 $206K 0.01% -434 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,735 $204K <0.01% -3,537 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 10,550 $204K 0.08% +300 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 10,527 $203K 0.08% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 10,518 $203K <0.01% -406 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 10,483 $202K 0.05% +163 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 10,409 $201K 0.05% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,406 $201K 0.04% new 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 10,361 $200K 0.21% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,350 $200K 0.01% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 10,310 $199K 0.08% -200 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 10,240 $198K 0.12% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,214 $197K <0.01% 0 13F-HR Timeline Group GK Wealth Management LLC More: the full row for GK Wealth Management LLC 10,000 $196K 0.17% new 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 10,000 $196K 0.17% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 10,125 $195K 0.14% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 10,100 $195K 0.13% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 10,081 $195K 0.2% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 10,061 $194K 0.02% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10,026 $194K 0.01% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 10,010 $193K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,001 $193K <0.01% new 13F-HR Timeline Group PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 10,001 $193K 0.09% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 10,000 $193K 0.15% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 10,000 $193K 0.07% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,000 $193K 0.02% -262 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 9,880 $191K 0.05% -95 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 9,720 $188K 0.06% -446 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9,556 $184K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 9,472 $183K 0.06% +163 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9,150 $177K 0.15% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,803 $170K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 8,785 $170K 0.02% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,698 $168K 0.07% +3 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 $162K 0.03% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 8,320 $161K 0.07% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8,088 $156K 0.01% +359 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8,000 $154K 0.05% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,955 $154K <0.01% +2,622 13F-HR Timeline Group Frankly Finances, LLC More: the full row for Frankly Finances, LLC 7,850 $152K 0.14% +3,600 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,708 $149K <0.01% -537 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 7,467 $144K 0.14% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,383 $142K <0.01% new 13F-HR Timeline Group MOTCO More: the full row for MOTCO 7,325 $141K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,996 $135K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,983 $135K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,948 $134K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6,819 $132K 0.05% -145 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,676 $129K 0.01% +236 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,257 $121K 0.02% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 6,171 $119K 0.03% +12 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,981 $115K 0.02% +53 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5,927 $114K 0.05% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,922 $114K 0.04% +250 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,805 $112K 0.05% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,708 $110K 0.01% -100 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,671 $109K 0.03% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 5,584 $108K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,506 $106K <0.01% +74 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,495 $106K 0.05% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,480 $106K 0.02% +480 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5,435 $105K 0.01% -3,500 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 75,472 $105K 0.02% +2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,344 $103K 0.01% new 13F-HR Timeline Blue Owl Capital Holdings LP More: the full row for Blue Owl Capital Holdings LP 5,326 $103K 0.03% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,307 $102K <0.01% new 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5,162 $99.6K 0.03% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,100 $98.4K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,032 $97.1K 0 Timeline ZAZOVE ASSOCIATES LLC More: the full row for ZAZOVE ASSOCIATES LLC 5,000 $96.5K 0.01% 0 13F-HR/A Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,000 $96.5K 0.04% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,000 $96.5K 0.43% -12,585 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,961 $95.7K 0.03% new 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,822 $93.1K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,735 $91.4K 0.01% +2,465 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,550 $88K 0.01% +628 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,451 $85.9K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,170 $80.5K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,053 $78.2K 0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,000 $77.2K 0.06% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,000 $77.2K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,913 $75.5K 0.01% -310 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,885 $75K 0.04% -50 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,867 $74.6K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,725 $71.9K 0.01% -73 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,721 $71.8K <0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 3,711 $71.6K 0.02% 0 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 $69.8K <0.01% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 3,606 $69.6K 0.02% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,600 $69.5K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,463 $66.8K <0.01% -508 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,454 $66.7K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,428 $66.2K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 3,418 $66K 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,388 $65.4K 0.01% -3,293 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,328 $64.2K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,299 $63.7K 0.02% -2,457 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,200 $61.7K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,198 $61.7K 0.02% +39 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,181 $61.4K 0.01% +21 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,167 $61K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,141 $61K 0.01% +34 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,122 $60.3K <0.01% +54 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,112 $60.1K 0.03% -3,966 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,105 $59.9K <0.01% +30 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,142 $59.2K 0.01% +17 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,000 $57.9K 0.02% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,000 $57.9K 0.06% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,998 $57.9K 0.01% +34 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,778 $53.6K 0.03% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,750 $53.1K 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,717 $52.4K <0.01% +26 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,673 $51.6K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,662 $51.4K 0.01% +46 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,657 $51.3K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,653 $51.2K 0.01% +17 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,633 $50.8K 0.02% +282 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,600 $50.2K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,586 $49.9K 0.01% +666 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,538 $49K 0.02% -350 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,456 $47.4K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,416 $46.6K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,405 $46.4K 0.01% -101 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,400 $46.3K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,406 $45.8K 0.02% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,325 $44.9K 0.01% 0 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) 2,316 $44.7K <0.01% -8,484 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,264 $43.7K 0.04% -222 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,211 $42.7K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 2,189 $42.2K 0.02% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 2,166 $42K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,084 $40.2K <0.01% +1,884 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,100 $40.2K 0.02% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 2,074 $40K 0.03% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,072 $40K 0.02% +1,690 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,030 $39.2K <0.01% +130 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,000 $38.6K <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $38.6K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,000 $38.6K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,000 $38.6K 0.03% new 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 1,920 $38.6K 0.03% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,934 $37.3K 0.04% +33 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,844 $35.6K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,830 $35.3K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,824 $35.2K <0.01% +176 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,678 $32.4K <0.01% +618 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,631 $31.5K 0.02% +28 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,602 $30.9K 0.02% +102 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,600 $30.9K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,570 $30.3K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,515 $29.2K 0.01% +259 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,500 $28.9K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,500 $28.9K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,501 $28K 0.01% +26 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,391 $26.8K 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 $26.7K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,332 $25.7K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,314 $25.4K 0.02% +1 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,267 $24.5K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,254 $24.2K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,252 $24.2K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,250 $24.1K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,250 $24.1K 0.02% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,235 $23.8K 0.01% 0 13F-HR Timeline