Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,245 $755K 0.3% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,242 $754K 0.19% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,239 $753K 0.56% -526 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 4,213 $749K 0.43% 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 4,213 $749K 0.36% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,212 $749K 0.05% +812 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,208 $748K 0.15% +188 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,203 $747K 0.24% +386 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,202 $747K 0.1% -519 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,200 $747K 0.51% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,198 $746K 0.16% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 4,196 $746K 0.07% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,190 $745K 0.12% -105 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,181 $743K 0.32% -135 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,427 $743K 0.11% -3,664 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,180 $743K 0.01% +67 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 4,180 $743K 0.25% +221 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,166 $742K <0.01% -2,754 13F-HR Timeline Group Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 4,163 $740K 0.19% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 4,161 $740K 0.67% 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,159 $739K 0.22% -996 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Zhang Financial LLC More: the full row for Zhang Financial LLC 4,158 $739K 0.03% +336 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,153 $738K 0.06% +164 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,149 $737K 0.27% -500 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,128 $734K 0.08% +577 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,127 $734K 0.05% -46 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,126 $733K 0.45% new 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,110 $731K 0.06% -45 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,109 $730K 0.22% +107 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,100 $729K 0.01% -2,260 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,096 $728K 0.03% -237 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,087 $726K 0.12% +63 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,076 $725K 0.3% -408 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 4,074 $724K 1.54% +2,746 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,074 $724K 0.02% -48 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,065 $723K 0.12% -264 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,042 $718K 0.01% +2,538 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 4,041 $718K 0.07% -497 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 4,041 $718K 0.25% +100 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,038 $718K 0.1% -24 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,034 $717K 0.04% +124 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,031 $717K 0.05% +125 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,022 $715K 0.15% -613 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,021 $715K 0.39% -21 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,013 $713K 0.14% +567 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,010 $713K 0.2% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,000 $711K 0.12% -16,000 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,000 $711K 0.25% +2,000 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,992 $710K 0.47% -212 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,980 $707K 0.21% +166 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,978 $707K 0.2% +308 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,969 $705K 0.04% +88 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,963 $704K 0.1% -171 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,945 $701K 0.31% -1,450 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 3,939 $700K 0.23% +5 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,933 $699K 0.21% -639 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,933 $699K 0.39% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,927 $698K 0.02% +210 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,910 $695K 0.08% +1,625 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,907 $694K 0.14% -715 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,903 $694K 0.25% -574 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,900 $693K 0.14% -300 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,898 $693K 0.07% -226 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,888 $691K 0.21% +420 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,803 $691K 0.24% +90 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,884 $690K 0.14% +1,147 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,880 $690K 0.06% +1,482 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,875 $689K 0.03% +911 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,845 $683K 0.2% -320 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,842 $683K <0.01% +329 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,842 $683K 0.29% +1,917 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,826 $680K 0.11% +215 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,819 $679K 0.6% -100 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 3,814 $678K 0.01% +149 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,810 $677K 0.13% -805 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,801 $676K 0.21% +54 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,800 $675K 0.57% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,799 $675K 0.37% -1,920 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,793 $674K 0.13% +267 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,787 $673K 0.16% +399 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,772 $670K 0.14% 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,760 $668K 0.14% +53 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,016 $668K 0.18% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,758 $668K 0.04% +157 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 3,749 $666K 0.67% -255 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,740 $665K 0.09% -195 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,738 $664K 0.21% +158 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 3,733 $664K 0.3% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,726 $662K 0.24% +125 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,728 $662K 0.19% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,722 $662K 0.67% 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,721 $661K 0.37% -119 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,714 $660K 0.01% +204 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,710 $659K 0.12% +675 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,710 $659K 0.29% -140 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,709 $659K 0.15% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,706 $659K 0.19% -710 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,489 $659K 0.85% +365 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,704 $658K 0.14% -500 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,704 $658K 0.12% -500 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,700 $658K 0.01% -1,017 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,685 $655K 0.06% +94 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,679 $654K 0.36% 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,675 $653K 0.26% -5,059 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,669 $652K 0.4% 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,668 $652K 0.1% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,667 $652K 0.04% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,409 $651K 0.09% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,663 $651K 0.27% -32 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,660 $651K 0.01% -240 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,659 $650K 0.07% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,655 $650K 0.26% -700 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 3,640 $647K 0.31% 0 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,638 $647K 0.17% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,608 $641K 0.38% +155 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 3,602 $640K 0.35% -144 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,600 $640K 0.9% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,596 $639K 0.02% -7,702 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,595 $639K 0.04% +811 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,593 $639K 0.08% +1,629 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 3,584 $637K 0.53% +2,425 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,582 $637K 0.23% -13 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,575 $635K 0.42% -475 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,574 $635K 0.15% +10 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,022 $635K 0.24% +352 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,571 $635K 0.04% +489 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 3,560 $633K 0.38% 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,558 $632K 0.3% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 3,558 $632K 0.36% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,554 $632K 0.03% +469 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,547 $630K 0.06% -167 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 3,540 $629K 0.06% -160 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,540 $629K 0.12% +150 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,537 $629K 0.18% +150 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,537 $629K 0.05% +11 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,536 $629K 0.27% +31 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,535 $628K 0.05% -40 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,525 $627K 0.18% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,522 $626K 0.25% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,510 $624K 0.21% -155 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,504 $623K 0.35% +71 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,500 $622K 0.11% +616 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,496 $621K 0.17% +139 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,487 $620K 0.21% +75 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,485 $619K 0.02% -25 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 3,480 $619K 0.27% +111 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,471 $617K 0.01% -75 13F-HR Timeline Group Headland Capital, LLC More: the full row for Headland Capital, LLC 3,471 $617K 0.17% +227 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,453 $614K 0.19% +478 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 3,450 $613K 0.14% -900 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,442 $612K 0.2% 13F-HR/A Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,440 $611K 0.31% -5 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,437 $611K 0.1% +120 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,425 $609K 0.16% -69 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 3,414 $607K 0.38% -168 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,408 $606K 0.36% +380 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,402 $605K 0.08% -4,479 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,390 $603K 0.12% +374 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,391 $602K 0.31% -29 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 3,383 $601K 0.2% 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,381 $601K 0.12% -220 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,376 $600K 0.42% -1,004 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,372 $599K 0.07% +32 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,371 $599K 0.37% -124 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 3,371 $599K 0.62% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,293 $599K 0.15% -348 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,300 $597K 0.18% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,354 $596K 0.03% +2,133 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,353 $596K 0.12% -1,269 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,159 $594K 0.01% -26,097 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,335 $593K 0.04% +112 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,330 $592K 0.3% -2,600 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,327 $591K 0.13% +54 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,325 $591K 0.26% -506 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,320 $590K 0.12% +425 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,304 $587K 0.33% +160 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,303 $587K 0.01% +940 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,300 $587K 0.07% -34 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,300 $587K 0.32% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,295 $586K 0.03% +1,069 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,292 $585K 0.04% +250 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,292 $585K 0.14% +1,507 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,286 $584K 0.13% +273 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,285 $584K 0.1% -584 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,259 $579K 0.03% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,252 $578K 0.01% +249 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,249 $578K 0.25% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,234 $575K 0.69% -2,429 13F-HR/A Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,234 $575K 0.19% +1,222 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,233 $575K 0.1% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,229 $574K 0.04% -4,147 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,220 $572K 0.37% +220 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,217 $572K 0.08% +746 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,201 $569K 0.02% -36 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,199 $569K 0.05% +206 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,197 $568K 0.09% +182 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 3,196 $568K 1.1% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,186 $566K 0.03% +752 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,183 $566K 0.04% +1,432 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,182 $566K 0.04% +328 13F-HR Timeline