FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 25,116 $1.26M 0.38% -651 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 24,753 $1.25M 0.98% +2,166 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 24,227 $1.23M 0.67% +4,414 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 24,156 $1.22M 0.79% -70 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 24,081 $1.22M 0.51% +805 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 23,737 $1.2M 0.48% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,651 $1.2M 0.03% +1,745 13F-HR Timeline Group Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,196 $1.17M 0.29% +856 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 22,958 $1.16M 0.1% +4,498 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,886 $1.16M 0.52% +176 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 22,623 $1.15M 0.41% +3,350 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 22,596 $1.14M 0.01% -1,057 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 22,550 $1.14M 0.08% -2,235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,744 $1.14M 0.03% +180 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 22,450 $1.14M 0.66% -181 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 21,640 $1.1M 0.76% new 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 21,547 $1.09M 0.32% -65 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,330 $1.08M 0.06% +158 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 21,032 $1.06M 0.55% +5,891 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 20,886 $1.06M <0.01% +7,110 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 20,857 $1.06M 0.39% -712 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 20,829 $1.05M 0.17% +294 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 20,742 $1.05M 0.18% +718 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 20,713 $1.05M 0.18% +136 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 20,609 $1.04M 0.19% +3,450 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 20,507 $1.04M 0.01% -2,392 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 20,504 $1.04M 0.12% +2,092 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 20,394 $1.03M 0.27% +14,605 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,041 $1.01M 0.01% +3,976 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 19,918 $1.01M 0.09% +169 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 19,817 $1M 0.04% -3,182 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,801 $1M 0.06% -2,255 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,626 $994K 0.09% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,515 $988K 0.06% -2,647 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 19,386 $981K 0.02% -1,395 13F-HR Timeline Group JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 19,291 $977K 0.69% +3,475 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,267 $975K 0.02% +1,131 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 19,148 $969K 0.41% +347 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,104 $967K 0.14% -8,206 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,999 $962K 0.31% +140 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,923 $958K 0.05% -3,454 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 18,904 $957K 0.19% +845 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 18,845 $954K 0.64% +915 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,543 $939K 0.03% -38 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 18,510 $937K 0.03% +970 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,493 $936K 0.08% +2,610 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 18,244 $924K 0.22% -6,418 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 18,178 $920K 0.25% -45,349 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,111 $917K 0.06% +1,103 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,726 $898K 0.03% +338 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 17,723 $897K 0.21% -682 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 17,667 $894K 0.01% new 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 17,654 $894K 0.59% +1,643 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 17,453 $884K 0.48% +58 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 17,285 $875K 0.12% +4,865 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,047 $863K 0.05% +9,250 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 16,833 $852K 0.01% +670 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 16,817 $851K 0.01% +53 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 16,691 $845K 0.5% +5,096 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 16,419 $831K 0.03% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 16,403 $830K 0.13% -1,927 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 16,356 $828K 0.36% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 16,213 $821K 0.21% -85 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 16,119 $816K 0.63% +1,059 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15,950 $807K 0.17% -684 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 15,778 $799K 0.04% +4,094 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 15,725 $796K 0.21% +35 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 15,710 $795K 0.05% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 15,603 $793K 0.01% +4,192 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,641 $792K 0.02% +2,557 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 15,574 $788K 0.1% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 15,541 $787K 0.36% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,428 $781K 0.03% -1,023 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 15,374 $778K 0.14% -215 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,356 $777K 0.03% +7,861 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 15,305 $774K 0.24% +808 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 15,240 $772K 0.41% -1,200 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,028 $761K 0.2% +1,404 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,185 $760K 0.03% +10,091 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 14,913 $755K 0.08% -2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 14,905 $755K 0.07% +1,464 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 14,794 $749K 0.67% -22,993 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 14,654 $742K 0.1% +58 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 14,569 $738K 0.16% -5 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 14,569 $738K 0.15% -5 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 14,559 $737K 0.39% -4,490 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 14,338 $726K 0.11% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 14,301 $724K 0.1% -1,086 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 14,120 $715K 0.39% +1,580 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 14,118 $715K 0.41% -7,374 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 14,000 $709K 0.18% 0 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 13,917 $705K 0.03% -1,420 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 13,849 $701K 0.6% +5,825 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 13,750 $696K 0.01% +4,194 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,676 $692K 0.09% -2,149 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,565 $687K 0.01% -124 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,442 $681K 0.16% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 13,392 $678K 0.06% +164 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 