FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,418 $5.78M 0.49% -4,650 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,234 $5.77M 1.48% -29 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,214 $5.76M 0.83% -371 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,210 $5.76M 1.61% -910 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11,208 $5.76M 0.34% +4,362 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 11,201 $5.76M 1.56% +812 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 11,186 $5.75M 4.98% -140 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,143 $5.73M 0.53% +30 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,130 $5.72M 0.35% +2,183 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 11,125 $5.72M 0.01% +1,488 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,082 $5.7M 0.39% +523 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 11,058 $5.68M 0.74% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,035 $5.67M +1,206 Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 10,991 $5.65M 1.74% -364 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,975 $5.64M 1.02% +1,184 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 10,956 $5.63M 3.11% -34 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,925 $5.61M 0.36% -100 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 10,923 $5.61M 1.23% -466 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 10,886 $5.59M 2.13% +249 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 10,811 $5.56M 2.97% +241 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10,788 $5.54M 2.6% -147 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10,743 $5.52M 3.09% +6,421 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 10,722 $5.51M 0.18% +1,153 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,702 $5.5M 0.29% +789 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 10,678 $5.49M 0.46% -454 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 10,662 $5.48M 4.75% +111 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 10,650 $5.47M 2.5% -230 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,658 $5.47M 0.57% +870 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 10,639 $5.47M 1.72% +2 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 10,630 $5.46M 1.1% +13 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 10,595 $5.44M 1.06% -1,067 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 10,589 $5.44M 1.8% +3,804 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 10,578 $5.44M 0.86% -23 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 10,527 $5.41M 2.28% +6,039 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 10,489 $5.39M 0.64% -23 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 10,479 $5.39M 1.4% +39 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 10,477 $5.38M 0.69% +6 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,444 $5.37M 5.47% -249 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,442 $5.37M 1.93% -18,118 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,439 $5.36M 0.1% +782 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,428 $5.36M 2.51% -352 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,410 $5.35M 0.13% +412 13F-HR Timeline Group Everest Private Wealth More: the full row for Everest Private Wealth 10,399 $5.34M 4.87% +238 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 10,386 $5.34M 0.19% +317 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,345 $5.32M 1.99% +808 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,338 $5.31M 0.2% +2 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,319 $5.3M 1.76% -198 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,281 $5.28M 0.49% -37 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 10,245 $5.26M 3.68% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,231 $5.26M 0.08% -94 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 10,210 $5.25M 0.92% +1,453 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,189 $5.24M 1.81% -746 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 10,188 $5.24M 0.74% -543 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,151 $5.22M 1.07% +1,139 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,079 $5.18M 0.21% +630 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 10,053 $5.17M 1.83% -76 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 10,036 $5.16M 2.84% +207 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,963 $5.12M 0.15% -1,394 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,960 $5.12M 0.17% +614 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9,936 $5.11M 1.16% +112 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,906 $5.09M 0.33% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 9,888 $5.08M 2.13% -28 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 9,776 $5.02M 1.63% +3,964 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,765 $5.01M 0.98% +984 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 9,724 $5M 0.31% -218 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 9,707 $4.99M 3.26% -25 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 9,705 $4.99M 3.18% -774 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 9,690 $4.98M 1.18% -132 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 9,659 $4.96M 0.35% +257 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,629 $4.95M 0.6% -195 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 9,628 $4.95M 3.28% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,623 $4.95M 0.43% -1,909 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,618 $4.94M 1.44% +4,409 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 9,609 $4.94M 1.77% -6,684 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 9,591 $4.93M 4.12% +286 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,574 $4.92M 1.69% +8,237 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 9,574 $4.92M 2% +181 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 9,560 $4.91M 2.89% +7,031 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,443 $4.85M 0.59% -84 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,441 $4.85M 0.15% -88 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,382 $4.82M 0.44% -990 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,062 $4.81M 2.28% +162 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,346 $4.8M 3.55% +933 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 9,332 $4.8M 1.13% -460 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,326 $4.79M 0.24% +532 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,325 $4.79M 7.08% -249 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,307 $4.78M 0.69% -35 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 9,305 $4.78M 4.32% +869 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 9,294 $4.78M 4.3% +529 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 9,275 $4.77M 0.77% +30 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,272 $4.76M 0.58% +50 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 9,247 $4.75M 0.49% -5,154 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,044 $4.74M 2.01% -303 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 9,218 $4.74M 1.97% +708 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 9,193 $4.72M 2.98% +3,260 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 9,174 $4.71M 5.45% -643 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9,151 $4.7M 1.42% -17 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,150 $4.7M 0.64% -1,344 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,137 $4.7M 0.54% -243 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,086 $4.67M 