Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 596 $340K 0.02% +97 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 596 $340K 0.09% +51 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 511 $339K 0.02% -3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 594 $339K 0.03% -6 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 594 $339K 0.15% +41 13F-HR Timeline Kovack Advisors, Inc. 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W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 533 $303K 0.15% +4 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 530 $302K 0.07% +1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 530 $302K 0.01% 0 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 530 $302K 0.09% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 529 $302K 0.09% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 529 $302K 0.01% -9 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 529 $302K 0.06% -23 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 525 $299K <0.01% +2 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for SBI Securities Co., Ltd. 523 $298K 0.01% -21 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 521 $297K 0.02% +80 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 521 $297K 0.01% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 521 $297K <0.01% -25,511 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 520 $297K 0.06% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 518 $295K 0.12% +44 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 517 $295K 0.04% -16 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 516 $294K 0.08% -10 13F-HR/A Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 516 $294K 0.1% +187 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 515 $294K 0.03% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 513 $293K 0.14% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 511 $291K 0.02% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 510 $291K 0.1% +2 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 508 $290K 0.01% -29 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 507 $289K 0.08% -95 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 505 $288K 0.2% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 504 $287K 0.01% +160 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 504 $287K 0.33% -529 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 503 $287K 0.1% -26 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Linscomb Wealth, Inc. 468 $267K 0.01% -4 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 468 $267K 0.12% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 468 $267K 0.09% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 468 $267K 0.25% +36 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 467 $266K 0.04% -4 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 466 $266K 0.08% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 465 $265K 0.1% -2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 465 $265K 0.03% +23 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 464 $264K 0.06% -74 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 404 $264K 0.02% -31 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 462 $263K 0.01% +7 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 458 $261K 0.1% -24 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 456 $260K 0.03% +8 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 455 $259K 0.1% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 454 $259K 0.17% -89 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 453 $258K 0.02% -4,676 13F-HR Timeline Confluence Wealth Services, Inc. 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More: the full row for INSIGHT 2811, INC. 443 $253K 0.11% +7 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 442 $252K 0.01% -1 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 441 $251K <0.01% -34 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 440 $251K 0.02% +27 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 440 $251K 0.12% -50 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 440 $251K 0.04% -75 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 440 $251K 0.03% +75 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 440 $251K 0.02% +47 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 439 $251K 0.1% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 439 $251K 0.08% +1 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 439 $250K 0.01% +13 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 439 $250K 0.11% +6 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 439 $250K 0.04% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 352 $250K 0.18% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 437 $249K 0.14% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 437 $249K 0.01% -10,131 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 437 $249K 0.05% +21 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 436 $249K 0.02% +3 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 435 $248K 0.12% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 433 $247K 0.03% +10 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 432 $246K 0.03% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 432 $246K 0.15% -59 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 431 $246K 0.04% -18 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 430 $245K 0.02% -75 13F-HR Timeline Group Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 430 $245K 0.12% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 429 $245K 0.18% -20 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 428 $244K 0.05% -28 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 428 $244K 0.01% -1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 427 $244K 0.07% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 427 $243K 0.01% +7 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 426 $243K 0.14% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 425 $243K 0.01% +12 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 425 $242K 0.11% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 425 $242K 0.06% -15 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 423 $241K 0.01% +3 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 422 $241K 0.02% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 420 $240K 0.09% +8 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 420 $239K 0.03% -45 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 419 $239K 0.05% new 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 418 $238K 0.21% 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 417 $238K 0.04% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 346 $237K 0.1% -46 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 414 $236K 0.07% -125 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 413 $236K 0.02% +12 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 413 $235K 0.01% +60 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 413 $235K 0.03% -64 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 412 $235K 1.49% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 410 $234K 0.09% -25 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 409 $233K 0.11% +40 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 408 $233K 0.01% -13 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 407 $232K 0.05% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 407 $232K 0.04% -75 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 405 $231K 0.15% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Embree Financial Group More: the full row for Embree Financial Group 405 $231K 0.03% -4 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 405 $231K 0.07% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 403 $230K 0.04% -53 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 402 $229K 0.09% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 401 $229K 0.06% 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 487 $229K 0.07% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 399 $228K 0.05% -13 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 399 $228K 0.04% +1 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 399 $228K 0.16% 0 13F-HR Timeline