Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7,585 $210K 0.08% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 7,561 $209K 0.03% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 7,467 $209K 0.12% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 7,510 $208K 0.08% +212 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 7,496 $208K 0.04% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,471 $207K 0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,426 $206K 0.01% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 7,372 $204K 0.11% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 7,370 $204K 0.04% -1,914 13F-HR Timeline SeedSafe Financial LLC More: the full row for SeedSafe Financial LLC 7,364 $204K 0.15% -905 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,356 $204K 0.02% new 13F-HR Timeline Group RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 7,332 $203K 0.05% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 7,314 $203K 0.13% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,211 $202K 0.08% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,310 $202K 0.03% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,309 $202K 0.03% -473 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,302 $202K 0.06% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 7,260 $201K 0.12% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 7,259 $201K 0.1% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 7,257 $201K 0.13% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,204 $200K 0.03% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 7,198 $199K 0.11% +6 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7,127 $197K 0.01% +217 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 7,108 $197K 0.02% +172 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,778 $188K 0.02% +3,749 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,717 $186K 0.02% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6,638 $184K 0.09% -2,733 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,532 $181K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,171 $171K 0.04% -1,064 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,095 $170K <0.01% +1,623 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,100 $169K 0.08% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,922 $164K 0.06% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,919 $164K 0.07% -86 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,707 $157K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,441 $151K 0.04% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 5,313 $147K 0.06% +1,993 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 5,254 $146K 0.11% +710 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,218 $145K 0.05% +202 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,024 $139K 0.03% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 4,997 $138K 0.02% -186 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,920 $136K 0.03% +29 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,913 $136K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,877 $135K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Burk Holdings LLC More: the full row for Burk Holdings LLC 4,818 $133K 0.05% -1,435 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,768 $132K 0.02% -27 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,594 $127K 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4,488 $124K 0.09% +267 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,344 $120K <0.01% -2,740 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,298 $119K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,290 $119K <0.01% +9 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 4,256 $118K 0.05% -378 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,080 $113K 0.02% -828,715 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,056 $112K 0.08% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,986 $110K 0.01% +126 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 3,983 $110K 0.05% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,920 $108K 0.02% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,806 $105K 0.03% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,778 $105K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,694 $102K 0.02% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,691 $102K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,619 $100K 0.03% +1,035 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,596 $99.6K 0.02% -68 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,596 $99K 0.03% -80 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,532 $97.8K 0.01% +1 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3,438 $95.2K 0.05% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,406 $94.4K 0.07% +19 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,384 $93.7K <0.01% +340 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,299 $91.4K 0.01% 0 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,252 $90.1K 0.04% +2,876 13F-HR/A Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,238 $89.7K 0.03% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,238 $89.7K 0.07% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,221 $89.2K 0.01% -293 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,197 $88.6K 0.04% +19 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,152 $87.3K 0.02% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,101 $85.9K <0.01% -78,796 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,978 $82.5K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,974 $82.4K 0.01% +146 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,922 $80.9K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,891 $80.1K 0.01% +18 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,863 $79.3K 0.03% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,848 $78.9K 0.06% +1,548 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2,830 $78.4K 0.04% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2,811 $77.9K 0.02% -400 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,766 $76.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,744 $76K 0.03% +1,190 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,720 $75K 0.03% +16 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,706 $75K 0.02% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,699 $74.8K 0.01% +2,695 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,689 $74.5K 0.01% +1 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,659 $73.7K 0.03% -1,000 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,635 $73K 0.02% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,635 $73K 0.04% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,564 $71K 0.06% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,548 $70.6K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,551 $69.6K <0.01% +2,529 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,459 $68.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,440 $67.6K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,422 $67.1K 0.02% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,391 $66.2K <0.01% +1,529 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,316 $64.2K 0.02% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,300 $63.7K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,174 $60.2K <0.01% +1,572 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,130 $59K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,101 $58.2K 0.03% +13 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 2,100 $58.2K 0.09% 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,096 $57.6K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,054 $56.9K -3,998 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,048 $56.7K 0.01% +700 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,007 $55.6K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,000 $55.4K 0.06% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,967 $54.5K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,964 $54.4K -2,134 Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,936 $53.6K 0.03% +114 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,930 $53.5K <0.01% 0 13F-HR Timeline 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 1,813 $50.2K <0.01% 0 13F-HR Timeline Group Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 1,797 $49.8K 0.04% -166 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,756 $49K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,723 $47.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,723 $47.7K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,664 $47.3K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,671 $46.3K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,653 $45.8K 0.01% +10 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,630 $44.5K 0.01% +10 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,542 $42.7K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,458 $40.4K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,449 $40.1K <0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,436 $39.8K 0.01% -3,841 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 1,353 $37.5K 0.02% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,325 $36.7K 0.03% -1,078 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,320 $36.6K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,309 $36.3K 0.03% +7 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,249 $34.6K <0.01% -49 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,232 $34.1K <0.01% -997 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,211 $33.5K 0.01% +1,205 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,174 $32.5K 0.02% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,174 $32.5K 0.03% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,156 $32K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,160 $32K 0.02% 0 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,127 $31.2K 0.02% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,058 $29.3K 0.01% -82 13F-HR Timeline MOTCO More: the full row for MOTCO 1,025 $28.4K <0.01% -602 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,024 $28.4K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,024 $28.4K 0.01% +238 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 989 $27.4K 0.01% -144 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 988 $27.4K 0.01% -96 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 975 $27K 0.02% +4 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 974 $27K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 962 $26.6K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 932 $25.8K 0.01% +263 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 876 $24.3K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 810 $22.4K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 804 $22.3K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 802 $22.2K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 786 $21.8K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 774 $21.4K 0.08% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 747 $20.7K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 722 $20K 0.01% +17 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 717 $19.9K <0.01% +40 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 694 $18.9K 0.01% 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 678 $18.8K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 668 $18.4K <0.01% +4 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 653 $18.1K 0.01% +652 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 639 $17.7K <0.01% +39 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 638 $17.7K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 603 $16.7K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 600 $16.6K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 600 $16.6K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 587 $16.3K <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 581 $16.1K <0.01% +401 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 560 $15.5K <0.01% +1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 548 $15.2K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 553 $15K <0.01% -65 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 538 $14.9K 0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 532 $14.7K 0.03% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 521 $14.4K <0.01% new 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 506 $14K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 528 $14K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 497 $13.8K <0.01% -64 13F-HR Timeline Trust Co More: the full row for Trust Co 480 $13.3K <0.01% +446 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 474 $13.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 450 $12.5K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 433 $12K 0.01% -48 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 430 $11.9K <0.01% +3 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 422 $11.7K 0.01% -206 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 446 $11K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 390 $10.8K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 382 $10.6K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 374 $10.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 368 $10.2K <0.01% -1,085 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 346 $9.58K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 339 $9.4K <0.01% -2,981 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 319 $8.84K <0.01% 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 314 $8.7K <0.01% 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 304 $8.42K <0.01% -1,920 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 289 $8.01K <0.01% -81 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 284 $7.86K <0.01% +2 13F-HR/A Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 279 $7.73K <0.01% -88 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 271 $7.51K <0.01% +211 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 258 $7.15K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 254 $7.04K <0.01% -36 13F-HR Timeline