Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,248 $210K 0.01% -647 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,237 $208K <0.01% -2,143 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,235 $208K 0.13% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,233 $208K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,224 $206K 0.03% -5 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,223 $206K 0.04% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,214 $204K 0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,198 $202K 0.02% +50 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,115 $188K <0.01% -24 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,100 $185K 0.11% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,022 $172K 0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 948 $160K <0.01% -172 13F-HR Timeline Group ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 932 $157K 0.14% +482 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 930 $155K 0.04% -31 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 910 $153K 0.06% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 854 $144K 0.02% -150 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 846 $142K <0.01% +159 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 796 $134K <0.01% -39 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 712 $120K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 710 $120K <0.01% -52 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $118K 0.05% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 631 $107K <0.01% -8 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 626 $106K 0.01% +277 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 614 $103K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 600 $101K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 600 $101K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 574 $96.7K 0.05% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 573 $96.5K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 570 $96K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 566 $95.3K <0.01% +78 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 557 $93.8K <0.01% -200 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 547 $92.1K 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 545 $91.8K <0.01% -4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 542 $91.3K 0.06% -34 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 524 $88.3K <0.01% +175 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 522 $87.9K <0.01% -380 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 502 $84.5K 0.03% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,845 $81.2K 0.06% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 469 $79K 0.02% -196 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 421 $70.9K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 420 $70.7K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 403 $67.9K 0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 400 $67.4K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 400 $67.4K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 400 $67.4K 0.02% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 399 $67.2K 0.01% +151 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 389 $65.5K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 386 $65K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 379 $63.8K 0.01% +8 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 355 $59.8K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,580 $58.8K 0.01% +6,268 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 346 $58.3K <0.01% +2 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 344 $57.9K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 338 $56.9K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 334 $56.4K 0.01% -15 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 319 $53.7K <0.01% +295 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 302 $50.9K 0.04% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 300 $50.5K 0.02% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 280 $47.2K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 267 $45K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 267 $45K -25 Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 267 $44.9K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 250 $42.1K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 249 $41.9K <0.01% +212 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 236 $39.7K <0.01% +126 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 224 $37.7K 0.02% -184 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 224 $37.7K 0.03% +3 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 220 $37.1K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 215 $36.2K 0.01% +82 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 213 $35.9K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 210 $35.4K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 209 $35.2K 0.03% -430 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 205 $34.5K <0.01% +47 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 203 $34.2K <0.01% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $33.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 197 $33.2K 0.02% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 196 $33K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 195 $32.8K <0.01% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 192 $32.3K <0.01% -129 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 190 $32K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 188 $31.7K <0.01% +60 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 178 $30K <0.01% -64 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 178 $30K 0.01% +90 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 177 $29.8K <0.01% -2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 167 $28.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 169 $28K <0.01% -11 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 163 $27.5K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 161 $27.1K <0.01% -110 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 147 $24.7K <0.01% +2 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 132 $24.6K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 146 $24.6K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 142 $23.9K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 141 $23.7K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 138 $23.2K <0.01% +36 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 138 $23.2K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 136 $23K <0.01% +3 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 135 $22.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 135 $22.7K <0.01% -13 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 133 $22.4K 0.01% +51 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 130 $21.9K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 127 $21.4K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 125 $21.1K <0.01% -190 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 125 $20.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 119 $20K 0.01% -12 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 114 $19.2K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 115 $19K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 107 $18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 107 $18K <0.01% -40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 100 $18K <0.01% -86 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 106 $17.8K <0.01% +25 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 105 $17.7K <0.01% -25 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 103 $17.3K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 103 $17.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 102 $17.2K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 100 $16.8K <0.01% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 100 $16.8K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $16.8K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $16.8K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $16.8K <0.01% -213 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $16.8K <0.01% -27 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 99 $16.7K 0.01% -17 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 99 $16.7K <0.01% -5 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 98 $16.5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 95 $16K <0.01% +37 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 95 $16K 0.01% +11 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 90 $15.2K <0.01% +45 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 89 $15K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 88 $14.8K <0.01% -55 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 83 $14K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 83 $13.9K <0.01% +23 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 80 $13.7K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 79 $13.3K <0.01% -35 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 75 $12.6K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 73 $12.3K <0.01% -66 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 72 $12.1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 70 $11.8K 0.01% -371 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 70 $11.8K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 67 $11.3K 0.01% +1 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 66 $11.1K <0.01% -2 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 65 $10.9K 0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 64 $10.8K <0.01% -12 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 62 $10.4K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 58 $9.77K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 57 $9.6K 0.01% -255 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 52 $8.76K <0.01% new 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $8.42K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $8.42K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 50 $8.36K <0.01% +1 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 50 $8K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 45 $7.58K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 45 $7.58K <0.01% +6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 45 $7.58K <0.01% +30 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 45 $7.58K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 44 $7.41K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 43 $7.16K <0.01% +24 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 41 $6.91K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 40 $6.74K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 40 $6.74K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 40 $6.74K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 37 $6.6K <0.01% +15 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 39 $6.57K <0.01% -9 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 39 $6.57K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $6.4K <0.01% -4 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 37 $6.23K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 37 $6.23K <0.01% -166 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 36 $6.06K <0.01% -22 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 34 $6K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 35 $5.89K <0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $5.05K <0.01% +5 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 28 $4.68K <0.01% +1 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 27 $4.55K <0.01% +16 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 27 $4.55K <0.01% -55 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 26 $4.38K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $4.21K <0.01% -16 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $4.21K <0.01% -179 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 25 $4.21K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 24 $4.04K <0.01% -58 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 24 $4.04K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 22 $3.71K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 22 $3.71K 0.03% -18 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 22 $3.71K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21 $3.56K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $3.37K <0.01% -32 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 20 $3.37K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 20 $3.37K <0.01% +11 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 18 $3.03K <0.01% -18 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 18 $2.96K <0.01% -1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 17 $2.86K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 17 $2.86K <0.01% +17 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $2.86K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 16 $2.69K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 16 $2.69K <0.01% -2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 15 $2.53K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 15 $2.53K <0.01% 0 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 14 $2.36K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 14 $2.36K <0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 13 $2.19K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 13 $2.19K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 11 $1.95K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $1.69K <0.01% 0 13F-HR Timeline