Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,094 $2.51M 1.13% +492 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 7,066 $2.5M 0.91% -160 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 7,064 $2.5M 0.83% -3,425 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 7,030 $2.48M 1.64% -230 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,024 $2.48M 0.6% +1,589 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,022 $2.48M 0.35% -10 13F-HR Timeline First Business Financial Services, Inc. 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Mason LLC 6,972 $2.46M 0.76% +810 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,958 $2.46M 0.2% +750 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 6,957 $2.46M 0.85% +3,986 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,948 $2.46M 0.27% +438 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 6,949 $2.46M 0.31% -689 13F-HR/A Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,935 $2.45M 1.1% -388 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 6,931 $2.45M 1.65% +41 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,930 $2.45M 0.68% -38 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 6,929 $2.45M 0.89% -2,576 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,927 $2.45M 0.18% +491 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 6,926 $2.45M 0.51% +50 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,919 $2.45M 0.56% +1,424 13F-HR Timeline Herold Advisors, Inc. 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More: the full row for Ameliora Wealth Management Ltd. 6,896 $2.44M 0.72% -182 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 6,881 $2.43M 1.19% +154 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,880 $2.43M 0.78% -238 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 6,879 $2.43M 0.75% -21 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 6,876 $2.43M 1.61% +78 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,872 $2.43M 3.31% +437 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,871 $2.43M 0.48% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,867 $2.43M 1.73% +273 13F-HR/A Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 6,823 $2.42M 0.75% -246 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,851 $2.42M 0.48% -633 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,850 $2.42M 0.21% +316 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,849 $2.42M 1.48% -84 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,846 $2.42M 0.52% +32 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,842 $2.42M 0.77% +843 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,837 $2.42M 0.24% -98 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,820 $2.41M 0.19% +4,327 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 6,814 $2.41M 0.08% +4 13F-HR Timeline Financial Security Advisor, Inc. 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More: the full row for Harbour Wealth Management Group, Inc. 6,797 $2.4M 1.62% +531 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,784 $2.4M 0.58% -267 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 6,780 $2.4M 0.15% -33 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 6,764 $2.39M 1.31% +266 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,759 $2.39M 1.44% +5,687 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,895 $2.39M 0.64% -594 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,755 $2.39M 0.74% +3,234 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,754 $2.39M 0.44% +277 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,753 $2.39M 0.74% -257 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 6,751 $2.39M 0.73% +1,250 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 6,750 $2.38M 0.32% -60 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 6,738 $2.38M 0.75% -13 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 6,733 $2.38M 0.62% -206 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,729 $2.38M 0.94% +575 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 6,728 $2.38M 1.44% -449 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,711 $2.37M 0.77% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 6,717 $2.37M 0.01% 0 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 6,706 $2.37M 0.53% +368 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,629 $2.37M 0.34% -22 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,704 $2.37M 0.11% +99 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,700 $2.37M 0.3% -100 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 6,693 $2.36M 0.24% +1,189 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,684 $2.36M 0.39% +147 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 6,672 $2.36M 1.06% -1,570 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,672 $2.36M 0.41% -272 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 6,670 $2.36M 0.16% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,661 $2.35M 0.28% -181 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 6,647 $2.35M 1.11% +72 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,644 $2.35M 1.12% -200 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,638 $2.35M 0.36% -16 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,636 $2.35M 1.49% -1,030 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,631 $2.34M 0.12% -1,084 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,621 $2.34M 0.3% -157 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,615 $2.34M 0.28% -333 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,614 $2.34M 0.54% -117 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,607 $2.33M 0.12% +748 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 6,601 $2.33M 2.78% -5,427 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,600 $2.33M 1.42% +352 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,581 $2.33M 1.6% -25 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 6,577 $2.32M 1.52% +443 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,574 $2.32M 1.19% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 6,563 $2.32M 0.07% +545 13F-HR/A Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,558 $2.32M 0.9% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,557 $2.32M 0.77% +324 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,585 $2.32M 0.82% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,553 $2.32M 0.63% -45 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 6,550 $2.31M 0.62% +579 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 6,536 $2.31M 0.11% new 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,535 $2.31M 1.42% +18 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 6,523 $2.3M 0.78% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 6,521 $2.3M 1.05% -1,578 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,513 $2.3M 0.34% -788 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 6,507 $2.3M 0.85% -186 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,505 $2.3M 0.19% +2,230 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 6,505 $2.3M 0.59% -183 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,493 $2.29M 0.45% +504 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,475 $2.29M 0.51% +38 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 6,470 $2.29M 0.9% +269 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,464 $2.28M 0.73% +10 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,457 $2.28M 1.56% -125 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,438 $2.27M 0.58% -20 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 6,143 $2.27M 2% -92 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,434 $2.27M 0.26% -152 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,434 $2.27M 1.53% -15 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,413 $2.27M 0.38% +902 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 6,401 $2.26M 1.05% -8 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 6,396 $2.26M 1.41% -113 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 6,388 $2.26M 0.25% +24 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 6,380 $2.25M 0.63% +380 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,377 $2.25M 0.72% -186 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,369 $2.25M 0.61% +136 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,363 $2.25M 0.55% -56 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,361 $2.25M 0.65% new 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 6,357 $2.25M 1.23% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,340 $2.24M 0.23% -435 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,336 $2.24M 0.3% +261 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 6,334 $2.24M 2.01% -66 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,333 $2.24M 0.36% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,330 $2.24M 0.6% -43 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 6,326 $2.24M 0.97% -30 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 6,317 $2.23M 1.19% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 6,313 $2.23M 0.16% -297 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 6,310 $2.23M 3.06% -271 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 6,309 $2.23M 0.66% -285 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,306 $2.23M 0.27% +481 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 6,283 $2.22M 1.98% +2,334 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,282 $2.22M 0.84% -79 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,282 $2.22M 0.53% -6 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 6,270 $2.22M 1.01% +319 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 6,250 $2.21M 1.26% -350 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 6,248 $2.21M 0.36% -593 13F-HR Timeline Stockman Wealth Management, Inc. 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More: the full row for Leith Wheeler Investment Counsel Ltd. 6,078 $2.15M 0.16% -553 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,078 $2.15M 0.75% -10 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,077 $2.15M 0.95% -7 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,076 $2.15M 0.41% -200 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 6,055 $2.14M 1.32% +761 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 6,047 $2.14M 1.15% -1,014 13F-HR/A Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 6,541 $2.14M 1.59% 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 6,035 $2.13M 0.74% -3,205 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,973 $2.13M 0.47% -649 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 6,030 $2.13M 0.86% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,028 $2.13M 0.27% +45 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 6,025 $2.13M 0.6% -233 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 6,019 $2.13M 0.29% 0 13F-HR Timeline Argent Advisors, Inc. 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