Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,140 $224K 0.1% -3,000 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,116 $223K 0.01% -7,539 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,108 $223K <0.01% -986 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,093 $222K 0.03% -136 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 8,082 $222K 0.14% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,131 $221K 0.01% +74 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 8,044 $221K 0.06% -17 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,040 $221K <0.01% -10,381 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 8,001 $220K 0.02% -13,533 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,996 $220K 0.07% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,947 $218K 0.01% -2,717 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,912 $217K <0.01% -475 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,881 $216K <0.01% -3,562 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,880 $216K 0.06% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,874 $216K 0.02% -314 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,774 $213K 0.01% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,772 $213K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,768 $213K 0.01% -18 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 7,826 $212K <0.01% new 13F-HR Timeline Group Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 7,705 $212K <0.01% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 7,668 $211K <0.01% -2,960 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,597 $209K 0.01% -530 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 7,589 $208K 0.12% -530 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,551 $207K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,532 $207K 0.01% +2,007 13F-HR/A Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 7,522 $207K 0.04% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,496 $206K 0.09% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,460 $205K 0.01% -1,424 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,459 $205K 0.04% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7,411 $204K 0.05% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,356 $202K 0.13% -100 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,330 $201K 0.01% -3,388 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,320 $201K 0.01% -4,115 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,293 $200K <0.01% -1,147 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 7,126 $196K 0.12% -1,773 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,812 $187K 0.12% +416 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,727 $185K 0.03% -4,296 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,712 $184K 0.08% -2,168 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,250 $172K <0.01% -3,632 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,219 $171K 0.01% +2,923 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6,167 $169K 0.01% +72 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,006 $165K <0.01% -2,977 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,934 $163K <0.01% -19,758 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 5,864 $161K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,627 $155K 0.03% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,486 $151K 0.01% +2,008 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,343 $147K 0.01% -490 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5,242 $144K 0.05% +1,110 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,214 $143K <0.01% -10,494 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,215 $143K 0.01% -24,519 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,116 $140K 0.14% -8 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,081 $140K 0.08% +56 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,991 $137K 0.01% +164 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,551 $125K 0.03% +495 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,378 $120K 0.08% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 4,103 $113K 0.01% -120 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,996 $110K 0.05% -8 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,916 $108K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,915 $108K 0.04% +266 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,860 $106K <0.01% +302 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,796 $104K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,730 $102K 0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 3,681 $101K 0.05% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,652 $100K 0.01% -7,820 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,599 $98.8K <0.01% +1,198 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,510 $96.4K 0.01% -1,260 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,349 $92K 0.01% +19 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,306 $90.8K <0.01% +1,307 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,269 $89.8K 0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,230 $88.7K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,203 $88K 0.01% +271 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,168 $87K 0.04% +60 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,154 $86.6K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,151 $86.5K <0.01% +42 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,144 $86.3K 0.01% -633 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,116 $85.6K 0.03% 0 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,105 $85.3K 0.01% -244 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,065 $84.2K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 7,837 $84.1K 0.05% +414 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,061 $84.1K 0.01% +56 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,032 $83.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,029 $83.2K <0.01% -1,168 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,002 $82.4K 0.01% +285 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,982 $81.9K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,953 $81.1K <0.01% +74 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,941 $80.8K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,937 $80.7K 0.06% +268 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,737 $75K <0.01% +442 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,686 $73.8K <0.01% -252 13F-HR Timeline City State Bank More: the full row for City State Bank 2,660 $73K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,647 $72.7K 0.04% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,591 $71.1K 0.01% -234 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,571 $71K 0.01% +2,368 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,577 $70.8K 0.02% -590 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,576 $70.7K <0.01% -1,161 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,572 $70.6K 0.01% -114 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,561 $70.3K <0.01% -49 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,524 $68.7K 0.01% -15 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,483 $68.2K 0.01% +38 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,494 $68.1K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,473 $67.9K 0.02% +30 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,454 $67.4K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,441 $67K 0.01% +100 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,356 $64.7K 0.01% +2,304 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,266 $62.2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,245 $61.6K <0.01% -1,106 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,226 $61.1K 0.04% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,206 $60.6K 0.02% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,114 $58.1K 0.02% -1 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,095 $57.5K <0.01% 0 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,015 $55K <0.01% +79 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,988 $54.6K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,982 $54.4K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,975 $54.2K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,971 $54.1K <0.01% +723 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,962 $53.9K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,954 $53.7K <0.01% +111 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,952 $53.6K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,929 $53K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,907 $52.3K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,903 $52.3K +12 Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,895 $52K 0.01% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,876 $51.5K 0.01% +818 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,860 $51.1K <0.01% +286 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,842 $50.6K 0.02% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,823 $50.1K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,817 $49.9K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,803 $49.5K 0.01% -436 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,784 $49K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,781 $48.9K 0.01% +85 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,780 $48.9K <0.01% -1,645 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,780 $48.9K 0.06% +1,253 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,770 $48.6K 0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,761 $48.4K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,748 $48K <0.01% +140 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,710 $47K <0.01% -479 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,699 $46.7K 0.04% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,685 $46.3K <0.01% +74 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,664 $45.7K <0.01% -77 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,663 $45.7K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,585 $44K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,588 $43.6K 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,588 $43.6K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,579 $43.4K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,582 $43K 0.01% +189 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,528 $42K 0.03% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,493 $41K 0.02% +198 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,491 $40.9K 0.01% +166 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,489 $40.9K 0.01% -1,487 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,488 $40.9K <0.01% -1,165 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,478 $40.6K 0.06% 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,464 $40.2K 0.01% +18 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,451 $39.8K 0.01% +212 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,442 $39.6K <0.01% +414 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,430 $39.3K 0.03% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,412 $38.8K 0.02% -235 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,360 $37.3K <0.01% -794 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,328 $36.5K 0.04% +34 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,316 $36.2K 0.01% -14 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,300 $35.7K <0.01% +170 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,295 $35.6K 0.03% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,291 $35.5K 0.02% -1,332 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,290 $35.4K <0.01% -6 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,256 $34.5K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,249 $34.3K <0.01% +676 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,217 $33.4K 0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,197 $32.9K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,175 $32.3K 0.01% -73 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,152 $31K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 12,409 $30.8K 0.01% +119 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,109 $30.4K <0.01% -275 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,108 $30.4K <0.01% -213 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,060 $29.1K 0.01% -108 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,056 $29K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,041 $29K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,038 $28.5K 0.01% +670 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,024 $28.1K 0.01% -35 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 988 $28K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 991 $27K <0.01% +115 13F-HR Timeline TFC Financial Management, Inc. 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