OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 10,782 $539K 0.49% -1 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 10,673 $533K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,620 $530K 0.05% -500 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 10,575 $528K 0.14% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 10,513 $525K 0.3% +1,019 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,404 $520K 0.01% +5,864 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,184 $509K 0.08% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,170 $508K 0.01% -67 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,105 $505K 0.01% +371 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 10,022 $501K 0.22% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 10,016 $500K 0.22% new 13F-HR/A Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 9,955 $497K 0.37% +5,890 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,835 $496K 0.01% -45,039 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 9,897 $494K 0.24% -621 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,816 $490K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,790 $489K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,739 $486K 0.02% -9,026 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,660 $483K 0.07% +1,457 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,657 $482K 0.01% -891 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9,616 $480K 0.27% +3,518 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9,614 $480K 0.01% +2,544 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,581 $479K 0.03% +1,879 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,446 $472K 0.04% -1,846 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 9,333 $466K 0.41% -299 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,406 $465K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,286 $464K <0.01% -34 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,236 $461K 0.03% -7,282 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 9,118 $455K <0.01% -9,722 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,028 $451K 0.06% -7,113 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,940 $447K 0.01% -688 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 8,921 $446K 0.05% -1,970 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,907 $445K 0.01% +3,944 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,903 $445K <0.01% new 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 8,885 $444K 0.18% 0 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 8,815 $440K 0.17% +1,528 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,584 $429K 0.03% +2,811 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,555 $427K 0.02% +1,513 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,536 $426K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,408 $420K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8,285 $414K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,222 $411K 0.03% -201 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for Peak Retirement Planning, Inc. 7,681 $384K 0.08% -886 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,644 $382K 0.14% +125 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 7,496 $374K 0.3% -2,324 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,344 $367K 0.21% -181 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7,311 $365K 0.11% -767 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Total Clarity Wealth Management, Inc. 6,299 $315K 0.07% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 6,234 $311K 0.09% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,207 $310K 0.08% -3,252 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 6,158 $308K 0.11% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,126 $306K 0.04% +592 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 6,041 $302K 0.19% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,998 $300K 0.13% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,997 $300K 0.09% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,989 $299K 0.02% -1,276 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,991 $298K 0.24% -876 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,837 $292K 0.01% -27,777 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,712 $285K <0.01% +564 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 5,700 $285K 0.19% -600 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,665 $283K 0.04% -2,307 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,664 $283K 0.06% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. 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More: the full row for ALLIANCEBERNSTEIN L.P. 5,532 $274K <0.01% -305,005 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,474 $273K 0.01% -281 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,461 $273K 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,414 $270K <0.01% +2,956 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,374 $268K 0.05% 0 13F-HR Timeline BluePrint Investing LLC More: the full row for BluePrint Investing LLC 5,355 $267K 0.24% +48 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,350 $267K 0.08% +79 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 5,309 $265K 0.12% +186 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 5,293 $263K 0.07% +201 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,227 $263K 0.09% -197 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,262 $263K 0.01% +4,480 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 5,255 $262K 0.09% -12 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,221 $261K 0.07% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 5,214 $260K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,206 $260K 0.06% -135 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,196 $260K 0.01% 0 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 5,165 $258K 0.05% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,149 $257K 0.18% -80 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,142 $257K <0.01% -2,512 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 5,081 $255K 0.19% -428 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 5,094 $254K 0.24% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,071 $253K <0.01% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,059 $253K 0.03% -21,475 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,047 $252K 0.01% +571 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,991 $249K 0.16% +138 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,941 $247K 0.06% +604 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,938 $247K 0.05% -2,554 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,931 $246K 0.05% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 4,887 $244K 0.2% -1,524 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,837 $242K 0.06% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,797 $240K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,719 $236K 0.07% +170 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 4,712 $236K 0.1% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,710 $235K 0.09% -4 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,705 $235K 0.05% 0 13F-HR Timeline American Trust More: the full row for American Trust 4,704 $235K 0.02% -5,008 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,680 $234K 0.01% +17 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,624 $231K 0.02% -19,189 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,618 $231K 0.11% -3,919 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,567 $228K 0.11% -378 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 4,514 $228K 0.15% +2 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,515 $225K 0.25% -1,954 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,513 $225K 0.02% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,465 $223K 0.08% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,464 $223K 0.01% -125 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 4,407 $220K 0.18% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 4,373 $218K 0.05% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,370 $218K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,319 $216K 0.01% +107 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 4,275 $215K 0.12% 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 4,304 $215K 0.2% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,295 $215K 0.01% -1,545 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,295 $215K 0.02% +122 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,239 $212K 0.14% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,223 $211K 0.01% -3 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,222 $211K <0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,213 $211K 0.03% -2,212 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,219 $211K 0.01% -1,731 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 4,141 $207K 0.3% -2,473 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,138 $207K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,110 $205K 0.03% -1,662 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,104 $205K 0.02% 0 13F-HR/A Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 4,019 $201K 0.09% -1,379 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,014 $200K 0.03% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,010 $200K <0.01% 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,915 $196K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,825 $191K 0.01% -1,193 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,727 $186K <0.01% -20,097 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,552 $177K 0.09% -1,653 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,412 $170K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,400 $170K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,313 $165K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,198 $160K 0.04% +615 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3,187 $159K 0.15% +274 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,156 $158K <0.01% +2,209 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,076 $154K 0.01% -1,039 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,038 $152K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 3,012 $150K 0.15% -1,135 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,000 $150K 0.1% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,867 $143K 0.02% +2,244 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,864 $143K 0.12% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,588 $129K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,481 $124K 0.01% +2,340 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,371 $118K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2,324 $116K 0.06% +1,380 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,321 $116K 0.03% +1,813 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,298 $115K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,090 $105K <0.01% -42 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2,100 $105K <0.01% new 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,092 $104K 0.01% +897 13F-HR Timeline Group Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,055 $103K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,041 $102K 0.09% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,981 $98.9K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,897 $94.8K 0.01% -1,108 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,820 $90.9K 0.03% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,656 $82.7K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,612 $80.5K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,561 $78K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,524 $76.1K 0.02% 0 13F-HR Timeline