E&G Advisors, LLC More: the full row for E&G Advisors, LLC 21,120 $556K 0.15% -250 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,120 $556K 0.02% +684 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 20,952 $552K 0.05% +10,059 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 20,831 $548K 0.01% +5,593 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,813 $548K 0.03% +3,306 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 20,807 $548K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20,694 $547K 0.05% -65 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 20,756 $547K 0.5% +5,774 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,751 $546K 0.03% +15,469 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20,619 $543K 0.14% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,368 $536K 0.04% +1,400 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 20,362 $536K 0.13% +1,737 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 20,318 $535K +2,157 Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,171 $531K 0.02% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,150 $531K 0.02% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 19,874 $523K 0.01% +111 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 19,752 $520K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,444 $512K 0.01% +3,479 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 18,867 $509K 0.21% -2,306 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 19,294 $508K 0.01% -160 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 19,230 $506K 0.79% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 19,055 $502K 0.03% +930 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 19,000 $500K 0.06% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 18,908 $498K 0.02% +39 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 18,858 $497K 0.01% +1,595 13F-HR/A Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 18,833 $496K 0.12% -155 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 18,803 $495K 0.09% 0 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 18,777 $494K 0.23% +1,607 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18,640 $491K 0.01% +7,949 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 18,485 $487K 0.14% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 18,119 $477K 0.04% +1,340 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,073 $476K 0.05% +1,823 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 18,013 $474K 0.13% -814 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 18,000 $474K 0.3% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 17,931 $472K 0.03% +1,670 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 17,333 $467K 0.02% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,325 $467K 0.04% -522,493 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 17,671 $465K 0.31% -3,855 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,453 $461K 0.08% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 17,414 $459K 0.19% -6,725 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,182 $452K 0.03% -2,430 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,056 $449K 0.01% +228 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 16,870 $444K 0.04% -580 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 16,841 $443K 0.03% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,810 $443K 0.01% -1,000 13F-HR Timeline Group Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 16,790 $442K 0.52% -16,040 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 16,760 $441K <0.01% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 16,750 $441K 0.16% +1,350 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 16,707 $440K 0.02% +227 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 16,639 $438K 0.06% -84,535 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,650 $438K 0.21% -550 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 16,631 $438K 0.07% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 16,432 $433K 0.03% +2,869 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 16,430 $433K 0.04% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 16,409 $432K 0.13% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 16,350 $430K 0.31% +1,935 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,279 $429K 0.05% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 16,207 $427K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16,171 $426K 0.03% +1,880 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 16,163 $426K 0.03% +5,790 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 16,142 $425K 0.32% +720 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 16,062 $423K 0.02% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 15,925 $419K 0.2% -6 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,685 $413K 0.04% 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 15,650 $412K <0.01% new 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,639 $412K 0.02% -42,287 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,635 $412K 0.04% +4,685 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 15,438 $406K 0.31% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 15,425 $406K 0.1% +6,046 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 15,370 $405K 0.2% +4,312 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 15,284 $402K 0.21% -126,048 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15,277 $402K 0.27% -200 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,079 $397K <0.01% +737 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 15,071 $397K 0.04% -6,329 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 15,000 $395K 0.34% +7,600 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 15,000 $395K 0.09% +5,074 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 15,000 $395K 0.07% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 15,000 $395K 0.28% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 14,957 $394K <0.01% -8,001 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,947 $394K 0.06% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 14,900 $392K 0.05% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,860 $391K 0.03% +61 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 14,766 $389K 0.42% -47,371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 14,720 $388K 0.09% -801 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 14,717 $387K 0.04% -990 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,675 $386K 0.01% -62,891 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 14,660 $386K 0.29% -5,919 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 14,600 $384K 0.01% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 14,504 $382K 0.01% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 13,610 $380K 0.1% +973 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 14,374 $378K 0.33% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,235 $375K 0.04% +1,273 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,985 $368K 0.01% +1,888 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,970 $368K <0.01% +440 13F-HR/A Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13,038 $366K 0.02% +1,279 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,871 $365K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,769 $363K 0.01% +3,205 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 13,700 $361K 0.14% -40,700 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 13,690 $360K 