American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 27,600 $5.42M 3.16% +2,392 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 27,544 $5.4M 0.43% +479 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 27,412 $5.38M 0.82% -495 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27,394 $5.37M 0.52% +1,267 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 27,386 $5.37M 0.17% +7,592 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 27,229 $5.34M 0.57% -1,038 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 27,185 $5.33M 0.36% -365 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 27,070 $5.31M 1.34% +25 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 27,015 $5.3M 2.86% +15 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 26,921 $5.28M 2.31% -2,156 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 26,915 $5.28M 2.86% +929 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 26,896 $5.28M 1.82% -1,177 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 26,854 $5.27M 3.72% +15 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 26,812 $5.26M 0.22% -710 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 26,802 $5.26M 0.23% -3,388 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 26,619 $5.22M 1.03% +3,796 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 26,333 $5.17M 2.78% -3,703 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 26,245 $5.15M 4.62% -310 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 26,222 $5.14M 0.08% +3,078 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 26,118 $5.12M 4.27% -88 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 26,086 $5.12M 1.23% -2,376 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 26,062 $5.11M 3.94% +1,210 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 26,061 $5.11M 0.59% +5,873 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 26,042 $5.11M 0.22% +2,663 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 25,927 $5.09M 0.97% +1,557 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 25,912 $5.08M 3.1% -479 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 25,906 $5.08M 2.35% -200 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 25,810 $5.06M 5.03% +631 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 25,764 $5.05M 0.7% -585 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 25,752 $5.05M 0.53% +3,538 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 25,682 $5.04M 1.82% -1,389 13F-HR/A Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 25,639 $5.04M 1.32% +1,121 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 25,645 $5.03M 0.02% -9,286 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 25,570 $5.02M 2.56% +2,746 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 25,540 $5.01M 0.39% +764 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 25,479 $5M 0.22% +661 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 25,368 $4.98M 1.52% -17,220 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Dana Investment Advisors, Inc. 25,177 $4.94M 0.15% +626 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 25,052 $4.92M 0.03% +6,129 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 25,052 $4.92M 1.75% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 24,961 $4.9M 0.14% +2,621 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 24,774 $4.87M 4.84% -636 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 24,820 $4.87M 1.22% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 24,811 $4.87M 4.04% -5,054 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 24,801 $4.87M 4.09% +1,081 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 24,774 $4.86M 0.96% -25,775 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 24,737 $4.85M 2.18% -584 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 24,570 $4.82M 0.01% new 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 24,551 $4.82M 1.07% +1,339 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 24,526 $4.81M 0.27% -128 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for SMITH, MOORE & CO. 24,062 $4.72M 0.34% +11,189 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 24,041 $4.72M 2.27% -208 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 24,031 $4.7M 0.42% -252 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 23,896 $4.69M 0.39% -5,184 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,868 $4.68M 1.61% -96 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 23,817 $4.67M 0.34% +1,172 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 23,600 $4.63M 0.37% -738 13F-HR Timeline Northern Lights Advisors, Inc. 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LLC. 23,002 $4.51M 0.01% -306 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 22,832 $4.48M 0.05% +159 13F-HR Timeline City State Bank More: the full row for City State Bank 22,832 $4.48M 1.16% +162 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 22,825 $4.48M 1.01% +1,310 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 22,783 $4.47M 0.2% +295 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 22,747 $4.46M 1.64% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 22,630 $4.44M 1.22% -502 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 22,550 $4.42M 0.39% -364 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 22,500 $4.41M 1.79% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 22,497 $4.41M 0.25% -447 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 22,467 $4.41M 0.08% +121 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 22,437 $4.4M 0.32% -1,970 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 22,372 $4.39M 0.93% +6,002 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 22,354 $4.39M 0.18% +600 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 22,330 $4.38M 4.3% +402 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 22,178 $4.35M 0.8% -216 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 22,166 $4.35M 1.54% +741 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 22,109 $4.34M 1.44% +1,830 