CW Advisors, LLC More: the full row for CW Advisors, LLC 17,731 $1.04M 0.01% -768 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 17,687 $1.04M 0.05% -259 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 17,521 $1.03M 0.09% +15,405 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,505 $1.03M 0.02% +3,544 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,426 $1.03M 0.01% +1,524 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 17,396 $1.03M 0.27% +11,991 13F-HR/A Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 17,395 $1.03M 0.05% -96 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 16,526 $1.02M 0.13% +576 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 17,255 $1.02M 0.21% -1,100 13F-HR Timeline Group ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 17,195 $1.01M 0.56% +4,089 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 17,206 $1.01M 0.22% +426 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17,185 $1.01M 0.24% +48 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 17,181 $1.01M 0.19% +3,344 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 17,075 $1.01M 0.07% +6,348 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 16,909 $996K 0.22% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 16,765 $988K 0.32% -4,502 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 16,580 $977K 0.03% +333 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 16,285 $960K 0.38% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 16,239 $957K 0.32% -1,356 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 16,230 $956K 0.09% +11,893 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 16,195 $954K 0.97% +7,456 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 16,192 $954K 0.1% -445 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 16,171 $953K 0.26% -1,024 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 16,114 $950K 0.27% -4,689 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,054 $946K 0.05% -3,806 13F-HR/A Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 16,025 $944K 0.38% +280 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 15,991 $942K 0.61% -479 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 15,959 $940K 0.51% +267 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 15,867 $935K 0.67% +2,036 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 15,865 $935K 0.07% +6,730 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 15,774 $930K 0.48% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 15,743 $928K <0.01% -1,648 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 15,543 $916K 0.05% -93 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 15,525 $915K 0.05% -343 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 15,495 $913K 0.14% +1,014 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 15,351 $905K 0.47% +2,454 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15,249 $902K 0.73% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 15,256 $899K 0.07% -512 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 15,032 $886K 0.2% -462 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 14,994 $884K 0.49% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 14,975 $882K 0.47% -463 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,940 $880K 0.02% -250 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,879 $877K 0.22% +240 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,833 $874K 0.08% +3,970 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 14,817 $873K 0.42% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 14,757 $870K 0.66% -23 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 14,693 $866K 0.38% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,412 $849K 0.42% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 14,349 $846K 0.23% +4,157 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 14,332 $845K 0.21% -925 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 14,318 $844K 0.02% +1,870 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14,294 $842K 0.05% -368 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 14,290 $842K 0.39% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 14,274 $841K 0.75% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14,272 $841K 0.09% -153 13F-HR/A Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 14,262 $840K 0.21% +262 13F-HR Timeline Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 14,238 $840K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 14,217 $838K +10,602 Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 14,193 $836K 0.56% +222 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,160 $834K 0.04% +675 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 14,137 $833K 0.05% +10 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,118 $832K 0.05% +1,418 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 14,116 $832K 0.57% +184 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 13,996 $825K 0.34% -3,549 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,963 $823K 0.01% +5,494 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,900 $819K 0.02% +6,891 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 13,858 $817K 0.44% -6,016 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 13,800 $813K 0.12% +137 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,780 $812K 0.02% -221 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 13,729 $809K 0.52% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 13,722 $809K 0.07% +104 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,661 $805K 0.02% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,514 $796K 0.16% -1,070 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 13,510 $796K 0.37% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 13,494 $795K 0.28% +4 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 13,428 $791K 0.59% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 13,374 $788K 0.09% +1,256 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 13,332 $786K 0.07% -1,669 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,238 $780K <0.01% +2,218 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,787 $779K 0.04% -836 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,103 $772K 0.01% -96 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,092 $772K 0.02% -1,313 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 13,000 $766K 0.18% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 13,017 $758K 0.17% -1,933 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 12,844 $757K 0.77% +1,653 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,813 $755K 0.02% +1,382 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 12,789 $754K 0.95% -281 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,776 $753K 0.22% -325 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,675 $747K 0.03% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 12,618 $744K 0.44% 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 12,615 $743K 0.15% +8,642 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,497 $736K 0.01% +17 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,483 $736K 0.41% -5,834 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 12,446 $733K 0.68% 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,423 $732K 0.18% +472 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 12,405 $731K 0.49% -49 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 12,359 $728K 0.31% 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 12,202 $719K 0.19% +439 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,140 $715K 0.02% -26 