Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 222 $258K 0.02% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 221 $256K 0.09% 0 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 220 $255K 0.04% -45 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 219 $254K 0.07% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 217 $251K 0.05% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 216 $250K 0.01% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 214 $248K 0.01% +3 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 213 $247K 0.01% 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 212 $246K 0.04% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 212 $246K 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 212 $245K 0.01% -330 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 212 $245K 0.01% -85 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 210 $243K <0.01% -1 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 210 $243K 0.11% -70 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 209 $242K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 208 $241K 0.04% +24 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 208 $241K 0.01% 0 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 208 $241K 0.04% +15 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 208 $241K 0.01% -105 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 206 $239K 0.05% -92 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 206 $239K 0.01% -6 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 205 $238K 0.01% -3 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 204 $236K 0.01% -84 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 204 $236K 0.03% +47 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 202 $234K 0.02% -6 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 201 $233K 0.02% -341 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 201 $232K 0.08% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 200 $232K <0.01% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 200 $232K 0.03% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 200 $232K 0.01% +1 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 198 $229K <0.01% -188 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 195 $226K 0.01% -28 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 195 $226K <0.01% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 194 $225K 0.02% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 194 $224K 0.02% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 192 $223K 0.05% -3,757 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 187 $217K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 187 $217K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 186 $216K 0.04% -85 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 186 $216K 0.01% +4 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 185 $214K 0.01% -29 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 185 $214K 0.04% +18 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 185 $214K 0.04% -3 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 176 $213K <0.01% -63 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 184 $213K <0.01% new 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 181 $210K 0.03% -542 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 180 $209K 0.01% -1 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 179 $207K 0.03% -273 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 178 $206K <0.01% new 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 178 $206K 0.09% -33 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 176 $204K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 173 $200K 0.02% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 169 $196K <0.01% -155 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 169 $196K 0.01% +3 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 166 $192K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 162 $188K 0.08% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 159 $184K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 156 $181K 0.01% -32 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 154 $181K 0.12% -8 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 153 $177K 0.01% -25 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 150 $174K 0.01% -5 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. 148 $172K <0.01% -25 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 145 $168K 0.01% -68 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 142 $167K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 143 $166K <0.01% -1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 138 $160K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 135 $157K 0.01% -1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 134 $155K 0.05% -66 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 131 $152K 0.01% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 120 $139K 0.01% -34 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 117 $135K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 115 $133K <0.01% +25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 114 $132K -2 Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 113 $131K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 109 $126K 0.06% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 102 $118K <0.01% +21 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 101 $116K 0.04% +22 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 99 $115K <0.01% -37 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 96 $111K 0.01% +90 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 72 $93.6K 0.01% -547 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 78 $90.5K <0.01% +12 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 77 $89.2K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 76 $88.1K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 75 $86.9K 0.01% +27 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 75 $86.9K 0.04% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 73 $84.6K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 73 $84.6K 0.03% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 72 $83K 0.06% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 71 $82.3K 0.01% -127 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 68 $79.7K <0.01% -7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 68 $78.8K 0.01% +33 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 64 $74.2K 0.03% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 62 $71.9K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 57 $66.1K 0.04% +7 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 55 $63.9K <0.01% -6 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 55 $63.7K 0.02% 0 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 54 $62.6K 0.01% +8 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 53 $61.4K 0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $60.3K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 52 $60.3K 0.01% -3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 50 $57.9K 0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 50 $57.9K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 49 $57.5K <0.01% +13 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 48 $55.6K 0.03% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 47 $54.5K 0.01% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 47 $54.5K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $52.2K 0.01% new 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 45 $52.2K 0.01% +31 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 44 $51K 0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 43 $50.8K 0.01% -7 13F-HR Timeline Security National Bank More: the full row for Security National Bank 43 $49.8K 0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 42 $48.7K 0.01% -6 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 42 $48.7K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 40 $46.4K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 40 $46.1K <0.01% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 39 $45.2K 0.02% +19 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 38 $44K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36 $41.7K <0.01% 0 13F-HR Timeline Group Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 34 $39.4K -7,380 Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 34 $39.4K <0.01% +21 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 33 $38.2K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 33 $38.2K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 32 $37.1K 0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 32 $37K <0.01% -24 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 31 $35.9K 0.01% -27 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 30 $35K 0.02% +11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $34.8K <0.01% +25 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 30 $34.4K 0.03% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 27 $31.3K <0.01% -816 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 27 $31.3K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 26 $30.1K <0.01% -2,700 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 25 $29K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 25 $29K 0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 24 $27.8K <0.01% -4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 22 $25.5K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 21 $24.3K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 19 $22.3K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 19 $22K <0.01% -3 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 19 $22K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $20.9K <0.01% -8 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 18 $20.9K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 18 $20.9K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 17 $19.7K <0.01% -2,900 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $18.8K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 16 $18.5K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $18.5K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $18.5K 0.01% -8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $18.5K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 16 $18.5K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $18.5K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 15 $17.5K <0.01% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 15 $17.4K 0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 15 $17.4K <0.01% new 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 15 $17K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 14 $16.2K 0.01% -2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 14 $16.2K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 14 $16.2K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 14 $16.2K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $16.2K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $16.2K <0.01% +1 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 14 $16.2K 0.01% +6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13 $15.1K <0.01% -7 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 13 $15.1K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13 $15.1K <0.01% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 13 $15.1K <0.01% -43 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 13 $15.1K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12 $13.9K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 12 $13.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $13.9K <0.01% +5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 12 $13.9K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11 $13.5K <0.01% +6 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11 $12.7K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 11 $12.7K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 11 $12.7K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 11 $12.7K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $11.9K <0.01% +6 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 10 $11.6K 0.07% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10 $11.6K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 10 $11.6K 0.01% +2 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $10.9K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 9 $10.4K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 9 $10.4K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9 $10.4K 0.01% -75 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9 $10.4K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9 $10.4K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9 $10.4K <0.01% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 9 $10.4K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 9 $10.4K <0.01% +6 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 8 $9.27K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $9.27K <0.01% +7 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8 $9.27K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 8 $9.27K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 8 $9.27K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 8 $9.27K 0.01% +3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 8 $9.27K <0.01% -6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $9K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 7 $8.11K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $8.11K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7 $8.11K <0.01% -6 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7 $8.05K <0.01% +3 13F-HR Timeline