Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 9,645 $492K 0.19% -162 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,550 $487K 0.03% +2,000 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,483 $483K 0.05% 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 9,167 $467K 0.19% -13,322 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,147 $466K 0.14% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 9,106 $464K 0.05% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 9,085 $463K 0.18% +2,943 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,070 $462K 0.08% +4,048 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,045 $461K 0.01% -5,356 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 9,024 $460K 0.37% -510 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 9,027 $460K 0.05% -2,762 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,930 $455K 0.09% +8,887 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 Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 8,822 $450K 0.25% +2,862 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,800 $449K 0.09% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 8,800 $449K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,794 $448K 0.02% +1,870 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 8,756 $446K 0.07% +3,573 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 8,630 $440K 0.33% +104 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,620 $439K 0.02% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,613 $439K 0.18% -14,302 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 8,452 $431K 0.06% -2,042 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 8,355 $426K 0.37% new 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 RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,110 $413K <0.01% +1,316 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 8,077 $412K 0.03% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,009 $408K 0.01% +7,972 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,929 $404K <0.01% -399 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,897 $403K 0.01% -1,010,482 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 7,812 $398K 0.34% +48 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,792 $397K 0.15% -1,960 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,682 $392K 0.01% -2,474 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7,680 $392K 0.38% 0 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 7,544 $385K 0.28% +783 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,493 $382K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,463 $380K 0.04% -597 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 7,416 $378K 0.3% -2,015 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 7,409 $378K 0.06% -3,055 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,387 $377K 0.01% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,224 $368K 0.07% -661 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,215 $368K 0.1% -368 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,149 $364K <0.01% -3,050 13F-HR Timeline Group 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 7,140 $364K 0.04% -516 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 7,033 $359K 0.34% +1,568 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 Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,899 $352K 0.04% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,840 $349K 0.2% +677 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,817 $348K 0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,774 $345K <0.01% -9 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 6,751 $344K 0.18% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,742 $344K 0.08% +1,159 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,684 $341K 0.12% +21 13F-HR/A Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,614 $337K 0.1% +43 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 Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 6,537 $333K 0.35% +976 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,479 $330K 0.03% -2,242 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,440 $328K 0.11% -520 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,410 $327K 0.06% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 6,398 $326K 0.06% +1,957 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,370 $325K 0.01% +1,305 13F-HR/A Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 6,350 $324K 0.12% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 6,340 $323K 0.12% +1,580 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,276 $320K 0.09% -495 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,135 $312K 0.02% -1,050 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,115 $312K 0.01% -1,533 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 6,000 $306K 0.09% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,980 $305K 0.08% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,973 $304K 0.02% -164 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,963 $304K 0.01% new 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 Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,861 $299K 0.04% -13,734 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 5,836 $298K 0.09% 13F-HR/A Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 5,809 $296K 0.92% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,709 $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 0.01% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 5,544 $283K 0.13% +95 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,535 $282K 0.06% +3,650 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,448 $278K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,205 $265K <0.01% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,134 $262K 0.09% +254 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,068 $258K 0.05% +32 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 5,057 $258K 0.05% -2,526 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 5,046 $257K 0.14% +448 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,026 $256K 0.01% -25,940 13F-HR/A Timeline New Capital Management LP More: the full row for New Capital Management LP 5,003 $255K 0.06% -29,812 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,838 $247K 0.06% +550 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,802 $245K 0.05% -748 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,740 $242K 0.03% +29 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,736 $241K 0.01% -1,073 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,712 $240K <0.01% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,700 $240K 0.03% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,679 $239K 0.02% -798 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,654 $237K <0.01% +3,228 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,650 $237K 0.06% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,525 $231K 0.1% new 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,500 $229K 0.08% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,500 $229K 0.09% 0 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 4,493 $229K 0.13% -67 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 SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,483 $229K <0.01% new 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,448 $227K 0.07% +92 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 4,421 $225K 0.21% -763 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,334 $221K 0.12% +27 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 4,273 $218K 0.1% +281 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,248 $217K 0.09% -376 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,205 $214K 0.04% -23,099 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,188 $213K 0.01% +562 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 4,115 $210K 0.17% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,025 $205K 0.04% -4,000 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,022 $205K <0.01% new 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,000 $204K 0.02% new 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 3,989 $203K 0.03% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,973 $202K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,770 $192K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3,747 $191K 1.7% -174 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,650 $186K 0.04% +1,000 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 Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,940 $150K 0.14% new 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 Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,600 $133K 0.08% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,584 $132K 0.06% +16 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2,450 $125K 0.11% 0 13F-HR/A Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 2,450 $125K 0.01% +16 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,975 $101K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,768 $90.2K 0.02% +11 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,678 $85.6K 0.02% -90 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,637 $83.5K 0.06% +10 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,629 $83K 0.06% +450 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,393 $71K 0.06% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,155 $58.9K <0.01% +7 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,153 $58.8K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,145 $58.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,026 $52.3K 0.02% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 944 $48.1K 0.01% -38 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 869 $44.3K 0.05% -192 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 833 $42.5K 0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 787 $40K 0.01% +7 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 700 $35.7K 0.03% +300 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 701 $35.7K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 502 $25.6K <0.01% +161 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 475 $24.2K <0.01% -105 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 Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 365 $18.6K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 298 $15.2K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 244 $12.4K 0.01% -130 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 227 $11.6K 0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 39 $1.99K <0.01% -50 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 26 $1.32K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9 $459 <0.01% -97 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $51 <0.01% new 13F-HR Timeline