CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,814 $923K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,783 $916K 0.28% -169 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,776 $914K 0.02% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,756 $909K 0.01% -80 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,747 $907K 0.13% -77 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,740 $906K 0.06% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,732 $904K 0.09% +288 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,730 $903K 0.21% +1,500 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 3,724 $902K 0.56% 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,713 $899K 0.68% 13F-HR/A Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 3,511 $898K 0.27% -94 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,702 $896K 0.09% -383 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3,702 $896K 0.75% 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 3,690 $893K 0.95% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,683 $892K 0.04% +316 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,681 $891K 0.06% +578 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 3,680 $891K 0.36% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,677 $890K 0.1% +105 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,671 $889K 0.13% -25 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 3,664 $887K 2.43% +30 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,662 $887K 0.43% +901 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,660 $886K 0.09% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,658 $886K 0.58% -155 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,643 $882K 0.88% 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,641 $882K 0.19% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,632 $879K 0.29% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,625 $878K 0.03% 0 13F-HR Timeline Group BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,614 $875K 0.53% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,606 $873K 0.13% +575 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,603 $872K 0.02% +1,793 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,600 $872K 0.76% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,591 $869K 0.44% +180 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,589 $869K 0.03% +99 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 3,590 $869K 0.18% +1,036 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,586 $868K 0.07% +388 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,576 $866K 0.58% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,571 $865K 0.48% +275 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,570 $864K 0.02% 0 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,570 $864K 0.46% +450 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,556 $861K 0.55% 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,553 $860K 0.2% 0 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 3,545 $858K 0.72% -1 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,538 $857K 0.08% -4,405 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,537 $856K 0.69% -390 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,538 $854K 0.4% +60 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,525 $853K 0.07% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,513 $851K 0.09% -24,887 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,512 $850K 0.22% 0 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 3,453 $847K 0.2% -1,947 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,498 $847K 0.04% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 3,487 $844K 0.47% +200 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,483 $843K 0.04% +107 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,428 $842K 0.54% +2,528 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 3,466 $839K 0.63% -1,940 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 3,465 $839K 0.27% -135 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,454 $836K 0.16% +189 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,448 $835K 1.19% 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,447 $835K 0.39% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,447 $835K 0.07% -228 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,436 $832K 0.13% 0 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 3,425 $829K 0.35% +2,772 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,413 $826K 0.08% -10 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 3,413 $826K 0.52% +12 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 3,407 $825K 0.19% -85 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,406 $825K 0.01% +199 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,399 $823K 0.15% +165 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,386 $820K 0.03% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,374 $817K 0.2% -3,308 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,371 $816K 0.12% -15 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,361 $814K 0.13% +180 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,350 $811K 0.01% -100 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,346 $810K 0.11% +5 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,334 $807K 0.11% -187 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,327 $806K 0.13% +1,200 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,313 $802K 0.04% +1,407 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,298 $799K 0.13% +770 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,295 $798K 0.4% -100 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,284 $795K 0.7% +90 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,281 $794K 0.14% -726 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,278 $794K 0.73% -184 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,264 $790K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,251 $787K 0.06% +565 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,242 $785K 0.59% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,240 $785K 0.2% 0 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 3,240 $784K 0.48% -75 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,239 $784K 0.07% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,236 $784K 0.05% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,236 $784K 0.13% -129 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 3,231 $782K 0.58% 0 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,209 $777K 0.19% -1,119 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,900 $775K 0.43% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,201 $775K 0.79% -63 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,192 $773K 0.22% -15 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,164 $766K 0.26% -110 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 3,141 $765K 0.33% -236 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,150 $763K 0.02% +674 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 3,151 $763K 0.16% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,150 $763K 0.05% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,140 $760K 0.12% -10 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,136 $759K 0.3% -1 13F-HR Timeline Group