Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 20,989 $1.76M 0.69% +513 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 20,833 $1.74M 0.61% -504 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 20,829 $1.74M 0.07% -765 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 20,721 $1.74M 0.17% +190 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 20,717 $1.74M 0.1% +544 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 20,100 $1.68M 0.01% +560 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 20,080 $1.68M 0.08% +3,738 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 19,921 $1.67M 0.62% -97 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 19,624 $1.64M 0.29% +832 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 19,575 $1.64M 0.4% +273 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 19,548 $1.64M 0.42% 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,528 $1.64M 0.85% +849 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 19,489 $1.63M 0.15% +13,465 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 19,386 $1.62M 0.12% +723 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 19,252 $1.62M 0.56% -8,230 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 19,165 $1.61M 0.5% +2,932 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 19,099 $1.6M 0.3% +134 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 18,964 $1.59M 0.34% +937 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 18,666 $1.56M 1.13% +8 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 18,659 $1.56M 0.54% -128 13F-HR/A Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 18,561 $1.55M 0.53% +3,507 13F-HR Timeline Christensen, King & Associates Investme⦠More: the full row for Christensen, King & Associates Investment Services, Inc. 18,560 $1.55M 0.66% +815 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,⦠More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 18,544 $1.55M 0.08% -700 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 18,393 $1.54M 0.12% +405 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,342 $1.54M 0.09% -623 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 18,261 $1.53M 0.11% -452 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 18,122 $1.52M 1.35% 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 18,060 $1.51M 0.04% -3,740 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 18,055 $1.51M 0.28% +1,696 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,814 $1.49M 0.01% +1,161 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 17,786 $1.49M 0.12% +4,370 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. ⦠More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 17,599 $1.47M 0.09% +10,243 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 17,583 $1.47M 1.06% -4,827 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17,407 $1.46M 0.2% new 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 16,916 $1.42M 1.06% -7,205 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 16,818 $1.41M 0.23% -2,608 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 16,800 $1.41M 0.18% -30 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 16,720 $1.4M 0.55% +210 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,701 $1.4M 0.22% +7,435 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 16,668 $1.4M 0.27% +1,524 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 16,630 $1.39M 0.46% +940 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,620 $1.39M 0.07% +246 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 16,606 $1.39M 0.02% +738 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 16,532 $1.38M 0.69% +2,152 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,500 $1.38M 0.24% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,377 $1.37M 0.31% +1,642 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 16,241 $1.36M 0.55% +277 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 16,200 $1.36M 0.63% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,100 $1.35M 0.02% +88 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 16,044 $1.34M 0.39% +2,510 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 16,038 $1.34M 0.74% -1,390 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO⦠More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 16,028 $1.34M 0.07% +4,835 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 16,009 $1.34M 0.1% -264 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,970 $1.34M 0.05% +5,121 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 15,943 $1.34M 0.04% +3,196 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 15,766 $1.32M 0.91% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 15,697 $1.31M 0.12% +1,896 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 15,656 $1.31M 0.09% -780 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 15,631 $1.31M 1.23% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L⦠More: the full row for EverSource Wealth Advisors, LLC 15,589 $1.31M 0.05% +1,948 13F-HR Timeline Group Stonehage Fleming Financial Services Ho⦠in group Stonehage Fleming Financial S⦠More: the full row for Stonehage Fleming Financial Services Holdings Ltd 15,543 $1.3M 0.04% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15,538 $1.3M 0.08% +213 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,475 $1.3M 0.03% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 15,439 $1.29M 0.26% +1,371 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 15,430 $1.29M 0.33% +210 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 15,225 $1.28M 0.32% 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 15,217 $1.27M 0.06% -510 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,195 $1.27M 0.06% +3,290 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 15,051 $1.26M 0.09% +2,898 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 14,954 $1.25M 0.69% -2,938 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,846 $1.24M <0.01% +482 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 14,784 $1.24M 0.81% -2,054 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,727 $1.23M 0.03% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,603 $1.23M <0.01% +372 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,631 $1.22M 0.33% +2,424 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,559 $1.22M 0.05% +6,413 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 14,507 $1.21M 0.59% +8,294 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 14,501 $1.21M 0.39% -13,101 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 14,248 $1.2M 0.53% +11,288 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 14,153 $1.19M 0.43% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,149 $1.18M 0.01% +12,194 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 14,098 $1.18M 0.35% +2,420 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,089 $1.18M 0.38% +979 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 13,953 $1.17M 0.04% -97,383 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 13,785 $1.15M 0.03% +316 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 13,701 $1.15M 0.19% 13F-HR Timeline Cassady Wealth & Retirement Planning, L⦠More: the full row for Cassady Wealth & Retirement Planning, LLC 13,697 $1.15M 0.75% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 13,695 $1.15M 0.84% -306 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,689 $1.15M 0.02% -651 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 13,653 $1.14M 0.96% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,486 $1.13M 0.1% -280 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 13,447 $1.13M 0.34% -53 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13,375 $1.12M 0.05% +4,249 13F-HR Timeline Group High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 13,337 $1.12M 0.26% -270 