Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 129,429 $7.76M 0.52% -11,145 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 125,624 $7.75M 1.25% +14,774 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 129,257 $7.75M 0.48% +2,401 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 128,681 $7.71M 2.17% +20,398 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 128,174 $7.68M 1.45% -1,996 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 127,893 $7.66M 0.44% -367 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 127,646 $7.65M 1.58% +1,252 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 127,538 $7.64M 1.66% +6,395 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 126,972 $7.61M 3.42% +118,752 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 133,205 $7.59M 2.59% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 126,702 $7.59M 1.41% -1,042 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 126,096 $7.56M 2.01% -7,219 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 125,611 $7.53M 3.57% +169 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 125,163 $7.5M 4.06% +2,011 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 125,072 $7.49M 0.46% +635 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 124,494 $7.46M 0.15% +711 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 124,103 $7.44M 0.5% +4,913 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 124,035 $7.43M 0.13% +55,731 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 123,845 $7.42M 1.65% -120 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 123,377 $7.39M 6.08% -4,295 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 123,222 $7.38M 0.83% +947 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 122,895 $7.36M 1.85% +117,878 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 121,989 $7.31M 0.14% -3,176 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 121,848 $7.3M 0.63% -3,310 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 121,810 $7.3M 5.83% +27,722 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 121,711 $7.29M 0.47% +47,085 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 121,644 $7.29M 2.82% +106,641 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 121,644 $7.29M 2.82% +28,306 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 121,149 $7.26M 0.21% +32,301 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 120,709 $7.23M 0.56% +7,446 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 117,072 $7.22M 0.19% +150 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 120,420 $7.22M 2.28% -1,684 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 120,164 $7.2M 4.01% -11,333 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 120,065 $7.19M 0.82% +2,177 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 119,799 $7.18M 5.78% +4,420 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 119,751 $7.17M 0.23% +11,119 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 119,726 $7.17M 4.5% +546 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 119,378 $7.15M 0.96% -4,295 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 118,740 $7.11M 0.32% -8,114 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 118,739 $7.11M 0.07% -156,946 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 118,334 $7.09M 0.2% +24,692 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 121,571 $7.07M 0.26% +85,295 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 117,724 $7.05M 0.52% +5,525 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 117,206 $7.02M 2.39% +2,746 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 116,875 $7M 1.92% +6,842 13F-HR/A Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 116,587 $6.99M 3.3% -8,880 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 115,398 $6.91M 3.31% +2,054 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 115,200 $6.9M 2.75% +19,557 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 115,115 $6.9M 3.04% -1,676 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 114,837 $6.88M 2.17% +1,666 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 114,561 $6.86M 4.91% +5,668 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 114,089 $6.84M 3.72% +3,270 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 114,077 $6.84M 3.55% +2,188 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 113,781 $6.82M 0.78% -452,469 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 113,559 $6.8M 5.5% -9,888 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 113,103 $6.78M 1.24% -11,090 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 113,003 $6.77M 2.13% -372 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 112,821 $6.76M 3.82% +4,076 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 112,582 $6.75M 0.33% +15,248 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 112,145 $6.72M 0.31% -54,562 13F-HR Timeline Group Northland Capital Management LLC More: the full row for Northland Capital Management LLC 111,649 $6.69M 3.91% +963 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 111,702 $6.67M 0.41% -12,445 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 111,150 $6.66M 1.31% +493 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 110,814 $6.64M 0.86% +18,072 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 110,468 $6.62M 6.38% +294 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 110,282 $6.61M 2.77% +13,470 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 109,681 $6.57M 4.32% +2,705 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 109,482 $6.56M 0.31% +1,348 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 109,013 $6.53M 1.31% -717 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 108,564 $6.51M 5.82% -1,005 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 108,437 $6.5M 6.06% -2,517 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 108,217 $6.48M 5.04% +26,042 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 108,203 $6.48M 1.68% +8,886 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 108,090 $6.48M 3.08% +38,230 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 107,607 $6.45M 1.73% -60 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 107,204 $6.42M 0.71% +1,051 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 106,743 $6.4M 2.87% +29,431 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 106,476 $6.38M 3.64% +9,245 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 111,915 $6.38M 2.35% -26 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 106,391 $6.37M 0.61% -429 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 52,870 $6.37M 1.02% +48,788 13F-HR/A Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 106,211 $6.36M 0.83% +1,360 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 105,603 $6.33M 8.42% +1,760 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 105,380 $6.31M 2.67% +16,554 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 105,309 $6.31M 0.08% +4 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 105,057 $6.3M 0.1% +14,462 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 104,388 $6.25M 0.34% -378 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 104,277 $6.25M 0.59% +305 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 104,145 $6.24M 1.91% +37,706 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 103,743 $6.22M 1.07% +730 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 103,381 $6.19M 0.25% +4,862 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 102,740 $6.18M 0.16% +13,796 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 102,149 $6.12M 4.13% -12,892 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 101,873 $6.1M 1.41% +124 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 101,546 $6.08M 0.35% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 101,501 $6.08M 3.71% +3,439 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 101,202 $6.06M 4.85% +408 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 100,563 $6.03M 4.3% +77,770 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 97,831 $5.97M 0.53% +26,948 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 99,482 $5.96M 1.55% -100,220 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 99,366 $5.95M 1.76% +3,259 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 98,063 $5.95M 0.89% -3,658 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 99,025 $5.93M 0.63% +34,473 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 98,632 $5.91M 0.05% -18,218 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 98,612 $5.91M 0.97% +2,572 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 98,212 $5.88M 1.34% -2,127 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 98,147 $5.88M 0.5% -96,959 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 98,101 $5.88M 1.04% +16,215 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 97,573 $5.85M 3.64% +22,005 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 97,412 $5.84M 0.55% +7,586 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 97,091 $5.82M 0.14% +5,307 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 97,078 $5.82M 0.07% +7,346 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 97,062 $5.82M 1.34% -2,057 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 96,240 $5.77M 0.72% -2,978 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 95,099 $5.7M 1.4% +4,158 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 95,000 $5.69M 1.4% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 94,889 $5.69M 0.1% -11,972 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 94,692 $5.67M 1.03% -1,585 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 93,982 $5.63M 0.59% +2,439 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 93,021 $5.57M 0.46% +12,947 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 92,897 $5.57M 3.13% +26,102 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 92,758 $5.56M 2.74% -1,711 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 92,750 $5.56M 0.18% +6,087 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 91,937 $5.55M 2.71% +1,016 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 92,615 $5.55M 1.84% +7,373 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 92,576 $5.55M 1.62% +2,133 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 92,510 $5.54M 1.21% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 92,088 $5.52M 0.64% -44 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 92,000 $5.51M 0.38% -5,208 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 91,968 $5.51M 1.68% +5,954 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 91,788 $5.5M 0.13% +2,088 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 91,568 $5.49M 3.82% +2,570 13F-HR/A Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 91,459 $5.48M 4% -998 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 91,013 $5.45M 1.11% -528 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 90,532 $5.42M 0.39% -6,273 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 94,907 $5.41M 0.44% 0 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 90,121 $5.4M 29.16% +428 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 90,056 $5.4M 2.57% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 89,982 $5.39M 0.41% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 89,939 $5.39M 0.15% +9,233 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 87,745 $5.35M 3.13% +23,406 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 89,156 $5.34M 2.09% -2,655 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 89,150 $5.34M 9.43% +1,298 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 89,076 $5.33M 0.24% -4,150 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 88,828 $5.32M 0.71% +4,669 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 88,602 $5.31M 3.62% +120 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 88,432 $5.3M 0.8% +42,435 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 88,370 $5.3M 0.87% +1,618 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 88,256 $5.29M 2.78% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 87,889 $5.27M 0.47% -1,433 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 87,537 $5.25M 1.11% -480 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 87,447 $5.24M 1.29% +63,283 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 87,407 $5.24M 0.7% -2,757 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 86,558 $5.23M 0.99% +50 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 86,530 $5.18M 0.31% +12,979 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 84,459 $5.18M 0.87% +4,945 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 86,424 $5.18M 0.6% -696 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 86,299 $5.17M 1.17% +4,631 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 86,258 $5.17M 2% +8,359 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 85,435 $5.12M 3.49% +100 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 85,394 $5.12M 0.52% -1,185 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 85,271 $5.11M 0.57% +3,110 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 84,880 $5.09M 0.17% +3,216 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 88,928 $5.07M 0.61% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 84,557 $5.07M 1.5% +152 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 84,554 $5.07M 0.12% +7,778 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 84,473 $5.06M 2.72% +1,720 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 84,335 $5.05M 0.1% -96,804 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 84,241 $5.05M 0.17% +42,632 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 83,991 $5.03M 0.31% +9,747 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 83,578 $5.01M 5.31% +2,954 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 83,044 $4.98M 0.25% +455 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 82,802 $4.96M 0.41% +460 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 82,528 $4.95M 0.74% -846 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 82,295 $4.93M 0.85% +19,058 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 82,062 $4.92M 3.84% +15,924 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 82,055 $4.92M 0.34% +722 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 79,320 $4.75M 0.18% -1,699 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 80,300 $4.75M 0.18% +16,857 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 79,100 $4.74M 2.22% new 13F-HR/A Timeline RENASANT BANK More: the full row for RENASANT BANK 79,075 $4.74M 3.01% +97 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 77,172 $4.73M 0.75% -2,153 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 78,997 $4.73M 0.16% +28,731 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 78,982 $4.73M 3% +1,008 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 78,568 $4.71M 3.21% +1,735 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 78,487 $4.7M 2.49% +3,603 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 78,485 $4.7M 0.4% -116 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 78,013 $4.67M 0.29% +3,551 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 77,844 $4.66M 0.4% +16,670 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 77,698 $4.66M 0.1% +3 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 77,693 $4.66M 2.69% +4,907 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 76,877 $4.61M 0.32% +23,302 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 76,828 $4.6M 4.1% +297 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 76,676 $4.59M 0.07% +4,703 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 76,534 $4.59M 0.28% +40,643 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 76,500 $4.58M 0.4% -14,411 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 75,798 $4.54M 3.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 75,568 $4.53M 0.78% +33,857 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 75,540 $4.53M 4.15% +6,694 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 75,320 $4.51M 0.12% +3,582 13F-HR Timeline