JT Stratford LLC More: the full row for JT Stratford LLC 7,250 $3.54M 0.45% +1,029 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,220 $3.52M 0.84% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,194 $3.51M <0.01% +822 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,147 $3.49M 2.09% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 7,128 $3.48M 1.31% +1,897 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,120 $3.47M 0.66% +346 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,106 $3.47M 0.05% +3,766 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,016 $3.42M 0.24% +3 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,997 $3.41M 0.69% +5,083 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,988 $3.41M 0.33% -52 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,961 $3.4M 0.67% +94 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 6,956 $3.39M 0.83% +172 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 6,939 $3.39M 1.82% +32 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,917 $3.37M 0.16% +3,107 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,917 $3.37M 0.08% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 6,900 $3.37M 2.68% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 6,898 $3.37M 0.43% 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,890 $3.36M 0.21% +5,990 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,886 $3.36M 0.37% +389 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,867 $3.35M 0.04% +3 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 6,829 $3.33M 3.05% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,812 $3.32M 0.06% +680 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,799 $3.32M 0.07% +252 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 6,748 $3.29M 0.29% +326 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,722 $3.28M 0.25% -4,253 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,721 $3.28M 0.17% +83 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,709 $3.27M 0.02% +2,690 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,699 $3.27M 1.9% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,655 $3.25M 1.19% +590 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,620 $3.23M 0.14% -864 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 6,594 $3.22M 0.57% +129 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,584 $3.21M 1.12% +6,577 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 6,581 $3.21M 0.07% 0 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 6,576 $3.21M 1.09% +24 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 6,530 $3.19M 2.44% -154 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 6,528 $3.18M 0.97% +363 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 6,440 $3.17M 0.54% +513 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 6,501 $3.17M <0.01% +4,246 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,491 $3.17M 0.04% -102 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 6,436 $3.14M 0.45% -2,222 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,427 $3.14M 0.05% -264 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,408 $3.13M 0.15% +210 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,396 $3.12M 0.23% +521 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 6,391 $3.12M 0.93% -193 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,388 $3.12M 1.03% +75 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 6,372 $3.11M 0.5% -187 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,359 $3.1M 2.67% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,355 $3.1M 0.16% +187 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,347 $3.1M 0.06% +881 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,330 $3.09M 0.15% -74 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,319 $3.08M 1.71% -565 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 6,284 $3.07M 2.09% -212 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,282 $3.06M 0.05% -67 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,256 $3.05M 0.12% +2 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 6,244 $3.05M 1.15% +18 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,236 $3.04M 1.96% -125 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,216 $3.03M 1.47% 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 6,206 $3.03M 2.2% +649 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,173 $3.01M 0.26% +78 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,167 $3.01M 0.89% -33 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 6,149 $3M 0.39% -41 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,124 $2.99M +499 Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 6,101 $2.98M 0.83% -13 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,100 $2.98M 0.05% -1,218 13F-HR Timeline MOTCO More: the full row for MOTCO 6,080 $2.97M 0.27% -29 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,079 $2.97M 0.47% 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 6,075 $2.96M 0.38% 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 6,049 $2.95M 2.21% 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,042 $2.95M 0.33% -1,050 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 6,017 $2.94M 1.37% -507 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,000 $2.93M 0.17% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,989 $2.92M 0.51% +25 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,066 $2.92M 1.3% -188 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,987 $2.92M 2.05% -6 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 5,948 $2.9M 0.32% +4,917 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,903 $2.88M 0.08% -13 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 5,908 $2.88M 0.58% -1,124 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 5,896 $2.88M 1.12% -48 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 5,889 $2.87M 1.39% +2 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,865 $2.86M 0.49% 0 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,882 $2.86M 1.08% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,840 $2.85M 0.57% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 5,811 $2.84M 0.57% -52 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,751 $2.83M 1.83% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 5,794 $2.83M 0.67% -7 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,778 $2.82M 0.69% -3 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 5,751 $2.81M 1.07% -266 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,745 $2.8M 0.2% +1,900 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,741 $2.8M 0.59% +108 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,741 $2.8M 0.05% -120 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,738 $2.8M 0.46% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,737 $2.8M 0.18% +1,158 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,733 $2.8M 0.36% +97 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 5,745 $2.8M 1.86% +100 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 5,727 $2.79M 0.02% +1,340 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5,724 $2.79M 1.41% -199 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 5,722 $2.79M 1.51% -547 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,706 $2.78M 0.56% +212 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 5,688 $2.77M 0.53% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 5,681 $2.77M 0.08% +774 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,670 $2.77M 0.93% +141 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,666 $2.76M 0.1% -30 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,657 $2.76M 1.02% +3,963 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,636 $2.75M 0.55% +639 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,621 $2.74M 0.07% +1,652 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5,621 $2.74M 0.89% -173 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,608 $2.74M 0.76% +898 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 13,430 $2.73M 1.17% -19,779 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 5,600 $2.73M 1.14% -54 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 5,558 $2.71M 2.19% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,551 $2.71M 0.17% +59 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,531 $2.7M 2.41% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,521 $2.69M 0.46% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,518 $2.69M 0.03% -346 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,477 $2.67M 1.13% +8 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,453 $2.66M 0.83% -402 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,575 $2.66M 0.17% -113 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 5,439 $2.65M 0.16% +11 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,361 $2.64M 0.26% +496 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 5,364 $2.62M 2.02% -130 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 5,356 $2.61M 2.31% 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 5,356 $2.61M 1.79% 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,352 $2.61M 0.14% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,333 $2.6M 0.47% +73 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,299 $2.59M 0.03% -325 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,300 $2.58M 0.55% -160 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 5,274 $2.57M 0.69% +43 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,270 $2.57M 0.43% -71 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,268 $2.57M 0.11% -1,213 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,219 $2.56M 0.03% -232 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,241 $2.56M 0.18% +886 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,238 $2.56M 0.15% +1,462 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,237 $2.55M 0.26% +720 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 5,225 $2.55M 1.66% 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 5,209 $2.54M 1.28% -241 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,199 $2.54M -27 Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,199 $2.54M 1.42% +187 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 5,150 $2.51M 0.19% 0 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 5,142 $2.51M 1.48% -22 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,117 $2.5M 0.44% +217 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,117 $2.5M 0.73% -125 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,114 $2.49M 0.27% +1,568 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,085 $2.48M 0.09% +59 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,297 $2.48M 0.31% +135 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,054 $2.47M 0.66% -3 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,037 $2.46M 0.16% -330 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 5,009 $2.44M 1.73% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,989 $2.43M 0.68% +249 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 4,987 $2.43M 2.22% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,978 $2.43M 0.2% +10 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,991 $2.43M 0.38% 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,969 $2.42M 0.23% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,911 $2.41M 0.24% +231 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,948 $2.41M 0.29% +869 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 4,942 $2.41M 0.77% -210 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,941 $2.41M 0.23% -865 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 4,929 $2.4M 2.26% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,925 $2.4M 0.49% +9 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,927 $2.4M 0.49% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,900 $2.39M 1.84% +106 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,899 $2.39M 0.64% 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,891 $2.39M 0.21% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 4,884 $2.38M 1.16% +106 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,884 $2.38M 0.82% +32 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,880 $2.38M 0.35% +38 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 4,866 $2.37M 2.23% 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,844 $2.36M 0.9% +640 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 4,837 $2.36M 2.21% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,833 $2.36M 0.13% +65 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,812 $2.35M 0.92% -1,324 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,804 $2.34M 0.28% +670 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,793 $2.34M 0.8% -124 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 4,783 $2.33M 0.75% -6 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,771 $2.33M 0.28% +5 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,753 $2.32M 0.71% -56 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4,702 $2.31M 0.59% +30 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,736 $2.31M 0.3% -230 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,709 $2.3M 0.08% +90 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,705 $2.3M 0.34% +1,141 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,700 $2.29M 0.15% -368 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 4,649 $2.27M 0.84% -178 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,641 $2.26M 0.04% +200 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,634 $2.26M 1.21% -267 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 4,632 $2.26M 1.23% +1,953 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,617 $2.25M 0.19% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,612 $2.25M 0.05% -359 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,600 $2.24M 0.69% -27 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,597 $2.24M 0.44% -87 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 4,575 $2.23M 2.3% 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,574 $2.23M 0.29% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,569 $2.23M 0.1% +110 13F-HR Timeline Ally Invest Advisors Inc. 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