Seneca House Advisors More: the full row for Seneca House Advisors 9,250 $471K 0.18% +1,400 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,106 $464K 0.05% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 8,865 $452K 0.21% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,800 $448K 0.09% +550 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,800 $448K 0.02% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,721 $444K 0.04% +452 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,620 $440K 0.02% new 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,526 $434K 0.35% +73 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,402 $428K 0.02% -750 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,380 $427K <0.01% -3,470 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 8,349 $426K 0.27% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,340 $425K 0.05% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,328 $424K <0.01% +578 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,060 $411K 0.05% +726 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,032 $409K <0.01% +263 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,025 $409K 0.09% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,885 $402K 0.08% +1,181 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,855 $400K 0.02% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 7,764 $395K 0.34% +53 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 7,700 $392K 0.07% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7,680 $391K 0.38% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,656 $390K 0.05% +284 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,648 $390K 0.01% +16 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 7,631 $389K 0.02% -3,972 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,583 $386K 0.07% -4,312 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,583 $386K 0.11% -485 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,550 $385K 0.03% -4,522 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,493 $382K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Argent Trust Co More: the full row for Argent Trust Co 7,387 $376K 0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,247 $369K 0.05% -6,240 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,185 $366K 0.03% -1,850 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,960 $355K 0.12% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6,950 $354K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,924 $353K 0.02% +92 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,899 $351K 0.04% -177 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,817 $347K 0.01% -881 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,794 $346K <0.01% -100 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 6,761 $346K 0.22% +278 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,783 $346K <0.01% +857 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,771 $345K 0.1% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,770 $345K 0.11% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,752 $344K 0.05% -5,594 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,663 $340K 0.11% +46 13F-HR Timeline Group AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 6,672 $340K 0.58% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,574 $335K 0.01% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,571 $335K 0.1% -6,716 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,407 $327K <0.01% +43 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,350 $323K 0.13% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,163 $314K 0.18% -65 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,142 $313K 0.11% +1,163 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 6,137 $313K 0.02% +245 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 6,000 $306K 0.09% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 5,960 $304K 0.17% +16 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 5,900 $301K 0.12% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 5,810 $296K 0.3% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,809 $296K 0.01% -3,660 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,704 $291K <0.01% +5 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,668 $289K 0.02% +928 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,583 $284K 0.07% -1,752 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 5,561 $283K 0.28% 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,550 $283K 0.06% -250 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,477 $279K 0.02% -4,416 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 5,465 $278K 0.29% 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 5,449 $278K 0.13% -11 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,205 $265K <0.01% 0 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 5,184 $265K 0.26% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 5,183 $264K 0.04% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,091 $259K <0.01% -17,988 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,065 $258K 0.01% -184 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,036 $257K 0.05% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,022 $256K 0.04% new 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,909 $250K 0.05% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,880 $249K 0.09% +41 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4,783 $244K 0.17% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 4,760 $242K 0.09% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,712 $241K <0.01% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,711 $240K 0.04% -222 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,700 $239K 0.03% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,698 $239K 0.01% new 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 4,650 $237K 0.06% -1,250 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,624 $236K 0.1% -391 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,598 $234K 0.12% +12 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,560 $232K 0.12% +30 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,559 $232K 0.11% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,492 $229K 0.01% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,500 $229K 0.07% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,500 $229K 0.08% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,441 $226K 0.04% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,356 $222K 0.06% -5,082 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,307 $219K 0.12% -169 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,288 $218K 0.2% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,236 $216K <0.01% -1,310 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,167 $212K 0.04% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,033 $205K 0.13% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,995 $204K 0.03% -11,507 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,992 $203K 0.1% -590 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,973 $203K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,921 $200K 1.62% -174 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,626 $185K 0.01% -709 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,574 $182K 0.01% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 3,259 $166K 0.08% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,860 $146K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,790 $142K 0.05% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,650 $135K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,600 $132K 0.08% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,568 $131K 0.06% +603 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2,450 $125K 0.12% 13F-HR/A Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,434 $124K 0.01% +16 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,975 $101K 0.06% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,885 $96K 0.02% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,768 $90.1K 0.02% +11 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,757 $89.5K 0.02% +952 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,627 $82.9K 0.05% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,565 $79.7K 0.05% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,426 $72.6K <0.01% +1,055 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,393 $71K 0.06% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,179 $60.1K 0.04% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,153 $58.7K <0.01% 0 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,148 $58.5K <0.01% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,145 $58.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,061 $54K 0.06% +2 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 982 $50K 0.01% +138 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 828 $42.2K 0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 780 $39.9K 0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 580 $29.5K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 440 $22.4K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 424 $21.6K <0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 400 $20.4K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 374 $19.1K 0.01% -130 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 365 $18.6K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 349 $17.8K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 341 $17.4K <0.01% -12 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 298 $15.2K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 270 $13.8K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 239 $12.2K <0.01% new 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 215 $11K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 153 $7.79K 0.01% -49,483 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 106 $5.4K <0.01% -913 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 89 $4.53K <0.01% -46 13F-HR Timeline Group Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 88 $4.51K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 43 $2.19K <0.01% -843 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 37 $1.89K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 26 $1.33K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4 $204 <0.01% new 13F-HR Timeline