CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 244 $267K 0.01% +21 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 243 $266K 0.02% -93 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 243 $266K 0.02% +6 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 243 $266K 0.01% -21 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 264 $265K 0.04% -111 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 242 $264K 0.01% -29 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 240 $262K 0.01% -75 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 240 $262K 0.02% -82 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 239 $261K 0.15% +7 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 237 $259K 0.09% -47 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 236 $258K 0.05% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 236 $258K 0.02% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 235 $257K 0.12% 0 13F-HR Timeline Group BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 235 $257K 0.19% -64 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 234 $256K 0.02% -64 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 232 $254K 0.01% -80 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 232 $254K 0.03% +12 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 230 $252K 0.09% new 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 229 $250K 0.05% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 228 $249K 0.01% new 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 226 $247K 0.04% -56 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 226 $247K 0.09% +3 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 226 $247K 0.06% +5 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 225 $246K 0.09% 0 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 222 $243K 0.08% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 222 $243K 0.01% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 218 $238K 0.21% -47 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 215 $235K 0.05% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 214 $234K 0.01% -29 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 159 $233K 0.11% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 212 $232K <0.01% -26 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 211 $231K 0.04% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 209 $229K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 209 $229K <0.01% -6,744 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 209 $229K <0.01% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 205 $224K 0.02% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 204 $223K 0.04% new 13F-HR Timeline Group LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 204 $223K 0.14% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 203 $222K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 203 $222K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 202 $221K 0.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 201 $220K 0.01% new 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 200 $219K 0.47% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 200 $219K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 199 $218K 0.04% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 199 $218K 0.04% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 198 $216K 0.04% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 198 $216K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 198 $216K 0.02% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 197 $215K 0.01% -7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 197 $215K 0.02% +9 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 196 $214K 0.02% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 195 $214K <0.01% -57 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 194 $212K 0.05% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 194 $212K 0.06% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 194 $212K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 193 $211K 0.01% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 193 $211K 0.32% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 193 $211K 0.01% -50 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. 192 $210K <0.01% new 13F-HR Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 192 $210K 0.21% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 191 $209K 0.02% -1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 191 $209K 0.23% +122 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 189 $207K 0.01% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 188 $206K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 187 $204K 0.09% +49 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 187 $204K 0.04% -49 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 155 $203K 0.06% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 185 $203K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 185 $202K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 184 $201K 0.1% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 137 $201K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 184 $201K 0.01% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 183 $200K 0.03% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 183 $200K 0.06% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 183 $200K <0.01% new 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 183 $200K 0.13% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 193 $193K 0.01% +113 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 173 $189K 0.08% -3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 164 $179K 0.01% +7 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 163 $178K 0.01% -69 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 147 $161K 0.06% -123 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 146 $160K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 143 $157K 0.09% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 142 $155K 0.06% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 138 $151K 0.03% -2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 134 $147K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 130 $145K 0.09% -7 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 133 $145K 0.01% -48 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 132 $145K 0.1% +92 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 132 $145K 0.01% +25 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 130 $142K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 129 $141K 0.12% +26 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 125 $137K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 120 $131K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 104 $114K <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 95 $104K 0.06% -7 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 93 $102K <0.01% +16 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 89 $97.3K <0.01% new 13F-HR/A Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 85 $93.1K 0.05% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 85 $92.9K 0.02% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 84 $91.8K 0.02% 0 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 82 $89.7K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 75 $82K <0.01% -2 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 72 $80.3K 0.02% -9 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 72 $78.7K <0.01% 0 13F-HR Timeline Group Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 71 $77.6K 0.04% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 71 $77.6K 0.03% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 67 $73.3K 0.01% -6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 64 $71.6K 0.01% +59 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $71.6K 0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $70K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 63 $68.9K <0.01% +6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 60 $65.6K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 60 $65.6K <0.01% +2 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 56 $61.2K 0.01% -10 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 55 $60.1K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 50 $55K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $54.7K 0.04% -9 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 49 $53.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 49 $53.6K 0.02% -5 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 49 $53.6K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $51.4K 0.01% +9 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 46 $50.3K 0.03% +3 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 43 $47K 0.02% +10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40 $43.7K <0.01% +28 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 40 $43.7K 0.03% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 38 $41.5K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 37 $40.5K 0.18% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 36 $40.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 34 $37.2K <0.01% +4 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 34 $37.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $33.9K <0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $32.8K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 30 $32.8K 0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 30 $32.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 29 $31.7K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 27 $30.2K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $28.7K <0.01% +11 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $28.4K 0.01% -3 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 26 $28.4K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $27.4K 0.01% +1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25 $27.3K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25 $27K 0.02% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 24 $26.7K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 24 $26.3K 0.02% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 23 $25.2K <0.01% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 21 $23.3K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 21 $23K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 21 $23K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 21 $22.9K <0.01% +6 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $21.9K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20 $21.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 20 $21.9K <0.01% +6 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20 $21K <0.01% +4 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 19 $20.8K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $20.8K <0.01% -1 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 19 $20.8K <0.01% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19 $20.8K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 19 $20.8K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 18 $19.7K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 18 $19.7K 0.01% +11 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 18 $19.7K 0.02% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $18.6K 0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 17 $18.6K <0.01% -4 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 17 $18.6K 0.11% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 17 $18.6K <0.01% +6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $17K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 15 $16.4K 0.02% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14 $15.7K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 14 $15.5K <0.01% -16 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 14 $15.4K 0.01% -56 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 14 $15.3K <0.01% +2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 14 $15.3K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 14 $15.3K 0.01% +5 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12 $13.1K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 9 $12.2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11 $12K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 11 $12K <0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11 $12K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 11 $12K <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $12K <0.01% -3 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 7 $11.6K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $10.9K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 10 $10.9K <0.01% +5 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10 $10.9K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10 $10.9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9 $9.86K <0.01% new 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9 $9.84K <0.01% -13 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9 $9.84K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $9.84K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $9.84K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 9 $9.84K <0.01% +3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $9K <0.01% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 8 $8.9K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8 $8.75K 0.03% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8 $8.75K <0.01% -4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8 $8.75K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8 $8.75K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 8 $8.75K <0.01% 0 13F-HR Timeline