LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,162 $262K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,157 $261K 0.02% +505 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,148 $261K 0.04% +103 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,147 $261K 0.16% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 4,145 $261K 0.06% +137 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 4,138 $260K 0.17% -198 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,224 $260K 0.04% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,115 $259K 0.01% -327 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,167 $258K 0.04% +58 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,058 $258K 0.01% +75 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 4,091 $257K 0.06% -25 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,083 $257K 0.03% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,077 $256K 0.05% -96 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 4,075 $256K 0.08% -75 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,066 $256K 0.03% -444 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 4,062 $255K 0.04% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,051 $255K 0.04% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,043 $254K 0.13% +10 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4,037 $254K 0.07% +12 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,314 $254K 0.04% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 4,032 $254K 0.02% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,029 $253K 0.03% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,023 $253K 0.1% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,016 $253K 0.06% +775 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 4,010 $252K 0.04% -58 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,002 $252K 0.05% +167 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,000 $252K 0.17% -231,120 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,000 $252K 0.11% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,000 $252K 0.11% +847 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,990 $251K 0.01% +6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,968 $250K 0.01% +230 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,952 $249K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,944 $248K 0.01% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,938 $248K 0.02% +243 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,935 $248K 0.02% +1,277 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,930 $247K 0.08% -80 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 3,922 $247K 0.24% +171 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,922 $247K 0.01% +1,896 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,919 $246K 0.14% -27 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,919 $246K 0.11% +592 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 3,910 $246K 0.02% +110 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,891 $245K 0.11% -183 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,881 $244K 0.01% new 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,875 $244K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,875 $244K 0.05% +272 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,826 $243K 0.01% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 3,870 $243K 0.11% -643 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 3,832 $241K 0.04% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,806 $239K 0.02% -199 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,805 $239K 0.02% +65 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,800 $239K 0.01% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,785 $238K <0.01% -582 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,773 $237K 0.05% +238 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,764 $237K 0.14% -58 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,755 $236K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,737 $235K 0.03% +100 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,734 $235K 0.13% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,712 $233K 0.01% +296 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,710 $233K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,702 $233K 0.01% -3,783 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,701 $233K 0.04% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,685 $232K 0.01% +14 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,672 $231K 0.03% -94 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,663 $230K 0.06% -366 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,650 $230K 0.05% -72 13F-HR/A Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,648 $229K 0.1% -83 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,643 $229K 0.01% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,634 $229K 0.07% +1 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,634 $229K 0.02% new 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,625 $228K 0.04% +1,550 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,614 $227K 0.03% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,610 $227K 0.01% 0 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 3,593 $226K <0.01% +3 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,582 $225K 0.04% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,571 $225K -29,972 Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,557 $224K 0.06% -175 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,544 $223K 0.01% +122 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,532 $222K 0.07% +1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,516 $221K 0.04% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,514 $221K 0.03% +69 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,513 $221K 0.01% +7 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,504 $220K 0.03% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,479 $219K 0.05% -12,204 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,477 $219K 0.02% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,460 $218K 0.16% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,449 $217K 0.04% -72 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,445 $217K 0.09% 0 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 3,510 $216K 0.01% +185 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,438 $216K 0.05% -47 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,438 $216K 0.07% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,420 $215K 0.01% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,412 $215K 0.06% -21,629 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,567 $215K 0.01% -228 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,408 $214K 0.02% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 3,393 $213K 0.12% new 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 3,384 $213K 0.21% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,381 $213K 0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,378 $212K 0.03% -461 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,365 $212K 0.19% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,340 $210K 0.2% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 3,333 $210K 0.01% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,324 $209K 0.01% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,517 $209K 0.15% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 3,311 $208K 0.06% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,302 $208K 0.02% new 13F-HR/A Timeline Finivi Inc. More: the full row for Finivi Inc. 3,286 $207K 0.11% -396 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,285 $207K <0.01% -20,534 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,283 $206K 0.05% -196 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,272 $206K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,261 $205K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,262 $205K 0.01% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 3,256 $205K 0.04% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,256 $205K 0.02% -8,100 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,249 $204K 0.05% -741 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,235 $203K 0.02% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,228 $203K 0.11% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,221 $203K 0.02% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,898 $202K 0.05% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,205 $202K 0.07% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,196 $201K 0.03% new 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 3,195 $201K 0.05% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,193 $201K 0.02% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,185 $200K 0.11% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,135 $197K 0.06% -234 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,132 $197K 0.06% +522 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,113 $196K 0.04% +561 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,060 $192K 0.01% +293 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,010 $189K 0.11% +2,564 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,994 $188K 0.04% +506 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,870 $181K 0.04% +154 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,863 $180K 0.01% -67 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,836 $178K 0.06% -441 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,800 $176K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,610 $164K <0.01% -300 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,630 $164K <0.01% -634,650 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,604 $164K 0.01% +2,573 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,519 $158K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,502 $157K 0.01% -54 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,489 $157K 0.61% +229 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,481 $156K 0.03% +1,900 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,475 $156K 0.02% +438 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,434 $153K 0.01% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,391 $150K 0.02% -6,862 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,304 $145K <0.01% -72 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,215 $139K <0.01% +5 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,147 $135K 0.01% -8,669 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,130 $134K 0.01% +2 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 2,258 $133K 0.04% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,077 $131K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,075 $130K 0.01% -1,279 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,032 $128K <0.01% +32 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,011 $126K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,005 $126K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,872 $118K <0.01% -19 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,868 $117K 0.09% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,802 $113K 0.01% -112 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,785 $112K 0.01% +60 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,778 $112K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,770 $111K 0.01% +126 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,760 $111K 0.03% +5 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 1,714 $108K 0.02% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,695 $107K 0.04% +1,622 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,693 $106K 0.05% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,586 $99.8K 0.05% +948 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,563 $98.3K 0.02% +398 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,549 $97.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,546 $97.2K 0.02% +1,275 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,542 $97K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,539 $96.8K 0.05% +160 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,513 $95.2K 0.09% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,511 $95K 0.01% -95 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,500 $94.3K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,456 $91.6K 0.01% +27 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,429 $89.9K 0.01% +202 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,416 $89.1K <0.01% -40 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,410 $88.7K <0.01% +154 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,538 $88.4K 0.06% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,298 $81.6K 0.07% -2 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,297 $81.6K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,272 $80K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,216 $79.1K 0.01% -47 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,248 $78.5K 0.02% -148 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,230 $77.1K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,202 $76K 0.01% -67 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,200 $75.5K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,193 $75K <0.01% +1,111 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,150 $72K 0.02% -87 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,132 $71.2K <0.01% +289 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,128 $70.9K 0.04% -143 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,120 $70.4K <0.01% +346 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,101 $69K 0.05% +18 13F-HR/A Timeline Markowski Investments More: the full row for Markowski Investments 1,086 $68.3K 0.02% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,077 $67.7K 0.01% +131 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,074 $67.6K 0.01% -1,368 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,073 $67.5K 0.07% -31 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,050 $66K 0.01% -1,389 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,041 $65.5K 0.27% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,074 $65K 0.01% +22 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,030 $64.8K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,025 $64.5K 0.01% 0 13F-HR Timeline