City State Bank More: the full row for City State Bank 2,612 $1.49M 0.39% +89 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,267 $1.49M 0.61% +13 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,607 $1.49M 0.56% -506 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,611 $1.49M 0.17% +289 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,611 $1.49M 0.58% +31 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 2,611 $1.49M 0.65% +15 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,610 $1.49M 0.32% -2,060 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,604 $1.49M 0.76% +183 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,571 $1.49M 1.21% +1,197 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,603 $1.49M 0.27% +35 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,599 $1.49M 1.15% +230 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,597 $1.49M 0.17% +850 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 2,596 $1.49M 0.48% +61 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,596 $1.49M 0.7% -24 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,595 $1.48M 0.34% -25 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,593 $1.48M 0.63% -350 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 2,593 $1.48M 0.59% -25 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 2,592 $1.48M 2.54% -3,511 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,592 $1.48M 0.11% -21 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,589 $1.48M 0.06% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,588 $1.48M 0.56% -1,974 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,585 $1.48M 0.61% +93 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,584 $1.48M 1.07% +511 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 2,584 $1.48M 5.03% +1,187 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,582 $1.48M 0.26% -197 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,581 $1.48M 0.86% +46 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 2,233 $1.47M 0.89% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,573 $1.47M 0.51% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,569 $1.47M 0.21% -3,217 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,569 $1.47M 0.66% -1,364 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,567 $1.47M 0.68% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,566 $1.47M 0.08% +1,045 13F-HR Timeline Group PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,567 $1.47M 0.44% +722 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,535 $1.47M 0.27% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,566 $1.47M 0.37% -286 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,566 $1.47M 0.28% -77 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,564 $1.47M 0.44% -41 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,559 $1.46M 0.26% +236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,556 $1.46M 0.19% +150 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,551 $1.46M 0.63% -107 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,550 $1.46M 0.22% -540 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,543 $1.45M 0.07% -66 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,538 $1.45M 0.11% -33 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 2,538 $1.45M 1.35% +28 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,538 $1.45M 1.22% -147 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,537 $1.45M 0.86% +259 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 2,536 $1.45M 0.15% -4,448 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,534 $1.45M 0.42% +53 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,533 $1.45M 0.29% +460 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,531 $1.45M 0.26% -499 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,530 $1.45M 0.19% +93 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,523 $1.44M 1.16% +145 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,521 $1.44M 0.57% +200 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,519 $1.44M 0.63% +297 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,517 $1.44M 1.07% +36 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,517 $1.44M 0.06% -400 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,516 $1.44M 0.08% -104 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,515 $1.44M 0.32% +308 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,514 $1.44M 0.19% +51 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,504 $1.43M 0.76% +7 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,502 $1.43M 0.53% +2 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,500 $1.43M 0.34% +99 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,491 $1.43M 0.23% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2,490 $1.42M 0.88% +227 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,488 $1.42M 0.96% -6 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,482 $1.42M 1.33% +174 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,483 $1.42M 0.62% -77 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,472 $1.42M 0.13% +105 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,479 $1.42M 0.61% +4 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,480 $1.42M 4.92% -14 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 2,479 $1.42M 1.04% +80 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,475 $1.42M 0.2% +25 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2,474 $1.42M 0.23% -153 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,310 $1.41M 0.22% +141 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 2,470 $1.41M 0.24% -131 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,466 $1.41M 0.66% -2 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,465 $1.41M 0.08% +1,230 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,458 $1.41M 0.09% +1,101 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,456 $1.41M 0.55% 13F-HR/A Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,454 $1.4M 0.79% +416 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,454 $1.4M 0.36% +125 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,453 $1.4M 0.1% +189 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,446 $1.4M 0.62% -37 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,445 $1.4M 1.28% +199 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,437 $1.39M 0.37% -486 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,436 $1.39M 0.32% +75 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,434 $1.39M 0.53% -539 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 2,433 $1.39M 1.38% +450 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,433 $1.39M 0.69% -52 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,424 $1.39M 0.13% +130 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,421 $1.39M 0.67% -6,985 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,419 $1.38M 0.62% +77 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,202 $1.38M 0.21% -40 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,417 $1.38M 0.69% -6 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,412 $1.38M 0.63% +187 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,408 $1.38M 0.02% +449 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,407 $1.38M 0.13% +35 13F-HR/A Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 2,405 $1.38M 0.61% -25 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,404 $1.38M 0.49% -524 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,413 $1.38M 0.91% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,403 $1.37M 0.39% +139 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 2,402 $1.37M 0.52% +893 13F-HR Timeline Corvex Management LP More: the full row for Corvex Management LP 2,400 $1.37M 0.05% 0 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 2,400 $1.37M 0.17% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,399 $1.37M 1.16% -32 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,395 $1.37M 0.19% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,393 $1.37M 0.52% +112 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 2,393 $1.37M 1.05% -141 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 2,392 $1.37M 1.51% -29 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,384 $1.36M 0.96% +8 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,380 $1.36M 0.31% -34 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 2,375 $1.36M 0.32% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,371 $1.36M 0.44% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 2,367 $1.35M 0.87% -25 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,362 $1.35M 0.35% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,362 $1.35M 0.58% -265 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,361 $1.35M 1.48% -130 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,360 $1.35M 0.17% +42 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,359 $1.35M 0.54% -142 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,356 $1.35M 0.29% -157 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,354 $1.35M 0.25% +114 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 2,354 $1.35M 0.49% -465 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,354 $1.35M 0.12% +776 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,344 $1.34M 0.2% -5,214 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,343 $1.34M 1.35% +1,517 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,340 $1.34M 0.13% +120 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,340 $1.34M 0.14% -30 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,339 $1.34M 0.26% +253 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,338 $1.34M 0.28% +157 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,336 $1.34M 0.45% -5,661 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,334 $1.34M 0.18% -3,737 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,331 $1.33M 0.22% +100 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,322 $1.33M 0.36% -399 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,322 $1.33M 1.54% -51 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,321 $1.33M 0.42% -76 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,316 $1.32M 0.29% +34 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,957 $1.32M 0.36% -44 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,315 $1.32M 1.21% +425 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 2,314 $1.32M 1.15% +180 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,312 $1.32M 0.08% +72 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,311 $1.32M 0.16% +189 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,302 $1.32M 0.24% +243 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,300 $1.32M 0.93% -290 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,300 $1.32M 0.87% -60 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 2,297 $1.31M 0.99% -4 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,297 $1.31M 0.32% -5,723 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,295 $1.31M 1.07% -5 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 2,294 $1.31M 1.43% +8 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,291 $1.31M 0.28% -435 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,291 $1.31M 0.67% +150 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,289 $1.31M 0.99% +395 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,285 $1.31M 1.07% +14 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,284 $1.31M 0.75% 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,280 $1.3M 0.14% -175 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,280 $1.3M 2.07% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,278 $1.3M 0.14% -66 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 2,278 $1.3M 0.71% +121 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 2,277 $1.3M 0.99% +881 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 2,273 $1.3M 1.07% +132 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,273 $1.3M 0.07% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,268 $1.3M 0.21% +317 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,267 $1.3M 0.31% -78 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 2,267 $1.3M 0.47% +1,132 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,765 $1.3M 0.59% -215 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,263 $1.29M 0.27% -28 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,263 $1.29M 0.57% +434 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,259 $1.29M 0.38% +113 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,253 $1.29M 0.59% -245 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,248 $1.29M 0.22% -17 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 2,247 $1.29M 1.06% -130 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,245 $1.28M 0.32% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,242 $1.28M 0.45% +84 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,241 $1.28M 0.23% -19 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,240 $1.28M 0.71% +346 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,236 $1.28M 0.29% +689 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,236 $1.28M 0.26% -109 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 2,228 $1.27M 0.23% -96 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 2,220 $1.27M 0.98% -3,700 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,220 $1.27M 0.2% -83 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,216 $1.27M 0.43% +1,062 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,216 $1.27M 0.57% +206 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,215 $1.27M 0.63% +209 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,013 $1.26M 0.63% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,210 $1.26M 0.27% -132 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,208 $1.26M 0.65% +247 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,202 $1.26M 0.33% -1,920 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,199 $1.26M 0.23% -51 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,995 $1.26M 0.11% -334 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,195 $1.26M 0.4% +29 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,193 $1.25M 0.18% +38 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,192 $1.25M 0.28% +57 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,191 $1.25M 1.24% +80 13F-HR Timeline BOK Financial Private Wealth, Inc. 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