13,389 $678K 0.18% +12,130 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 13,328 $675K 0.02% +113 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 13,244 $672K 0.08% +921 13F-HR/A Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 13,246 $671K 0.21% +72 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 13,249 $663K 0.58% 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 13,065 $661K 0.23% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,884 $652K 0.03% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 12,854 $651K 0.26% +5,291 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,680 $642K <0.01% +2,690 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,669 $641K <0.01% +3 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 12,664 $641K 0.4% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 12,644 $640K 0.15% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 12,605 $638K 0.34% +53 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,453 $630K 0.01% +5,432 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 12,432 $629K 0.19% +188 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,400 $628K 0.01% -174 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 12,370 $626K 0.65% -500 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 12,343 $625K 0.1% new 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 12,299 $623K 0.36% +865 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,182 $617K 0.03% +113 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,173 $616K 0.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,101 $613K 0.01% -7,426 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,089 $612K 0.07% +1,328 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,796 $597K 0.02% +486 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 11,795 $597K 0.11% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 11,828 $595K 0.21% +416 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,652 $590K 0.01% -51 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 11,570 $586K 0.2% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,550 $585K 0.02% +1,859 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 11,498 $582K 0.16% +2 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,471 $581K 0.1% +4,334 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,324 $573K <0.01% -8,903 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 11,220 $568K 0.03% +3,030 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,120 $563K 0.05% -800 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 11,102 $562K 0.07% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 11,061 $560K 0.08% -96 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,978 $556K 0.12% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,958 $555K 0.06% -1,416 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,950 $554K 0.17% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,945 $554K 0.07% +4,514 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,885 $551K 0.47% -4,851 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 10,865 $550K 0.13% +1,909 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,855 $550K 0.01% -507 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 10,828 $548K <0.01% new 13F-HR Timeline Group Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 10,741 $544K 0.35% -2,696 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 10,673 $540K 0.05% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 10,640 $539K 0.25% -10,079 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 10,585 $536K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,523 $533K 0.07% -24,032 13F-HR/A Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,484 $531K 0.08% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,425 $528K 0.04% -214 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,413 $527K 0.02% -101 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,348 $524K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,342 $524K 0.04% -1,630 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,212 $517K 0.01% +4,023 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,172 $515K <0.01% +3,170 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,132 $513K 0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,110 $512K 0.08% +22 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,108 $512K <0.01% +802 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,938 $503K 0.03% -3,639 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,800 $496K 0.01% +400 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,736 $493K 0.01% +699 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,710 $492K 0.03% -14,838 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 9,601 $486K 0.12% -1,340 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,575 $485K <0.01% -57 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 9,441 $478K 0.45% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 9,431 $477K 0.1% -3,963 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 9,427 $477K 0.31% +998 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 9,372 $474K 0.03% +4,746 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,347 $473K 0.01% +239 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 9,269 $469K 0.22% -4,588 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,213 $466K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,185 $465K 0.02% +3,458 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,775 $453K 0.07% -59,232 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,944 $453K 0.01% -5,350 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,885 $446K 0.19% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,735 $442K 0.1% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 8,545 $433K 0.08% +3,477 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,536 $432K 0.04% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 8,506 $431K 0.02% -284 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 10,685 $430K 0.32% +1,469 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 8,356 $423K 0.25% +3,245 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,298 $420K 0.08% +2,045 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,288 $420K 0.02% new 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,243 $417K 0.04% -4,835 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8,231 $417K 0.12% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,221 $416K 0.01% -127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,164 $413K 0.08% +20 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,152 $413K 0.18% +33 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 8,047 $407K 0.11% +2,239 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,968 $403K 0.05% -1,718 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 7,930 $401K 0.6% -5,586 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 7,755 $393K <0.01% +692 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,664 $388K 0.01% -2,460 13F-HR/A Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 7,637 $387K 0.24% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,579 $384K <0.01% +2,479 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 7,568 $383K <0.01% new 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 7,554 $382K 0.31% -2,771 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,525 $381K 0.3% -218 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,277 $368K 0.22% -179 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,246 $367K 0.09% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,108 $360K 0.01% -96 13F-HR Timeline