1.02% -932 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 9,081 $4.67M 2.02% +734 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 9,066 $4.66M 2.23% -998 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 9,066 $4.66M 2.39% 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 9,065 $4.66M 2.35% +2,449 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 9,060 $4.66M 6.12% -3,142 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 9,051 $4.65M 0.09% +5,093 13F-HR Timeline Group CPR Investments Inc. More: the full row for CPR Investments Inc. 9,035 $4.64M 4.12% +4,034 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,033 $4.64M 0.71% +634 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,022 $4.64M 0.21% +1,744 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,999 $4.62M 0.09% +851 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 8,996 $4.62M 1.43% +18 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,989 $4.62M 0.12% +125 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 8,987 $4.62M 0.03% -514,246 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 8,910 $4.58M 3.47% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,839 $4.54M 0.59% -47 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,837 $4.54M 0.37% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 8,836 $4.54M 3.59% +1,020 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 8,721 $4.54M 1.39% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,834 $4.54M 0.99% +197 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,806 $4.53M 0.95% +1,432 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,803 $4.52M 0.38% +545 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,790 $4.52M 0.41% +7,344 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,783 $4.51M 0.38% +8,774 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 9,334 $4.51M 1.86% +1,374 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,776 $4.51M 0.65% -1,230 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,764 $4.5M 0.54% -35 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,729 $4.49M 2.89% +39 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 8,707 $4.47M 4.02% +157 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,692 $4.47M 0.86% -1,013 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,691 $4.47M 0.97% +233 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 8,680 $4.46M 0.44% +687 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,613 $4.43M 0.9% +5,850 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 8,576 $4.41M 0.85% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 8,553 $4.4M 1.42% -750 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 8,540 $4.39M 4.38% +303 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,525 $4.38M 0.55% -298 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 8,629 $4.37M 2.43% +88 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 8,503 $4.37M 2.55% -371 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,501 $4.37M 0.27% +3,198 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,493 $4.36M 1.04% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 8,468 $4.35M 0.71% +955 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,467 $4.35M 0.77% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,462 $4.35M 0.94% -258 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 8,428 $4.33M 0.86% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,422 $4.33M 4.21% +314 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,413 $4.32M 0.45% +493 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,408 $4.32M 0.65% +135 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8,381 $4.31M 1.41% -213 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,356 $4.29M 0.34% -300 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,917 $4.27M 0.77% -272 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 8,295 $4.26M 0.62% +3,642 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,263 $4.25M 1.32% +6 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 8,249 $4.24M 0.68% +105 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 8,201 $4.21M 0.66% -139 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 8,200 $4.21M 2.77% -3 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,586 $4.21M 4.45% -771 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,189 $4.21M 0.43% +111 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,175 $4.2M 0.31% -416 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,173 $4.2M 1.11% -34 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,166 $4.2M 0.96% +4,580 13F-HR/A Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 8,163 $4.2M 1.69% +178 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,160 $4.19M 1.04% -1,950 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,154 $4.19M 0.74% +18 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 8,132 $4.18M 0.01% 0 13F-HR Timeline Group RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 8,130 $4.18M 2.99% +322 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,096 $4.16M 0.39% -871 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,085 $4.15M 1.33% -12 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,084 $4.15M 0.44% +2,137 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,079 $4.15M 0.12% -12,623 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,068 $4.15M 1.16% +11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,057 $4.14M 2.17% -343 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,047 $4.14M 0.44% +87 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,040 $4.13M 1.98% -53 13F-HR Timeline 25 LLC More: the full row for 25 LLC 8,018 $4.12M 1.7% +64 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,011 $4.12M 0.14% +770 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 8,010 $4.12M 1.46% +1,966 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 7,993 $4.11M 2.24% -2,787 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,973 $4.1M 0.33% -33 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,966 $4.09M 1.34% +177 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,930 $4.08M 0.7% +2,227 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,891 $4.06M 1.57% -187 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,890 $4.05M 0.04% +1,324 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 7,883 $4.05M 0.12% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 7,858 $4.04M 1.69% +3,336 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 7,849 $4.03M 9.91% +2,132 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,838 $4.03M 0.66% -5,244 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,832 $4.02M 0.94% +18 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,830 $4.02M 0.28% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 7,801 $4.01M 3.03% -683 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 7,771 $3.99M 2.39% +3,181 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 7,768 $3.99M 3.16% +438 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 7,762 $3.99M 3.63% 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,757 $3.99M 0.65% +1,575 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,733 $3.97M 3.96% -153 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,972 $3.95M 0.9% +670 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,683 $3.95M 0.91% -299 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 7,673 $3.94M 0.57% -15,682 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,669 $3.94M 0.51% +410 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,669 $3.94M 0.08% -461 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,645 $3.93M 0.6% new 13F-HR Timeline