Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 66,306 $3M 2.15% +5,421 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 66,094 $2.99M 0.29% +4,625 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 65,823 $2.98M 0.43% +43,109 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 65,600 $2.97M 0.59% +7,567 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 62,360 $2.95M 2% +15,783 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 65,155 $2.95M 0.64% +3,654 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 65,062 $2.94M 0.09% +32,353 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 65,000 $2.94M 0.69% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 64,252 $2.91M 1.11% -11,650 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 64,096 $2.9M 0.82% +363 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 63,826 $2.89M 1.28% -3,095 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 63,533 $2.88M 0.09% -1,379 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 63,416 $2.87M 0.14% +12,208 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 63,289 $2.86M 1.03% -945 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 63,235 $2.86M 0.31% -2,345 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 63,000 $2.85M 0.44% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 62,988 $2.85M 0.56% +7,786 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 62,982 $2.85M 0.02% +125 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 62,926 $2.85M 0.09% -83,085 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 62,711 $2.84M 0.8% -670 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 62,691 $2.84M 1.03% -75,301 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 61,893 $2.8M 0.02% +22,868 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 61,631 $2.79M 1.28% -2,737 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 61,622 $2.79M 2.3% +3,745 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 61,538 $2.79M 0.03% +22,114 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 61,321 $2.78M 0.74% +1,166 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 61,225 $2.77M 1.8% +2,891 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 60,884 $2.76M 1.52% +264 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 60,825 $2.75M 1.94% -846 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 60,613 $2.74M 0.26% -11,965 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 60,526 $2.74M 0.89% +72 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 60,420 $2.73M 0.05% -34,101 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 60,394 $2.73M 1.43% -2,799 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 60,035 $2.72M 0.39% -1,240 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 60,000 $2.72M 1.03% -34,078 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 59,918 $2.71M 0.65% +5,824 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 59,804 $2.71M 0.51% +5,069 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 59,796 $2.71M 0.74% +4,484 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 59,726 $2.7M 0.59% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 59,596 $2.7M 0.35% +32,555 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 59,524 $2.7M 1.9% -126 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 59,494 $2.69M 0.18% -1,400 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 59,448 $2.69M 1.05% +721 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 59,414 $2.69M 2.13% -3,253 13F-HR/A Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 59,406 $2.69M 0.19% -5,065 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 59,312 $2.68M 0.91% -530 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 58,953 $2.67M 0.03% new 13F-HR/A Timeline Group Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 58,821 $2.66M 0.38% -16,328 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 58,810 $2.66M 0.21% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 58,592 $2.65M 1.76% +4,572 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 58,561 $2.65M 0.81% -8,108 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 58,253 $2.64M 1.72% -3,221 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 58,249 $2.64M 0.55% +12 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 57,846 $2.62M 0.12% -7,725 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 57,825 $2.62M 0.16% +155 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 57,676 $2.61M <0.01% -130,033 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 57,584 $2.61M 1.24% -761 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 57,508 $2.6M 1.42% +21 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 57,285 $2.59M 1.01% -1,213 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 57,205 $2.59M 0.46% +34,240 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 56,993 $2.58M 0.06% +3,485 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 56,854 $2.57M 0.86% -506 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 56,733 $2.57M 2.59% +16,358 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 56,583 $2.56M 0.27% +3,663 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 56,610 $2.56M 0.4% +8,619 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 56,539 $2.56M 0.04% -765 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 56,269 $2.55M +3,376 Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 56,224 $2.54M 1.34% -91,802 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 55,541 $2.51M 0.7% -75 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 55,457 $2.51M 0.38% -293 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 55,341 $2.5M 1.01% +764 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 55,303 $2.5M 0.79% +1,273 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 57,764 $2.5M 1.31% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 55,071 $2.49M 0.11% +18,051 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 54,743 $2.48M 0.13% new 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 54,724 $2.48M 1.65% -1,983 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 54,547 $2.47M 1.34% +195 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 54,430 $2.46M 1.34% +27,871 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 54,423 $2.46M 1.63% +21,645 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 54,400 $2.46M 0.67% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 54,334 $2.46M 0.88% -5,985 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 54,196 $2.45M 0.03% -4,139 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 53,911 $2.44M 0.57% -1,332 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 52,570 $2.43M 1.64% +24,678 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 53,615 $2.43M 1.79% +12,030 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 53,413 $2.42M 0.18% -64,296 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 52,982 $2.4M 0.24% +2,816 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 52,932 $2.4M 0.36% -5,506 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 52,846 $2.39M 0.22% +7,482 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 52,536 $2.38M 0.46% +2,789 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 52,539 $2.38M 0.24% +1,347 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 52,397 $2.37M 0.51% +7,990 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 52,273 $2.37M 0.1% +876 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 52,140 $2.36M 0.84% -401 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 52,028 $2.35M 0.45% +195 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 