Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 16,804 $220K 0.05% +870 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 16,772 $220K <0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,743 $220K 0.01% -3,739 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,706 $219K <0.01% +4,682 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 16,691 $219K 0.01% -1,996 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 16,686 $219K <0.01% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 16,679 $219K <0.01% -305 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 16,540 $217K 0.22% +15 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,493 $216K 0.05% -4,827 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 16,480 $216K 0.04% +177 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 16,460 $216K 0.01% -1,895 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 16,400 $215K 0.22% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,374 $215K 0.09% -9,891 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,306 $214K <0.01% -1,937 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 16,265 $213K 0.02% +1,089 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 16,256 $213K 0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 16,248 $213K <0.01% -373,832 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 16,136 $212K 0.05% -1,450 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 16,132 $212K 0.08% 0 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 16,127 $212K 0.04% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,088 $211K 0.02% +5,377 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 16,079 $211K 0.01% -877 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 15,980 $210K 0.11% +1,432 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,927 $209K 0.01% -48,011 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 15,917 $209K 0.11% +7 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,887 $208K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 15,886 $208K 0.04% +5,047 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 15,843 $208K 0.07% -1,353 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 15,811 $207K 0.07% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 15,753 $207K 0.03% +327 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,660 $205K <0.01% +1,075 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 15,626 $205K 0.07% +2,985 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 15,587 $204K 0.05% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 15,559 $204K 0.01% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 15,520 $204K 0.12% -165 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 15,479 $203K 0.06% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 15,413 $202K 0.06% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 15,387 $202K 0.04% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 15,380 $202K <0.01% +3,186 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 15,360 $202K 0.04% -4,786 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 15,352 $201K 0.01% -59 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 15,332 $201K 0.11% -5,391 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 15,289 $201K 0.05% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 15,289 $201K 0.03% +1,071 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 15,230 $200K 0.05% +1,332 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 15,224 $200K 0.05% +936 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 15,209 $200K 0.04% -860 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 15,201 $199K 0.04% +566 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15,163 $199K 0.1% -3,361 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,152 $199K 0.01% +1,037 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 15,047 $197K 0.02% -9,918 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 15,045 $197K 0.02% +1,337 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 14,978 $197K 0.01% +1,128 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,957 $196K 0.01% -305 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 14,927 $196K 0.06% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 14,910 $196K 0.01% new 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 14,900 $195K 0.1% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 14,827 $195K 0.01% +595 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 14,650 $194K 0.02% -1,714 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 14,772 $194K 0.12% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,688 $193K 0.06% +717 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 14,672 $192K 0.16% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 14,022 $192K 0.05% +1,019 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,622 $192K 0.04% +67 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,610 $192K 0.04% +367 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,571 $191K 0.04% +200 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 14,497 $190K 0.02% -2,734 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 14,411 $189K 0.03% -2,422 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 14,321 $188K 0.07% +90 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,309 $188K 0.01% +497 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 14,292 $188K 0.01% +12 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 14,287 $187K 0.09% +30 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 14,264 $187K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,263 $187K 0.01% -129 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 14,261 $187K 0.19% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 14,251 $187K 0.02% -178 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 14,250 $187K 0.1% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 14,229 $187K 0.13% -960 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 14,202 $186K 0.15% -3,312 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,402 $186K 0.03% +1,280 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 14,158 $186K 0.1% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 14,110 $185K 0.01% -1,009 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 14,106 $185K 0.08% -3,621 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,085 $185K 0.05% +48 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,082 $185K 0.04% +1,754 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 14,068 $185K 0.06% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 14,050 $184K 0.01% +1,760 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 13,963 $183K 0.04% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,936 $183K 0.02% -1,507 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 13,930 $183K 0.01% -156 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,895 $182K 0.09% +895 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 13,846 $182K 0.02% new 13F-HR/A Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 13,780 $181K 0.04% -32,771 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,758 $181K 0.07% +39 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 13,718 $180K 0.05% -25 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,600 $178K 0.01% -972 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,561 $178K 0.1% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 13,500 $177K 0.05% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 13,494 $177K 0.04% +152 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 