Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,505 $732K 0.06% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,500 $731K 0.06% -15,000 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 5,500 $731K 0.02% new 13F-HR Timeline Group Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,490 $730K 0.5% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 5,480 $728K 0.15% -14,663 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 5,468 $727K 0.78% -12,699 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 5,465 $726K 0.14% +702 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,455 $725K 0.02% -300 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 5,452 $725K 0.19% +305 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 5,444 $724K 0.18% +8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,440 $723K 0.05% -9,811 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,438 $723K 0.15% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,425 $721K 0.03% +168 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 5,420 $720K 0.1% -572 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,418 $720K 0.05% -450 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 4,942 $720K 0.31% -325 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 5,400 $718K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,391 $717K 0.14% +855 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 5,388 $716K 0.53% -331 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 5,377 $715K 0.21% +56 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,357 $712K 0.13% -2,771 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,328 $708K 0.29% -555 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 5,320 $707K 0.05% -2,900 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 5,319 $707K 0.7% +24 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,149 $706K 0.05% -21,937 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,287 $703K 0.33% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,276 $701K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,276 $701K 0.01% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,271 $701K 0.19% -14,764 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,256 $698K 0.19% -15 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,255 $698K 0.13% -6 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,222 $694K 0.13% -374 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,215 $693K 0.43% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,210 $692K 0.07% +11 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,206 $692K 0.07% -200 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,204 $692K 0.02% +283 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 5,200 $691K 0.55% -2,782 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,185 $689K 0.28% -604 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,184 $689K 0.01% new 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,168 $687K 0.11% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,140 $683K 0.24% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,138 $683K 0.03% +464 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 5,135 $682K 0.4% -125 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,131 $682K 0.13% +264 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,127 $681K 0.35% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 5,126 $681K 0.47% -894 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,110 $679K 0.17% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,108 $679K 0.09% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,098 $678K 0.32% -15 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,093 $677K 0.02% +2,337 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,073 $674K 0.3% +5 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,068 $674K 0.54% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,058 $672K 0.03% -168 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,708 $671K 0.01% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,052 $671K 0.05% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,052 $671K 0.06% +510 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,052 $671K 0.04% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 5,045 $670K 0.65% +1,101 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,237 $670K 0.4% +1,062 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,032 $669K 0.05% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,021 $667K 0.09% -98 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 5,018 $667K 1.05% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 5,014 $666K 0.26% +662 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,012 $666K 0.08% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,006 $665K 0.06% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,006 $665K 0.11% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 5,000 $664K 0.06% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 5,000 $664K 0.16% -2,000 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,000 $664K 0.1% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,996 $664K 0.23% +1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,971 $661K 0.09% +3,407 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,956 $659K 0.12% -1,763 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 4,956 $659K 0.22% -152,461 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 4,630 $658K 0.08% -700 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,945 $657K 0.24% +1,163 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,931 $655K 0.36% +70 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,927 $655K 0.4% -210 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,572 $654K 0.29% -1,001 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,918 $654K 0.02% -988 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,916 $653K 0.18% -39 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,912 $653K 0.07% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,902 $652K 0.03% -545 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,849 $644K 0.01% -31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,834 $642K 0.16% +188 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,810 $639K 0.08% -78 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,807 $639K 0.31% -421 13F-HR Timeline BCI SECURITIES, INC. More: the full row for BCI SECURITIES, INC. 4,804 $638K 6.29% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,795 $637K 0.45% -355 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,781 $635K 0.03% +3,268 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 4,780 $635K 0.14% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,768 $634K 0.09% +3 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,760 $633K <0.01% +1,049 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 4,751 $631K 0.14% +5 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 4,749 $631K 0.09% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 4,700 $625K 0.09% +2,900 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,687 $623K 0.14% +2,360 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,684 $623K 0.04% -80 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,678 $622K 0.04% -2 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,668 $620K 0.09% 0 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 4,648 $618K 