GAMMA Investing LLC More: the full row for GAMMA Investing LLC 23,356 $412K 0.02% +3,210 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,240 $410K 0.02% +2,059 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 22,344 $394K <0.01% +1,178 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 22,321 $394K 0.03% +33 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 22,163 $391K 0.05% -23,457 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22,134 $390K 0.04% -1,393 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 21,578 $380K <0.01% -12,370 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 20,903 $369K 0.2% +1,333 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,753 $366K <0.01% -1,400 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,676 $365K 0.01% -1,157 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 20,044 $353K 0.02% +1,314 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 19,091 $340K 0.07% +247 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,818 $332K 0.01% -2,245 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 18,728 $330K 0.1% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 18,727 $330K 0.17% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,702 $330K <0.01% +1,866 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 18,620 $328K <0.01% -3,204 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 17,975 $317K 0.07% +3,728 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 17,584 $310K 0.11% -106 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 17,499 $309K 0.01% +6,110 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 17,224 $304K 0.23% new 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 17,034 $300K <0.01% -1,870 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 16,961 $299K 0.07% +449 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,372 $289K 0.01% +140 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,343 $288K <0.01% -48,757 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,148 $285K 0.03% +1,098 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 15,849 $279K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,638 $276K <0.01% +52 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 15,364 $271K 0.26% new 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 15,343 $270K <0.01% -120,721 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,326 $270K <0.01% +2,173 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 14,990 $264K 0.02% +824 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 14,840 $262K 0.02% -676 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,769 $260K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14,618 $258K <0.01% +12,835 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 14,376 $253K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,288 $252K <0.01% -14,410 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,279 $252K 0.01% +440 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 14,268 $252K <0.01% +2,222 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 13,927 $246K 0.05% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,640 $240K <0.01% -6,530 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 13,607 $240K 0.02% +2,717 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,601 $240K <0.01% -845 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,550 $239K <0.01% -6,627 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 13,395 $236K 0.1% +537 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,394 $236K 0.02% +947 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,124 $231K 0.05% -1,370 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,086 $231K <0.01% +3,047 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 12,851 $227K 0.03% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 12,691 $224K 0.04% +408 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,684 $224K 0.07% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 12,504 $221K <0.01% 0 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,441 $219K <0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,380 $218K <0.01% +984 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,358 $218K <0.01% +189 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,323 $217K <0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,323 $217K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,281 $217K <0.01% -1,709 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,162 $214K <0.01% new 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 11,963 $211K 0.03% +172 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,830 $209K 0.01% +583 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,756 $207K 0.01% -6,489 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,504 $203K 0.01% -762 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,488 $203K 0.01% new 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,030 $194K <0.01% -192 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,984 $194K 0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10,973 $193K 0.09% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,835 $191K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,794 $190K 0.03% -3,177 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,489 $185K 0.06% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,330 $182K <0.01% -670 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,745 $168K <0.01% +488 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,016 $159K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,741 $154K <0.01% +2,841 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,437 $149K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 8,358 $147K <0.01% -948 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7,240 $128K 0.08% +482 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,850 $121K <0.01% +733 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5,948 $105K <0.01% -4,369 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,937 $105K <0.01% +5,174 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,503 $97K 0.04% +599 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,114 $90.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,909 $86.5K 0.01% +598 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,549 $80.2K <0.01% +341 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,443 $78.3K 0.01% -219 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,247 $74.9K 0.02% +112 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,085 $72K <0.01% -123 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,026 $71K <0.01% +1,526 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,000 $70.5K <0.01% -1,500 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,685 $65K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,553 $62.6K <0.01% -262 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,347 $59K 0.01% -199 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,311 $58.4K <0.01% +510 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,091 $54.5K <0.01% +2,789 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,811 $49K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,599 $46.8K <0.01% +774 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,506 $44.2K <0.01% -1,037 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,330 $41.1K <0.01% -63 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,277 $40.1K <0.01% -1,162 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,123 $37.4K <0.01% +70 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 2,048 $36.1K 0.02% +78 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,974 $34.8K <0.01% -2,907 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,894 $33.4K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,771 $31.2K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,682 $29.6K <0.01% +857 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,610 $28.4K <0.01% +165 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,478 $26.1K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,463 $25.8K <0.01% +18 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,340 $23.6K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,300 $22.9K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,269 $22.4K <0.01% -115 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,220 $21.5K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,137 $20K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,132 $20K <0.01% +856 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,085 $19.1K <0.01% +23 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 977 $17.2K 0.01% -6,286 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 935 $16.5K 0.01% +696 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 876 $16K <0.01% +49 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 899 $15.8K <0.01% -331 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 851 $15K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 849 $15K 0.01% +69 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 848 $14.9K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 844 $14.8K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 831 $14.7K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 802 $14.1K <0.01% -300 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 815 $14K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 774 $13.6K <0.01% +302 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 730 $12.9K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 728 $12.8K 0.01% +182 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 714 $12.6K <0.01% +157 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 679 $12K <0.01% +65 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 645 $11.4K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 630 $11.1K 0.01% +84 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 628 $11.1K <0.01% -380 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 601 $10.6K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 593 $10.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 554 $9.77K <0.01% -1,060 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 543 $9.57K <0.01% +207 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 501 $8.83K <0.01% +77 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $8.81K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 489 $8.62K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 487 $8.59K 0.01% -1,055 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 480 $8.46K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 479 $8.45K <0.01% -249 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 478 $8.43K <0.01% -100 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 470 $8.29K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 429 $7.56K <0.01% +163 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 424 $7.47K <0.01% -1,795 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 424 $7.47K <0.01% -404 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 394 $6.95K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 343 $6.05K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 335 $5.91K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 328 $5.78K <0.01% -16 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 319 $5.62K <0.01% +114 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 318 $5.61K <0.01% +63 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 304 $5.36K <0.01% +122 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 300 $5.29K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 298 $5.26K <0.01% +273 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 296 $5.22K <0.01% +241 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 289 $5.09K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 288 $5.08K <0.01% 0 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 287 $5.06K <0.01% -8 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 265 $4.67K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 257 $4.53K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 245 $4.32K <0.01% -91 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 245 $4.32K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 229 $4.04K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 228 $4.04K <0.01% -486 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 234 $4K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 224 $3.95K <0.01% +56 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 213 $3.76K <0.01% -89 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 212 $3.74K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 206 $3.63K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 205 $3.61K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 197 $3.47K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 195 $3.44K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 175 $3.09K <0.01% +6 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 174 $3.07K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 165 $2.91K <0.01% +71 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 156 $2.75K <0.01% -78,868 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 154 $2.71K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 147 $2.59K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 146 $2.57K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 144 $2.54K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 145 $2.54K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 135 $2.38K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 134 $2.36K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 132 $2.33K <0.01% +80 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 131 $2.31K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 126 $2.22K <0.01% +92 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 117 $2.06K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 111 $1.96K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 105 $1.85K <0.01% -20 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 100 $1.76K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 92 $1.62K <0.01% +75 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 91 $1.6K <0.01% +29 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 80 $1.41K <0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 80 $1.41K <0.01% -73 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 80 $1.41K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 76 $1.34K <0.01% new 13F-HR Timeline