55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 854 $271K 0.05% -153 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 852 $271K 0.12% -100 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 851 $270K <0.01% -284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diligent Investors, LLC More: the full row for Diligent Investors, LLC 850 $270K 0.06% +50 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 848 $269K 0.05% -294 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 847 $269K 0.19% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 843 $268K 0.01% -5,650 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 837 $267K 0.12% +34 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 838 $266K 0.03% -235 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 838 $266K <0.01% -649 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 833 $266K <0.01% -81 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 832 $264K <0.01% -2 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 826 $264K 0.04% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 827 $263K 0.02% +7 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 826 $263K <0.01% +40 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 826 $262K 0.17% +73 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 819 $260K 0.07% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 814 $258K 0.06% -16 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 810 $257K 0.05% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 810 $257K 0.02% -71 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 805 $255K 0.05% +1 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 803 $255K 0.06% +4 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 801 $254K 0.13% +1 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 800 $254K 0.04% -166 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 800 $254K 0.1% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 795 $254K 0.03% -76 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 798 $253K <0.01% -1,645 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 797 $253K 0.08% +61 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 795 $252K <0.01% -588 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 793 $252K 0.02% -2 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 792 $251K <0.01% -10 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 790 $251K 0.2% -1 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 785 $250K 0.02% new 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 782 $248K 0.03% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 779 $247K 0.12% +51 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 777 $247K 0.08% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 777 $247K 0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 775 $246K <0.01% -34,111 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 867 $245K <0.01% +157 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 770 $244K 0.06% +27 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 768 $244K 0.16% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 767 $244K 0.15% +4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 767 $244K 0.02% -20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 766 $243K 0.01% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 765 $243K 0.09% +4 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 765 $243K 0.02% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 764 $243K 0.02% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 858 $242K 0.18% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 760 $241K 0.01% -14 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 757 $240K 0.02% -13 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 755 $240K 0.07% -14 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 751 $238K 0.07% -3,745 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 750 $238K 0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 748 $238K 0.01% -1 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 747 $237K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 741 $235K 0.1% +535 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 740 $235K 0.07% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 724 $233K 0.01% -149 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 731 $232K <0.01% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 727 $231K 0.07% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 800 $231K 0.02% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 726 $231K 0.03% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 722 $229K 0.03% -9 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 717 $228K <0.01% -2,626 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 717 $228K 0.07% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 716 $227K 0.03% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 713 $226K 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 712 $226K 0.01% -19 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 710 $225K 0.01% -100 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 709 $225K 0.04% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 708 $225K 0.07% +59 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 705 $224K <0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 701 $223K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 700 $222K <0.01% -1,076 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 700 $222K <0.01% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 698 $222K 0.05% -34 13F-HR/A Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 697 $221K 0.1% new 13F-HR/A Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 695 $221K 0.1% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 694 $220K <0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 694 $220K 0.02% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 691 $219K 0.02% -1,519 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 690 $219K 0.01% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 689 $219K 0.06% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 683 $217K 0.1% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 682 $216K 0.02% -430 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 680 $216K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 680 $216K 0.12% -18 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 679 $216K 0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 675 $214K 0.02% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 674 $214K 0.02% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 673 $214K 0.18% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 667 $213K 0.01% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 668 $212K 0.06% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 669 $212K <0.01% -264 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 665 $211K 0.03% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 663 $210K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 660 $210K 0.02% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 659 $209K 0.04% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 657 $209K 0.11% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 655 $208K 0.08% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 655 $208K 0.07% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 724 $208K 0.03% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 648 $207K <0.01% +20 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 650 $206K 0.1% 0 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 650 $206K 0.08% new 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 647 $206K 0.04% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 649 $206K 0.63% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 649 $206K 0.03% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 649 $206K 0.11% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 639 $203K 0.02% -100 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 636 $202K 0.01% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 634 $201K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 633 $201K 0.01% new 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 633 $201K 0.08% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 633 $201K 0.04% +1 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 631 $200K 0.06% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 631 $200K 0.01% -227 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 630 $200K 0.18% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 614 $195K 0.04% +104 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 613 $195K 0.03% +60 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 611 $194K 0.05% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 607 $193K 0.04% -224 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 601 $191K 0.02% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 600 $191K 0.03% +200 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 558 $177K 0.03% +517 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 555 $177K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 538 $171K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 535 $170K 0.01% -23 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 529 $168K 0.03% -538 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 521 $165K 0.02% -313 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 485 $154K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 467 $149K 0.04% -64 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 468 $149K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 454 $144K 0.01% -215 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 446 $142K 0.01% -6 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 440 $140K 0.06% +127 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 425 $135K 0.03% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 419 $133K 0.04% +5 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 419 $133K 0.11% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 405 $129K 0.02% +130 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 419 $128K 0.01% +87 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 390 $124K 0.03% +80 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 364 $116K 0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 403 $113K 0.07% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 352 $112K 0.01% -34 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 350 $111K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 350 $111K 0.07% -80 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 348 $110K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 347 $110K 0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 332 $105K 0.01% +11 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 325 $103K 0.01% -17 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 318 $101K <0.01% -6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 315 $100K 0.02% +5 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 312 $99.5K 0.01% +4 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 300 $96K <0.01% -2 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 300 $95.3K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 300 $95.3K 0.04% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 300 $95.3K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 300 $95.3K 0.01% +32 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 300 $95.3K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,000 $92.8K 0.08% -335 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 266 $84.6K 0.01% +10 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 265 $84.1K 0.01% +10 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 261 $82.9K 0.04% +155 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 258 $82K <0.01% -1,817 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 256 $79.7K 0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 247 $78.5K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 245 $77.6K 0.01% +4 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 244 $77.5K 0.02% +207 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 231 $73.3K <0.01% +200 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 231 $73.2K 0.01% -5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 222 $70.8K <0.01% -28 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 219 $69.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 216 $68.7K <0.01% -50 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 210 $66.7K 0.01% -1 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 210 $66.7K <0.01% 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 208 $66.2K 0.01% -52 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 208 $66K -116 Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 205 $65.1K 0.02% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 206 $65K 0.02% +6 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 203 $64.5K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 202 $64.1K 0.01% -1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 200 $63.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $63.5K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $63.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 199 $63.3K <0.01% +6 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 198 $63.2K 0.05% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 193 $61.3K 0.03% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $61.3K 0.84% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 193 $61K 0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 192 $61K 0.01% -9 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 186 $59.1K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 182 $57.7K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 180 $57.2K <0.01% -18 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 178 $56.5K 0.01% +55 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 178 $56.5K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 195 $55.7K 0.01% +4 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 175 $55.6K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 171 $54.3K 0.01% -9 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 170 $54.1K <0.01% +11 13F-HR Timeline