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 13,260 $1.11M 0.4% +1,000 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 13,240 $1.11M 0.64% +302 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 13,148 $1.11M 0.19% -1,750 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,192 $1.1M 0.22% -511 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 13,137 $1.1M 0.54% -260 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 13,087 $1.1M 0.38% -6,257 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 13,075 $1.09M 1.24% +29 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,016 $1.09M 0.8% +576 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,821 $1.08M 0.06% +545 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12,591 $1.05M <0.01% -441 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 12,555 $1.05M 0.14% -106 13F-HR Timeline Group Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 12,534 $1.05M 0.67% +8,375 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,512 $1.05M 0.02% +7,792 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 12,474 $1.05M 0.01% +149 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 12,412 $1.04M 0.47% +905 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 12,361 $1.04M 0.58% +2,955 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,310 $1.03M 0.25% +2,598 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 12,281 $1.03M 0.15% +980 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 12,162 $1.02M 0.01% +2,108 13F-HR Timeline Group Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,129 $1.02M 0.55% +224 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,118 $1.01M 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,023 $1.01M 0.05% +7,430 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 11,933 $999K 1.49% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,897 $996K 0.11% -344 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 11,885 $995K 0.29% -178 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,821 $990K 0.05% +1,455 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 11,767 $985K 0.94% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,755 $984K 0.06% +7,768 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 11,740 $983K 0.18% +1,342 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,725 $982K 0.03% -144 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,699 $980K 0.06% -2,805 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,648 $976K 0.04% +8,900 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso⦠More: the full row for Transamerica Financial Advisors, LLC 11,616 $973K 0.08% -890 13F-HR Timeline Group COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 11,606 $972K 0.68% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 11,366 $951K 0.29% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,317 $948K 0.27% +572 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 11,316 $948K 0.98% 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,219 $940K 0.83% +480 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,202 $938K 0.03% +280 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,200 $938K 0.11% +500 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11,182 $936K 0.5% 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,134 $932K 0.03% +893 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,071 $927K 0.3% +759 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,001 $921K 0.02% -338 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 10,956 $918K 0.82% -361 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,917 $914K 0.2% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM⦠More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,895 $912K 0.06% +76 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 10,876 $912K 0.35% +5,195 13F-HR Timeline Pinnacle Wealth Management Advisory Gro⦠More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,867 $910K 0.06% +478 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 10,867 $910K 0.52% +13 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 10,826 $907K 0.45% -2,197 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 10,681 $895K 0.64% +342 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 10,634 $891K 0.89% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 10,575 $886K 0.22% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,517 $881K 0.04% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 10,327 $865K 0.16% +1,176 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 10,248 $858K 0.24% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,232 $857K 0.13% -13 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 10,187 $853K 0.19% -305 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,127 $850K 0.03% +1,232 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 10,079 $844K 0.08% -438 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,076 $844K 0.02% +993 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 9,912 $830K 0.07% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 9,912 $830K 0.76% 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 9,852 $825K 0.08% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,819 $822K 0.04% +2,384 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 9,757 $817K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,588 $805K 0.08% -240 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN⦠More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,536 $799K 0.16% 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 9,455 $792K 0.57% +2,000 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,416 $789K 0.04% +1,380 13F-HR Timeline Tennessee Valley Asset Management Partn⦠More: the full row for Tennessee Valley Asset Management Partners 9,371 $785K 0.1% -1,919 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 9,312 $782K 0.23% -48 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 9,305 $779K 0.62% +1,777 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 9,252 $775K 1.65% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,125 $764K 0.15% -150 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 9,055 $758K 0.25% +919 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 9,048 $758K 0.32% +32 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 9,031 $756K 0.48% +1,280 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 8,996 $753K 0.2% -830 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 8,950 $750K 0.33% +431 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,938 $749K 0.05% +19 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,846 $741K 0.03% -196 13F-HR Timeline Group CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 8,811 $738K 0.48% -729 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,735 $732K 0.06% -17,603 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 8,720 $730K 0.37% 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 8,691 $728K 0.06% +119 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,689 $728K +173 Timeline Legacy Private Trust Co. 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Shaw & Co., Inc. 8,519 $713K <0.01% -10,265,969 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,482 $710K 0.05% +627 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,470 $709K 0.15% -180 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,467 $709K 0.19% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,398 $705K 0.02% +3,530 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,395 $703K 0.03% -310,297 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,373 $701K 0.02% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 8,352 $700K 0.45% -146 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,324 $697K 0.12% +3 13F-HR Timeline Trilogy Capital Inc. 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