Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 32,936 $834K 0.03% +6,030 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 32,894 $833K 0.23% -480 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 32,876 $832K 0.09% -228 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,857 $831K 0.04% +23,295 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 32,756 $829K 0.35% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 32,749 $829K 0.15% +1,181 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 32,746 $829K 0.01% 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 32,110 $813K 0.02% -1,062 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 31,840 $806K 0.06% +6,360 13F-HR/A Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 30,518 $773K 0.27% -6,102 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 30,264 $766K 0.03% +132 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 29,673 $751K <0.01% -1,018 13F-HR Timeline Group Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 29,085 $736K 0.54% -254 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 28,969 $733K 0.02% +1,275 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 28,963 $733K <0.01% -3,411 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 28,886 $731K 0.65% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 28,435 $720K 0.11% +868 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 27,149 $687K 0.29% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 26,959 $683K 0.07% -1,118 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,157 $662K 0.05% -451 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,271 $640K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 24,389 $618K 0.08% +1 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 24,092 $610K <0.01% -24,698 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 23,293 $590K <0.01% +857 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 23,145 $586K 0.01% +170 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,101 $585K 0.01% -1,232 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 22,830 $578K 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 22,809 $578K 0.01% -11,001 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,499 $570K 0.04% -2,486 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 22,454 $569K <0.01% +457 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 22,057 $558K 0.04% +4,136 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21,863 $554K 0.17% +3,161 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 21,009 $532K 0.47% 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,862 $528K <0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,827 $502K 0.06% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 19,303 $489K 0.03% -242 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 18,448 $467K 0.01% -2,314 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,104 $458K 0.03% -390 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 17,851 $452K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,773 $450K 0.02% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 17,479 $443K 0.12% -76 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 17,397 $440K 0.01% new 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 17,349 $439K 0.24% +4,048 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,275 $437K 0.03% -15,324 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,243 $437K 0.02% new 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,042 $432K 0.02% +2,245 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 16,727 $424K <0.01% +2,738 13F-HR/A Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 16,644 $421K 0.03% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 16,201 $410K 0.04% -362 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,057 $407K 0.01% new 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 16,034 $406K 0.11% -142 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 15,304 $387K 0.01% -4,870 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,240 $386K <0.01% -27,050 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,165 $384K 0.06% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 15,144 $383K 0.02% -1,697 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,107 $383K 0.02% -500 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 15,057 $381K 0.11% -21,895 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 15,000 $380K 0.11% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 14,518 $368K 0.17% -500 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 14,209 $360K 0.07% +234 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,204 $360K 0.03% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 14,077 $356K 0.02% +46 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,880 $351K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,476 $341K 0.05% +217 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 13,332 $338K 0.29% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,032 $330K <0.01% 0 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 12,753 $323K 0.2% 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 12,657 $320K 0.01% -266 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 11,907 $301K 0.41% -11 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11,700 $296K 0.04% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 11,683 $296K 0.15% +55 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,481 $291K 0.01% +3,082 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,172 $283K <0.01% -67,724 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,890 $276K 0.05% +503 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,872 $275K <0.01% +32 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,438 $264K <0.01% +287 13F-HR/A Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 10,354 $262K 0.07% -1,211 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,242 $259K <0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,090 $255K 0.07% -703 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 10,020 $254K <0.01% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 9,961 $252K 0.01% +509 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,944 $252K 0.03% -1,064 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,702 $246K <0.01% +202 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 9,680 $245K 0.11% +1,224 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,675 $245K 0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,474 $240K <0.01% -3,129 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,405 $238K <0.01% -971 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,366 $237K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,298 $235K 0.01% +193 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,147 $232K 0.08% +625 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 9,141 $231K 0.02% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,927 $226K <0.01% -25,000 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 8,889 $225K 0.23% +117 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 8,843 $224K 0.01% -5,395 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8,841 $224K 0.01% +650 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,687 $220K 0.15% -107 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,583 $217K <0.01% -29,378 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,539 $216K 0.05% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,538 $216K 0.01% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,409 $213K 0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,379 $212K 0.01% -1,441 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 8,346 $211K 0.01% -218 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,308 $210K 0.06% +34 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,180 $207K 0.04% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 8,135 $206K 0.07% -461 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,085 $205K <0.01% -354 13F-HR/A Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 7,978 $202K 0.07% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 7,819 $198K 0.05% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 7,583 $192K 0.06% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7,310 $185K 0.07% +799 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,555 $166K <0.01% +653 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,377 $161K 0.05% -1,035 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,826 $148K <0.01% +16 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,631 $143K 0.03% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5,473 $138K 0.82% -1,469 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 5,186 $131K 0.1% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,034 $127K 0.03% -364 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,673 $118K 0.04% +33 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,657 $118K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,500 $114K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,427 $112K <0.01% +55 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,195 $107K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 4,145 $105K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,920 $99.3K <0.01% +583 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,912 $99.1K <0.01% +141 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,880 $98.2K <0.01% -396 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,878 $98.2K 0.04% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,590 $90.9K 0.03% +5 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,365 $85.2K <0.01% +424 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,208 $81.2K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,181 $80.5K <0.01% -2,342 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,037 $77K <0.01% -53,214 13F-HR/A Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,553 $64.6K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,398 $60.7K 0.01% +1,500 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,093 $53K <0.01% +111 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,078 $52.6K <0.01% -869 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,952 $49.4K <0.01% new 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,926 $48.8K <0.01% +391 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,905 $48.2K 0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,851 $46.9K 0.03% -96 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,761 $44.6K <0.01% +12 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,438 $36.4K <0.01% -235 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,379 $34.9K 0.01% -1,783 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,372 $34.7K <0.01% -399 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,335 $33.8K <0.01% -3,100 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,283 $32.5K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,258 $32K <0.01% +27 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,239 $31.4K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,186 $30K <0.01% -168 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,126 $28.5K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 969 $24.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 963 $24.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 941 $23.8K 0.01% -12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 850 $21.5K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 831 $21K <0.01% -171 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 800 $20.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 723 $18.3K 0.01% -467 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 716 $18.1K <0.01% +16 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 639 $16.2K <0.01% -324 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 634 $16.1K 0.01% -173 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 552 $14K <0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 500 $12.7K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 487 $12.3K <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $12K <0.01% new 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 432 $10.9K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 421 $10.7K <0.01% -249 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 401 $10.2K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 400 $10.1K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 376 $9.52K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 367 $9.29K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 365 $9.24K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 339 $8.58K <0.01% +80 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 331 $8.38K <0.01% -93 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 310 $7.85K <0.01% +214 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 275 $6.96K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 275 $6.96K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 274 $6.94K <0.01% -1,302 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 270 $6.84K <0.01% -48,261 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 200 $5.06K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 188 $4.78K <0.01% +27 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 159 $4.03K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 158 $4K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 150 $4K <0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 156 $3.95K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 150 $3.8K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 139 $3.52K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 121 $3.06K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110 $2.79K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $2.53K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 93 $2.37K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 89 $2.25K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 85 $2K <0.01% -236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 69 $1.75K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 68 $1.72K <0.01% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 51 $1.29K <0.01% +11 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 50 $1.28K <0.01% -121 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $1.27K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 39 $987 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 38 $962 <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 32 $810 <0.01% 0 13F-HR Timeline