Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,230 $2.48M 0.56% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,219 $2.48M 0.07% +436 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 5,219 $2.48M 0.34% -2,011 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,210 $2.47M 0.55% -38 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 5,188 $2.46M 0.18% -260 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,161 $2.45M 0.03% +634 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 5,137 $2.44M 2.17% +46 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,135 $2.44M 1.05% -512 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,130 $2.44M 0.06% +801 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,128 $2.44M 0.05% -700 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,297 $2.43M 0.32% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,073 $2.41M 0.2% +34 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,070 $2.41M 0.07% +182 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,063 $2.4M 0.08% +798 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,045 $2.4M 0.29% 0 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,026 $2.39M 0.65% -225 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,000 $2.38M 3.54% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,988 $2.37M 0.25% -10 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,981 $2.37M 0.41% +50 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,965 $2.36M 0.86% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,963 $2.36M 0.1% +196 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,946 $2.35M 0.1% -50 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 4,939 $2.35M 1% +76 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,884 $2.32M 0.19% +155 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,906 $2.31M 0.09% +240 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,841 $2.3M 0.41% -189 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,819 $2.29M 0.71% -9 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,790 $2.28M 0.12% +104 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,777 $2.27M 0.16% -469 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,766 $2.26M 0.76% -98 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,751 $2.26M 0.38% +143 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,743 $2.25M 0.05% +505 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,729 $2.25M 0.1% -494 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,425 $2.24M +125 Timeline Phraction Management LLC More: the full row for Phraction Management LLC 4,703 $2.23M 0.64% -230 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,687 $2.23M 0.07% +1,878 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,681 $2.22M 0.11% +253 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,629 $2.2M 0.04% +309 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,601 $2.19M +747 Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,546 $2.16M 0.31% +1 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,544 $2.16M 0.03% -56 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,532 $2.15M 0.02% +117 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,528 $2.15M 0.05% -113 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,526 $2.15M 0.3% -90 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,511 $2.14M 0.08% +238 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 4,493 $2.14M 0.13% -133 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,423 $2.1M 0.02% +20 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,420 $2.1M 0.04% -1,304 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,420 $2.1M 0.94% +22 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 4,404 $2.09M 0.04% +445 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,400 $2.09M 0.82% +98 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,329 $2.06M 0.5% -4 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,318 $2.05M 0.29% +17 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,307 $2.05M 0.26% -24 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,307 $2.05M 0.05% -5,148 13F-HR/A Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,303 $2.04M 0.18% -89 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 4,277 $2.03M 0.49% +445 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,257 $2.03M 0.06% +141 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,261 $2.02M 0.06% -5,019 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,241 $2.01M 0.07% +335 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,238 $2.01M 0.04% +25 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,210 $2M 0.28% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,173 $1.98M 0.57% -160 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,170 $1.98M 0.24% +1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,161 $1.98M 0.07% +20 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 4,135 $1.96M 1.15% +90 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,122 $1.96M 0.06% +357 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,102 $1.95M 0.03% -80 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,101 $1.95M 1.26% +453 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,093 $1.94M 0.11% +916 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,090 $1.94M 0.07% -16 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,085 $1.94M 0.46% -3 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,078 $1.94M 0.2% +54 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,067 $1.92M 0.11% -76 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,023 $1.91M 1.24% -32 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 4,000 $1.9M 0.23% 0 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,526 $1.9M 0.37% +83 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,982 $1.89M 0.23% -1,938 13F-HR Timeline ANB BANK More: the full row for ANB BANK 3,979 $1.89M 0.77% +73 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,977 $1.89M 0.12% +117 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,264 $1.89M 0.05% +143 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,973 $1.89M 0.04% +209 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,982 $1.89M 0.08% -371 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,921 $1.86M <0.01% -83,937 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,917 $1.86M 0.47% new 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 3,909 $1.86M 0.21% -1,774 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 3,890 $1.85M 0.04% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,865 $1.84M +1,011 Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,855 $1.83M 0.72% -135 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,839 $1.82M 0.14% +492 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,827 $1.82M 0.06% -115 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,822 $1.82M 0.66% +1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,812 $1.81M 0.02% +51 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,787 $1.8M 0.01% -38,408 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,783 $1.8M 0.32% -6,888 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,776 $1.79M 0.12% -102 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,773 $1.79M 0.65% +1,697 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,766 $1.79M 0.02% -1,925 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 3,750 $1.78M 1.21% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,750 $1.78M 0.47% +325 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,726 $1.77M 0.25% -353 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,700 $1.76M 0.08% +1,972 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,693 $1.75M 0.11% -35 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,691 $1.75M 0.02% +40 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,676 $1.75M 0.07% +213 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,667 $1.74M 0.69% -4 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,648 $1.73M 0.13% +97 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,621 $1.72M 0.13% +205 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,615 $1.72M 0.08% -87 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,609 $1.71M 0.19% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 3,600 $1.71M 0.01% -12 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,783 $1.7M 0.01% +704 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,529 $1.68M 1.44% +31 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,526 $1.67M 0.02% +498 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,524 $1.67M 0.15% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,510 $1.67M 0.17% +724 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,510 $1.67M 0.11% -242 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,500 $1.66M 0.25% -1,000 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,485 $1.66M 0.03% +275 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,472 $1.65M 0.29% +71 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,437 $1.63M 0.14% +152 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,428 $1.63M 0.18% +78 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 3,410 $1.62M 1.28% -873 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,374 $1.6M 0.22% -61 13F-HR Timeline Group Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,371 $1.6M 0.85% +513 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,369 $1.6M 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,353 $1.59M 0.04% +26 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,349 $1.59M 0.17% +66 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,348 $1.59M 0.47% -40 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,510 $1.58M 0.25% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,321 $1.58M 0.47% -96 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,301 $1.57M 0.01% -285 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,301 $1.57M 0.62% +287 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,292 $1.56M 0.18% +5 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,264 $1.55M 0.39% +1,721 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,263 $1.55M 0.14% +4 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,260 $1.55M 0.09% -226 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,235 $1.54M 0.16% +719 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,233 $1.54M 0.01% -28 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,231 $1.53M 0.5% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,204 $1.52M 0.08% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,202 $1.52M 0.29% -13 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,201 $1.52M 0.32% -383 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,188 $1.51M 0.04% +57 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,186 $1.51M 0.17% +237 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,185 $1.51M 0.17% +217 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,171 $1.51M 0.07% -380 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,156 $1.5M 0.14% +1,099 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,151 $1.5M 0.57% +71 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,150 $1.5M 0.03% +589 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,135 $1.49M 0.02% +286 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,120 $1.48M 0.05% +40 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,100 $1.47M 0.04% 0 13F-HR/A Timeline Group RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,423 $1.47M 1.38% +190 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,090 $1.47M 0.07% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,064 $1.46M 0.06% +219 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 3,060 $1.45M 0.53% -40 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,058 $1.45M 1.19% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,254 $1.45M 0.08% +259 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,037 $1.44M 0.53% +247 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,034 $1.44M 0.49% +50 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,021 $1.43M 0.53% -34 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,020 $1.43M 0.18% +5 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,013 $1.43M 0.26% +391 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,004 $1.43M 0.34% +67 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,976 $1.41M 0.18% +93 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,970 $1.41M 0.05% -90 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,966 $1.41M 0.22% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,965 $1.41M 0.1% 0 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,940 $1.4M 0.31% +32 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,937 $1.4M 0.16% +392 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,925 $1.39M 0.03% -112 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,924 $1.39M 0.36% +361 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,906 $1.38M 0.14% +185 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,891 $1.37M 0.02% -595 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,867 $1.36M 0.09% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,857 $1.36M 0.05% +37 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,849 $1.35M 0.12% +2,195 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 2,830 $1.34M 0.57% +75 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,829 $1.34M 0.04% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,793 $1.33M 0.09% +343 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,793 $1.33M 0.14% +162 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 2,770 $1.32M 0.52% +157 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,759 $1.31M 0.05% -9 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,756 $1.31M 0.03% -87 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,739 $1.3M 0.09% -28 13F-HR Timeline Confluence Wealth Services, Inc. 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