MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,989 $400K 0.02% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,186 $399K 0.01% -335 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,986 $399K 0.04% -1,595 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,967 $395K 0.09% -320 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,967 $395K 0.08% -1,887 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,956 $393K 0.03% -7 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,955 $393K 0.09% -72 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,948 $391K 0.02% +19 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,945 $391K 0.03% +193 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,939 $390K 0.2% +1 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,933 $388K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,933 $388K 0.02% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,930 $388K 0.02% +397 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,019 $384K 0.04% -97 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,910 $384K 0.16% +61 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,907 $383K 0.12% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,905 $383K 0.01% +499 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,896 $381K 0.06% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,895 $381K 0.13% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,895 $381K 0.1% +31 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,891 $380K 0.01% +14 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,882 $378K 0.16% +13 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,878 $377K 0.15% +372 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,877 $377K 0.03% -45 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,875 $377K 0.01% +1,212 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,870 $376K 0.11% 0 13F-HR Timeline Group Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,866 $375K 0.03% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,311 $373K 0.03% +8 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,853 $372K 0.09% +558 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,851 $372K 0.01% +39 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,848 $371K 0.05% +84 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,847 $371K 0.24% -50 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,846 $371K 0.01% -1,458 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,840 $370K 0.09% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,830 $368K 0.17% +13 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,833 $367K 0.04% +360 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,823 $366K 0.05% +541 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,809 $364K 0.15% -201 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,805 $363K 0.07% +265 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,804 $363K 0.13% +14 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,800 $362K 0.11% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,800 $362K 0.12% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,800 $362K 0.01% +1 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,783 $358K 0.18% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,779 $357K 0.11% -1,017 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,778 $357K 0.01% -56 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,769 $356K 0.09% -3 13F-HR Timeline Group ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,768 $355K 0.27% -12 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,758 $353K 0.02% +1 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,910 $353K 0.05% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,756 $353K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,753 $352K 0.02% +2 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,747 $351K 0.08% 0 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 1,921 $351K 0.08% -320 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,962 $350K 0.01% +258 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,730 $348K 0.06% +87 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,723 $346K 0.02% -149 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,719 $346K 0.11% +100 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,718 $345K 0.01% +22 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,715 $345K 0.08% +36 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,713 $344K 0.08% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,710 $344K 0.25% 0 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 1,708 $343K 0.15% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,706 $343K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,706 $343K 0.07% 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,705 $343K 0.05% 0 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 1,705 $343K 0.13% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,700 $342K 0.02% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,694 $340K 0.01% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,684 $338K 0.11% +254 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,682 $338K 0.12% +8 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,682 $338K 0.04% +121 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,675 $337K 0.04% -71 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,669 $335K 0.09% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,664 $334K 0.21% -127 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,663 $334K 0.01% -2,523 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 1,655 $334K <0.01% -138 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,660 $334K 0.06% new 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 1,652 $332K 0.17% +15 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,651 $332K 0.08% +363 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,810 $330K 0.1% +29 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,641 $330K 0.12% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,829 $328K 0.03% +29 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,631 $328K 0.22% +5 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,630 $327K 0.02% +26 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,793 $327K 0.08% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,628 $327K 0.03% +22 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,625 $327K 0.1% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,615 $325K <0.01% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,753 $323K 0.14% -2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,604 $322K 0.04% -20 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,602 $322K 0.15% -7 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,668 $322K 0.06% -2 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,600 $321K 0.02% -100 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,600 $321K 0.2% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,593 $320K 0.05% +331 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,611 $320K 0.08% -52 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,585 $318K 0.03% +92 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,577 $317K 0.03% -6 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,577 $317K 0.07% -51 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,576 $317K 0.23% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,575 $316K 0.03% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,575 $316K 0.01% +10 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,573 $316K 0.22% -1,430 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,572 $316K 0.06% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,572 $316K 0.12% +791 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,571 $316K 0.03% +1 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 1,569 $315K 0.15% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,566 $315K 0.02% +186 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,548 $311K 0.02% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,545 $310K 0.08% +187 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,544 $310K 0.03% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,540 $309K 0.03% +175 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,530 $307K 0.04% +105 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,527 $307K 0.02% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,675 $306K 0.03% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,524 $306K 0.01% +1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,520 $305K 0.04% +20 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,514 $304K 0.16% -1 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,510 $303K 0.06% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,507 $303K 0.09% -545 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,506 $303K 0.03% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,505 $302K 0.02% +48 13F-HR/A Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,501 $302K 0.06% -99 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,500 $301K 0.03% 0 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 1,500 $301K 0.14% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $301K 0.12% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,498 $301K 0.01% -33 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,485 $298K 0.01% +31 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,482 $298K 0.03% -113 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,483 $298K <0.01% 0 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,471 $296K 0.02% -100 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,471 $296K 0.01% -174 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,461 $294K 0.09% +50 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,461 $293K 0.23% +2 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 1,457 $293K 0.06% -40 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,457 $293K 0.1% +82 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 1,517 $292K 0.11% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,453 $292K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,447 $290K 0.01% -61 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,437 $289K 0.1% -49 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,437 $289K 0.13% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,436 $289K 0.01% -362 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,433 $288K 0.06% -381 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,429 $287K 0.22% +13 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,427 $287K 0.2% +13 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,423 $286K 0.02% -390 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,420 $285K 0.02% +57 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,414 $284K 0.02% +12 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,409 $283K 0.07% +9 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,407 $283K <0.01% +19 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,406 $283K 0.15% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,403 $282K 0.02% -5 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,400 $281K 0.08% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,392 $280K 0.05% -1,120 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,390 $279K 0.1% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,389 $279K 0.05% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,387 $279K 0.03% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,383 $278K 0.05% -55 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,379 $277K 0.07% -22 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,395 $277K 0.24% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,374 $276K 0.01% -277 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,370 $275K 0.19% -10 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,368 $275K 0.01% +155 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,361 $273K 0.07% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,358 $273K 0.15% -16 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,506 $273K 0.12% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,355 $272K 0.06% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,353 $272K 0.11% +173 13F-HR/A Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,350 $271K 0.04% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,345 $270K 0.21% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,342 $270K 0.16% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,341 $269K 0.11% +54 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,344 $269K 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,334 $268K <0.01% +223 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,334 $268K 0.02% 0 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,334 $268K 0.24% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,329 $267K 0.08% -45 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,326 $266K 0.03% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,325 $266K 0.05% +83 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,325 $266K 0.04% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,325 $266K 0.09% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,324 $266K 0.11% -110 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,323 $266K 0.05% -36 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,323 $266K 0.03% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,321 $265K 0.02% -21 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fruth Investment Management More: the full row for Fruth Investment Management 1,320 $265K 0.07% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,318 $265K 0.01% -71 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,307 $263K 0.02% new 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,298 $261K 0.12% +12 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,295 $260K 0.17% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,310 $260K 0.05% +13 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,293 $260K 0.14% +116 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,388 $260K 0.06% new 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 1,285 $258K 0.07% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,284 $258K 0.05% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,280 $257K <0.01% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,279 $257K 0.04% -23 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,285 $257K <0.01% 0 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,278 $257K 0.01% -93 13F-HR Timeline Group