KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 138 $12.3K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 138 $12.2K <0.01% -138 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 136 $12K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 135 $11.9K <0.01% -65 13F-HR Timeline Boit C F David More: the full row for Boit C F David 133 $11.8K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 133 $11.8K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 132 $11.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 123 $11K 0.01% -351 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 121 $10.8K <0.01% -23 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 121 $10.7K 0.01% +51 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 120 $10.6K <0.01% -379 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 119 $10.5K <0.01% +70 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 118 $10.4K 0.01% +105 13F-HR Timeline BAYBAN More: the full row for BAYBAN 118 $10.4K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 117 $10.4K <0.01% -13 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 116 $10.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 116 $10.3K <0.01% +10 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 116 $10.3K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 115 $10.2K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 115 $10.2K 0.01% +96 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 114 $10.1K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 113 $9.99K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 107 $9.46K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 106 $9.37K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 102 $9K <0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 100 $8.84K <0.01% -2,646 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 99 $8.75K <0.01% +52 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 98 $8.66K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 96 $8.51K <0.01% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 96 $8.49K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 96 $8.49K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 93 $8.23K <0.01% +36 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 93 $8.22K <0.01% -20 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 92 $8.15K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 91 $8.05K <0.01% +11 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 89 $7.91K <0.01% -27 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 88 $7.78K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 87 $7.69K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 85 $7.67K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 86 $7.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 86 $7.56K <0.01% -197 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 83 $7.38K -55 Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 80 $7.07K <0.01% -3 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 77 $6.81K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 77 $6.81K <0.01% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 77 $6.81K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 75 $6.63K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 75 $6.63K <0.01% -4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 75 $6.63K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 75 $6.63K <0.01% +7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 74 $6.55K <0.01% +5 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 74 $6.54K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 73 $6.47K 0.01% 0 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 73 $6.46K <0.01% -109 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 73 $6.46K <0.01% -102 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 71 $6.28K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 71 $6.28K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 70 $6.19K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 69 $6.1K 0.01% +32 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 68 $6.01K <0.01% +17 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 66 $5.84K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 63 $5.54K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 60 $5.31K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 60 $5.3K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 58 $5.13K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 58 $5.13K <0.01% -19 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 57 $5.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 58 $5K <0.01% -2 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 56 $4.95K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 53 $4.69K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 52 $4.6K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 51 $4.52K <0.01% -2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 50 $4.45K <0.01% +12 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 50 $4.42K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 47 $4.16K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 47 $4.14K <0.01% -2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 46 $4.07K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 45 $3.98K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 44 $3.89K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 44 $3.89K <0.01% -10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 44 $3.89K <0.01% 0 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 43 $3.8K <0.01% -144 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 43 $3.8K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 43 $3.8K <0.01% -1 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 41 $3.62K <0.01% -328 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 40 $3.46K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $3.36K <0.01% +8 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 36 $3.18K <0.01% -84 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $3.1K <0.01% +1 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 35 $3.1K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 34 $3.04K <0.01% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 34 $3.02K <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 34 $3.01K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 34 $3K <0.01% 0 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 32 $2.83K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 32 $2.83K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $2.65K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 29 $2.57K <0.01% new 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 29 $2.56K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 28 $2.48K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $2.48K <0.01% +12 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 27 $2.41K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 27 $2.39K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 27 $2.39K <0.01% -60 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 27 $2.39K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 26 $2.3K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 26 $2.3K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 26 $2.3K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 26 $2.3K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 26 $2.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 24 $2.12K <0.01% -12 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 24 $2.12K <0.01% +11 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 24 $2.12K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 23 $2.03K <0.01% -4 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 23 $2.03K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 23 $2.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $2K <0.01% +3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 22 $1.97K <0.01% -10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $1.95K <0.01% -50 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22 $1.95K <0.01% -18 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $1.77K <0.01% -1 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 20 $1.77K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 20 $1.77K <0.01% -266 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 19 $1.68K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 18 $1.61K <0.01% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 18 $1.59K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $1.59K <0.01% +7 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $1.59K <0.01% +4 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 17 $1.52K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 17 $1.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 17 $1.5K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 17 $1.5K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 16 $1.43K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 16 $1.43K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16 $1.42K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16 $1.42K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 16 $1.42K <0.01% -4 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 16 $1.42K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 15 $1.33K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15 $1.33K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $1.24K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $1.24K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $1.24K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 13 $1.15K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 13 $1.15K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 13 $1.15K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 13 $1.15K <0.01% +5 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 11 $1.1K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12 $1.06K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $1.06K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% 0 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 8 $1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11 $973 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 11 $973 <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 10 $885 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 10 $884 <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $884 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $796 <0.01% +3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9 $796 <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 9 $796 <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8 $715 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 8 $710 <0.01% -13 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 8 $708 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $707 <0.01% -1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7 $620 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 7 $619 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $533 <0.01% +1 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 6 $531 <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6 $531 <0.01% 0 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 6 $531 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6 $530 <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 5 $487 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $443 <0.01% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $442 <0.01% -25 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5 $442 <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5 $442 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $442 <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5 $442 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $355 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $354 <0.01% -4 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $354 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 4 $354 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4 $354 <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3 $267 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $266 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3 $266 <0.01% new 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $266 <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3 $266 <0.01% -5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $265 <0.01% -208 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3 $265 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $177 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2 $177 <0.01% -32 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $177 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 2 $177 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1 $91 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $89 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1 $89 <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1 $89 <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1 $89 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $88 <0.01% 0 13F-HR Timeline