LM Advisors LLC More: the full row for LM Advisors LLC 69,876 $3.46M 0.44% -1,100 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 69,675 $3.45M 0.59% +17,139 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 69,195 $3.42M 1.92% +640 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 67,758 $3.41M 0.31% +230 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 68,782 $3.4M 0.02% -1,851 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 68,574 $3.39M 2.55% +652 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 68,549 $3.39M 0.09% +5,016 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 68,468 $3.39M 0.6% +18 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 68,442 $3.39M 0.91% +16,708 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 67,944 $3.36M 0.47% -10,968 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 67,695 $3.35M 0.21% +1,261 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 67,327 $3.33M 0.63% +2,172 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 67,221 $3.32M 1.83% +26,919 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 66,398 $3.32M 0.09% +1,336 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 66,886 $3.31M 1.56% +5,661 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 66,558 $3.29M 0.04% -1,333 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 66,295 $3.28M 0.75% -12,735 13F-HR/A Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 64,584 $3.28M 1.57% +3,700 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 66,215 $3.27M 0.32% +16,775 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 66,215 $3.27M 0.15% -2,534 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 66,132 $3.27M 0.72% -66,116 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 65,950 $3.26M 0.02% -1,450 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 65,798 $3.25M 2.46% +6,274 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 65,453 $3.24M 0.23% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 65,377 $3.23M 0.02% +3,484 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 65,119 $3.22M +8,126 Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 65,075 $3.22M 1.85% -2,407 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 65,000 $3.21M 0.69% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 64,993 $3.21M 0.26% +37,109 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 64,707 $3.2M 2.58% -15,414 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 64,646 $3.2M 0.76% +3,325 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 64,640 $3.2M 0.08% -5,931 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 64,583 $3.19M 0.13% +1,167 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 64,570 $3.19M 0.81% +55,391 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 64,372 $3.18M 0.01% +1,390 13F-HR Timeline Group Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 64,355 $3.18M 1.2% +103 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 63,756 $3.15M 1.04% +467 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 63,487 $3.14M 0.44% +3,452 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 62,992 $3.14M 0.31% -243 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 63,417 $3.12M 0.01% -6,197 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 63,114 $3.12M 1.32% +1,483 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 63,085 $3.12M 0.55% +97 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 62,938 $3.11M 1.98% +20,296 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 62,928 $3.11M 2.06% +9,313 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 68,698 $3.11M 0.87% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 62,843 $3.11M 0.12% +10,570 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 62,813 $3.11M 1.07% +122 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 62,794 $3.11M 0.73% +2,998 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 62,741 $3.1M 0.8% +30 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 62,620 $3.1M 1.68% +11,539 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 61,831 $3.06M 0.08% +15,947 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 61,695 $3.05M 1.45% +1,301 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 61,562 $3.04M 1.04% +50,240 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. 61,548 $3.04M 0.03% +10 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 61,416 $3.04M 0.05% +996 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 61,403 $3.04M 0.94% +4,549 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 66,706 $3.02M 1.81% 0 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 61,001 $3.02M 0.57% -4,599 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 60,939 $3.01M 0.28% -45,473 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 60,556 $3M 0.22% -57 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 60,512 $2.99M 1.46% +3,004 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 60,502 $2.99M 0.12% +2,656 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 60,418 $2.99M 2.3% -1,204 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 60,362 $2.99M 0.16% +11,598 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 60,112 $2.97M 1.32% +2,348 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 59,970 $2.97M 0.42% +4,513 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 59,875 $2.96M 0.02% -19,916 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 59,559 $2.95M 0.19% +153 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 59,558 $2.95M 0.91% -968 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 59,557 $2.95M 1.97% +965 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 59,267 $2.93M 0.05% +2,728 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 59,234 $2.93M 2.11% -180 13F-HR/A Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 58,989 $2.92M 0.22% +37,756 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 58,905 $2.91M 0.33% -691 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 58,810 $2.91M 0.24% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 58,608 $2.9M 0.4% -12,205 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 58,477 $2.89M 0.14% +3,734 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 58,466 $2.89M 0.04% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 58,334 $2.89M 0.56% +85 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 58,318 $2.88M 0.64% -1,486 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 58,246 $2.88M 2.56% +1,513 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 58,219 $2.88M 0.19% -1,275 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 58,095 $2.87M 0.75% -247,508 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 58,087 $2.87M 0.89% -1,225 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 57,975 $2.87M 0.79% +2,672 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 57,963 $2.87M 1.4% +3,416 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 57,675 $2.85M 1.56% -14,694 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 57,469 $2.84M +1,200 Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 57,396 $2.84M 0.64% -2,522 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 56,699 $2.84M 0.42% +89 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 57,138 $2.83M 0.16% -687 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 56,707 $2.8M 0.19% +23,130 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 56,512 $2.8M 0.1% -6,414 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 56,314 $2.79M 0.53% -891 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 55,708 $2.76M 1.84% -10,598 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 55,567 $2.75M 0.98% -1,718 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 55,534 $2.75M 1.66% -5,291 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 55,500 $2.75M 1.19% -2,084 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 55,498 $2.74M 1.69% +7,888 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 55,175 $2.73M 1.01% -4,273 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 55,171 $2.73M 0.73% -370 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 54,990 $2.72M 0.23% +2,144 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 54,879 $2.71M <0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 54,400 $2.69M 0.68% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 54,196 $2.68M 0.03% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 53,982 $2.67M 1.27% +12,325 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 53,924 $2.67M 0.88% -410 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 53,916 $2.67M 0.24% +934 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 53,300 $2.64M <0.01% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 53,159 $2.63M 0.18% -254 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 52,981 $2.62M 0.54% +1,149 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 52,645 $2.61M 1.51% +75 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 52,660 $2.6M 1.09% +3,785 13F-HR/A Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 52,478 $2.6M 1.29% +2,910 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 52,375 $2.6M 0.7% +6,253 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 52,062 $2.58M 0.15% +11,557 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 51,904 $2.57M 0.2% +2,620 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 51,256 $2.56M 1.66% -3,468 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 51,753 $2.56M 0.56% -2,158 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 51,722 $2.56M 3.62% -319,444 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 51,370 $2.54M 0.48% -1,027 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 51,315 $2.54M 2.02% +2,216 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 51,237 $2.53M 0.26% +5,424 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 51,204 $2.53M 1.25% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 51,082 $2.53M 0.24% -5,501 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 51,012 $2.52M 0.67% -7,549 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 50,450 $2.5M 0.24% -2,089 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 49,677 $2.47M 1.24% -23,123 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 49,909 $2.47M 0.46% -1,294 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 49,784 $2.46M 0.15% +1,262 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 49,782 $2.46M 0.76% +1,412 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 49,677 $2.46M 1.19% -861 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 49,670 $2.46M +23,301 Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 49,472 $2.45M 0.46% +1,373 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 49,349 $2.44M 0.28% +3,620 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 49,226 $2.43M 0.05% +4,427 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 49,179 $2.43M 0.68% -1,228 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 49,028 $2.42M 0.2% +7,191 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 48,966 $2.42M 0.54% -862 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 48,824 $2.41M 1.61% -5,599 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 48,817 $2.41M 0.53% +1,513 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 48,707 $2.41M 0.24% -924 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 48,685 $2.41M 0.28% new 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 48,637 $2.41M 0.38% +47,417 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 48,519 $2.4M 1.41% -1,839 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 48,367 $2.39M 0.83% -1,250 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 48,020 $2.38M 1.55% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 48,009 $2.37M 0.33% -4,923 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 48,007 $2.37M 0.45% -2,197 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 47,898 $2.37M 0.23% +323 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 47,689 $2.36M 0.88% +88 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 47,623 $2.36M 0.83% -190 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 47,502 $2.35M 0.09% -7,569 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 47,453 $2.35M 0.61% -16,643 13F-HR/A Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 47,396 $2.34M 0.42% -1,445 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 49,757 $2.34M 0.12% +1,318 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 47,273 $2.34M 1.08% +25,466 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 46,651 $2.32M 1.36% +1,332 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 46,341 $2.29M 0.1% +24,583 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 46,147 $2.28M 0.33% -31,369 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 45,711 $2.26M 0.14% +1,845 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 45,680 $2.26M 0.13% -265 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 45,543 $2.25M 0.11% -2,628 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 45,349 $2.24M 0.52% +814 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 49,137 $2.22M 1.24% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 44,905 $2.22M 0.23% +1,300 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 44,710 $2.21M 0.02% +866 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 44,560 $2.2M 0.09% +3,830 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 44,509 $2.2M 0.44% +6,891 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 44,203 $2.19M 1.01% -2,160 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 44,052 $2.18M 1.23% +426 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 43,850 $2.17M 0.29% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 43,803 $2.17M 0.53% -259 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 45,060 $2.16M 1.38% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 43,562 $2.15M 1.61% -1,045 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 43,517 $2.15M 0.24% -3,702 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 43,399 $2.15M 0.05% -51 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 43,364 $2.14M 0.49% -6,840 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 43,329 $2.14M 0.07% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 43,167 $2.14M 1.02% +4,705 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 43,021 $2.13M 1.1% +4,876 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 42,946 $2.12M 0.33% -1,532 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 42,728 $2.11M 0.58% +2,135 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 42,710 $2.11M 1.7% +1,096 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 42,532 $2.1M 0.01% -417 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 42,365 $2.1M 0.14% -511 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 42,193 $2.09M 0.33% +7,490 13F-HR Timeline Elmwood Wealth Management, Inc. 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