51,832 $2.35M 0.52% -896 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 51,749 $2.34M 0.14% -9,832 13F-HR Timeline Group Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 51,734 $2.34M 0.69% +45 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 51,421 $2.33M 0.2% -174,261 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 51,262 $2.32M 1.21% +32 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 51,203 $2.32M 0.49% -2,065 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 51,081 $2.31M 1.48% +13,274 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 50,725 $2.3M 0.27% -1,948 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 50,538 $2.29M 1.24% +6,286 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 50,407 $2.28M 0.72% -441 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 50,358 $2.28M 1.41% -1,252 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 50,204 $2.27M 0.46% -1,744 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 50,204 $2.27M 0.61% +2,943 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 49,991 $2.26M 0.49% -1,355 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 49,828 $2.26M 0.55% +836 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 49,631 $2.25M 0.26% +4,778 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 49,617 $2.25M 0.95% -2,550 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 49,568 $2.24M 1.23% +1,350 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 49,440 $2.24M 0.25% -5,230 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 49,284 $2.23M 0.2% 0 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 49,137 $2.22M 1.24% -545 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 49,099 $2.22M 2.01% +565 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 48,875 $2.21M 1.05% +1,300 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 48,846 $2.21M 0.54% +754 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 48,841 $2.21M 0.45% -7,762 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 48,764 $2.21M 0.13% +4,766 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 48,545 $2.2M 0.46% +2,767 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 48,522 $2.2M 0.16% +982 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 48,370 $2.19M 0.76% -7,858 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 48,171 $2.18M 0.11% -2,545 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 48,099 $2.18M 0.45% -1,585 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 47,813 $2.16M 0.81% +67 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 47,610 $2.15M 1.46% +172 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 47,601 $2.15M 1.06% -10,139 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 47,575 $2.15M 0.22% +855 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 47,304 $2.14M 0.57% +1,679 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 47,219 $2.14M 0.26% -8,892 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 46,859 $2.12M 1.2% -7,938 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 46,669 $2.11M 1.17% +11,460 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 46,363 $2.1M 1.06% -2,200 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 48,439 $2.1M 0.12% +2,568 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 46,257 $2.09M 0.72% -532 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 45,945 $2.08M 0.14% -1,815 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 45,884 $2.08M 0.05% -2,223 13F-HR Timeline Group Falcon Wealth Planning More: the full row for Falcon Wealth Planning 45,813 $2.07M 0.23% -3,121 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 45,729 $2.07M 0.26% +17,754 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 45,322 $2.05M 0.37% -9,804 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 45,319 $2.05M 1.26% +656 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 45,303 $2.05M 0.76% -3,881 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 45,288 $2.05M 0.77% -666 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 45,141 $2.04M 1.75% +7,182 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 44,799 $2.03M 0.05% +1,926 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 46,122 $2.03M 0.65% -8,766 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 44,607 $2.02M 1.53% +58 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 44,576 $2.02M 0.4% -1,015 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 44,544 $2.02M 0.16% -4,617 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 44,535 $2.02M 0.49% +458 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 44,478 $2.01M 0.33% -69 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 44,188 $2M 1.39% +266 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 44,062 $1.99M 0.56% -4,427 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 43,866 $1.99M 0.13% +393 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 43,850 $1.98M 0.29% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 43,844 $1.98M 0.02% -7,295 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 43,626 $1.97M 1.34% +6,826 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 43,605 $1.97M 0.22% -36 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 43,450 $1.97M 0.06% -280 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 43,441 $1.97M 0.26% +122 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 43,329 $1.96M 0.07% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 42,949 $1.94M 0.01% +252 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 42,876 $1.94M 0.13% -330,632 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 42,837 $1.94M 0.3% +801 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 42,793 $1.94M 0.67% -6,870 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 42,782 $1.94M 1.08% +2,204 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 42,642 $1.93M 1.42% +5,487 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 42,507 $1.92M 0.36% -5,122 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 42,244 $1.91M 0.31% -482 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 42,176 $1.91M 0.02% -9,070 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 41,928 $1.9M 0.12% +18,515 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 41,837 $1.89M 0.13% -6,599 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 41,708 $1.89M 0.65% -2,042 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 41,657 $1.89M 0.96% -3,753 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 41,614 $1.88M 1.72% +3,680 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 41,477 $1.88M 0.72% -459 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 41,373 $1.87M 0.48% -10,524 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 41,112 $1.86M 0.28% -4,326 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 41,030 $1.86M 0.87% -8,039 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,989 $1.86M 0.16% -4,754 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 40,986 $1.86M 0.94% -126 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,862 $1.85M 0.1% +767 13F-HR/A Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 40,756 $1.84M 0.05% -134,626 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 40,730 $1.84M 0.09% -1,916 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 40,593 $1.84M 0.56% +5,978 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 40,551 $1.84M 0.22% -5,890 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 40,510 $1.83M 1.52% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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