Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 5,867 $1.66M 0.93% -391 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,854 $1.66M 0.1% +699 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 5,831 $1.65M 0.19% -311 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,825 $1.65M 0.13% +247 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,365 $1.65M 0.26% -1,028 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,820 $1.65M 0.63% -209 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,795 $1.64M 0.05% +3,667 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,794 $1.64M 0.2% -399 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,790 $1.64M 0.02% -3 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 5,287 $1.63M 0.98% 0 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 5,733 $1.63M 1.34% -273 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,721 $1.62M 0.08% +447 13F-HR Timeline Group DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,685 $1.61M 0.71% -25 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,677 $1.61M 0.26% +4,006 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,666 $1.61M 0.04% -178 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,660 $1.61M 0.37% +81 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,573 $1.6M 0.1% +274 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,628 $1.6M 0.14% +38 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,614 $1.59M 0.36% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 5,581 $1.58M 0.23% +85 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,570 $1.58M 0.55% -212 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,545 $1.57M 0.51% -350 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,539 $1.57M 0.49% +1,727 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,521 $1.57M 0.18% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,509 $1.56M 0.16% +212 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,490 $1.56M 0.03% -107 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,490 $1.56M 0.15% +372 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,481 $1.56M 0.16% +217 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 5,480 $1.56M 1.29% +2,221 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,456 $1.55M 1% -1,020 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,454 $1.55M 0.9% +115 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,451 $1.55M 0.3% +4,017 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,434 $1.54M 0.45% +7 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,418 $1.54M 0.38% +3,320 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 5,417 $1.54M 0.11% +211 13F-HR/A Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,408 $1.53M 0.13% -70 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,402 $1.53M 0.08% +144 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,398 $1.53M 0.03% -400 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,391 $1.53M 0.05% +399 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,390 $1.53M 0.56% -49 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,386 $1.53M 0.08% +1,109 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,384 $1.53M 1.13% +6 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,380 $1.53M 0.86% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,300 $1.5M 0.14% -18 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,288 $1.5M 0.09% +1,646 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,286 $1.5M 0.11% +602 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,286 $1.5M 0.02% +210 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,281 $1.5M 0.9% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,276 $1.5M 0.24% +1,572 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 5,263 $1.49M 0.34% -299 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 5,250 $1.49M 0.91% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,255 $1.49M 0.05% -4,321 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,760 $1.49M 0.08% -101 13F-HR/A Timeline Addison Capital Co More: the full row for Addison Capital Co 5,246 $1.49M 0.26% +622 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 5,238 $1.49M 0.24% -98 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,234 $1.49M 0.31% +232 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,229 $1.48M +3,710 Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,227 $1.48M 0.02% new 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,226 $1.48M 0.12% -62 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 5,224 $1.48M 0.13% +976 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 5,210 $1.48M 0.86% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,198 $1.48M 0.03% +2,523 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,195 $1.47M 0.36% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,196 $1.47M 0.01% -9,104 13F-HR Timeline Group Putney Financial Group LLC More: the full row for Putney Financial Group LLC 5,192 $1.47M 1.48% -20 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,181 $1.47M 0.21% -208 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,157 $1.46M 0.26% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,155 $1.46M 0.11% +2,419 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,154 $1.46M 0.82% -9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,135 $1.46M 0.03% -219 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,094 $1.45M 0.12% +62 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,081 $1.44M 0.5% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,076 $1.44M 0.08% -119 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,073 $1.44M 0.03% +84 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 5,063 $1.44M 0.01% 0 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,046 $1.43M 0.15% -415 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,046 $1.43M 0.2% +111 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,934 $1.43M 0.11% -326 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,039 $1.43M 0.57% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,034 $1.43M 0.04% -17,091 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,022 $1.43M 0.07% +366 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,019 $1.42M 0.03% -16 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 5,010 $1.42M 0.7% new 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 5,000 $1.42M 1.1% 0 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 5,000 $1.42M 0.36% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 4,998 $1.42M 0.05% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,963 $1.41M 0.09% 0 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,924 $1.4M 0.82% +230 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,921 $1.4M 0.1% -332 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,919 $1.4M 0.03% +783 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,906 $1.39M 0.1% -191 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,902 $1.39M 0.12% +424 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,892 $1.39M 0.07% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,883 $1.39M 0.07% -418 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,865 $1.38M 1% -400 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,840 $1.37M 0.58% +50 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,838 $1.37M 