Keystone Financial Group More: the full row for Keystone Financial Group 944 $217K 0.02% +5 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 943 $216K 0.04% -19 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 941 $216K 0.19% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 939 $215K <0.01% +122 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 938 $215K 0.01% -10 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 937 $215K 0.1% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 939 $215K 0.03% -13 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 934 $214K 0.02% -10 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 932 $214K 0.03% -132 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 930 $213K 0.08% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 925 $212K 0.02% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 920 $211K 0.06% +54 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 914 $210K 0.03% -52 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 911 $209K 0.03% +25 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 909 $209K 0.03% +2 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 907 $208K <0.01% -10,736 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 906 $208K <0.01% -515 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 903 $207K 0.04% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 902 $207K 0.02% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 900 $207K <0.01% -28 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 900 $207K 0.1% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 899 $206K 0.04% +49 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 892 $205K 0.01% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 892 $205K 0.08% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 884 $203K 0.02% +1 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 880 $202K 0.06% 0 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 877 $201K 0.01% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 877 $201K 0.07% -3 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 876 $201K 0.01% -233 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 875 $201K 0.01% -25 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 869 $199K <0.01% +416 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 864 $198K 0.01% -46 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 832 $191K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 813 $187K 0.04% -3 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 794 $182K 0.02% -1 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 750 $172K 0.09% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 723 $166K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 712 $163K 0.02% +1 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 722 $163K 0.11% -519 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 700 $161K 0.01% -2,105 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 682 $157K <0.01% +3 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 680 $156K 0.14% -71 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 665 $153K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 651 $149K 0.16% +44 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 633 $145K 0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 629 $144K <0.01% -3,929 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 629 $144K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 610 $140K 0.07% +110 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 600 $138K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 600 $138K 0.02% -2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 587 $135K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 585 $134K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 584 $134K 0.01% -4 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 574 $132K 0.09% -49 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 562 $129K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 555 $127K 0.08% +19 13F-HR Timeline CNB Bank More: the full row for CNB Bank 552 $127K 0.05% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 549 $126K 0.02% +12 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 533 $122K 0.07% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 466 $107K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 465 $107K <0.01% -55 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 462 $106K 0.02% +115 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 445 $102K 0.01% -153 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 441 $101K 0.01% -47 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 437 $100K <0.01% +142 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 433 $99.4K 0.04% -9 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 433 $99.4K 0.09% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 430 $98.7K 0.04% -27 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 426 $97.8K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 400 $91.8K <0.01% -3 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 393 $90.2K <0.01% -17 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 362 $83.1K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 357 $81.9K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 354 $81.2K 0.01% +4 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 348 $79.9K 0.03% +211 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 330 $75.8K 0.03% -13 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 290 $66.5K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 290 $66.5K <0.01% -15 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 288 $66.1K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 279 $64K 0.01% +4 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 273 $62.6K <0.01% +12 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 270 $62K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 266 $61K 0.02% -2 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 265 $60.8K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 263 $60.4K 0.01% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 260 $59.7K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 254 $58.4K 0.04% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 250 $57.4K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 240 $55.1K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 230 $52.8K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 223 $51.2K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 223 $51.2K 0.01% -19 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 219 $50.3K 0.02% -1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 217 $49.8K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 216 $49.6K 0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 212 $48.6K <0.01% -10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 207 $47.4K 0.01% +37 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 202 $46.4K 0.03% +21 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 198 $45.4K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 190 $43.6K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 194 $42.2K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 182 $41.8K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 179 $41K <0.01% +176 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 172 $39.1K 0.01% +86 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 167 $38.3K 0.03% +153 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 166 $38.1K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 156 $35.8K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 154 $35K 0.02% -23 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 150 $34.4K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 149 $34.2K 0.01% +25 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 150 $34K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 149 $34K 0.01% +17 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 144 $33K 0.01% -8 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 140 $32.1K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 133 $30.5K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 132 $30.3K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 130 $29.8K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 128 $29.1K 0.01% +3 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 126 $28.9K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 125 $28.7K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 124 $28.5K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 122 $28.1K 0.01% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 122 $28K 0.01% +67 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 115 $26.4K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 112 $25.7K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 110 $25.2K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 109 $25K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 108 $24.8K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 107 $24.6K 0.01% +19 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 107 $24.5K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 105 $24.1K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 104 $23.9K 0.01% 0 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 101 $23K <0.01% +3 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $22.9K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 100 $22.9K <0.01% new 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 95 $21.8K <0.01% +23 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 93 $21.3K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 90 $20.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 90 $20.7K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 90 $20.7K <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 86 $19.7K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 82 $18.8K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 82 $18.8K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 80 $18.4K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 78 $17.9K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 77 $17.3K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 73 $16.8K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 71 $16.3K 0.01% -2,066 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 71 $16.2K 0.01% +1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 69 $15.8K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 65 $14.9K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 64 $14K <0.01% +6 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 61 $14K 0.01% -17 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 60 $13.8K <0.01% -49 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 60 $13.8K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 52 $11.9K <0.01% -1,197 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 51 $11K <0.01% -15 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 47 $10.8K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 47 $10.8K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 46 $10.6K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 45 $10.3K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 45 $10.3K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 44 $10.1K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 43 $9.87K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 39 $8.95K <0.01% +38 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 38 $8.72K <0.01% -26 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 36 $8.26K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $8.26K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 35 $8.03K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 35 $8.03K <0.01% +10 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $8.03K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $7.57K <0.01% +5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 31 $7.11K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 29 $6.7K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $6.43K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 28 $6.43K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 28 $6.42K <0.01% +5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 28 $6.42K <0.01% +7 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $6.35K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 27 $6.2K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 26 $5.97K <0.01% new 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 26 $5.97K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 26 $5.97K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 26 $5.97K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 25 $5.75K <0.01% +6 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $5.62K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 24 $5.51K <0.01% -1 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 24 $5.51K 0.02% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 24 $5.51K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $5.05K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22 $5.05K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 17 $5.05K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $5K <0.01% -3 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 21 $4.82K <0.01% +19 13F-HR Timeline