DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 20,578 $351K 0.09% -200 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,556 $351K 0.01% -522 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,100 $343K 0.01% -1,000 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 20,000 $341K 0.04% +2,500 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 19,500 $333K 0.65% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 19,333 $330K 0.09% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,100 $326K 0.01% +1,678 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 19,051 $325K 0.05% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,700 $319K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,428 $314K <0.01% +875 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 18,360 $313K 0.11% +387 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 18,300 $312K 0.18% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 18,179 $310K 0.05% +113 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,688 $302K 0.04% +342 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,600 $300K 0.02% +5,650 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 17,600 $300K 0.12% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,600 $300K 0.01% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 17,500 $299K 0.13% 0 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 17,000 $290K 0.19% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 17,000 $290K 0.08% +2,000 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 16,990 $290K 0.07% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,976 $290K <0.01% +1,729 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,537 $282K <0.01% +3,318 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,383 $279K 0.04% +4 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,222 $277K <0.01% new 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,015 $273K 0.01% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 15,968 $269K 0.1% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 15,591 $266K 0.15% +280 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,268 $260K 0.02% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,100 $258K 0.01% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 15,000 $256K 0.04% +5,000 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 14,909 $254K 0.07% +232 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 14,757 $252K <0.01% -18,980 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,600 $249K 0.02% +1,700 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 14,465 $247K 0.01% +14,244 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,434 $246K 0.02% +553 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 14,267 $243K 0.04% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,194 $242K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,162 $242K 0.06% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 13,905 $237K <0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,900 $237K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,454 $236K <0.01% +1 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 13,602 $232K 0.03% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 12,547 $230K 0.03% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,068 $223K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,975 $221K 0.01% -888 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 12,536 $214K 0.1% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 12,457 $213K 0.15% +500 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 12,363 $211K 0.06% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 12,343 $211K 1.55% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,310 $210K <0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,300 $210K <0.01% +300 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 12,206 $208K 0.18% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 12,205 $208K 0.2% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 12,033 $205K 0.14% -1,200 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,189 $205K <0.01% +1,113 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,940 $204K <0.01% -2,573 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,918 $203K 0.04% -854 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,800 $201K 0.05% -700 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 11,696 $200K 0.02% +1,430 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,677 $199K 0.02% -13 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,600 $198K 0.02% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,574 $197K 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,295 $193K <0.01% -20,710 13F-HR/A Timeline Group First National Trust Co More: the full row for First National Trust Co 11,038 $188K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,832 $185K 0.01% +16 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,800 $184K 0.06% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,700 $183K <0.01% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 10,584 $181K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,465 $179K <0.01% 0 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,447 $178K <0.01% +16 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,434 $178K 0.03% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,434 $178K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,338 $176K <0.01% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,284 $175K 0.01% -2,123 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,250 $175K <0.01% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 10,242 $175K 0.05% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 10,229 $175K 0.05% +925 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,036 $171K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,521 $169K <0.01% +1,194 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,700 $165K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,418 $161K 0.07% +131 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,399 $160K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,896 $152K <0.01% +3,200 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,499 $145K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,000 $136K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,050 $120K <0.01% 0 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 6,000 $102K 0.08% new 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,560 $94.9K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,377 $91.7K <0.01% +2,050 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,255 $89.7K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,146 $87.8K <0.01% -3,311 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,100 $87K 0.01% +1,600 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,690 $80K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,552 $77.7K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,256 $72.6K <0.01% +3,065 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,232 $72.2K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,890 $66.4K <0.01% +3,422 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,540 $59.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,400 $58K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,300 $56.3K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,245 $55.4K <0.01% -1,005 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/ 3,210 $54.8K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,146 $53.7K <0.01% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,025 $51.6K <0.01% -114 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,000 $51.1K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,977 $50.8K 0.04% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,582 $44K <0.01% +2,128 13F-HR Timeline City State Bank More: the full row for City State Bank 2,550 $43.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,500 $42.7K <0.01% -1,223 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,357 $40.2K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,304 $39.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,232 $38.1K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,205 $37.6K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,200 $37.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,176 $37.1K <0.01% +415 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,100 $35.8K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,008 $34.3K 0.01% +42 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,000 $34.1K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $34.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,927 $32.9K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,898 $32.4K <0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,700 $29K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,643 $28K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,608 $27.4K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,455 $24.8K <0.01% -322 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,423 $24.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,395 $23.8K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,152 $19.7K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,022 $17.4K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,021 $17.4K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,000 $17.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $17.1K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 919 $15.7K <0.01% +47 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 841 $14.3K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 828 $14.1K 0.01% +17 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 800 $13.6K <0.01% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 769 $13.1K <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 750 $12.8K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 730 $12.5K <0.01% 0 13F-HR Timeline Group Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 660 $11.3K 0.03% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 650 $11.1K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 610 $10.4K <0.01% -370 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $10.2K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 600 $10.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 590 $10K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 538 $9.18K <0.01% -2,920 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $8.53K <0.01% 0 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $8.53K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 500 $8.53K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 500 $8.53K <0.01% -551 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $8K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 400 $6.82K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $6.82K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 370 $6.31K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 300 $5.12K <0.01% -1,350 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 300 $5.11K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 290 $4.95K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 275 $4.69K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 260 $4.44K <0.01% -3,628 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $4.09K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 235 $4.01K <0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 22,288 $3.8K 0.07% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $3.41K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 191 $3.26K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 109 $1.86K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $1.71K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 17 $290 <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10 $174 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $20 <0.01% 0 13F-HR/A Timeline