STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,085 $215K <0.01% -7,552 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 3,063 $214K 0.03% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,392 $214K 0.02% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,001 $209K 0.14% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,000 $209K <0.01% new 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 3,000 $209K 0.1% -2,000 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,970 $207K 0.01% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,928 $204K 0.22% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,903 $203K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,893 $202K <0.01% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,881 $201K 0.13% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,874 $200K 0.07% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,874 $200K <0.01% new 13F-HR/A Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,872 $200K <0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,869 $200K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,869 $200K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,268 $199K <0.01% -1,092 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,796 $195K 0.08% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,612 $182K <0.01% +324 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,366 $165K <0.01% -2,669 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,342 $163K 0.03% +842 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,296 $162K 0.01% +921 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,317 $162K 0.01% -769 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,480 $155K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,211 $154K 0.01% -629 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,185 $152K 0.01% -2,404 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,175 $152K 0.02% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 1,900 $140K 0.01% 13F-HR/A Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 2,000 $140K 0.09% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,000 $140K 0.03% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 1,992 $139K 0.14% 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,868 $130K 0.03% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,821 $127K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,745 $122K <0.01% -355 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,663 $116K 0.01% +137 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,629 $114K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,216 $108K 0.01% +116 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,458 $102K 0.02% +121 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,419 $99K <0.01% -67 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,363 $95.1K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,326 $92.5K 0.02% +50 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,323 $92.3K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,300 $90.7K 0.07% +800 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,274 $88.9K 0.01% 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,172 $81.8K 0.03% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,125 $78.5K 0.02% +1,081 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,051 $73.3K 0.05% +248 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 1,021 $71.2K 0.04% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,002 $69.9K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $69.8K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 983 $68.6K 0.03% -75 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 939 $65.5K 0.06% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 896 $62.5K 0.03% +781 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 895 $62.4K 0.01% -785 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 872 $60.8K 0.01% -481 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 597 $57.5K <0.01% +36 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 813 $56.7K 0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 800 $55.8K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 750 $52.3K <0.01% -750 13F-HR/A Timeline Group Quarry LP More: the full row for Quarry LP 747 $52.1K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 740 $51.6K <0.01% -2,078 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 735 $51.3K 0.01% +10 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 735 $51.3K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 692 $48.3K <0.01% +339 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 689 $48K 0.01% -9,340 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 686 $47.9K <0.01% +13 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 650 $45.4K <0.01% +226 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 622 $43.4K 0.03% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 620 $43.3K <0.01% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 560 $39.1K 0.01% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 545 $38K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 542 $37.8K 0.02% new 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 539 $37.6K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 520 $36.3K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $34.9K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 500 $34.9K 0.03% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 500 $34.9K 0.01% -500 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 500 $34.9K 0.02% +240 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 500 $34.9K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 475 $33.1K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 472 $32.9K 0.01% +225 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 454 $31.7K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 445 $31K 0.03% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 435 $30.3K <0.01% +94 13F-HR Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 424 $29.6K 0.02% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 410 $28.6K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 406 $28.3K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 400 $27.9K <0.01% 0 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 385 $26.9K 0.01% -71 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 382 $26.6K 0.02% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 360 $25.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 360 $25K 0.01% -21 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 339 $23.6K <0.01% +292 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 331 $23K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 308 $22K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 303 $21.1K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 300 $21K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 292 $20.4K 0.01% -11 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 286 $20K <0.01% -4,847 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 286 $20K <0.01% +125 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 280 $19K 0.02% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 256 $17.9K <0.01% +160 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 250 $17.4K <0.01% -1,600 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 250 $17.4K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 228 $15.9K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 200 $15.6K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 210 $14.7K <0.01% 0 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $14.5K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 205 $14.3K <0.01% +150 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 204 $14.3K <0.01% -139 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $14K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 200 $14K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 198 $13.8K <0.01% +105 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 194 $13.5K <0.01% +33 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 191 $13.3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 190 $13.3K <0.01% +9 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 185 $12.9K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 184 $12.8K <0.01% +8 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 183 $12.8K <0.01% +79 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 181 $12.6K 0.01% +14 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 170 $11.9K <0.01% +113 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 170 $11.9K <0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 160 $11.2K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 150 $10.5K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 150 $10.5K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 142 $10K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 140 $9.77K <0.01% -101 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 140 $9.77K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 135 $9.42K <0.01% +125 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 131 $9.14K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 130 $9.07K <0.01% -190 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 126 $8.79K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 125 $8.72K <0.01% +55 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 121 $8.44K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 116 $8.09K <0.01% +16 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 113 $7.88K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 110 $7.67K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 105 $7.33K <0.01% +72 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 104 $7.25K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 100 $6.98K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $6.98K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 100 $6.98K <0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $6.98K <0.01% -25 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 100 $6.98K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 100 $6.98K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 100 $6.98K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $6.98K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 99 $6.91K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 99 $6.91K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 99 $6.91K <0.01% +17 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 94 $6.56K <0.01% -5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 86 $6K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 83 $5.79K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 82 $5.72K <0.01% +50 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $5.23K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 74 $5.16K <0.01% -11 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 67 $5K <0.01% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 70 $4.88K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56 $4.82K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 67 $4.67K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $4.61K <0.01% +42 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 49 $4.34K <0.01% +28 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 57 $3.98K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 54 $3.77K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 53 $3.7K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 51 $3.56K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50 $3.49K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 46 $3.21K <0.01% 13F-HR/A Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 45 $3.14K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 42 $2.93K <0.01% +11 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 40 $2.79K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 36 $2.51K <0.01% +3 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 35 $2.44K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 30 $2.09K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 27 $1.88K <0.01% -31 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 27 $1.88K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 25 $1.74K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 25 $1.74K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23 $1.6K <0.01% +16 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $1.53K <0.01% +8 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 21 $1.47K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $1.4K <0.01% +5 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 20 $1.4K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 20 $1.4K <0.01% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 19 $1.33K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18 $1.26K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 18 $1.25K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $1.19K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.12K <0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $1.05K <0.01% -22 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 15 $1.05K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 15 $1.05K <0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 15 $1.05K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 14 $977 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $977 <0.01% +12 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 14 $977 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13 $906 <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12 $838 <0.01% -616 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $838 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $698 <0.01% 13F-HR Timeline