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 12,135 $715K 0.4% -413 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,065 $711K 0.07% -57 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 11,912 $702K 0.39% -420 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,899 $701K 0.27% +3,804 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,810 $696K 0.01% +29 13F-HR/A Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 11,771 $694K 0.23% -59 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 11,720 $691K 0.31% +7,948 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 11,700 $689K <0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,502 $678K 0.05% +4,612 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,462 $675K 0.1% -108 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 11,417 $673K 0.7% +68 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,344 $669K 0.02% -231 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,301 $666K 0.17% -773 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 11,256 $663K 0.09% +1,296 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 11,215 $661K 0.23% -975 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 10,817 $657K 0.31% +928 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 11,145 $657K <0.01% -990 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 11,110 $655K 0.27% +36 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,091 $654K 0.12% -5,220 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,061 $652K 0.28% +995 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,000 $648K 0.07% +733 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 10,921 $644K 0.42% -406 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,839 $639K 0.01% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 10,753 $634K 0.07% +183 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 10,735 $633K 0.58% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,665 $628K 0.33% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,629 $626K 0.05% +992 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 10,599 $625K 0.06% +1,650 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,575 $623K 0.31% +830 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 10,566 $623K 0.07% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 10,538 $621K 0.08% +5,660 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 10,530 $621K 0.03% +2,417 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,519 $620K 0.43% -375 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 10,503 $619K 0.32% +69 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,497 $619K 0.08% -1,584 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10,496 $619K 0.2% +5,729 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 10,484 $618K 0.3% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,468 $617K 0.11% -40 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,432 $615K 0.05% +145 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,406 $613K 0.36% -25 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,310 $608K 0.02% -185 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,303 $607K 0.05% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,195 $601K 0.08% -150 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,173 $600K 0.13% +2,063 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,028 $591K 0.14% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 9,985 $588K 0.26% 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 9,979 $588K 0.13% +10 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 9,938 $586K 0.35% +419 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 9,865 $581K 0.29% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 9,803 $578K 0.02% +103 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,794 $577K 0.07% -422 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,784 $577K 0.08% -783 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 9,750 $575K 0.14% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,657 $569K 0.02% -9,894 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,604 $566K <0.01% +440 13F-HR Timeline Group Summit X, LLC More: the full row for Summit X, LLC 9,551 $563K 0.12% +1,032 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,526 $561K 0.08% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 9,502 $560K 0.61% 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 9,469 $558K 0.33% -815 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 9,449 $557K 0.06% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,444 $557K 0.04% +849 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,442 $556K 0.03% -933 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,301 $548K 0.08% new 13F-HR/A Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 9,278 $547K 0.33% +22 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,263 $546K 0.01% +2,829 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 9,200 $546K 0.21% +340 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 9,252 $545K 0.71% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,247 $545K 0.01% -5,737 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 9,236 $544K 0.32% 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 9,220 $543K 0.06% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,207 $543K 0.05% +205 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 8,721 $540K 0.15% -1,145 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,147 $539K <0.01% +9 13F-HR Timeline Group Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 9,124 $538K 0.24% +1,138 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 9,088 $536K <0.01% new 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,083 $535K 0.11% -891 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 9,080 $535K 0.1% +148 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 9,061 $534K 0.48% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,048 $533K 0.1% -103 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 9,047 $533K 0.17% -1,654 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,029 $532K 0.02% +988 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 9,008 $531K 0.38% +32 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 8,968 $528K 0.05% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,951 $527K 0.03% +1,098 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 8,947 $527K 0.32% 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,922 $526K 0.24% +212 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,925 $526K 0.03% +2,174 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,914 $525K 0.28% +1,349 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 8,899 $524K 0.32% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,894 $524K 0.01% -146 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 8,885 $524K 0.3% +296 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,853 $522K 0.02% +924 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 8,819 $520K 0.27% new 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 8,807 $519K 0.43% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 8,794 $518K 0.34% -15,445 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,784 $518K 0.03% 0 13F-HR/A Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 8,736 $515K 0.09% +1,545 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 8,735 $515K 0.15% +528 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,721 $514K 0.13% +4,479 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,716 $514K 0.05% +37 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 8,708 $513K 0.26% +5,231 13F-HR Timeline