0.09% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 13,670 $360K 0.12% +13,000 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 13,606 $358K 0.11% -55 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 13,575 $357K 0.19% +1,474 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,473 $355K 0.11% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 13,432 $354K 0.02% +1,500 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,245 $349K <0.01% +2,803 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 12,925 $349K 0.08% +1,403 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 13,190 $347K 0.16% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 13,190 $347K 0.29% 13F-HR/A Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 13,177 $347K 0.13% +3,511 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 13,157 $346K 0.01% +879 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 13,097 $345K 0.05% +2,000 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 13,091 $345K 0.12% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,075 $344K 0.18% -2,750 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 12,997 $342K 0.26% -11,777 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 12,935 $341K 0.18% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,933 $341K 0.04% -89,722 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,930 $340K 0.01% +5,338 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 12,903 $340K 0.15% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12,880 $339K <0.01% +829 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 12,800 $337K 0.26% -7,000 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 12,608 $332K 0.15% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,546 $330K 0.1% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,531 $330K 0.02% -21,866 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 12,500 $329K 0.22% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 12,000 $329K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 12,475 $328K 0.05% +935 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,179 $321K 0.01% -160 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,129 $319K 0.02% +515 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 12,124 $319K 0.19% +430 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 12,080 $318K 0.01% 0 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 12,068 $318K 0.11% -1,332 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,026 $317K 0.01% +101 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 11,966 $315K 0.01% -139 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,902 $313K 0.12% +4,485 13F-HR/A Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 11,895 $313K 0.26% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 11,827 $311K 0.06% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,806 $311K 0.02% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,791 $310K 0.08% +500 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,652 $307K <0.01% -22,163 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,643 $307K 0.05% 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 11,640 $306K 0.08% 0 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,578 $305K 0.08% +1,208 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,445 $301K 0.03% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 11,389 $300K 0.08% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 11,365 $299K 0.11% -1,353 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,351 $299K 0.03% +684 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 11,340 $299K 0.09% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 11,332 $298K 0.28% 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 11,325 $298K 0.01% +22 13F-HR Timeline American Trust More: the full row for American Trust 11,300 $298K 0.02% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,194 $295K <0.01% 0 13F-HR Timeline Group Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 11,163 $294K 0.06% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 11,105 $292K 0.27% 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 11,081 $291K 0.12% -983 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 11,024 $290K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,963 $289K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 10,940 $288K <0.01% 0 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 10,898 $287K 0.04% 0 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 10,885 $287K 0.19% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,859 $286K 0.13% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10,793 $284K 0.08% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,789 $284K 0.1% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10,755 $283K 0.05% -410 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,687 $281K 0.03% +59 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 10,636 $280K 0.05% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 10,605 $279K 0.09% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,600 $279K 0.02% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 10,600 $279K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 10,596 $279K 0.01% +6 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,569 $278K <0.01% -103 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 10,428 $275K 0.12% -1,130 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,385 $273K 0.06% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 9,222 $272K 0.08% +1,220 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,190 $268K 0.03% -10,902 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,125 $267K 0.11% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 10,066 $266K 0.1% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 10,052 $265K 0.04% +2,000 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 10,004 $263K 0.13% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,000 $263K 0.05% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 9,987 $263K 0.16% -92 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 9,972 $263K 0.13% +349 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,969 $262K <0.01% +25 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 9,950 $262K 0.1% +1,000 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 9,926 $261K 0.01% new 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,869 $260K 0.06% +1,589 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,856 $260K 0.08% -2,514 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 9,845 $259K 0.21% -3,253 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,844 $259K 0.05% -45 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,813 $258K 0.02% new 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,780 $258K 0.14% -494 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 9,725 $256K 0.05% -5 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,710 $256K 0.03% +331 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 9,664 $254K 0.11% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 9,660 $254K 0.1% +1,000 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,627 $253K 0.02% -206 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 9,622 $253K 0.11% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 9,620 $253K 0.2% -23,564 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,612 $253K 0.07% +2,165 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,584 $252K 0.02% +392 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,544 $251K 0.01% 0 13F-HR Timeline