Plancorp, LLC More: the full row for Plancorp, LLC 1,018 $232K 0.01% -12 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,005 $232K 0.02% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,000 $231K <0.01% 0 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,000 $231K 0.02% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 990 $229K 0.11% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 988 $228K 0.04% +181 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 991 $228K 0.03% -357 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 986 $228K <0.01% -298 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 982 $227K <0.01% new 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 979 $226K 0.01% -145,359 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 978 $226K 0.01% -804 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 970 $224K 0.02% -20 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 967 $223K 0.01% -126 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 963 $222K 0.02% -110 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 962 $222K 0.06% -420 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 960 $222K 0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 958 $221K 0.15% -10 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 957 $221K 0.01% -2,864 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 947 $219K 0.07% +33 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 880 $219K 0.03% +11 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 944 $218K 0.01% +218 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 941 $217K <0.01% -119 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 937 $216K 0.01% +31 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 936 $216K <0.01% -840 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 935 $216K 0.02% +19 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 930 $215K 0.03% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 931 $215K 0.01% -10 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 931 $215K 0.03% -597 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 926 $214K 0.02% +142 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 902 $208K 0.01% -53 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 902 $208K 0.13% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 902 $208K 0.07% -95 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 898 $207K <0.01% -4,628 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 889 $205K <0.01% -2,852 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 886 $205K 0.01% -36 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 885 $204K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 880 $203K 0.01% -406 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 874 $202K 0.04% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 874 $202K 0.02% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 870 $201K <0.01% -7,238 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 869 $201K 0.07% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 834 $192K <0.01% +355 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 832 $192K <0.01% -18 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 797 $184K 0.01% +320 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 800 $181K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 782 $181K 0.05% +460 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 753 $174K 0.08% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 749 $173K 0.03% +677 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 699 $162K <0.01% +326 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 664 $153K <0.01% +203 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 650 $150K 0.01% 0 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 606 $140K <0.01% -484 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 594 $137K <0.01% -27 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 580 $134K 0.01% -138 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 567 $131K <0.01% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 536 $124K 0.02% -1,867 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 534 $123K 0.01% +499 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 529 $122K <0.01% +18 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 511 $118K <0.01% -1,131 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 506 $117K 0.02% -118 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 504 $116K 0.02% -3 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 464 $107K 0.04% +162 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 455 $105K <0.01% +200 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 442 $102K 0.06% +2 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 400 $92.4K 0.05% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 400 $92.4K 0.09% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 397 $90.9K <0.01% -31 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 389 $90K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 389 $89.8K 0.01% +114 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 382 $88.2K 0.01% -32 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 360 $83.1K <0.01% -26 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 346 $79.9K 0.07% -88 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 332 $76.7K 0.04% -400 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 323 $74.6K 0.04% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 323 $73.6K 0.05% -46 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 316 $73K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 315 $72.7K 0.01% -13 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 304 $70.3K +2 Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 295 $68.1K 0.01% -532 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 279 $64.4K <0.01% -338 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 275 $62.6K <0.01% +259 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 271 $62.6K 0.06% 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 266 $61.4K 0.01% -7,400 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 265 $61.2K 0.02% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 260 $60K <0.01% -33 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 253 $58K <0.01% -2,630 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 255 $57.7K 0.05% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 185 $52.4K 0.02% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 218 $50.3K 0.06% -1,816 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 215 $49.6K 0.04% -25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 214 $49.4K 0.01% +202 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 213 $49K 0.03% -6 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 212 $48.9K <0.01% +195 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 210 $48.5K <0.01% -12 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 209 $48.3K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 193 $44.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 195 $44.4K 0.01% -1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 189 $43.6K <0.01% +5 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 188 $43.4K 0.03% -54 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 185 $42.7K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 176 $41K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 178 $40.5K 0.01% +17 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 168 $38.8K <0.01% +69 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 163 $37.6K 0.03% +10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 152 $35K <0.01% -14 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 151 $34.9K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 151 $34.8K <0.01% +1 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 150 $34.6K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 144 $33.2K <0.01% -155 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 144 $33.2K <0.01% +2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 140 $32.3K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 131 $30.2K <0.01% -18 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 130 $30K <0.01% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 123 $28.4K 0.02% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 118 $27.2K <0.01% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 113 $26.1K <0.01% -15 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 113 $26.1K 0.02% +22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 112 $25.9K 0.01% +28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 110 $25.4K 0.01% -1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 107 $24.7K 0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 100 $24.1K 0.02% 0 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 102 $23.6K <0.01% -22 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 101 $23.3K 0.01% 0 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $23.1K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $23.1K 0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 97 $22.4K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 95 $22K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 94 $21.7K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 92 $21.2K 0.01% +56 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 90 $20.8K 0.01% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 87 $20.1K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 83 $19.2K <0.01% -2 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 83 $19.2K <0.01% -17 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 82 $18.5K <0.01% +5 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 79 $18.2K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 75 $17.2K <0.01% +16 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 72 $16.6K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 71 $16.4K 0.01% +35 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $16.2K <0.01% -549 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 70 $16.1K 0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 69 $15.9K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 69 $15.9K <0.01% -250 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 66 $15.2K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 65 $15K <0.01% +7 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 65 $15K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 64 $15K <0.01% -98 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 64 $14.8K <0.01% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 64 $14.8K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 64 $14.8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 62 $14.3K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 62 $14.3K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 59 $13.7K 0.01% -30 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 56 $12.9K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 54 $12.5K <0.01% -3 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 54 $12.5K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 51 $11.7K 0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 50 $11.5K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $11.5K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 50 $11.5K <0.01% +48 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 50 $11.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 48 $11K <0.01% +15 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 47 $10.9K 0.01% -448 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 47 $10.9K <0.01% +39 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 44 $10.2K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 43 $9.81K <0.01% +36 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 43 $9.79K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 42 $9.7K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 39 $9.01K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $8.54K <0.01% -20 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 36 $8.31K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 33 $7.7K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $7.62K <0.01% +24 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 34 $7.53K <0.01% +9 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 32 $7.39K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 31 $7.16K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 30 $6.95K <0.01% -6 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 30 $6.93K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 29 $6.7K <0.01% -13 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $6.7K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 29 $6.7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 29 $6.7K <0.01% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 29 $6.64K <0.01% +6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 26 $6K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 26 $6K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 26 $6K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $6K <0.01% -1 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $5.77K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 25 $5.77K <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 21 $5.74K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24 $5.54K <0.01% -15 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 24 $5.54K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 23 $5.31K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22 $5.08K <0.01% 0 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 22 $5.08K <0.01% +1 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $5K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 21 $4.85K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 21 $4.85K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $4.67K <0.01% -1,700 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 20 $4.67K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $4.62K <0.01% +4 13F-HR/A Timeline