PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,060 $521K 0.08% +20 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,052 $519K 0.03% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,043 $517K 0.13% +923 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,033 $514K 0.29% -82 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,019 $511K 0.09% +343 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,008 $508K 0.01% -11 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,000 $506K 0.21% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,998 $505K 0.23% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,994 $504K 0.27% +155 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,991 $504K 0.11% +837 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,967 $497K 0.3% -99 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,957 $495K 0.01% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,948 $493K 0.04% +923 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,944 $492K 0.22% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,939 $490K 0.02% +88 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,928 $488K 0.14% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,908 $487K 0.05% +392 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,922 $486K 0.17% +4 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,907 $482K 0.01% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,904 $482K 0.14% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,896 $480K 0.06% +257 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,875 $474K 0.04% -1,431 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,868 $472K 0.33% +2 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,832 $463K 0.01% +477 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,820 $460K 0.09% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,783 $451K 0.27% -29 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,772 $448K 0.03% +349 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,771 $448K 0.01% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,761 $445K 0.19% +102 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,750 $443K 0.15% -250 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,740 $440K 0.02% 0 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 1,728 $437K 0.13% +2 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,722 $436K 0.22% -289 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,700 $435K 0.02% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,711 $433K 0.03% +22 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 1,685 $426K 0.08% -68 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 1,661 $420K 0.18% -381 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,660 $420K 0.1% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,633 $413K 0.07% 0 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,625 $411K 0.07% +128 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,608 $407K 0.08% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,605 $406K 0.13% +1,352 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 1,595 $403K 0.15% -78 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,587 $401K 0.08% +210 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 1,582 $400K 0.1% 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,581 $400K 0.01% +6 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,581 $400K 0.06% +77 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 1,571 $397K 0.27% -370 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,556 $394K 0.03% -489 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,548 $391K 0.05% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,542 $390K 0.05% new 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,533 $388K 0.3% +2 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,522 $385K <0.01% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,522 $384K 0.08% +14 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,510 $382K 0.06% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,504 $380K 0.05% +58 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,501 $380K 0.02% -295 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,498 $379K <0.01% -51 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,495 $378K 0.04% +252 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,493 $378K 0.01% +26 13F-HR Timeline Wealth Management Associates, Inc. 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More: the full row for OAKWORTH CAPITAL, INC. 1,336 $338K 0.02% -3 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,329 $336K 0.02% +44 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,324 $335K 0.08% +124 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,312 $332K 0.02% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,308 $331K 0.03% +1 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,308 $331K 0.15% +270 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,304 $330K 0.29% 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 1,300 $329K 0.63% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,299 $329K 0.01% new 13F-HR/A Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 1,299 $329K 0.09% +204 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,297 $328K 0.22% +96 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,289 $326K 0.02% +19 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,272 $322K 0.08% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,259 $318K 0.05% +79 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,256 $318K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,250 $316K 0.01% -17 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,250 $316K 0.06% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,238 $313K 0.09% -197 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,234 $312K 0.03% +1 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,233 $312K 0.03% -1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,229 $311K 0.03% -68 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,223 $309K 0.15% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,221 $309K 0.09% -15 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,214 $307K 0.08% -610 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,210 $306K 0.01% new 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 1,208 $305K <0.01% +390 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,204 $305K <0.01% +414 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,200 $304K <0.01% new 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 1,200 $304K 0.17% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,197 $303K 0.01% +40 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,190 $301K 0.01% -273 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,190 $301K 0.04% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,190 $301K 0.04% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,188 $300K 0.17% +402 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,183 $299K 0.06% +74 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,175 $297K 0.09% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 1,152 $294K 0.17% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,153 $292K 0.04% -91 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,149 $291K <0.01% -6,665 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,148 $290K 0.1% +1 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,147 $290K 0.04% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,137 $288K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,127 $285K 0.03% +54 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,124 $284K 0.01% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,117 $283K 0.06% new 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 1,113 $282K 0.07% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,112 $281K 0.01% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,110 $281K 0.03% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. 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More: the full row for Nikulski Financial, Inc. 1,027 $260K 0.06% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 1,027 $260K 0.19% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,026 $259K 0.12% -15 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,025 $259K 0.03% +31 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 999 $258K 0.04% +135 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,016 $257K 0.41% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 1,014 $257K 0.27% 13F-HR Timeline Granite Harbor Advisors, Inc. 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Empirical Wealth Management 957 $242K <0.01% +1 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 950 $240K 0.06% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 949 $240K 0.02% -251 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 952 $239K 0.16% new 13F-HR Timeline Swisher Financial Concepts, Inc. 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More: the full row for Wealth Dimensions Group, Ltd. 879 $222K 0.04% -17 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 872 $221K <0.01% +28 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 871 $220K <0.01% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 867 $219K 0.01% -84 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 855 $216K 0.01% +11 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 854 $216K 0.32% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 853 $216K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 852 $216K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 849 $215K <0.01% +171 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 849 $215K 0.15% -7 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 847 $214K 0.04% +628 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 845 $214K 0.03% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 843 $213K 0.02% new 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 834 $211K 0.12% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 832 $210K 0.09% +226 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 826 $209K 0.19% -307 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 826 $209K 0.03% -74 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 821 $208K 0.02% new 13F-HR Timeline