Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,473 $721K 0.28% -43 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,473 $721K 0.05% +120 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 2,452 $715K 0.15% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,446 $713K 0.06% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,446 $713K 0.05% +100 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,433 $710K 0.07% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,433 $709K 0.12% -256 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,422 $706K 0.03% +18 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,418 $705K 0.38% 0 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for Legacy Private Trust Co. 1,994 $582K 0.04% -166 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,993 $581K 0.28% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,992 $581K 0.01% -231 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,990 $580K 0.41% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,982 $578K 0.03% +119 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,970 $574K 0.69% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,952 $569K 0.05% +84 13F-HR Timeline Argent Advisors, Inc. 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More: the full row for CTC Alternative Strategies, Ltd. 1,940 $566K 0.49% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,934 $564K 0.09% +264 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,931 $563K 0.08% +784 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,876 $563K 0.11% -728 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,925 $561K 0.06% -30 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,925 $561K 0.02% -81 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 1,918 $559K 0.11% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,912 $558K 0.42% +38 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,909 $557K 0.34% +103 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,894 $552K 0.05% +60 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,887 $550K <0.01% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,883 $549K 0.04% +71 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,875 $547K 0.45% +1,000 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,873 $546K 0.06% +81 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,871 $546K 0.02% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,871 $546K 0.25% +135 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,865 $544K <0.01% -76 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,856 $541K 0.02% +1,034 13F-HR Timeline Covington Investment Advisors Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 1,734 $506K 0.07% +95 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,732 $505K 0.13% 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 1,714 $500K 0.18% -1,924 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,711 $500K 0.01% +131 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,711 $499K -277 Timeline Verity Asset Management, Inc. 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