Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,900 $282K 0.03% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,394 $281K 0.07% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,888 $281K 0.01% +366 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,884 $281K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,874 $280K 0.03% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,855 $278K 0.03% new 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,836 $277K 0.04% new 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,827 $276K 0.18% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,816 $276K 0.21% new 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,795 $274K 0.04% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,782 $273K <0.01% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,778 $273K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,771 $272K 0.03% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,770 $272K 0.08% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,764 $272K <0.01% +3,389 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,598 $270K 0.17% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,741 $270K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,740 $270K 0.02% new 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,717 $268K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,707 $268K 0.01% new 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,704 $268K 0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,698 $267K 0.11% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,683 $266K 0.05% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,658 $264K 0.03% new 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,636 $263K 0.07% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,628 $262K 0.16% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,145 $262K 0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,620 $261K 0.01% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,610 $261K 0.07% new 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,608 $261K 0.03% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,591 $259K 0.17% +3,208 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,584 $259K 0.09% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,581 $259K 0.16% new 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,544 $256K 0.04% 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,540 $256K 0.12% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,520 $254K 0.01% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,519 $254K 0.1% new 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,512 $254K 0.2% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,510 $254K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,509 $253K 0.02% +3,177 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,494 $252K 0.06% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,112 $252K 0.22% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,480 $251K 0.11% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,477 $251K 0.02% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,476 $251K 0.13% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,460 $251K 0.12% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,466 $250K 0.03% new 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 3,450 $249K 0.01% +3,105 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,444 $249K 0.09% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,435 $248K 0.24% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,426 $247K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,402 $246K 0.03% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,400 $246K 0.04% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,400 $246K 0.05% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,995 $244K 0.04% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,370 $243K 0.04% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,370 $243K 0.11% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,344 $242K 0.02% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,339 $241K 0.25% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,330 $241K 0.03% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,326 $240K 0.02% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,320 $240K 0.01% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,314 $239K 0.11% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,310 $239K 0.35% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,300 $238K 0.05% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,297 $238K 0.09% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,293 $238K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,292 $238K 0.06% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,289 $238K 0.01% new 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,270 $236K 0.04% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,263 $236K 0.11% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,258 $235K 0.1% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,254 $235K 0.01% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,250 $235K 0.06% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,240 $234K 0.07% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,232 $233K 0.02% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,230 $233K 0.01% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,230 $233K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,092 $232K 0.03% 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,200 $231K 0.15% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,186 $230K 0.02% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,180 $230K 0.21% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,181 $230K 0.29% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 3,180 $230K 0.06% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,178 $230K 0.03% +2,878 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,177 $229K 0.16% 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,120 $225K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,117 $225K 0.01% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,106 $224K 0.05% new 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,099 $224K 0.02% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,096 $224K 0.02% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 3,075 $222K 0.2% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,074 $222K 0.03% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 3,060 $221K 0.04% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,050 $220K 0.01% +2,715 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,027 $219K 0.11% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,010 $217K 0.06% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 3,000 $217K 0.17% new 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 3,000 $217K 0.06% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,994 $216K 0.14% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,668 $216K 0.1% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,982 $215K 0.11% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,960 $214K 0.13% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,922 $212K 0.02% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,930 $212K 0.04% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,928 $211K 0.02% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,925 $211K 0.09% +2,641 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,920 $211K 0.08% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 2,800 $210K 0.09% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,900 $209K 0.07% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,904 $209K 0.06% 13F-HR Timeline Milestone Resources Group Ltd More: the full row for Milestone Resources Group Ltd 2,890 $209K 0.01% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,889 $209K 0.04% new 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 2,880 $208K 0.1% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,870 $208K 0.04% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,878 $208K 0.04% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,872 $207K 0.04% new 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,861 $207K 0.01% new 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 2,850 $207K 0.13% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,856 $206K 0.01% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,821 $204K 0.03% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,812 $203K 0.02% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,800 $202K 0.04% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,790 $202K 0.02% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,788 $201K 0.01% new 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,637 $201K 0.09% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,708 $196K 0.05% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,673 $193K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,554 $184K 0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,483 $179K 0.01% -6,294 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,473 $179K 0.11% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,460 $178K 0.02% -103 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,450 $177K 0.06% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,448 $177K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,446 $177K +2,298 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,421 $175K 0.02% +2,154 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,413 $174K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,390 $173K 0.04% new 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 2,380 $172K 0.06% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,340 $169K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,198 $159K 0.03% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,118 $153K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,117 $153K 0.08% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,110 $152K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,090 $151K 0.08% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,075 $150K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,054 $149K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,040 $147K 0.07% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,008 $145K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,000 $144K 0.03% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 2,000 $144K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,969 $142K 0.07% +1,769 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,966 $142K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,905 $138K 0.05% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,898 $137K 0.02% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,883 $136K 0.11% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,764 $127K 0.01% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,740 $126K 0.08% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,677 $121K 0.04% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,660 $120K 0.07% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,640 $118K 0.03% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,583 $114K 0.09% +1,435 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,550 $112K 0.01% +1,395 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,538 $111K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,524 $110K <0.01% +1,388 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,520 $110K 0.02% +1,368 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,500 $108K 0.05% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,495 $108K 0.04% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,470 $106K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,450 $105K 0.03% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,410 $102K 0.02% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,393 $101K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,310 $94.6K 0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,295 $93.8K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,250 $90.3K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,169 $84.4K 0.05% +1,052 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,162 $83.9K 0.03% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,091 $79K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,093 $79K 0.02% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,090 $78.7K 0.07% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,040 $75.1K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,030 $74.4K 0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,018 $73.5K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $72.2K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,000 $72K 0.03% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 979 $71K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 970 $70.1K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 918 $69K 0.02% -2,485 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 930 $67.2K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 922 $66.6K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 905 $65.4K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 901 $65.1K 0.03% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 900 $65K 0.03% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 870 $62.8K 0.03% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 865 $62.5K 0.05% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 860 $62.1K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 860 $62.1K 0.02% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 830 $60K 0.04% 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 818 $59.1K 0.02% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 811 $58.6K 0.01% +706 13F-HR Timeline