KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 194 $255K 0.02% +1 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 193 $255K 0.02% -461 13F-HR/A Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 193 $254K 0.01% -807 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 188 $254K 0.01% +19 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 191 $252K 0.01% -1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 190 $250K 0.01% -20 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 190 $250K 0.08% +3 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 189 $249K 0.02% new 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 188 $248K 0.06% +24 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 188 $248K 0.05% +8 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 187 $246K 0.14% +8 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 189 $244K 0.04% +1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 184 $243K <0.01% -9 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 183 $241K <0.01% +14 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 183 $241K 0.01% -2 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 182 $239K 0.01% -22 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 179 $236K 0.01% new 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 176 $233K 0.1% -70 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 176 $232K 0.03% -15 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 175 $231K 0.06% +1 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 174 $229K <0.01% -4 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 174 $229K 0.17% +25 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 173 $228K <0.01% +25 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 173 $228K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 173 $228K <0.01% -13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 171 $225K 0.02% +9 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 170 $224K 0.02% -23 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 173 $222K 0.15% -5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 168 $222K 0.02% +34 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 168 $221K 0.06% +1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 167 $221K <0.01% +10 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 167 $220K 0.01% +24 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 167 $220K 0.03% -36 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 165 $217K 0.01% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 164 $216K 0.03% -5 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 163 $215K 0.01% -134 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 168 $213K 0.14% 0 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 160 $211K 0.05% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 159 $210K 0.11% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 159 $209K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 158 $208K 0.04% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 158 $208K 0.07% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 157 $207K 0.05% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 157 $207K 0.04% -7 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 157 $207K 0.01% +1 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 156 $206K 0.05% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 156 $206K 0.01% -55 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 156 $206K 0.13% +9 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 154 $203K 0.01% +10 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 154 $203K 0.02% -7 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 153 $202K 0.06% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 153 $202K 0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 152 $200K 0.03% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 152 $200K 0.32% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 150 $198K <0.01% -11 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 148 $195K <0.01% -34 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 146 $192K 0.01% -4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 144 $190K 0.02% +7 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 143 $188K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 142 $187K <0.01% +81 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 142 $187K 0.05% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 139 $183K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 138 $181K 0.06% +10 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 128 $169K 0.01% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 122 $161K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 117 $154K 0.02% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 113 $149K 0.02% -40 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 103 $135K -1 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 101 $133K <0.01% -16 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 100 $132K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 98 $129K 0.02% -1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 97 $128K 0.04% +59 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 86 $113K 0.08% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 83 $109K 0.02% +7 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 82 $108K 0.01% +11 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 81 $107K <0.01% -21 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 80 $105K 0.01% -4 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 79 $103K 0.04% +3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 77 $101K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 66 $87K <0.01% +5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 65 $85.7K 0.05% +2 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 64 $84.4K 0.02% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 63 $83K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 61 $81.2K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 61 $79.9K 0.03% +3 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 60 $79.1K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 56 $74K <0.01% 0 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 55 $72.5K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 55 $71.5K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $68.6K 0.02% +31 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 51 $67.2K 0.05% -19 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 50 $67K 0.01% -6 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 50 $65.9K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $65.9K 0.04% -13 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 50 $65.9K 0.05% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 48 $63.3K <0.01% +11 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 47 $61.9K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 47 $61.9K 0.01% -188 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 47 $61.9K 0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 47 $61.9K 0.01% -1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 40 $52.7K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 39 $51.4K <0.01% -536 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 35 $46.1K <0.01% -2 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 33 $43K <0.01% -8,035 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 31 $41K 0.01% +3 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 31 $40.9K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $40.9K 0.01% +1 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 31 $40.9K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 30 $39.5K 0.02% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 29 $38.2K 0.01% -1 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 29 $38.2K -225 Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 27 $35.6K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 26 $34.3K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 25 $33K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 25 $33K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24 $32.2K <0.01% -52 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 383 $30.6K <0.01% +378 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 22 $29K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21 $28K <0.01% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 21 $27.7K <0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 20 $26.4K 0.01% -5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $26.4K 0.01% -225 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 19 $26K 0.01% -16 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 20 $25.8K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $25K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $23.7K <0.01% -1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $23.7K <0.01% -7 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 18 $23.7K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 18 $23.7K <0.01% +3 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $23.7K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 17 $22.4K 0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 17 $22.4K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 16 $21.1K <0.01% -2,820 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $21.1K <0.01% -2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 16 $21.1K 0.01% -31 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $20.4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $19.8K <0.01% -52 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15 $19.8K 0.01% +3 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15 $19.8K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 14 $18.5K 0.01% -24 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 14 $18.5K 0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 14 $18.5K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 14 $18.5K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 19 $17.1K 0.01% +6 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13 $17.1K <0.01% new 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13 $17.1K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $16.8K <0.01% -1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 12 $15.8K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12 $15.8K <0.01% +9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $15.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12 $15.8K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 12 $15.8K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 11 $14.5K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 10 $13.2K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $13.2K <0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $13.1K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $11.9K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $11.9K <0.01% +8 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9 $11.9K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9 $11.9K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $11.9K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $11.4K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $11K <0.01% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $11K <0.01% -5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $10.5K <0.01% -2 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 8 $10.5K 0.02% -1 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8 $10.5K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 8 $10.5K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $10.4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $9.79K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $9.23K <0.01% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 7 $9.23K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7 $9K <0.01% -1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6 $8.13K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $7.91K <0.01% -7 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6 $7.91K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $7.91K <0.01% +1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6 $7.91K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6 $7.91K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $7.67K <0.01% -2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6 $7K <0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 5 $6.59K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5 $6.59K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5 $6.59K <0.01% +3 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5 $6.59K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5 $6.59K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $6.59K <0.01% +2 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5 $6.59K 0.01% new 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5 $6.17K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 4 $5.27K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $5.27K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $5.27K <0.01% 0 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. 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