Hardy Reed LLC More: the full row for Hardy Reed LLC 34,670 $2.17M 0.15% -165 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 34,541 $2.16M 1.09% -1,374 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 34,529 $2.16M 0.08% +162 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 34,359 $2.15M 0.87% +1,836 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 34,303 $2.14M 1.46% +1,935 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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More: the full row for OARSMAN CAPITAL, INC. 33,880 $2.12M 0.28% -7,574 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 33,809 $2.11M 0.16% -134 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 33,629 $2.1M 0.85% -182 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 33,397 $2.09M 1.1% 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 33,214 $2.07M 0.57% -3,581 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 33,211 $2.07M 0.81% -396 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 32,715 $2.07M 0.5% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 33,070 $2.07M 0.09% new 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 32,890 $2.05M 0.86% +2,138 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 32,851 $2.05M 0.03% +4,073 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 32,771 $2.05M 1.16% +912 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 32,763 $2.05M 0.49% +939 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 32,656 $2.04M 0.9% +596 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 32,640 $2.04M 0.54% +10,824 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 32,604 $2.04M 2.08% 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 32,545 $2.03M <0.01% -39,779 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 32,370 $2.02M 0.43% +4,078 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 32,326 $2.02M 0.71% -370 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 32,272 $2.02M 0.21% -453 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 29,392 $2.01M 1.1% -1,319 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 31,729 $2.01M 1.25% -2,589 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 32,056 $2M 0.26% -725 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 31,992 $2M 0.16% -70 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 31,857 $1.99M 0.44% 0 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Heritage Investment Group, Inc. 31,531 $1.97M 0.3% -560 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 31,528 $1.97M 0.1% +2,165 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 31,371 $1.96M 0.25% +2,371 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 31,108 $1.94M 0.27% +2,286 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 31,000 $1.94M 0.43% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 30,847 $1.93M 0.17% +811 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 30,798 $1.92M 0.13% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 30,753 $1.92M 0.68% -188 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 30,746 $1.92M 0.96% +6,654 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 30,743 $1.92M 0.08% -2,378 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 30,710 $1.92M 0.89% 0 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 28,405 $1.91M 0.86% -3,328 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 30,613 $1.91M 0.03% +5,353 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,518 $1.91M 0.06% -558 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 30,461 $1.9M 0.06% +9,289 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 30,419 $1.9M 1.09% 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 30,368 $1.9M 0.29% -2,957 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 30,365 $1.9M 0.46% +1,456 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 28,467 $1.88M 0.84% +832 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 30,053 $1.88M 0.02% +4,750 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 29,936 $1.87M 1.33% +48 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 29,918 $1.87M 0.03% -202,604 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 29,868 $1.87M 0.56% +1,552 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 29,858 $1.87M 0.26% +519 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 29,809 $1.86M 0.38% -97 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 29,752 $1.86M 1.2% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 29,562 $1.85M 0.56% -460 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for NOTTINGHAM ADVISORS, INC. 27,962 $1.75M 0.24% -11,383 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 27,941 $1.75M 0.43% +24,596 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 27,743 $1.73M 0.33% -127 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 27,618 $1.73M 0.57% +871 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 27,589 $1.72M 0.57% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 27,516 $1.72M 0.15% +11,852 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 27,457 $1.72M 0.29% -290 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 27,386 $1.71M 0.22% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 27,377 $1.71M 0.63% +54 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 27,304 $1.71M 0.1% -20,592 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 27,259 $1.7M 0.37% -456 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 27,216 $1.7M 0.06% -738 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 27,194 $1.7M 0.06% +163 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 27,099 $1.69M 0.2% -490 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 25,584 $1.69M 0.06% +4,670 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 27,044 $1.69M 0.51% +309 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 27,028 $1.69M 0.09% -11 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 26,975 $1.69M 0.96% -4,405,870 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 26,970 $1.68M 0.17% +9,312 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 26,854 $1.68M 0.56% +718 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 26,799 $1.67M 0.19% +5,049 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 26,751 $1.67M 0.89% -1,831 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 26,734 $1.67M 0.61% 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 26,671 $1.67M 1.06% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 26,664 $1.67M 0.4% +313 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 26,640 $1.66M 0.08% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 26,497 $1.66M 1.08% -160 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 26,428 $1.65M 0.05% -58,452 13F-HR Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 26,416 $1.65M 0.42% +7,979 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 26,375 $1.65M 1.48% +31 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 26,291 $1.64M 0.16% +803 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,190 $1.64M 0.27% +4,718 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 26,189 $1.64M 0.07% +5,781 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 26,174 $1.64M 0.41% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 26,169 $1.63M 0.29% +8,383 13F-HR/A Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 26,168 $1.63M 0.23% +11 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 26,043 $1.63M 0.19% +1,525 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 25,851 $1.61M 0.74% +749 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 25,786 $1.61M 0.03% +739 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,604,874 $1.6M 1.15% 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 25,632 $1.6M 0.29% +1,084 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 25,581 $1.6M 1.25% +17,161 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 25,569 $1.6M 0.63% +8,977 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 25,537 $1.6M 1.38% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 25,529 $1.59M 0.16% -12 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 25,369 $1.58M 0.01% -444 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 25,335 $1.58M 0.23% +357 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 25,198 $1.57M 0.15% +30 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 25,175 $1.57M 0.56% +61 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 25,152 $1.57M 1.06% +16,948 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 25,130 $1.57M 1.26% 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 24,970 $1.56M 4.73% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 24,945 $1.56M 0.38% +142 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 24,736 $1.55M 0.74% +243 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 24,710 $1.54M 0.79% +293 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 24,623 $1.54M 0.52% -890 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 24,515 $1.53M 0.17% +2,637 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 24,389 $1.53M 0.08% 13F-HR Timeline Brand Asset Management Group, Inc. 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Korea 24,266 $1.52M 1.14% 13F-HR/A Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 24,248 $1.51M 0.01% -3,327 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 24,191 $1.51M 0.83% +464 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 24,102 $1.51M 0.81% -10,975 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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More: the full row for Williams Jones Wealth Management, LLC. 23,619 $1.48M 0.02% +145 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 23,579 $1.47M 0.26% 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 23,569 $1.47M 0.91% +2,085 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 23,349 $1.46M 1.38% +192 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 23,340 $1.46M 1.26% +743 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 23,276 $1.45M 0.26% -579 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 23,269 $1.45M 0.2% +744 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 23,263 $1.45M 0.15% +2,111 13F-HR Timeline CHAPIN DAVIS, INC. 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