Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 17,090 $8.78M 2.16% -92 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 17,081 $8.78M 6.43% -484 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 17,038 $8.76M 8.19% +503 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 17,010 $8.74M 0.56% +2,005 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 16,975 $8.72M 7.92% -1,124 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 16,934 $8.7M 0.7% +9,288 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 16,930 $8.7M 2.84% +1,453 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,888 $8.68M 0.89% +984 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 16,848 $8.66M 6.87% +11,822 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 16,846 $8.66M 0.97% -2,075 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 16,841 $8.65M 4.98% -2,210 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 18,672 $8.65M 1.44% +815 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,800 $8.63M 1.64% +10,596 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,737 $8.6M 0.22% +431 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 16,715 $8.59M 1.53% +211 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 16,650 $8.56M 8.4% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 16,641 $8.55M 3.1% -177 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 16,634 $8.55M 0.43% -468 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 16,581 $8.52M 1.64% +1,667 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 16,532 $8.5M 0.56% -2,381 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 16,491 $8.48M 5.09% -182 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,426 $8.44M 2.49% +7,329 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 16,385 $8.42M 0.14% +1,635 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,340 $8.4M 5.9% -113 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 16,240 $8.35M 5.67% -53 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 16,155 $8.3M 3.96% -1,576 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 16,137 $8.29M 0.58% -550 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 16,127 $8.29M 1.58% -1,211 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,075 $8.26M 3.73% +10 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 16,063 $8.25M 2.54% +1,520 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 16,025 $8.24M 2.31% +1,489 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,007 $8.23M 0.33% -45,476 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 15,980 $8.21M 0.69% +4,000 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 15,975 $8.21M 0.7% -14,981 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,903 $8.17M 0.01% +219 13F-HR Timeline Group Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 15,903 $8.17M 2.39% +12,885 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 15,719 $8.15M 2.21% -411 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,858 $8.15M 0.11% +1,405 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 15,834 $8.14M 0.49% 0 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 15,822 $8.13M 1.96% +1,197 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15,812 $8.13M 3.32% +1,285 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 15,782 $8.11M 3.45% -194 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 15,780 $8.11M 0.69% +1,447 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 15,686 $8.06M 0.03% -623 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 15,640 $8.04M 0.54% -395 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 15,624 $8.03M 0.14% +30 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,540 $7.99M 1.47% -239 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 15,500 $7.97M 1.73% +3,507 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 15,495 $7.96M 2.57% -1,695 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 15,391 $7.91M 5.14% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 15,369 $7.9M 0.64% +764 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,353 $7.89M 0.57% +465 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 15,350 $7.89M 0.41% +152 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 15,321 $7.87M 5.83% -9,742 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,302 $7.86M 2.66% +1,451 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 15,282 $7.85M 1.09% -2,476 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 15,279 $7.85M 5.24% +407 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 15,273 $7.85M 4.63% +807 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15,261 $7.84M 1.1% -10,256 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 15,243 $7.83M 0.76% +1,315 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 15,205 $7.81M 1.39% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 15,185 $7.8M 1.15% +8,581 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 15,179 $7.8M 5.24% -2,492 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 15,162 $7.79M 2.37% -1,488 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 15,158 $7.79M 1.3% -85 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 15,071 $7.75M 0.59% +54 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15,037 $7.73M 2.95% +1,154 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 15,940 $7.72M 1.98% +3,984 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 14,978 $7.7M 1.68% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 15,042 $7.7M 0.1% +8,148 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 14,921 $7.67M 0.02% +690 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 14,422 $7.61M 1.49% +533 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 14,652 $7.53M 2.03% -724 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 14,621 $7.51M 2.63% -3,530 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 14,587 $7.5M 0.54% +4,529 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 14,563 $7.48M 2.7% +376 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,516 $7.46M 1.76% +952 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 14,510 $7.46M 0.65% +11,738 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 14,521 $7.45M 5.57% -3,188 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 14,448 $7.42M 3.91% -92 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 14,406 $7.4M 1.16% +124 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 14,400 $7.4M 0.24% -32 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 14,380 $7.39M 2% +784 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 14,365 $7.38M 10.85% +1,840 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 14,362 $7.38M 0.97% -18 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 14,339 $7.37M 8.48% +4,724 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,309 $7.35M 0.83% +450 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,212 $7.3M 0.58% +87 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14,190 $7.29M 1.96% -4,996 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,147 $7.27M 0.98% +201 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 14,105 $7.25M 2.99% -2,553 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 14,063 $7.23M 0.89% -100 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 14,037 $7.21M 0.1% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,935 $7.16M 1.87% +3,579 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 13,933 $7.16M 2.01% -1,661 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 13,902 $7.14M 1.36% -10 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 13,887 $7.14M 8.58% +2,497 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,875 $7.13M 2.12% -189 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 13,842 $7.11M 3.96% -1,197 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,838 $7.11M 1.22% +3,467 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 