Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,355 $1.49M 0.09% -4,115 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 4,351 $1.49M 0.68% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,338 $1.49M 0.11% +137 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,330 $1.49M 0.98% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,328 $1.48M 0.62% +30 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,323 $1.48M 0.18% +97 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,322 $1.48M 0.72% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,314 $1.48M 0.74% -9,557 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,310 $1.48M 0.12% +27 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,310 $1.48M 0.36% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,309 $1.48M 0.24% +339 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,135 $1.48M 0.14% -466 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 4,305 $1.48M 1.11% +1 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 4,300 $1.48M 1.28% 0 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 4,297 $1.47M 0.66% +223 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,295 $1.47M 1.18% +664 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 4,293 $1.47M 0.92% +1,180 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,283 $1.47M 0.16% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,517 $1.47M 0.16% +2,527 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,279 $1.47M 0.1% 0 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,275 $1.47M 1.15% -1,438 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,271 $1.47M 0.2% +15 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,268 $1.46M 0.53% -325 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 4,268 $1.46M 0.71% +51 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,259 $1.46M 0.41% -38 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,250 $1.46M 0.06% +377 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,233 $1.45M 0.18% +461 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,225 $1.45M 0.36% -14 13F-HR/A Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,224 $1.45M 0.18% +1,673 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 4,222 $1.45M 0.16% +825 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 4,219 $1.45M 0.21% -97 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,207 $1.45M 0.03% -79 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,216 $1.45M 0.44% -200 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 4,216 $1.45M 1.31% +270 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,209 $1.44M 0.12% -4 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,206 $1.44M 0.28% +17 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,212 $1.44M 1.1% +143 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,194 $1.44M 0.23% +89 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 4,192 $1.44M 2.71% -1,091 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,190 $1.44M 0.58% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,187 $1.44M 0.34% -1,813 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 4,185 $1.44M 0.26% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,195 $1.43M 0.05% +15 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,174 $1.43M 1.16% -10 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 4,166 $1.43M 0.01% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 4,701 $1.42M 1.64% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,148 $1.42M 0.2% +130 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,144 $1.42M 0.55% +109 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,139 $1.42M 0.55% +412 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,138 $1.42M 0.23% -24 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,137 $1.42M 0.33% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,131 $1.42M 0.19% +180 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,130 $1.42M 0.3% +73 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,128 $1.42M 0.26% +144 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 4,128 $1.42M 0.68% +247 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 4,126 $1.42M 0.13% +3,559 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,123 $1.41M 0.24% -27 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,121 $1.41M 0.17% +1,323 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,114 $1.41M 0.06% +36 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 4,108 $1.41M 0.77% +137 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,103 $1.41M 0.31% -51 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,103 $1.41M 0.81% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,096 $1.41M 0.18% +289 13F-HR/A Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 4,094 $1.4M 0.77% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,093 $1.4M 0.08% +288 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,092 $1.4M 0.49% +1,309 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,089 $1.4M 0.16% -830 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,081 $1.4M 0.05% +450 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,073 $1.4M 0.35% -476 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,064 $1.39M 0.39% -84 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,057 $1.39M 0.35% +20 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 4,053 $1.39M 1.11% -12 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,051 $1.39M 0.14% -38 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,045 $1.39M 0.06% +258 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 4,041 $1.39M 0.41% +15 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,037 $1.39M 0.21% -154 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,035 $1.38M 0.64% -28 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,858 $1.38M 1.28% -1,040 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,021 $1.38M 0.62% -25 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,021 $1.38M 0.55% +307 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,021 $1.38M 0.9% -1,473 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 4,011 $1.38M 0.09% -375 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,001 $1.37M 0.09% +200 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,000 $1.37M 0.17% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,843 $1.37M 0.46% +251 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 3,994 $1.37M 1.1% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,991 $1.37M 0.98% +17 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,977 $1.36M 0.57% +789 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,974 $1.36M 0.11% +432 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,970 $1.36M 0.28% +208 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,968 $1.36M 0.68% -10 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 3,963 $1.36M 1.06% -111 