Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,596 $737K 0.2% +1,140 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,591 $737K 0.02% +518 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,559 $733K 0.13% -9 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,422 $718K 0.33% -2,110 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 6,419 $718K 0.13% +116 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,394 $715K 0.52% -123 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,328 $707K 0.06% new 13F-HR/A Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,326 $707K 0.1% -730 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 7,300 $698K 0.44% -500 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,199 $693K 0.05% +197 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,207 $692K 0.2% +1 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 6,166 $689K 0.35% +1,094 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,122 $684K 0.19% +966 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,112 $683K 0.3% -238 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,157 $676K 0.02% -9 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 6,036 $675K 0.21% +13 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,013 $672K 0.21% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 6,010 $672K 0.39% +54 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,006 $671K 0.33% -329 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,997 $670K 0.09% -3,522 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,987 $669K 0.05% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,957 $666K 0.03% +751 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 5,944 $665K 0.13% +412 13F-HR Timeline Fullerton Fund Management Co Ltd. 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Coons Advisors, LLC 5,508 $616K 0.16% -147 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,507 $616K 0.13% +1,325 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,506 $615K 0.02% +167 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,485 $613K 0.07% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 5,483 $613K 0.13% +4,982 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,471 $612K 0.02% -823 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,452 $609K 0.05% +122 13F-HR Timeline Heard Capital LLC More: the full row for Heard Capital LLC 5,450 $609K 0.04% -29,510 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,444 $609K 0.1% +16 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,415 $605K 0.26% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,396 $603K 0.01% +136 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,365 $600K 0.63% +701 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,304 $593K 0.45% +723 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,301 $593K 0.03% +816 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,680 $591K 0.05% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,285 $591K 0.02% +86 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 5,267 $589K 0.05% -1,304 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,256 $588K 0.04% -101 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,255 $587K 0.09% +1,148 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,251 $587K 0.05% +483 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,250 $587K 0.16% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,245 $586K 0.01% +562 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,243 $586K 0.32% new 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,208 $582K 0.08% +734 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,199 $581K <0.01% -1,308,608 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,157 $577K 0.09% +2,548 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,153 $576K 0.01% +70 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,146 $575K 0.08% +91 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,124 $573K 0.05% -60 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 5,108 $571K 2.51% +2,531 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,097 $570K 0.07% -3,339 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,085 $568K 0.27% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,039 $563K 0.05% -297 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,025 $562K 0.05% -4,225 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 5,025 $562K 0.17% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,014 $561K 0.08% +1,239 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,993 $558K 0.37% +1,569 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,979 $557K 0.03% -359 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,964 $555K 0.13% -400 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,940 $552K 0.12% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 4,927 $551K 0.26% +44 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,669 $545K 0.1% +587 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,854 $543K 0.1% -749 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,838 $541K 0.04% +436 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,813 $538K 0.03% -277 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,102 $538K 0.16% -535 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,802 $537K 0.25% +158 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 4,800 $537K 0.28% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,787 $535K 0.01% new 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,781 $534K 0.04% -253 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,530 $532K 0.03% +153 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,790 $525K 0.28% -53 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,682 $523K 0.01% +1,480 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 4,650 $520K 0.5% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,633 $518K 0.02% -269 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,616 $516K 0.01% +61 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,601 $514K 0.04% -246 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,600 $514K 0.03% new 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,593 $513K 0.07% +243 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,585 $513K 0.29% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,009 $512K 0.01% -23 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,579 $512K 0.25% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,559 $510K 0.22% +1,500 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,535 $507K 0.04% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,536 $506K 0.01% -2,139 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,524 $506K 0.05% +2,602 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,474 $500K 0.14% +175 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,472 $500K 0.06% +149 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,430 $495K 0.08% +433 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,430 $495K 0.06% +3 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,426 $495K 0.06% -512 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,423 $494K 0.02% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,419 $494K 0.22% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,412 $493K 0.05% +1,310 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 4,398 $492K 0.26% +204 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,382 $490K 0.17% -1,287 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,356 $487K 0.11% +1,112 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,343 $486K 0.12% +1,435 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,335 $483K 0.03% -176 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,306 $481K 0.07% +60 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,282 $479K 0.01% -342 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,282 $479K 0.03% -1,019 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,249 $475K 0.01% -23,386 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 4,244 $474K 0.15% +31 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,234 $473K 0.04% +957 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,210 $471K 0.04% -1,109 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,209 $471K 0.01% +620 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,562 $470K 0.23% +281 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,170 $466K 0.03% +435 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,166 $466K 0.04% +1,195 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,159 $465K 0.02% +364 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,151 $464K 0.18% +21 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,152 $464K 0.02% -216 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 4,112 $460K <0.01% +691 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,098 $458K 0.05% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,094 $458K 0.11% -101 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,090 $457K 0.16% +373 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,075 $456K 0.06% +226 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,053 $453K 0.03% -5 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 4,049 $453K 0.3% +240 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,990 $446K 0.19% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,950 $442K 0.17% -23 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,947 $441K 0.05% -239 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,942 $441K 0.23% +15 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,937 $440K 0.09% +355 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,904 $436K 0.06% -812 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,844 $430K 0.07% +853 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,856 $429K 0.03% -655 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,830 $428K 0.07% -79 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,826 $428K 0.03% +12 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,814 $426K 0.01% -517 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,809 $426K <0.01% +1,775 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,801 $425K 0.03% 0 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 3,789 $424K 0.32% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,770 $421K 0.02% +127 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,761 $420K 0.08% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,739 $418K 0.03% -4,989 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,731 $417K 0.19% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,730 $417K 0.14% -138 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,724 $416K 0.03% -400 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,718 $416K 0.26% -55 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,712 $415K 0.03% +726 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,700 $414K 0.08% 0 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,699 $414K 0.38% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,676 $411K 0.01% -112 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,623 $405K 0.02% -63 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,610 $404K 0.05% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,570 $401K 0.02% -200 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,569 $399K 0.31% -17 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,562 $398K 0.04% +1,390 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,558 $398K <0.01% 0 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,551 $397K 0.04% -1,943 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,520 $394K 0.07% new 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,511 $392K 0.01% +520 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,508 $392K 0.02% +1,010 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,504 $392K 0.01% +1,245 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,497 $391K 0.27% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,494 $391K 0.16% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,484 $389K 0.05% +3,198 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,482 $389K 0.08% +6 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,456 $386K 0.04% +349 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,424 $383K 0.03% +2,698 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,406 $381K +261 Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,385 $378K 0.07% +241 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,898 $377K 0.06% 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,339 $374K <0.01% +198 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,325 $372K 0.18% -237 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,316 $371K 0.08% +362 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,294 $368K 0.08% -244 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,283 $367K 0.12% -1,033 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,279 $367K 0.03% -99 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,272 $366K 0.03% -44 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,248 $363K 0.05% +50 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,225 $361K 0.09% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,217 $360K 0.25% -85 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,196 $357K 0.29% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,189 $356K 0.03% +376 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,180 $355K 0.04% +531 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 3,163 $354K 0.05% -77 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,161 $353K 0.08% +210 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,155 $353K 0.03% -147 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,154 $353K 0.02% -1,442 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,136 $351K 0.19% new 13F-HR Timeline