Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,595 $344K 0.1% +29 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 3,569 $341K 0.15% +22 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,565 $340K 0.19% -309 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,523 $336K 0.01% +756 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,520 $336K 0.02% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,500 $334K 0.06% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 3,486 $333K 0.15% +359 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 3,484 $333K 0.6% +236 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,476 $332K 0.02% +1 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 3,463 $330K 0.37% -723 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,450 $329K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,437 $328K <0.01% +986 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 3,422 $327K 0.18% +306 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 3,419 $326K 0.08% +147 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,394 $322K 0.15% -51 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,377 $322K 0.01% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,337 $321K 0.2% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,357 $320K 0.09% +1,253 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,335 $318K 0.05% +24 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,335 $318K 0.13% 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,332 $318K 0.02% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,324 $317K 0.03% 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,318 $317K 0.01% -2,002 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,291 $314K 0.03% +43 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,280 $313K 0.05% -2 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,276 $313K 0.02% +47 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,250 $310K 0.22% +341 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,249 $310K 0.09% +262 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 3,241 $309K 0.09% +323 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,218 $307K 0.05% -450 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 3,217 $307K 0.15% -227 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,207 $306K 0.04% +138 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,204 $306K 0.59% +155 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,155 $301K 0.01% -13,827 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,141 $300K 0.07% -43,730 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,138 $300K 0.01% -4,501 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,075 $293K 0.06% +303 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,047 $291K 0.02% -959 13F-HR/A Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,040 $290K 0.09% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,020 $288K 0.07% +41 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,000 $286K 0.08% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,987 $285K 0.08% +870 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 2,978 $284K 0.18% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,941 $281K <0.01% +61 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,933 $280K 0.03% -83 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,933 $280K 0.01% +85 13F-HR Timeline Group 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,932 $280K 0.16% -116 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,909 $278K 0.05% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,890 $276K 0.06% +399 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,883 $275K 0.24% -3 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,880 $275K 0.06% -1,033 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,817 $269K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,797 $267K <0.01% 0 13F-HR/A Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,790 $266K 0.05% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 2,783 $266K 0.07% 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,760 $263K <0.01% -50 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,738 $263K 0.02% +432 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,750 $262K 0.17% +4 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,729 $260K 0.09% -18 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,722 $260K 0.14% -18 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,704 $258K 0.02% -28 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,700 $258K <0.01% new 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,674 $255K 0.04% -1,627 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,672 $255K 0.01% +333 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,659 $254K <0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,658 $254K 0.02% -338 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,625 $251K 0.01% +245 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 2,621 $250K <0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,615 $250K 0.02% new 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 2,589 $247K 0.11% -4,548 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 2,572 $245K +14 Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 2,556 $245K 0.23% 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,551 $243K <0.01% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,546 $243K 0.03% +260 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,527 $241K 0.04% +145 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,502 $239K 0.02% -3,050 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,500 $239K 0.04% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,500 $239K 0.02% +252 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,499 $238K 0.04% -860 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,490 $238K 0.05% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,476 $236K 0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,470 $236K 0.17% -100 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,451 $234K 0.06% +6 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 2,445 $233K 0.11% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,442 $233K 0.08% -6 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,436 $232K 0.01% +1,084 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 2,377 $227K 0.03% -118 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,357 $225K 0.01% new 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,356 $225K <0.01% -33 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,353 $225K 0.15% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,365 $224K 0.17% +160 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 2,325 $222K 0.09% -30,010 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,314 $221K 0.14% +10 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,303 $220K 0.01% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 2,275 $217K 0.04% +3 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,257 $215K 0.14% -3 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,250 $215K 0.02% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,234 $213K <0.01% 0 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,231 $213K 0.2% -2,253 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,230 $213K 0.09% -94 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,221 $212K 0.03% -845 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,214 $211K 0.01% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,199 $210K 0.09% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,187 $209K 0.1% new 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,180 $208K 0.1% +1 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,157 $206K 0.04% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,145 $205K 0.06% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 2,133 $204K 0.15% +3 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,132 $203K 0.03% new 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,125 $203K 0.27% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,113 $202K <0.01% -473 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,108 $201K <0.01% -38 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,100 $200K <0.01% -30,856 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 2,100 $200K 0.17% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,098 $200K 0.05% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,029 $194K 0.08% -59 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 2,010 $192K 0.19% +375 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,982 $189K 0.1% -632 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,898 $181K 0.01% -1,388 13F-HR/A Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,896 $181K 0.06% -1,851 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,891 $180K 0.12% +1,448 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,225 $169K 0.09% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,730 $165K 0.12% -19 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,722 $164K 0.07% +1,217 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,707 $163K 0.01% new 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,654 $158K 0.01% -268 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,611 $154K 0.01% -276 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,607 $153K 0.01% +33 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,581 $151K <0.01% -271 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,510 $144K 0.06% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,490 $142K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,474 $141K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,450 $138K 0.04% +26 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,444 $138K 0.01% +33 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,437 $137K <0.01% 0 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,437 $137K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,347 $129K 0.01% -32 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,286 $123K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,285 $123K 0.03% +96 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,283 $122K 0.01% -3,094 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,220 $116K 0.04% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,216 $116K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,211 $116K 0.01% -5,293 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,199 $114K <0.01% -1,448 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,132 $108K 0.02% +761 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,042 $101K 0.05% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,052 $100K 0.03% -542 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,050 $100K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,037 $99K 0.01% +966 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,032 $98.5K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,013 $96.7K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 999 $95.4K 0.05% +80 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 945 $90.2K 0.02% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 942 $89.9K 0.01% +617 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 906 $86K <0.01% +21 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 886 $84.6K <0.01% -36 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 874 $83.4K 0.01% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 848 $80.9K 0.01% +38 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 797 $76K 0.04% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 788 $75.2K <0.01% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 761 $72.6K 0.03% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 758 $72.3K 0.07% -4,588 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 750 $71.6K <0.01% +281 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 719 $68.6K 0.01% +4 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 707 $67.5K 0.03% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 706 $67.4K 0.05% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 688 $65.7K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 656 $62.6K 0.01% -57 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 646 $61.7K 0.06% +57 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 591 $56.4K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 570 $54.4K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 567 $54.1K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 565 $53.9K <0.01% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 562 $53.6K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 555 $53K <0.01% +258 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 546 $52.1K 0.06% +532 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 501 $47.8K 0.02% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 499 $47.6K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 460 $43.9K <0.01% +185 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 460 $43.9K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 457 $43.6K 0.01% +3 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 457 $43.6K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 451 $43K <0.01% -1,066 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 446 $42.5K <0.01% -2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 436 $41.6K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 419 $40K <0.01% +395 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 415 $39.6K 0.01% -60 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 409 $39K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $38.2K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 400 $38.2K 0.01% +9 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 388 $37K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 382 $36.5K <0.01% -207 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 382 $36.5K 0.02% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 353 $33.7K 0.01% +107 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 349 $33.3K <0.01% +5 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 346 $33K 0.02% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 341 $32.5K new Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 337 $32.2K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 339 $32K <0.01% +104 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 334 $31.9K <0.01% 0 13F-HR Timeline