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,958 $1.36M 0.34% 0 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 3,957 $1.36M 1.32% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,952 $1.36M 0.21% +179 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,951 $1.36M 0.17% +389 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,945 $1.35M 0.12% -148 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,943 $1.35M 0.28% -70 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,931 $1.35M 0.14% +1,470 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,928 $1.35M 0.78% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,914 $1.34M 0.63% -175 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,910 $1.34M 1.3% -235 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,908 $1.34M 0.79% +2,107 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,893 $1.34M 0.3% -487 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,906 $1.33M 0.3% +95 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,885 $1.33M 0.84% +54 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,729 $1.33M 0.16% +285 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,881 $1.33M 0.21% +8 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,880 $1.33M 0.05% +167 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,876 $1.33M 0.08% -646 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,865 $1.33M 0.27% +226 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,859 $1.32M 0.12% +321 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,855 $1.32M 1.09% +469 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,852 $1.32M 0.04% +105 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,848 $1.32M 0.26% -139 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,846 $1.32M 0.83% -45 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3,836 $1.32M 0.37% +4 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,831 $1.31M 0.45% -841 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,823 $1.31M 0.4% +417 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,669 $1.31M 0.77% +71 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 3,819 $1.31M 0.31% -25 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,810 $1.31M 0.38% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,180 $1.31M 0.18% +1,537 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,742 $1.31M 0.2% -60 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,802 $1.3M 0.22% -2,060 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,799 $1.3M 0.05% +2,078 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,797 $1.3M 0.15% -339 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,796 $1.3M 0.03% -99 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,794 $1.3M 0.53% +428 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,786 $1.3M 0.5% +218 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,785 $1.3M 0.32% -137 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,783 $1.3M 0.55% -16 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,781 $1.3M 0.13% -4 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,762 $1.29M 0.13% +186 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,762 $1.29M 0.4% -125 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 3,760 $1.29M 0.04% -56 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,759 $1.29M 0.31% -1,291 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,754 $1.29M 0.41% +28 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,750 $1.29M 0.27% -26 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,745 $1.28M 0.69% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,722 $1.28M 0.16% -121 13F-HR/A Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,714 $1.27M 0.1% -81 13F-HR Timeline SMA Capital LLC More: the full row for SMA Capital LLC 3,712 $1.27M 0.53% new 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,708 $1.27M 0.94% +23 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,708 $1.27M 0.02% new 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,707 $1.27M 0.46% -114 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,473 $1.27M 0.17% -149 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 3,705 $1.27M 0.77% -65 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,572 $1.27M 0.44% -305 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,703 $1.27M 0.04% -548 13F-HR Timeline Trust Co More: the full row for Trust Co 3,690 $1.27M 0.11% -130 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,688 $1.27M 0.05% +60 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,683 $1.26M 0.57% -7 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,682 $1.26M 0.25% +279 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 3,682 $1.26M 0.17% new 13F-HR/A Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,679 $1.26M 0.27% -22 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,675 $1.26M 0.02% -50,544 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,672 $1.26M 0.03% -118 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,672 $1.26M 0.12% +1,873 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,666 $1.26M 0.53% +145 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,664 $1.26M 0.19% +775 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,660 $1.26M 0.08% -490 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,657 $1.25M 0.46% -72 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,650 $1.25M 0.5% +188 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,649 $1.25M 0.06% +1,112 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,647 $1.25M 0.35% -149 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,637 $1.25M 0.34% +79 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 3,634 $1.25M 0.65% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,630 $1.25M 0.31% +7 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 3,625 $1.24M 0.19% +239 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,614 $1.24M 0.14% -586 13F-HR/A Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 3,611 $1.24M 0.78% -20 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,609 $1.24M 0.54% -18 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,607 $1.24M 0.83% -3 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,600 $1.24M 0.5% 0 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,599 $1.23M 0.56% +931 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,591 $1.23M 0.07% -180 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,591 $1.23M 0.21% -482 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,587 $1.23M 0.21% -145 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,583 $1.23M 0.59% +16 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,578 $1.23M 0.26% +393 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,578 $1.23M 0.43% +447 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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