13,827 $7.11M 0.32% +556 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,802 $7.09M 3.93% +1,084 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 13,801 $7.09M 3.36% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 13,876 $7.07M 0.99% +170 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,708 $7.04M 0.41% -723 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,697 $7.04M 0.25% +1,480 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 13,690 $7.04M 0.06% -6,064 13F-HR Timeline Group RW Investment Management LLC More: the full row for RW Investment Management LLC 13,669 $7.02M 0.86% +4,142 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 13,601 $6.99M 0.25% -746 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 13,600 $6.99M 1.17% -1,877 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 13,564 $6.97M 1.9% +1,732 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 13,522 $6.95M 1.9% +811 13F-HR/A Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 13,500 $6.94M 6.14% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 13,489 $6.93M 0.31% -3,143 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,485 $6.93M 1.7% -1,126 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 13,483 $6.93M 5.63% -2,027 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 14,262 $6.91M 1.08% +2,164 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 13,716 $6.9M 3.63% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 13,428 $6.9M 0.73% -276 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,352 $6.86M 0.49% +1,029 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 13,333 $6.85M 1.2% -47 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 13,321 $6.85M 0.6% +1,040 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 13,259 $6.81M 0.33% +136 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,252 $6.81M 0.88% +2,455 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,246 $6.81M 0.19% +136 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 13,218 $6.79M 0.18% +43 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 13,204 $6.79M 2.06% +4,147 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 13,189 $6.78M 3.09% -9,127 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 13,182 $6.77M 4.52% -1,176 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,165 $6.77M 0.28% +62 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 13,129 $6.75M 1.87% +2,919 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12,986 $6.72M 7.2% -226 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 13,064 $6.71M 6.05% -277 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 13,050 $6.71M 0.02% -1,660 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 12,969 $6.66M 0.3% +7,317 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 12,888 $6.62M 1.73% +1,598 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 12,871 $6.61M 2.1% -3,538 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,812 $6.58M 1.34% -29 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 12,774 $6.56M 0.41% -1,075 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 12,767 $6.56M 0.66% +857 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 12,766 $6.56M 2.36% -6,396 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,748 $6.55M 0.6% +258 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 12,702 $6.53M 0.95% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 12,647 $6.5M 0.99% +604 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 12,618 $6.48M 1.24% +599 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,537 $6.44M 0.45% +700 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,522 $6.43M 2.85% -401 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,513 $6.43M 0.45% +261 13F-HR Timeline Group SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 12,510 $6.43M 2.78% +889 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 12,509 $6.43M 5.73% +7,818 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 12,504 $6.43M 2.04% +1,421 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 12,456 $6.4M 0.78% -1,339 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 12,435 $6.39M 4.85% -987 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,429 $6.39M 0.58% +357 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,421 $6.38M 0.79% -2,996 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 12,405 $6.38M 1.89% -2,405 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,377 $6.36M 0.24% -933 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,355 $6.35M 4.24% +281 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,310 $6.33M 0.41% +5,085 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,285 $6.31M 0.96% +10 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,278 $6.31M 0.71% +377 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 12,619 $6.3M 2.07% +482 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,245 $6.29M 0.26% -2,224 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 12,244 $6.29M 0.45% -246 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 12,210 $6.27M 5.51% +4,855 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 12,166 $6.25M 0.97% +867 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 12,138 $6.24M 0.22% +210 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 12,066 $6.2M 0.45% +6,706 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12,039 $6.19M 1.79% +4,039 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,481 $6.19M 1.94% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 12,036 $6.19M 1.82% -444 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 12,033 $6.18M 2.95% -286 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 12,000 $6.17M 1.2% -700 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 11,989 $6.16M 1.18% +425 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,962 $6.15M 1.71% +1,625 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 11,918 $6.12M 1.08% +814 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 11,908 $6.12M 2.32% +7,144 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 11,898 $6.11M 0.42% -51 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,872 $6.1M 0.09% -918 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,855 $6.09M 1.08% -698 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,848 $6.09M -422 Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,842 $6.09M 3.24% -2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 11,840 $6.08M 1.15% +934 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,195 $6.03M 1.98% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 11,650 $5.99M 3.6% +114 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,650 $5.99M 0.1% +3,270 13F-HR Timeline Group Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 11,646 $5.98M 1.36% +685 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,577 $5.95M 0.53% +264 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,556 $5.94M 0.1% +2,511 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annie E. Casey Foundation, Inc. More: the full row for Annie E. Casey Foundation, Inc. 11,514 $5.92M 7.99% new 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 11,484 $5.9M 3.73% +1,780 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,446 $5.88M 1% -59 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,433 $5.88M 0.63% +3,155 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 11,394 $5.86M 3.3% +2,164 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,392 $5.85M 1.43% +604 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,346 $5.85M 0.06% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 11,378 $5.85M 3.51% +223 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 11,323 $5.82M 2.65% -786 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 11,320 $5.82M 4.5% +1,509 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 11,270 $5.79M 0.18% +7,528 13F-HR Timeline