Tepp RIA, LLC More: the full row for Tepp RIA, LLC 3,135 $759K 1.12% 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,130 $758K 0.33% -20 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,127 $757K 0.17% -145 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,123 $756K 0.16% -4,149 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,081 $756K 0.27% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,116 $754K 0.15% -22 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,106 $752K 0.06% new 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,105 $752K 0.1% +59 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,103 $751K 0.13% -160 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,100 $751K 0.18% +783 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 3,098 $750K <0.01% -39,240 13F-HR/A Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 3,095 $749K 0.8% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,092 $749K 0.03% -14 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 3,074 $744K 0.36% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,070 $743K 0.56% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,061 $741K 0.27% +175 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,056 $740K 0.46% -367 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,056 $740K 0.01% -913 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 3,052 $739K 0.03% 0 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,051 $739K 0.2% -21 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,050 $738K 0.09% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 3,041 $736K 0.21% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 3,038 $736K 0.01% -2,657 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,034 $735K 0.07% +26 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,032 $734K 0.01% +579 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,029 $733K 0.04% -78 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,026 $733K 0.25% +155 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,020 $731K 0.12% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 3,019 $731K 0.67% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,006 $728K 0.11% -3 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,001 $727K 0.06% -275 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 3,000 $726K 0.21% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,986 $723K 0.71% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,975 $720K 0.23% -67 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,975 $720K 0.23% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,962 $717K 0.07% +188 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,962 $717K 0.08% +1,155 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,951 $715K 0.21% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,951 $715K 0.21% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,950 $714K 0.13% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,950 $714K 0.08% -200 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,934 $710K 0.1% -234 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,934 $710K 0.02% +1 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 2,932 $710K 0.1% -200 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,929 $709K 0.22% +115 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,738 $708K 0.32% 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,919 $707K 0.5% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,916 $706K 0.19% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,915 $706K 0.02% +470 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,910 $705K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,909 $704K 0.55% +12 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,904 $703K 0.1% +1,096 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,904 $703K 0.71% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,898 $702K 0.3% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,894 $701K 0.18% +137 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,892 $700K 0.22% +394 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,886 $699K 0.15% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 2,878 $697K 0.5% +53 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,577 $697K 0.2% +16 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,875 $696K 0.09% -105 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,874 $696K 0.09% +419 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,856 $692K 0.03% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,855 $691K 0.71% 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,851 $690K 0.21% -23,669 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,849 $690K 0.08% 0 13F-HR Timeline United Bank More: the full row for United Bank 2,841 $688K 0.29% +400 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,836 $687K 0.03% +924 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,832 $686K 0.13% +41 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,820 $683K 0.19% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,820 $683K 0.55% -50 13F-HR Timeline Atlas Financial Advisors, Inc. More: the full row for Atlas Financial Advisors, Inc. 2,816 $682K 1.06% -150 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,808 $680K 0.4% +918 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,807 $680K 0.09% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,805 $679K 0.14% 0 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 2,800 $678K 0.32% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,800 $678K 0.39% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,797 $677K 0.15% +222 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,786 $675K 0.05% -40 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 2,782 $674K 0.27% -320 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 2,780 $673K 0.48% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,778 $673K 0.07% +393 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,776 $672K 0.23% +414 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,766 $670K 0.03% +186 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,765 $669K 0.2% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,759 $668K 0.05% +413 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,759 $668K 0.23% -1 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 2,715 $666K 0.4% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 2,752 $666K -9,813 Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 2,748 $665K 0.43% +420 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,738 $663K 0.34% -750 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,737 $663K 0.09% +440 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2,734 $662K 1.15% 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,734 $662K 0.88% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,729 $661K 0.32% +14 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,707 $655K 0.04% +1,800 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,705 $655K 0.15% +819 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,702 $654K 0.04% +243 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,698 $653K 0.05% +3 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,692 $652K 0.13% -2,276 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,690 $651K 0.04% -64 13F-HR Timeline Group