Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,213 $348K 0.1% +142 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 7,213 $348K 0.13% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,195 $347K 0.1% -525 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,188 $346K 0.03% +2,169 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,122 $343K 0.01% -6,563 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,110 $343K <0.01% -1,340 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,099 $342K <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,062 $340K 0.01% new 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,065 $340K 0.11% 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 7,005 $338K 0.01% -100 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,003 $337K 0.12% +692 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,000 $337K <0.01% +154 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 6,995 $337K 0.11% +1,649 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,982 $336K 0.06% -683 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,936 $334K 0.03% -841 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,909 $333K 0.01% -354 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 7,787 $331K 0.25% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,839 $329K 0.01% -439 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,821 $329K <0.01% -3,310 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 6,818 $328K 0.07% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 6,813 $328K 0.02% +1,126 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,806 $328K 0.03% -2,778 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 6,800 $328K 0.05% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 6,790 $327K 0.18% 0 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 6,714 $323K 0.31% +1,232 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,700 $323K 0.04% -3,300 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,689 $322K 0.02% -326 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,673 $322K 0.03% -4,181 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 6,673 $322K 0.29% 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,631 $319K <0.01% -1,992 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 6,557 $316K 0.02% -22 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,503 $313K 0.01% +1,944 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,492 $313K 0.01% -67,064 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,400 $308K 0.08% new 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,398 $308K 0.07% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,381 $307K 0.02% -7,659 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,357 $306K <0.01% +71 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 6,350 $306K 0.21% +175 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,279 $303K 0.04% -14 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,235 $300K <0.01% -886 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,197 $299K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,157 $297K 0.02% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,156 $297K 0.12% 13F-HR/A Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 6,058 $292K 0.02% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 6,051 $292K 0.19% +350 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,027 $290K 0.02% +1,627 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 5,943 $286K <0.01% +744 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,941 $286K 0.23% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,860 $282K 0.01% -312 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,848 $282K 0.01% +412 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,796 $279K 0.05% -27 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,780 $278K <0.01% -72 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,775 $278K 0.01% -146 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 5,774 $278K 0.1% +1,020 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,672 $271K <0.01% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,592 $269K <0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,554 $268K 0.01% -513 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,174 $267K 0.01% +1,486 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,543 $267K 0.05% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 5,524 $266K 0.16% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,533 $266K 0.07% +95 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 5,489 $264K 0.08% +1,198 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,228 $264K 0.02% +1,592 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,732 $262K 0.08% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,415 $261K 0.01% -23,607 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,250 $253K 0.02% +318 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 5,222 $252K 0.04% new 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,208 $251K 0.01% 0 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,167 $249K 0.03% -555 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,162 $249K 0.01% -1,630 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,157 $248K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,152 $248K 0.03% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,130 $247K 0.01% +130 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,030 $242K 0.03% -140 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,010 $241K 0.14% 0 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 4,996 $241K <0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,990 $240K 0.01% -2,896 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,987 $240K 0.05% -318 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,938 $238K <0.01% -6,392 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,896 $236K <0.01% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,881 $235K 0.02% -1,210 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 6,299 $235K 0.13% 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,878 $235K 0.02% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,856 $234K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,811 $232K <0.01% -2,812 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,760 $229K 0.04% -385 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 4,755 $229K 0.05% +343 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,739 $228K 0.01% -552 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,714 $227K 0.01% +252 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,713 $227K <0.01% -488 13F-HR Timeline Group Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 4,690 $226K 0.13% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,685 $226K 0.01% -197 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,657 $224K 0.12% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,654 $224K 0.06% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,638 $223K 0.01% +353 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,619 $223K 0.05% +188 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,590 $221K 0.01% +440 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,557 $220K 0.08% -2,217 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,550 $219K <0.01% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,540 $219K 0.04% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,512 $217K <0.01% -1,539 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,508 $217K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,490 $216K 0.02% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,486 $216K 0.19% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,462 $215K 0.01% -465 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,460 $215K 0.02% -709 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,505 $214K 0.03% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,445 $214K 0.04% -50 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,430 $213K 0.03% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 4,418 $213K <0.01% +4,417 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,396 $212K 0.01% -662 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,369 $210K 0.07% +80 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,333 $209K 0.02% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,326 $208K 0.04% -94 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,305 $207K 0.02% -1,510 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,289 $207K 0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,232 $204K 0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,213 $203K 0.01% -319 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,208 $203K 0.03% -81 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,200 $202K 0.02% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,162 $201K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,072 $196K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,914 $189K 0.11% -987 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,909 $188K 0.01% +53 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,855 $186K <0.01% +2,065 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,694 $178K 0.04% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,689 $178K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,388 $163K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,283 $158K <0.01% +1,408 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,137 $151K 0.01% +37 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,919 $141K 0.03% -1,700 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,664 $128K 0.01% -651 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,649 $128K 0.01% -141 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,577 $124K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,524 $122K <0.01% +1,487 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,521 $121K 0.02% -97 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,380 $115K 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. 2,327 $112K <0.01% -78 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,323 $112K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,295 $111K <0.01% +314 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,243 $108K 0.06% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,050 $98.8K 0.01% +200 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,000 $96.4K 0.04% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,848 $89K 0.03% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,845 $88.9K 0.04% -65 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,795 $86.5K <0.01% -20 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,788 $86.1K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,697 $81.3K 0.01% +1,075 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 170,000 $78.2K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,607 $77.4K 0.01% +364 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,555 $74.9K 0.05% -89 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,461 $70.4K 0.01% +59 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,400 $67.5K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,377 $66.3K <0.01% +867 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,295 $62.4K 0.01% +21 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,286 $62K 0.02% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,250 $60K <0.01% -144 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,227 $59.1K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,207 $58K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,178 $56.8K <0.01% -826 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 1,151 $55.5K 0.01% +951 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,137 $54.8K 0.02% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,059 $51K 0.01% -114 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,053 $50.7K 0.02% -274 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,025 $49.2K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,000 $48.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,006 $48K <0.01% +40 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 898 $43.3K <0.01% +493 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 850 $41K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 831 $40K <0.01% +233 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 822 $39.6K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 800 $38.6K <0.01% -10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 787 $37.9K 0.02% +751 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 763 $36.8K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 752 $36.2K <0.01% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 750 $36.1K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 740 $35.7K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 701 $33.8K 0.01% +103 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 688 $33.1K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 767 $32.7K 0.02% +34 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 676 $32.4K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 668 $32.2K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 661 $31.8K <0.01% -47 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 655 $31.6K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 650 $31.3K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 645 $31.1K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 636 $30.6K 0.01% +151 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 610 $29.4K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 607 $29.2K <0.01% +297 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 601 $29K <0.01% -301 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 589 $28.4K <0.01% +379 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 578 $27.8K <0.01% +156 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 571 $27.5K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 562 $27.1K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 557 $26.8K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 551 $26.5K 0.01% -27 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 517 $24.9K <0.01% -76 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 515 $24.8K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 506 $24.4K <0.01% -385 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 505 $24.3K <0.01% 0 13F-HR Timeline