BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,445 $460K 0.01% -567 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,426 $457K <0.01% +542 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,344 $446K 0.01% +117 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3,336 $445K <0.01% new 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,302 $441K 0.07% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,284 $438K 0.04% -160 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,272 $437K 0.14% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,257 $435K 0.39% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,255 $435K 0.04% -116 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,223 $430K 0.17% +26 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,215 $429K -365 Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,213 $429K 0.17% -167 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,175 $424K 0.29% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,266 $423K 0.38% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,111 $422K 0.01% -444 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,163 $422K 0.03% -5 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,143 $420K 0.02% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,140 $419K 0.15% -153 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,138 $419K 0.18% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,124 $417K 0.02% +3 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,110 $415K 0.26% -540 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,101 $414K <0.01% +343 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,100 $414K <0.01% -864 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,098 $414K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,061 $409K 0.01% -3,087 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,419 $409K 0.05% +200 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,056 $408K 0.14% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,050 $407K 0.12% +2,215 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,948 $406K 0.01% +1,250 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 3,005 $401K 0.3% 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 3,000 $400K 0.29% 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,953 $394K 0.17% +5 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,937 $392K 0.2% +259 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,910 $391K 0.04% +292 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,924 $390K 0.06% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,916 $389K 0.04% +2 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,880 $384K <0.01% +827 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,854 $381K 0.01% new 13F-HR/A Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,835 $378K 0.09% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,819 $376K 0.07% +10 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,816 $376K <0.01% +362 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,800 $374K 0.23% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,799 $374K 0.01% +134 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,785 $372K 0.2% -31 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,766 $369K 0.05% 0 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,761 $369K 0.08% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,743 $366K 0.03% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 2,721 $363K 0.03% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,706 $361K 0.02% +3 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,706 $361K 0.05% +6 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,700 $360K 0.14% -14 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,685 $358K 0.02% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,682 $358K 0.01% +1,461 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 2,680 $358K 0.13% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,678 $358K 0.01% -73 13F-HR/A Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,622 $350K 0.01% +33 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,574 $344K 0.01% +202 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,567 $343K 0.01% +438 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,528 $337K 0.02% +720 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,525 $337K 0.04% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,517 $336K <0.01% +872 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,479 $331K 0.02% +13 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,473 $330K <0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,475 $329K 0.01% +187 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,464 $329K 0.01% -150 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,435 $325K 0.12% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,430 $324K 0.28% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,422 $323K 0.06% -171 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,421 $323K 0.04% -677 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,417 $323K 0.02% -20 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,411 $322K 0.01% -322 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,402 $321K 0.09% -83 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,388 $319K <0.01% +13 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,376 $317K 0.02% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,358 $315K 0.01% -36 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,349 $314K 0.18% -79 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 2,328 $311K 0.33% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,324 $310K 0.01% +4 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 2,296 $306K 0.14% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,280 $304K 0.24% new 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 2,260 $302K 0.06% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,254 $301K 0.08% -10 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,248 $300K 0.01% +724 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,247 $300K 0.01% +155 13F-HR Timeline Group CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,235 $298K 0.05% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,233 $298K <0.01% +114 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,226 $297K 0.09% -190 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,171 $290K 0.1% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,137 $285K 0.09% +249 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,127 $284K 0.03% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,126 $284K 0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,122 $283K 0.01% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,114 $282K 0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,085 $278K 0.02% -8 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,068 $276K 0.08% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,065 $276K 0.09% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,043 $273K 0.04% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,038 $272K 0.03% +33 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,006 $268K 0.02% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,007 $267K 0.02% +3 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,982 $265K 0.01% +193 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,979 $264K 0.18% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,977 $264K 0.07% +2 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,976 $264K 0.07% -25 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,953 $263K 0.01% +1,832 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,968 $263K 0.04% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,948 $260K 0.02% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,940 $259K 0.03% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,939 $259K 0.01% +67 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 1,934 $258K 0.19% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,914 $256K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,911 $255K 0.01% +7 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,910 $255K 0.03% +3 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,905 $254K 0.04% -84 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,904 $254K <0.01% +159 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,900 $254K 0.02% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,890 $252K 0.06% +1 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,882 $251K 0.14% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,877 $251K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,865 $249K 0.07% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,850 $247K 0.03% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,840 $246K 0.03% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,818 $243K 0.07% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,803 $241K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,801 $240K 0.08% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,769 $240K 0.02% +3 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,793 $239K 0.01% +67 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,792 $239K 0.06% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,787 $239K 0.02% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,783 $238K 0.06% +9 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,771 $236K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,770 $236K 0.01% +44 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,750 $234K 0.1% -35 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,740 $232K 0.01% +78 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,729 $231K 0.03% +1,529 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,713 $229K 0.02% -190 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,712 $229K <0.01% -252 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,706 $228K 0.01% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,702 $227K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,689 $225K 0.1% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,670 $223K 0.03% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,666 $222K 0.02% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,658 $221K 0.01% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 1,652 $220K 0.1% +5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,649 $220K <0.01% -135 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,625 $217K 0.02% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,620 $216K <0.01% +25 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,608 $215K <0.01% 0 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 1,604 $214K 0.15% -1 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,590 $212K 0.05% 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,590 $212K 0.2% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,585 $212K 0.07% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,576 $210K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,575 $210K 0.01% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,567 $209K 0.04% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,567 $209K 0.01% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,566 $209K 0.04% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 1,566 $209K 0.2% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,550 $207K 0.08% +8 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,544 $206K 0.01% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,541 $206K <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,526 $206K 0.01% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,530 $204K 0.11% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,530 $204K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,526 $204K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NWAM LLC More: the full row for NWAM LLC 1,542 $202K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,511 $202K 0.09% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,503 $201K <0.01% -80 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,480 $198K 0.16% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,458 $195K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,370 $189K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,375 $184K 0.01% +1,340 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,331 $178K 0.07% -2,464 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,324 $177K 0.03% -19 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 1,300 $174K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,293 $173K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,292 $172K 0.01% +8 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,290 $172K 0.04% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,250 $167K 0.01% -42 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,218 $163K <0.01% -26 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,217 $162K 0.07% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,200 $160K 0.02% -36 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,184 $158K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,179 $157K 0.01% +26 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,158 $155K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,147 $153K 0.01% +6 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,148 $153K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,140 $152K 0.08% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 26,432 $148K 0.04% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,062 $142K 0.08% +6 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,060 $141K 0.02% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,018 $136K 0.01% +69 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 925 $127K <0.01% new 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 950 $127K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 948 $127K 0.03% 0 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 947 $126K 0.03% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 911 $122K 0.04% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 882 $118K 0.03% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 873 $117K 0.09% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 848 $113K 0.02% 0 13F-HR Timeline