0.34% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,819 $1.37M 0.36% +3 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 4,798 $1.36M 0.57% -461 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,795 $1.36M 0.38% -13,350 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,767 $1.36M 0.03% -657 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,731 $1.34M 0.13% +7 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,730 $1.34M 0.16% -1 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,724 $1.34M 0.14% -7,451 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,721 $1.34M 0.08% -99 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,720 $1.34M 0.06% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,720 $1.34M 0.1% +137 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,719 $1.34M 0.94% +420 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,714 $1.34M 0.08% +441 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,712 $1.34M 0.38% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,712 $1.34M 0.38% +1,095 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,671 $1.33M 0.54% -900 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,658 $1.32M 0.33% +2,066 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,655 $1.32M 0.28% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,648 $1.32M 0.47% +1 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,643 $1.32M 0.72% +119 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,642 $1.32M 0.07% +251 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,638 $1.32M 0.55% -43 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,632 $1.31M 0.19% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,614 $1.31M 0.08% -46 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 4,609 $1.31M 2.94% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,604 $1.31M 0.27% -203 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,595 $1.3M 0.18% +25 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,592 $1.3M 0.29% +1,250 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,581 $1.3M 0.18% +372 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,575 $1.3M 0.1% +132 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,566 $1.3M 0.07% -128 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,560 $1.29M 0.08% -394 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 4,433 $1.29M 0.65% +81 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,543 $1.29M 0.09% -926 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,541 $1.29M 0.08% +80 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,508 $1.28M 0.26% -354 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,496 $1.28M 0.63% -260 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,495 $1.28M 0.03% +30 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,486 $1.27M 0.59% -559 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,483 $1.27M 0.03% +173 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,472 $1.27M 0.4% +750 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,304 $1.27M 0.08% -65 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 4,468 $1.27M 0.11% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,463 $1.27M 0.47% -423 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,460 $1.27M 0.3% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 4,446 $1.26M 0.5% -455 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,441 $1.26M 0.17% -11 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,441 $1.26M 0.09% +658 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,437 $1.26M 0.01% -1,564 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,003 $1.26M 0.08% +45 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,413 $1.25M 0.05% +742 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,407 $1.25M 0.28% -13,545 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 4,403 $1.25M 0.53% +128 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,396 $1.25M 0.05% +1,005 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,394 $1.25M 0.07% +346 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,394 $1.25M 0.2% +3 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,391 $1.25M 0.09% +56 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,390 $1.25M 0.62% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,380 $1.24M 0.39% +638 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,380 $1.24M 0.25% +222 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,358 $1.24M 0.06% +17 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,357 $1.24M 0.39% -169 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,343 $1.23M +3,319 Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,331 $1.23M 0.16% +2 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,325 $1.23M 0.41% -794 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,306 $1.22M 0.22% -271 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 4,306 $1.22M 1.07% +1,504 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,301 $1.22M 0.12% +793 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,294 $1.22M 0.09% +51 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,295 $1.22M 0.08% +194 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,290 $1.22M 0.21% -115 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,287 $1.22M 0.74% -155 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,282 $1.22M 0.12% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,281 $1.21M 0.48% -206 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,269 $1.21M 0.29% -6 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,268 $1.21M 0.12% -300 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,262 $1.21M 0.23% +50 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,250 $1.21M 0.3% +267 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 4,248 $1.21M 2.07% -4,162 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,243 $1.2M 0.04% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,240 $1.2M 0.5% -503 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,228 $1.2M 0.34% +3 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,219 $1.2M 0.32% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,218 $1.2M 0.78% +9 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,210 $1.19M 0.55% -16 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,383 $1.19M 0.79% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,183 $1.19M 0.06% -2 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 4,176 $1.19M 0.27% +324 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 4,175 $1.18M 0.59% +61 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,175 $1.18M 0.64% -25 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,171 $1.18M 0.03% +3 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,156 $1.18M 0.12% -192 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,140 $1.17M 0.08% -41 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 18,293 $1.17M 0.23% +1,134 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,139 $1.17M 0.01% -769 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,138 $1.17M 0.43% -2,310 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,121 $1.17M 0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,119 $1.17M 0.05% +88 13F-HR Timeline Buttonwood Financial Advisors Inc. 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