Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 23,022 $2.37M 0.67% +5,126 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,721 $2.34M 0.18% -3,516 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,226 $2.29M 0.06% +1,882 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 22,018 $2.27M 1.7% +326 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 22,006 $2.27M 0.04% -702 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 21,832 $2.25M 1.62% +651 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,617 $2.23M 0.05% +189 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 21,498 $2.22M 0.5% +331 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 21,000 $2.16M 0.59% -2,278 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,969 $2.16M 0.13% +670 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 20,938 $2.16M 0.33% -5,637 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,772 $2.14M 0.02% +8,551 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,659 $2.13M 0.15% -753 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 20,544 $2.12M 0.72% -826 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 20,050 $2.07M 0.31% -3,096 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 20,041 $2.07M 0.35% -150 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 19,908 $2.05M <0.01% -474 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 19,808 $2.04M 0.34% -728 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 19,759 $2.04M 0.22% -3,024 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,756 $2.04M 0.41% +150 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 19,499 $2.01M 0.8% -24 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,475 $2.01M 0.95% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 19,332 $1.99M 1.51% +10 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 19,180 $1.98M 1.49% +138 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,930 $1.95M 0.06% -849 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 18,684 $1.93M 0.44% -15,598 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 18,537 $1.91M 0.38% -500 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 18,461 $1.9M 0.54% -90 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 18,073 $1.86M 0.06% +78 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 17,968 $1.85M 0.06% -1,364 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,930 $1.85M 0.08% -1,048 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 17,929 $1.85M 0.29% +1,647 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 17,500 $1.8M 0.11% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,474 $1.8M 0.02% new 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,220 $1.77M 0.87% -148 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,027 $1.75M 0.04% +899 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,893 $1.74M 0.05% -342 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 16,870 $1.74M 1.26% -49 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 16,867 $1.74M 0.62% +3,162 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 16,688 $1.72M 0.07% -36 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 16,647 $1.72M 2.2% -131 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,544 $1.71M 0.03% -4,682 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,427 $1.69M 0.04% -4,768 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 16,228 $1.67M 0.03% -96 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 16,129 $1.66M 0.39% -254 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 16,087 $1.66M 1.53% -565 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,078 $1.66M <0.01% +9,309 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,848 $1.63M 0.01% -4,499 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,812 $1.63M 0.67% +214 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 15,622 $1.61M 0.31% +140 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,479 $1.6M 0.01% +154 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 15,356 $1.58M 0.17% -1,129 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,296 $1.58M 0 Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 15,145 $1.56M 0.39% +96 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,011 $1.55M 0.13% +672 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,917 $1.54M 0.01% +1,043 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 14,876 $1.53M 0.15% -69 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,769 $1.52M 0.13% -1,346 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,600 $1.5M 0.12% +136 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 14,452 $1.49M 0.27% -3,468 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 14,423 $1.49M <0.01% -3,602 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,266 $1.47M 0.05% -5,055 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,264 $1.47M 0.04% +2 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 14,193 $1.46M 0.68% -968 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 14,105 $1.45M 0.22% -323 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 14,096 $1.45M 0.02% +10,243 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 13,915 $1.43M 0.33% +62 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 13,907 $1.43M 0.77% -13,010 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,634 $1.41M 0.06% -3,301 13F-HR Timeline Group First Heartland Consultants, Inc. 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More: the full row for Mission Creek Capital Partners, Inc. 11,687 $1.2M 0.24% -720 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,675 $1.2M 0.07% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 11,509 $1.19M 0.43% +1,132 13F-HR Timeline SCOTIA CAPITAL INC. 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More: the full row for Valmark Advisers, Inc. 11,100 $1.14M 0.01% +1,052 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 11,056 $1.14M 1.08% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,894 $1.12M 0.01% +2,716 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,701 $1.1M 0.4% +3 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,666 $1.1M 0.29% -546 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,629 $1.1M 0.07% +1,133 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,482 $1.08M 0.06% +1,106 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,430 $1.08M 0.02% +777 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,109 $1.04M 0.22% +22 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 10,050 $1.04M 0.33% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,998 $1.03M 0.04% +640 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,964 $1.03M 0.34% -951 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,894 $1.02M 0.08% +176 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 9,893 $1.02M 0.43% -15,074 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,825 $1.01M 0.24% -7 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,747 $1M 0.04% -43 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,712 $1M 0.01% -2,370 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,687 $998K 0.25% +122 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,508 $980K 0.33% -185 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,424 $971K 0.05% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 9,386 $967K 0.41% +1 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,364 $965K 0.22% +19 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 9,175 $946K 0.28% -292 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,219 $944K 0.08% -23 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,100 $938K 0.37% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 9,059 $934K 0.73% -192 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 9,032 $931K 0.18% +97 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,910 $925K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,827 $910K 0.04% -4,517 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,821 $909K 0.1% +1,382 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 8,790 $906K 0.53% -377 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,774 $904K 0.07% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,771 $904K 0.08% -270 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,651 $892K 0.02% +709 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,642 $891K 0.03% +96 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 8,721 $891K 0.18% +292 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 8,323 $858K 0.67% -34,494 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 8,246 $850K 0.68% -7,951 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,218 $847K 0.01% +2,243 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,178 $843K 0.37% -399 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 8,059 $831K 0.39% -11,006 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,027 $827K 0.08% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 8,006 $825K 0.39% -267 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,100 $821K 0.01% +2,322 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,936 $818K <0.01% -16,908 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,894 $814K 0.02% +115 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,860 $810K <0.01% -1,125 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 7,808 $805K 0.46% +666 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,729 $797K 0.07% -1,040 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,701 $794K 0.03% +218 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,698 $794K 0.01% -51 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,646 $788K 0.04% -509 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,625 $786K 0.07% -323 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,547 $778K <0.01% -234 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,535 $777K 0.44% -797 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 7,525 $776K 0.59% +41 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,445 $767K 0.54% +594 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,378 $760K 0.09% -599 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,308 $753K <0.01% -707 13F-HR/A Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,289 $751K 0.09% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 7,278 $750K 0.45% +503 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,267 $749K 0.14% -57 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,245 $747K 0.01% +3,218 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,153 $737K <0.01% -28,194 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 7,118 $734K 0.16% -162 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,100 $732K 0.17% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,048 $726K 0.05% +11 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,015 $723K 0.17% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 6,975 $719K 0.48% +610 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,911 $712K <0.01% -1,466 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,858 $707K 0.05% -10 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,781 $700K 0.18% -340 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,792 $700K 0.01% +18 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. 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