EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,645 $126K <0.01% 0 13F-HR/A Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 16,622 $125K <0.01% +3,196 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 16,426 $124K <0.01% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,332 $123K 0.01% +220 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 15,926 $120K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 15,908 $120K 0.04% +240 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 15,861 $120K 0.03% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 15,722 $120K 0.06% -2,760 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,387 $118K <0.01% +10,444 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,312 $115K <0.01% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 15,073 $114K 0.04% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,901 $112K <0.01% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 14,688 $111K 0.01% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 14,500 $109K 0.03% +500 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 14,065 $108K 0.09% -495 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,193 $107K <0.01% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,034 $106K 0.01% +211 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,843 $104K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,722 $103K <0.01% -1,000 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 13,705 $103K 0.02% +33 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,684 $103K 0.01% -1,678 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 13,011 $103K 0.01% -16,839 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 13,658 $103K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,610 $103K <0.01% -83,822 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,233 $99.8K 0.02% +199 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 13,018 $98.2K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13,000 $98K <0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,863 $97K 0.01% +22 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,855 $96.9K 0.04% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 12,816 $96.6K 0.02% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,776 $96.3K <0.01% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 12,756 $96.2K 0.07% +192 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,000 $95.6K 0.03% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,640 $95.3K <0.01% -572 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,498 $94.2K 0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,304 $92.8K <0.01% +1,400 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 12,256 $92.4K 0.04% -272 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,143 $91.6K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 12,108 $91.3K 0.01% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,092 $91.2K <0.01% new 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,000 $90.5K <0.01% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,000 $90.5K 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,948 $90.4K <0.01% new 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 11,911 $89.8K 0.04% +144 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 11,838 $89.3K 0.01% -839 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 11,627 $88.4K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,609 $88K <0.01% -8,462 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,663 $87.9K 0.01% +1,006 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 11,653 $87.9K 0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 11,520 $86.9K 0.06% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,451 $86.3K 0.01% +131 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 11,345 $85.5K <0.01% +2,546 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 11,200 $84.4K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,931 $82.4K <0.01% new 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 10,892 $82.1K 0.04% 0 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 10,700 $81.6K 0.03% -2,688 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,649 $80.3K 0.05% +160 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 10,633 $80.2K 0.04% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 10,561 $79.6K 0.06% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 10,538 $79.5K 0.05% +158 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 10,000 $79.3K 0.05% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 10,290 $77.6K 0.04% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,645 $72.7K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,386 $70.8K 0.01% +29 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,084 $68.5K <0.01% +1,084 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,135 $61.3K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,493 $56.5K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,668 $50.3K 0.03% -2,348 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,248 $47.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,675 $42.8K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,943 $36K 0.01% -23 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,700 $35.4K 0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,197 $31.6K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,039 $30.5K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,901 $30.4K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,749 $28.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,390 $25.6K <0.01% -794 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,000 $22.6K <0.01% -4,908 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,000 $22K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,765 $20.8K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,600 $19.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,398 $18.1K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,228 $16.8K <0.01% +999 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,999 $14.5K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,681 $12.7K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,513 $11.4K <0.01% -200 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,503 $11.3K <0.01% -6,142 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,400 $10.6K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,154 $8.7K <0.01% -2,000 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,043 $7.86K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 995 $7.5K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 976 $7.36K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 902 $6.8K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 748 $5.64K <0.01% 0 13F-HR Timeline Group Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 741 $5.59K <0.01% 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 699 $5.27K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 681 $5.14K <0.01% +5 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $5.04K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 667 $5.03K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 638 $4.81K <0.01% -1,836 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 624 $4.71K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 588 $4.43K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 551 $4.15K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 494 $3.76K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 427 $3.22K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 374 $2.84K <0.01% new 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 350 $2.64K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 359 $2.6K <0.01% 0 13F-HR/A Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 300 $2.26K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 284 $2.14K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 276 $2.08K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 275 $2.07K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 265 $2K <0.01% new 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) 184 $1.39K <0.01% +174 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 140 $1.04K <0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 136 $1.02K <0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 99 $746 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 95 $717 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 87 $656 <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 66 $498 <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7 $53 <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 0 $14 <0.01% -219 13F-HR Timeline Amount filed as zero, left out of ratios. SFAM, LLC More: the full row for SFAM, LLC 1 $8 <0.01% 0 13F-HR Timeline