Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,089 $234K 0.02% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,089 $234K 0.02% -278 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,088 $234K 0.06% -93 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,086 $234K 0.06% +15 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 1,082 $233K 0.14% new 13F-HR Timeline Financial Concepts Unlimited, Inc. More: the full row for Financial Concepts Unlimited, Inc. 1,081 $232K 0.21% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 1,080 $232K 0.07% +125 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,074 $231K 0.03% -243 13F-HR Timeline Group Mosley Wealth Management More: the full row for Mosley Wealth Management 1,068 $230K 0.1% -195 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,071 $230K 0.02% -53 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,070 $230K 0.15% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,067 $229K 0.03% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,067 $229K 0.09% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,066 $229K 0.03% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,065 $229K 0.01% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,064 $229K 0.06% +1 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,063 $229K 0.05% new 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 1,059 $228K 0.01% -338 13F-HR Timeline Group Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 1,057 $227K 0.08% -471 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,056 $227K 0.01% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,052 $226K 0.01% +34 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 1,052 $226K 0.18% -37 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 1,051 $226K 0.09% -56 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 1,046 $225K 0.07% 0 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,044 $224K 0.19% 0 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,043 $224K 0.05% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,042 $224K <0.01% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,041 $224K 0.11% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,040 $224K 0.11% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,033 $222K 0.03% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,033 $222K 0.1% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 1,029 $221K 0.03% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1,028 $221K 0.06% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,027 $221K 0.1% -10 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,023 $220K 0.17% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,022 $220K 0.12% -97 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,021 $220K 0.02% +50 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,021 $220K 0.14% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,020 $219K 0.05% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 1,016 $218K 0.06% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,014 $218K 0.15% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,014 $218K 0.1% +24 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 1,012 $218K 0.22% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,012 $218K 0.09% +2 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,010 $217K 0.14% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,010 $217K 0.07% new 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 954 $217K 0.1% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,008 $217K 0.15% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,006 $216K 0.02% +14 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,004 $216K 0.04% +2 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,002 $215K 0.06% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,002 $215K 0.05% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 996 $215K 0.01% -50 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $215K 0.08% 0 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 1,000 $215K 0.08% -600 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,000 $215K 0.01% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,000 $215K 0.11% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,000 $215K 0.11% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,000 $215K 0.03% 0 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 999 $215K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 995 $215K 0.17% +3 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 998 $215K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 998 $215K 0.11% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 997 $214K 0.11% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 995 $214K 0.01% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 995 $214K 0.01% 0 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 994 $214K 0.14% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 993 $214K 0.08% 0 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 990 $213K 0.04% -110 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 989 $213K 0.17% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 987 $212K 0.08% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 986 $212K 0.18% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 981 $212K 0.02% -103 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 985 $212K 0.06% +5 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 985 $212K 0.13% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 985 $212K 0.05% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 984 $212K 0.08% -797 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 981 $211K 0.14% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 977 $210K 0.01% -68 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 975 $210K 0.03% -256 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 972 $209K 0.1% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 972 $209K 0.06% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 971 $209K 0.01% +44 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 971 $209K 0.07% -196 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 970 $209K 0.19% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 968 $208K 0.03% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 965 $208K 0.06% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 965 $208K 0.03% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 964 $207K 0.02% new 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 963 $207K 0.02% +30 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 962 $207K 0.15% -51 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 961 $207K 0.03% +4 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 959 $206K 0.14% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 954 $205K 0.06% -41 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 954 $205K 0.12% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 953 $205K 0.01% -35 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 951 $205K 0.17% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 950 $204K 0.09% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 949 $204K 0.03% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 949 $204K 0.1% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 942 $203K 0.01% -17 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 941 $202K 0.15% new 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 936 $201K 0.16% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 936 $201K 0.12% -2 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 934 $201K 0.16% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 931 $200K 0.07% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 931 $200K 0.09% -22 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 931 $200K <0.01% -1,058 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 929 $200K 0.01% +120 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 925 $199K 0.02% -85 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 913 $196K 0.04% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 897 $193K 0.11% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 896 $193K 0.02% +4 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 896 $193K 0.17% +59 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 861 $185K 0.01% -5 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 858 $184K 0.06% -331 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 856 $184K 0.19% -336 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 855 $184K 0.13% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 855 $184K 0.04% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 849 $183K 0.01% -417 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 846 $182K 0.08% +645 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 833 $179K 0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 826 $178K 0.09% +2 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 789 $175K 0.13% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 805 $174K 0.09% +568 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 790 $170K 0.01% -527 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 786 $170K 0.01% +219 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 784 $169K 0.04% +160 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 783 $168K <0.01% -14 13F-HR Timeline Group SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 770 $166K 0.11% +3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 767 $165K 0.03% +79 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 728 $157K 0.16% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 665 $152K 0.02% -12 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 707 $152K 0.03% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 707 $152K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 704 $151K 0.01% +19 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 698 $150K 0.04% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 695 $149K 0.04% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 688 $148K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 676 $145K <0.01% +378 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 676 $145K 0.06% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 659 $142K 0.06% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 657 $141K 0.04% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 656 $141K 0.08% -22 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 655 $141K 0.03% -99 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 637 $137K 0.04% +2 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 630 $135K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 630 $135K 0.08% -137,831 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 624 $134K 0.03% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 598 $129K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 586 $126K 0.02% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 583 $125K 0.06% -49 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 571 $123K <0.01% 0 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 546 $118K 0.02% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 547 $118K 0.09% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 515 $111K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 507 $109K 0.01% -25 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 506 $109K 0.04% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 503 $108K 0.04% +300 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 493 $106K <0.01% new 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 490 $105K 0.05% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 489 $105K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Imprint Wealth LLC More: the full row for Imprint Wealth LLC 487 $105K 0.48% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 441 $104K 0.06% -444 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 485 $104K 0.02% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 21,743 $101K 1.68% -404 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 447 $96.1K 0.08% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 440 $94.6K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 426 $91.6K 0.03% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 400 $91.5K 0.05% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 418 $89.9K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 411 $88.4K 0.06% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 416 $87.6K 0.04% +208 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 400 $86K 0.03% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 396 $85.2K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 390 $83.9K 0.03% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 383 $82.4K 0.04% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 380 $81.7K 0.03% -125 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 380 $81.7K 0.04% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 377 $81.1K 0.02% -6 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 369 $79.4K 0.03% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 369 $79K 0.06% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 361 $77.6K 0.02% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 350 $75.3K 0.04% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 347 $74.7K 0.04% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 336 $72.3K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 333 $71.6K 0.01% -376 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 327 $70.3K <0.01% -379 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 326 $70.1K 0.02% +183 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 318 $68.4K 0.06% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 316 $67.9K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 315 $67.7K 0.05% +1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 314 $67.5K 0.03% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 310 $66.6K 0.04% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 307 $66K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 306 $65.6K 0.02% new 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 298 $64.1K 0.29% -2,136 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 288 $62K 0.04% -56 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 288 $61.9K 0.04% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 284 $61.1K 0.02% 0 13F-HR Timeline