Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 9,595 $689K 0.14% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 9,591 $689K 0.43% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 9,587 $688K 0.2% +161 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 9,585 $688K 0.03% +81 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 9,537 $685K 0.36% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,524 $684K 0.05% -20 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,492 $681K 0.41% -199 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,490 $681K 0.17% -390 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,451 $678K 0.04% -14,532 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,450 $678K 0.46% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,422 $675K 0.12% +260 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 9,376 $673K 0.01% -24,871 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,918 $671K 0.04% +3,851 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,349 $671K 0.08% +396 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 9,293 $667K 0.13% -57 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,491 $667K 0.42% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 9,287 $667K 0.59% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,065 $666K 0.1% +168 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,265 $665K 0.03% +3,070 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 9,237 $663K 0.68% +25 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,205 $661K 0.07% -38 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,189 $660K 0.11% +4,200 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for Tudor Financial Inc. 9,044 $649K 0.39% +3 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,038 $649K 0.09% +315 13F-HR Timeline Summa Corp. 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More: the full row for FAS Wealth Partners, Inc. 8,873 $637K 0.05% +24 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,851 $635K 0.15% -6 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 8,851 $635K 0.27% -10,495 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 8,908 $633K 0.51% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,806 $632K 0.05% +142 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,800 $632K 0.15% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,802 $631K 0.28% -72 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,782 $630K 0.05% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,782 $630K 0.35% +586 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,772 $630K 0.11% +1 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 8,770 $630K 0.1% -227 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,753 $628K 0.14% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 8,735 $627K 0.08% +10 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,719 $626K 0.17% -2,700 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,829 $624K 0.48% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,665 $622K 0.08% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 8,656 $621K 0.18% +86 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 8,613 $618K 0.13% 0 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. 8,581 $616K 0.02% new 13F-HR Timeline Group BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 8,523 $612K 0.08% +50 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,518 $612K 0.15% -4,077 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,493 $610K 0.02% -199 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 8,507 $610K 0.05% +1,811 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,470 $608K 0.39% +450 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,467 $608K 0.04% +2,244 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 8,434 $605K 0.07% +378 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 8,433 $605K 0.2% -1,021 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,424 $605K 0.03% +1,036 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 8,418 $604K 0.03% -2 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 8,418 $604K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,405 $603K 0.01% +105 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,401 $603K 0.28% +475 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 8,397 $603K 0.16% -370 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,395 $603K 0.16% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,227 $602K 0.19% +183 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 8,325 $598K 0.21% +75 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 8,220 $590K 0.05% -2,130 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,200 $589K 0.04% 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,192 $588K 0.07% +1,039 13F-HR/A Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,186 $588K 0.06% +59 13F-HR/A Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,185 $588K 0.06% +5,113 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 8,178 $587K 0.04% +41 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 8,169 $586K 0.07% +33 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 8,161 $586K 0.01% -688 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 8,143 $585K 0.44% -150 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,123 $583K 0.06% -206 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 8,115 $583K 0.36% -942 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8,288 $582K 0.15% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8,080 $580K 0.17% +33 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 8,078 $580K 0.49% +2,894 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,067 $579K 0.15% +117 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 8,052 $578K 0.16% +1,532 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,046 $578K 0.03% +302 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 8,037 $577K 0.21% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 8,026 $576K 0.33% -3,725 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 8,011 $575K 0.1% -281 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,000 $574K 0.07% new 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 7,999 $574K 0.38% -635 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,986 $573K 0.02% +1,713 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,978 $573K 0.05% +350 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,961 $572K 0.06% +553 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 7,944 $570K 0.11% -341 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,904 $568K 0.15% +2,065 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,897 $567K 0.07% +2,282 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,861 $564K 0.12% +3,515 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7,853 $564K 0.41% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,849 $564K 0.07% +4 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 7,816 $561K 0.06% -3,499 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,782 $559K 0.14% +6,248 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 7,761 $557K 0.04% +1,364 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7,732 $555K 0.15% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 7,700 $553K 0.1% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,686 $552K 0.22% +78 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,676 $551K 0.02% +151 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,675 $551K 0.15% -150 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,652 $549K 0.01% +121 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,649 $549K 0.3% -25,474 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 7,644 $549K 0.1% +1,346 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 7,633 $548K 0.18% +306 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 7,628 $548K 0.02% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,598 $545K 0.03% +99 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 7,592 $545K 0.53% +27 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 7,554 $542K 0.05% -4,860 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,550 $542K 0.15% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 7,548 $542K 0.58% -400 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,547 $542K 0.02% -1,216 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,530 $541K 0.44% +13 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,521 $540K 0.04% +1,736 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,513 $539K 0.18% +275 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 7,512 $539K 0.2% -219 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 7,486 $537K 0.39% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,485 $537K 0.13% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,303 $537K 0.06% -265 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,465 $536K 0.05% +115 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 7,458 $535K 0.05% +716 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,452 $535K 0.03% -149 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,452 $535K 0.08% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,447 $535K 0.19% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,428 $533K 0.07% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,422 $533K 0.15% +279 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,411 $532K 0.04% -337 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 7,409 $532K 0.16% -400 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,407 $532K 0.03% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,400 $531K 0.04% +62 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 7,400 $531K 0.17% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,394 $531K 0.04% -57 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 7,393 $531K 0.04% +934 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,380 $530K 0.15% +71 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,371 $529K 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,363 $529K 0.04% +115 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 7,355 $528K 0.03% -300 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 7,350 $528K 0.21% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,437 $528K 0.1% +120 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 7,335 $527K 0.19% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,319 $525K 0.24% new 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 7,298 $524K 0.5% +18 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,297 $524K 0.08% +932 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 7,284 $523K 0.1% +105 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 7,291 $523K 0.06% +635 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 7,275 $522K 0.35% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,274 $522K 0.06% +626 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,272 $522K 0.28% +72 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,267 $522K 0.16% +9 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 7,258 $521K 0.22% -39 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 7,250 $521K 0.21% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,233 $519K 0.04% -375 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,220 $518K 0.3% 0 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,219 $518K 0.11% +67 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 8,321 $517K 0.35% +1,898 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,323 $514K 0.09% -241 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,156 $514K 0.23% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,150 $513K 0.09% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,137 $512K 0.14% +18 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,132 $512K 0.01% +479 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,111 $510K 0.09% -53 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,103 $510K 0.27% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,098 $510K 0.07% +245 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,093 $509K 0.02% +1,433 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,085 $509K 0.05% +67 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 7,075 $509K 0.21% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 7,235 $508K 0.09% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,076 $508K 0.1% -244 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 7,075 $508K 0.21% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,065 $507K 0.12% -40 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,020 $504K 0.07% +1,623 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 7,019 $504K 0.34% +383 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,009 $503K 0.05% +43 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 7,019 $503K 0.22% +265 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 7,000 $503K 0.33% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,991 $502K 0.2% -295 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,983 $501K 0.04% -28 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,981 $501K 0.22% +2,145 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,959 $500K 0.06% -634 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,910 $496K 0.32% +987 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,897 $495K 0.07% +1 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,885 $494K 0.51% +418 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,884 $494K 0.25% -8,818 13F-HR Timeline MEANS INVESTMENT CO., INC. 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