ENZI WEALTH More: the full row for ENZI WEALTH 10,976 $770K 0.24% -73 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 10,700 $770K 0.03% -100 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 10,690 $769K -78,193 Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 10,671 $768K 0.35% -5,776 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,666 $767K 0.04% +749 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,666 $767K 0.08% -191 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 10,500 $767K 0.45% -129 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 10,644 $766K 0.04% -1,012 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 10,610 $763K 0.18% 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 10,600 $763K 0.19% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 10,586 $762K 0.69% -519 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 10,583 $761K 0.07% +1,764 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 10,571 $761K <0.01% 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,551 $759K 0.19% +172 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,539 $758K 0.08% +12 13F-HR Timeline TRUST POINT INC. 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Brown & Associates Inc. 10,278 $740K 0.42% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,274 $739K 0.2% +4,343 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 10,267 $739K 0.33% -350 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 10,263 $738K 0.3% +1,363 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,260 $738K 0.01% -76 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,223 $736K 0.01% -3,013 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 10,197 $734K 0.19% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,177 $732K 0.13% +905 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,142 $730K 0.06% +183 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,142 $730K 0.05% -248 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Pacific Excel Wealth Advisors, Inc. 9,867 $710K 0.27% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 9,863 $710K 0.12% -305 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 9,863 $710K 0.1% +95 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 9,718 $709K 0.16% +961 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 9,835 $708K 0.06% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,831 $707K 0.04% -638 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 9,794 $705K 0.04% -2,042 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,794 $705K 0.04% +379 13F-HR Timeline Peregrine Asset Advisers, Inc. 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More: the full row for Financial Planning Hawaii, Inc. 9,350 $673K 0.36% +3 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 9,308 $670K 0.16% 0 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 9,290 $668K 0.4% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 9,274 $667K 0.94% -325 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 9,265 $667K 0.14% 0 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for HOWARD FINANCIAL SERVICES, LTD. 8,895 $640K 0.06% -550 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 8,892 $640K 0.31% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,888 $639K 0.44% -681 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,873 $638K 0.33% +1,471 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,833 $636K 0.05% +497 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,832 $635K 0.06% +13 13F-HR Timeline ETF Store, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 8,627 $621K 0.25% -301 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,616 $620K 0.01% -276 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,610 $619K 0.03% +235 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,602 $619K 0.02% +42 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 8,594 $618K 0.06% -458 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,587 $618K 0.03% +2 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 8,579 $617K 0.4% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,562 $616K 0.04% +326 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,555 $616K 0.06% +519 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,551 $615K 0.14% +6 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,525 $613K 0.08% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 8,518 $613K 0.02% -200 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,515 $613K 0.11% +27 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,505 $611K 0.08% -236 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,456 $609K 0.06% -271 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 8,460 $609K 0.02% +412 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for MAIMON WEALTH MANAGEMENT LTD. 8,233 $592K 0.46% 0 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 8,225 $592K 0.78% -147 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 8,220 $591K 0.05% +14 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 8,195 $590K 0.21% +142 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,169 $588K 0.04% -467 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 8,121 $584K 0.22% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,093 $582K 0.13% +59 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,083 $582K 0.2% +623 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 8,081 $581K 0.06% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 8,073 $581K 0.47% +46 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 8,059 $580K 0.03% +403 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,051 $579K 0.29% +1,641 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,050 $579K 0.49% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 8,024 $577K 0.11% +845 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8,015 $577K 0.06% +7 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 8,000 $576K 0.01% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 7,976 $574K 0.11% -3 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,966 $573K 0.3% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 7,939 $571K 0.12% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,934 $571K 0.12% -804 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,905 $569K 0.01% -205 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,788 $569K 0.02% +55 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,901 $568K 0.03% -866 13F-HR Timeline OmniStar Financial Group, Inc. 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