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 22,041 $4.32M 1.71% -164 13F-HR/A Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 22,033 $4.32M 2.98% -30 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 21,828 $4.31M 1.49% -1,565 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 21,895 $4.31M 0.32% -2,877 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 21,894 $4.3M 1.57% +1,275 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 21,826 $4.28M 1.49% -547 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 21,815 $4.28M 1.71% +427 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 21,737 $4.26M 1.78% +68 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,679 $4.25M 0.42% +93 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 21,669 $4.25M 1.14% +585 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 21,661 $4.25M 3.2% -1,709 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 21,636 $4.25M 1.05% +19,297 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21,614 $4.24M 0.08% +899 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 21,591 $4.24M 0.56% 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 21,490 $4.23M 1.59% +216 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 21,439 $4.21M 0.35% +1,352 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 21,423 $4.2M 0.72% -155 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 21,405 $4.2M 2.65% +18,644 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 21,404 $4.2M 3.65% -21 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 21,396 $4.2M 0.98% -214 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 21,355 $4.19M 0.15% +1,355 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 20,622 $4.19M 0.57% -92 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 21,118 $4.14M 2.3% -1,833 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 21,110 $4.14M 2.32% -2,844 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 21,067 $4.13M 3.71% +1,292 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,008 $4.12M 0.23% -436 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 20,898 $4.1M 0.06% +511 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 19,747 $4.09M 1.8% +124 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 20,730 $4.07M 1.46% -168 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 20,724 $4.07M 0.72% +979 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 20,714 $4.06M 2.49% +6,718 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 20,623 $4.05M 1.15% +58 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 20,581 $4.04M 0.23% +1,952 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 20,560 $4.03M 0.18% +1,469 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 19,931 $4.03M 2.92% -12,684 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 20,522 $4.03M 0.56% -1,130 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,489 $4.02M 0.91% -215 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 20,488 $4.02M 1.5% +19,053 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 20,487 $4.02M 2.67% +911 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,487 $4.02M 0.31% -556 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 20,437 $4.01M 0.95% -92 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 20,405 $4M 0.51% -40 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 20,370 $4M 3.5% -73 13F-HR Timeline United Bank More: the full row for United Bank 20,341 $3.99M 1.33% -753 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 20,307 $3.99M 1.84% -2,519 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20,159 $3.96M 0.39% -77 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 20,154 $3.95M 1.11% +29 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 20,126 $3.95M 2.55% +378 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 20,096 $3.94M 0.74% -9 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 20,077 $3.94M 0.07% +208 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 19,964 $3.92M 0.19% -359 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19,915 $3.91M 0.18% -1,939 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 19,892 $3.9M 0.29% +3,752 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 19,866 $3.9M 3.39% +127 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 19,860 $3.9M 0.44% -1,060 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 19,845 $3.89M 0.94% -44 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 19,808 $3.89M 0.42% -1,068 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 19,685 $3.86M 0.17% -1,265 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 19,636 $3.85M 0.01% -5,514 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 19,500 $3.83M 0.22% -90 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 19,434 $3.81M 0.2% -134 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 19,418 $3.81M 0.31% -1,033 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 19,371 $3.8M 0.97% -9,155 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 19,224 $3.77M 3.35% +3,226 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 19,098 $3.75M 3.03% +114 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 19,048 $3.74M 1.49% +3,037 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 18,869 $3.7M 0.28% +7,076 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 18,870 $3.7M 1.4% -3,512 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 18,869 $3.7M 0.76% +2,704 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,836 $3.7M 0.15% +1,516 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 18,830 $3.69M 0.31% -1,195 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 18,801 $3.69M 0.54% -700 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 18,793 $3.69M 0.7% -277 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 18,695 $3.67M -16,918 Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 18,659 $3.66M 2.17% -504 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,637 $3.66M 0.41% 0 13F-HR Timeline NWF Advisory Services Inc. 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