13,445 $176K 0.1% +15 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 13,347 $175K 0.12% -93 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,340 $175K <0.01% +474 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 13,310 $175K 0.02% +189 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,306 $175K 0.01% -800 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 13,292 $174K 0.02% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 13,182 $174K 0.04% +1,612 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 13,288 $174K 0.06% -3,030 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 13,274 $174K <0.01% -5,961 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 13,221 $173K 0.13% -2,974 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 13,174 $173K 0.03% +96 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 13,136 $172K 0.04% -2,500 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 13,060 $171K 0.2% +18 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 13,003 $171K <0.01% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 13,023 $171K 0.04% -156 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,009 $171K 0.01% +2,417 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,993 $170K 0.01% +8 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 12,982 $170K 0.1% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 12,149 $170K 0.07% new 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,912 $169K 0.04% +137 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 12,877 $169K 0.14% +26 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,866 $169K 0.02% 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 12,859 $169K 0.03% -6,896 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 12,838 $168K 0.02% -1,539 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 12,825 $168K 0.13% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 11,778 $167K 0.09% +204 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,744 $167K 0.02% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,709 $167K 0.04% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,696 $167K 0.02% +564 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,692 $167K 0.04% +61 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 12,673 $166K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 12,664 $166K 0.01% +1,565 13F-HR Timeline Group OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 12,410 $166K 0.04% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,621 $166K 0.05% +2,192 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,599 $165K <0.01% +216 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 12,487 $164K 0.09% -66 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 12,481 $164K 0.04% +128 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 12,462 $164K 0.05% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,441 $163K 0.03% +369 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 12,420 $163K 0.02% -2,463 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 12,402 $163K 0.02% 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,398 $163K 0.04% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 12,370 $162K 0.03% -55 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 12,369 $162K 0.08% +14 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 12,356 $162K 0.03% +150 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,350 $162K 0.02% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 12,330 $162K 0.03% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 12,322 $162K <0.01% -500 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 12,314 $162K 0.02% new 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 12,292 $161K 1.97% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,262 $161K 0.01% -47,659 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 12,232 $160K 0.02% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 12,204 $160K 0.04% 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 12,164 $160K 0.05% 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 12,138 $159K 0.05% +53 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 12,136 $159K 0.03% +991 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 12,024 $159K 0.22% -1,488 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 12,110 $159K 0.04% +93 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,105 $159K 0.06% +1,452 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,100 $159K 0.04% -2,175 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 12,081 $159K 0.07% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 12,061 $158K <0.01% +4,287 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 11,455 $158K 0.03% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 12,042 $158K 0.02% +43 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 12,036 $158K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,023 $158K 0.06% +197 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 12,018 $158K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 12,010 $158K 0.01% +11,850 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 11,983 $157K 0.02% +31 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,958 $157K 0.01% new 13F-HR/A Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 11,757 $157K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 11,924 $156K 0.02% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,908 $156K 0.03% -1,750 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,898 $156K 0.01% +109 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,896 $156K 0.01% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,856 $156K 0.01% +58 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 11,852 $155K 0.04% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 11,816 $155K 0.08% 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 11,800 $155K 0.05% new 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 11,798 $155K 0.19% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 11,750 $154K 0.02% -7,730 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 11,757 $154K 0.09% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 11,732 $154K 0.06% +28 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 11,699 $153K 0.12% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 11,697 $153K 0.01% +784 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 11,631 $153K 0.01% +1,596 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,614 $152K 0.03% -111 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 11,558 $152K <0.01% +661 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 11,554 $152K 0.04% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,547 $151K 0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 11,525 $151K 0.07% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 11,505 $151K <0.01% +2,375 13F-HR Timeline Group WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 11,495 $151K <0.01% +386 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 11,414 $150K 0.03% -14 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 11,398 $150K 0.1% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,391 $149K 0.05% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 11,343 $149K 0.01% -138,847 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 11,339 $149K 0.03% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 11,329 $149K 0.01% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 11,300 $148K 0.11% +126 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 11,300 $148K 0.05% -64 13F-HR Timeline