Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,740 $439K 0.03% +294 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,719 $437K <0.01% +41 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 4,684 $434K 0.19% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,679 $434K 0.06% 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,664 $432K 0.02% -475 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 4,654 $431K 0.44% -2,173 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,637 $430K 0.02% +1,329 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,581 $425K 0.05% +345 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,518 $419K 0.01% 0 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,495 $417K 0.06% +440 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,495 $417K 0.09% -4,027 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 4,401 $415K 0.36% +634 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,379 $406K 0.01% -1,123 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 4,344 $403K 0.4% -3,787 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,220 $391K 0.06% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,204 $390K <0.01% 0 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,197 $389K 0.11% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,193 $389K 0.13% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,150 $385K 0.13% +650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,146 $384K 0.03% -5,900 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,122 $382K 0.09% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,120 $382K 0.1% -480 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,102 $380K 0.03% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,102 $380K 0.01% -1,040 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,070 $377K 0.08% -287 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,040 $374K 0.24% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,033 $374K 0.1% +295 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,010 $372K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,985 $369K 0.06% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,946 $366K 0.02% +1,065 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,943 $365K 0.02% -5 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,913 $363K 0.13% +673 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,904 $362K 0.11% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,902 $362K 0.01% +65 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 3,900 $361K 0.25% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,734 $358K 0.09% +210 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,855 $357K 0.02% -7,442 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,849 $357K 0.01% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,741 $347K 0.21% -4,036 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,736 $346K 0.12% +40 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,736 $346K 0.12% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,673 $340K 0.21% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 3,658 $339K 0.05% +358 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,626 $336K 0.26% -937 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,616 $335K 0.16% +355 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 3,601 $334K 0.18% -3,298 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,587 $332K 0.04% -899 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,582 $332K 0.1% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 3,576 $331K 0.26% +16 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,573 $331K 0.21% +512 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 3,560 $330K 0.14% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,550 $329K 0.01% +200 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,538 $328K 0.04% -843 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,530 $327K 0.03% -2,211 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,494 $327K 0.09% -2,066 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 3,500 $324K 0.14% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,619 $323K 0.05% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,468 $321K 0.12% +441 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,461 $321K 0.1% -226 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,445 $319K 0.18% -1,253 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 3,435 $318K 0.12% -4,226 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,383 $314K 0.12% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,326 $308K 0.06% +21 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,275 $304K 0.03% +142 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,269 $303K 0.1% -6,435 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,245 $301K 0.1% +300 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,110 $294K 0.02% -36 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,150 $292K 0.05% 0 13F-HR Timeline Group Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,137 $291K 0.13% +57 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,130 $290K 0.21% -6,502 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,126 $290K 0.02% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,121 $289K 0.14% -7 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,116 $289K 0.18% -92 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,110 $288K 0.01% -2,613 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,110 $288K 0.05% +206 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,085 $286K 0.02% -138 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,082 $286K 0.02% -23 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,079 $285K 0.02% +4 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,072 $285K 0.03% new 13F-HR Timeline Group Refined Wealth Management More: the full row for Refined Wealth Management 3,072 $285K 0.18% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,029 $281K <0.01% new 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,018 $280K 0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,014 $279K <0.01% +322 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,011 $279K 0.01% -2,912 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,000 $278K 0.03% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,957 $276K 0.08% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,972 $275K 0.08% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,970 $275K 0.03% -616 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,965 $275K 0.05% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,964 $275K 0.03% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,950 $273K 0.16% -7,626 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,948 $273K 0.02% +827 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,947 $273K 0.06% +60 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,946 $273K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,919 $271K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,910 $270K 0.02% +526 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,905 $269K 0.13% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 2,825 $268K 0.13% -15 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,875 $266K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,866 $266K <0.01% +56 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,828 $262K <0.01% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,815 $261K 0.08% 0 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,790 $259K 0.16% -106 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,777 $257K 0.02% +386 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,774 $257K 0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,773 $257K 0.11% -1,038 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,768 $257K 0.17% -169 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,764 $256K <0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,743 $254K <0.01% new 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 2,740 $254K 0.13% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,733 $253K 0.03% -1,426 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,726 $253K 0.02% +95 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 2,725 $253K 0.27% -603 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,690 $252K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,686 $251K 0.01% -10,330 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,709 $251K 0.11% -2,246 13F-HR/A Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,689 $249K 0.03% -3,575 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,674 $248K 0.06% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,670 $247K 0.01% -18,266 13F-HR Timeline Group Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,667 $247K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,664 $247K 0.01% -5,442 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,662 $247K 0.26% -1,114 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 2,655 $246K 0.19% -220 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,651 $246K <0.01% -24 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,650 $246K 0.03% -3,260 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,649 $246K 0.02% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,645 $245K 0.15% -150 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,627 $243K 0.03% -315 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,623 $243K 0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,586 $240K 0.18% +776 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,572 $238K 0.06% -5,022 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 2,541 $236K 0.13% +52 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,520 $234K 0.03% +108 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,521 $233K 0.02% -51 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,508 $232K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,503 $232K 0.01% +601 13F-HR/A Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 2,484 $230K 0.06% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,440 $226K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,524 $225K 0.01% -51 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,430 $225K 0.05% -1,095 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,428 $225K 0.06% -773 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,420 $224K 0.04% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,395 $222K 0.02% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,453 $221K 0.03% -442 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,379 $221K <0.01% -2,198 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,374 $220K 0.08% -172 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,374 $220K 0.06% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,368 $219K 0.04% new 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 2,366 $219K 0.15% -1,322 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,360 $219K 0.03% -630 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,327 $216K 0.07% -3,018 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,319 $215K 0.2% -302 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,309 $214K 0.22% -62 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,290 $212K 0.03% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,288 $212K 0.04% -1,663 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,285 $212K <0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,269 $210K 0.01% new 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,265 $210K 0.03% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,261 $210K 0.04% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,250 $209K <0.01% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,222 $206K <0.01% new 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,215 $205K 0.08% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,214 $205K 0.09% +1,829 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,207 $205K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,195 $203K 0.02% -340 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,184 $202K 0.01% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,183 $202K 0.07% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,173 $202K <0.01% -8,178 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,163 $200K 0.13% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,162 $200K 0.04% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,162 $200K 0.07% -265 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,147 $199K 0.04% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,129 $197K 0.05% -158 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,039 $189K 0.12% -648 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 2,010 $186K <0.01% new 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,010 $186K 0.12% -2,675 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,993 $185K 0.02% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,877 $174K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,791 $166K 0.12% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,624 $151K 0.09% +467 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,437 $133K <0.01% +198 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,400 $130K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,394 $129K <0.01% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 1,367 $127K 0.05% +1,037 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,331 $123K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,256 $116K <0.01% -990 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,235 $114K <0.01% -128 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,227 $114K 0.58% -396 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 1,085 $101K 0.13% new 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,078 $99.9K <0.01% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,075 $99.6K 0.01% +250 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,065 $98.7K 0.03% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,038 $96.2K 0.01% +61 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,009 $93.5K <0.01% +893 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 943 $87.4K <0.01% -1,320 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 928 $86K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 917 $85K <0.01% +554 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 827 $76.7K 0.06% -3 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 792 $73.4K 0.04% +705 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 771 $71.4K <0.01% new 13F-HR Timeline Group