OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 1,450 $283K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,439 $281K <0.01% -353 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 1,421 $277K 0.25% -10 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,407 $275K 0.04% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,410 $275K 0.02% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,396 $272K <0.01% -271 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,363 $266K 0.04% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,363 $266K 0.01% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,206 $265K 0.13% +97 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,357 $264K 0.06% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,357 $264K 0.03% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,352 $263K 0.02% -324 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,332 $260K 0.04% +411 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,330 $259K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,314 $256K <0.01% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,290 $251K 0.01% -1,000 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,287 $251K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,286 $251K <0.01% +270 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,274 $248K 0.01% -1,281 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,124 $247K 0.18% -4 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,257 $245K 0.01% +10 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,257 $245K 0.01% -42 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,253 $244K 0.02% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,252 $244K 0.01% -54 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,248 $243K <0.01% -373 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,247 $243K 0.08% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,246 $243K <0.01% -413 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,246 $243K 0.02% +305 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,224 $239K 0.01% +207 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,215 $237K 0.11% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,213 $236K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,200 $234K <0.01% -7 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,180 $230K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,171 $228K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,164 $227K 0.01% +10 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 1,161 $226K 1.02% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,160 $226K 0.03% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,150 $224K <0.01% -276 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,141 $222K 0.01% +349 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,124 $219K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,124 $219K 0.01% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,118 $218K <0.01% -596 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,118 $218K 0.01% -512 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,099 $214K 0.04% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,081 $211K <0.01% -170 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,081 $211K 0.01% +20 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,069 $208K 0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,062 $207K <0.01% -163 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,050 $205K 0.04% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,041 $203K 0.03% +101 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,031 $201K <0.01% -3,741 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,018 $198K 0.12% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,000 $195K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 943 $184K <0.01% +772 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 930 $181K 0.1% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 929 $181K <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 886 $173K 0.01% +20 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 864 $168K 0.02% +36 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 800 $156K 0.01% -181 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 695 $135K <0.01% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 695 $135K 0.04% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 689 $134K <0.01% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 644 $126K <0.01% -70 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 624 $122K <0.01% +19 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 540 $105K 0.03% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 538 $105K 0.01% -91 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 536 $104K 0.01% +191 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 529 $103K 0.01% -14 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 510 $99.4K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 505 $98.4K <0.01% -1,775 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 501 $97.6K 0.05% +206 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 485 $94.5K 0.04% +15 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 470 $93K <0.01% -244 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 458 $89.3K 0.02% -224 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 430 $83.8K 0.01% -46 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 427 $83K 0.05% +135 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 409 $79.7K 0.01% +185 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 400 $78K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 397 $77.4K 0.04% -4 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 370 $72K <0.01% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 360 $70.2K 0.03% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 333 $64.9K <0.01% +110 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 321 $62.6K 0.03% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 306 $61.5K <0.01% +201 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 310 $60.4K 0.03% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 300 $58.5K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 282 $55K <0.01% -62 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 276 $53.8K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 272 $52.9K <0.01% -17 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 258 $50.3K <0.01% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 256 $49.9K 0.01% -50 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 242 $47.2K 0.01% -11 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 240 $46.8K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 240 $46.8K 0.01% +157 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 220 $42.9K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 218 $42.5K <0.01% -16 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 215 $41.9K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 206 $40K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 205 $40K <0.01% +8 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $39K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $39K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 198 $38.6K <0.01% +27 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 196 $38K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 192 $37.4K 0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 174 $33.9K <0.01% -72 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 169 $32.9K 0.01% -116 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 168 $32.7K 0.02% +156 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 149 $29K <0.01% -3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 139 $27.1K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 138 $26.9K <0.01% +125 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 134 $26.1K <0.01% -11 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 134 $26.1K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 130 $25.3K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 126 $24.7K <0.01% -14 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 124 $24.2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 121 $23.6K <0.01% +110 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 120 $23.4K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 104 $22.7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 106 $20.7K <0.01% +54 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 104 $20.3K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 103 $20K <0.01% -1 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 100 $19.5K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 96 $18.7K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 95 $18.5K <0.01% -1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 89 $17.3K <0.01% -1,491 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 87 $17K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 86 $16.7K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 85 $16.6K 0.01% +8 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 80 $15.6K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 76 $15.1K <0.01% -4,574 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 74 $14.4K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 72 $14K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 72 $14K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 68 $13.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 67 $13.1K <0.01% -19 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 64 $12.5K +62 Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 63 $12.3K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 63 $12K <0.01% +16 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 61 $11.9K <0.01% +3 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 58 $11.3K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 58 $11.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 58 $11.3K <0.01% +5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 55 $10.7K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 56 $10.1K <0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 50 $9.92K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 50 $9.8K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 50 $9.74K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 50 $9.74K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $9.74K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 48 $9.35K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 47 $9.16K 0.04% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $8.96K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $8.88K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 38 $8.59K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 42 $8.19K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 42 $8.19K <0.01% +8 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 41 $8.05K <0.01% -10 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $7.79K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 40 $7.79K <0.01% -12 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 39 $7.6K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 36 $7.02K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 35 $6.82K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 34 $6.63K <0.01% +10 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 34 $6.63K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $6.48K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 32 $6.24K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 32 $6.24K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 28 $5.46K <0.01% +9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 28 $5.46K <0.01% +3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 28 $5.46K <0.01% +20 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 27 $5.26K <0.01% +6 13F-HR/A Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25 $5K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 25 $4.95K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $4.87K <0.01% +23 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 24 $4.68K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 22 $4.29K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22 $4.29K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 21 $4.09K <0.01% -132 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21 $4.09K <0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $3.9K <0.01% +6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20 $3.9K <0.01% -17 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $3.9K <0.01% -5 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 19 $3.75K <0.01% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18 $3.51K <0.01% +4 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18 $3.51K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18 $3.51K <0.01% -3 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 18 $3.51K <0.01% -75 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17 $3.31K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17 $3.31K <0.01% +13 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $3.31K <0.01% -14 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $3.31K <0.01% +5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $3.12K <0.01% +7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 15 $2.92K <0.01% -17 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $2.92K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 14 $2.73K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 13 $2.53K <0.01% -32 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13 $2.53K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 13 $2.53K <0.01% -6 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 13 $2.53K <0.01% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 12 $2.34K <0.01% new 13F-HR Timeline