0.06% -12,098 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,636 $616K 0.16% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,623 $614K 0.82% -5,836 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 4,334 $614K 0.47% new 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 4,603 $612K 0.39% +731 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,600 $611K 0.17% +90 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,597 $611K 0.25% -658 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,594 $611K 0.14% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,594 $611K 0.1% +1,936 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,590 $610K 0.35% -436 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,577 $608K 0.03% +9 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,570 $607K 0.07% +30 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,566 $607K 0.07% -1,406 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 4,561 $606K 0.2% -852 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 4,556 $605K 0.26% -718 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4,552 $605K 0.04% -2,624 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 4,552 $605K 0.58% +83 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,552 $605K 0.05% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,551 $605K 0.58% -425 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,548 $604K 0.04% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,534 $603K 0.08% +300 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,532 $602K 0.37% -84 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 4,520 $601K 0.46% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 4,518 $600K 0.54% -6,025 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 3,743 $600K 0.9% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,500 $598K 0.13% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,498 $598K 0.2% -62 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 4,188 $595K 0.29% -704 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 4,472 $594K 0.3% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,470 $594K 0.01% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,467 $594K 0.2% -889 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,460 $593K 0.11% 0 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,455 $592K 0.01% -5,435 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,442 $590K 0.07% +32 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,436 $590K 0.26% +4 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,145 $589K 0.06% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,432 $589K 0.12% -4 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 4,426 $588K 0.32% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,421 $588K 0.02% +1,530 13F-HR/A Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,461 $587K 0.17% -10,350 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,411 $586K 0.26% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,411 $586K 0.38% +123 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,408 $586K 0.08% +1,848 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,404 $585K 0.07% +14 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,392 $584K 0.07% +408 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,388 $583K 0.02% -22,833 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 4,378 $582K 0.09% -3,400 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,377 $582K 0.05% -75 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,372 $581K <0.01% -1,930 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,359 $579K 0.24% 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,358 $579K 0.04% -68 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,350 $578K 0.05% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,342 $577K 0.08% -150 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 3,834 $576K 0.38% -203 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,332 $576K 0.13% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 4,330 $575K 0.44% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,321 $574K 0.17% +319 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,320 $574K 0.11% -106 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,314 $573K 0.12% 0 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,299 $571K 0.42% -3,602 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,293 $571K 0.01% +1,665 13F-HR Timeline Group AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,288 $570K 0.16% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,284 $569K 0.01% -222 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,239 $563K 0.12% -104 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,234 $563K <0.01% +2,418 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,225 $562K 0.1% -421 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,216 $560K <0.01% -313 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 4,209 $559K 0.07% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,190 $557K 0.37% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,184 $556K 0.18% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4,184 $556K 0.55% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4,180 $556K 0.14% -1,453 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 4,176 $555K 0.54% 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,175 $555K 0.4% -12,113 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 4,169 $554K 0.08% +700 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,160 $553K 0.12% -199 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,154 $552K 0.04% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,153 $552K 0.05% +367 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,104 $545K 0.1% +62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,103 $545K 0.04% +2,462 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,101 $545K 0.39% +26 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,100 $545K 0.12% 0 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,097 $544K 0.09% +1 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,078 $542K 0.21% -5,814 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,061 $540K 0.02% -555 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,054 $539K 0.03% +175 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,027 $535K 0.25% -139 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,014 $533K 0.27% +11 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 4,000 $532K 0.06% -2,000 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,000 $532K 0.06% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,996 $531K 0.11% -245,899 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,987 $530K 0.13% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,982 $529K 0.29% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,960 $526K <0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,951 $525K 0.07% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,950 $525K 0.15% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,943 $524K 0.15% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,913 $520K 0.02% +1 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 3,907 $519K 0.4% -77 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,906 $519K 0.02% +69 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,903 $519K 0.22% -5 13F-HR Timeline