RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,325 $359K <0.01% +5 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 4,311 $358K 0.07% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,284 $356K 0.24% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,283 $356K 0.21% -1,047 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,282 $356K 0.04% +1,517 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 4,258 $354K 0.04% -79 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,258 $354K 0.09% +428 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,251 $353K 0.03% -498 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,250 $353K 0.15% -900 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,213 $350K <0.01% +1,000 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,180 $347K 0.04% +341 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,172 $347K 0.01% -333 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,173 $347K 0.08% -242 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,154 $345K 0.05% -9,670 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,117 $342K 0.22% new 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,110 $341K 0.19% +173 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,094 $340K 0.11% -84 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,087 $339K 0.04% -305 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 4,083 $339K 0.1% +208 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,081 $339K 0.2% +1 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,053 $337K 0.05% 0 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,051 $337K 0.05% +1 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,046 $336K 0.33% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,000 $332K 0.06% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 4,000 $332K 0.2% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,991 $332K 0.06% +27 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,984 $331K 0.11% 0 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,982 $331K 0.06% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,942 $327K 0.09% -103 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,921 $326K 0.11% +101 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,920 $326K 0.12% +343 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,913 $325K 0.02% -208 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,881 $322K 0.02% +55 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,872 $322K 0.03% -1,168 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,852 $320K 0.07% -99 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,838 $319K 0.04% -174 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,826 $318K 0.01% +1 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 3,824 $318K 0.09% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,818 $317K 0.05% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,769 $313K 0.05% +1,543 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,755 $312K 0.01% -3 13F-HR/A Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,743 $311K 0.01% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,743 $311K 0.01% -58 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,720 $309K 0.01% -199 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,706 $308K 0.04% +191 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,689 $307K 0.06% +364 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,599 $306K 0.44% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,682 $306K 0.11% +17 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,657 $305K 0.1% +2,565 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 3,619 $301K 0.26% -1,441 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,600 $299K 0.2% -208 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,589 $298K 0.06% -78 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,580 $297K 0.03% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,572 $297K 0.06% -50 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 3,570 $297K 0.09% -157 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 3,535 $294K 0.02% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,530 $293K <0.01% -4,302 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,501 $291K 0.01% -95 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,494 $290K 0.01% -7,565 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,476 $289K 0.07% +312 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,467 $288K 0.01% +24 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,464 $288K 0.04% -275 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,462 $288K 0.03% +225 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,457 $287K 0.18% +22 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 3,423 $287K 0.12% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,436 $285K <0.01% -23,916 13F-HR Timeline Group WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,413 $284K 0.08% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,396 $282K 0.01% -38 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,378 $281K <0.01% -510 13F-HR Timeline Group Auour Investments LLC More: the full row for Auour Investments LLC 3,365 $280K 0.08% +100 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,359 $279K 0.08% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,300 $274K 0.06% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,268 $271K 0.01% +736 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,250 $270K 0.03% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,241 $269K 0.08% +1 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,238 $269K 0.04% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,237 $269K 0.01% -480 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,229 $268K 0.2% +1,930 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,213 $267K 0.16% -638 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 3,199 $266K 0.16% +226 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,176 $264K 0.02% -40,810 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,176 $264K 0.06% -60 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,175 $264K 0.04% -170 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 3,175 $264K 0.02% -31 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,170 $263K 0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,169 $263K 0.12% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 3,167 $263K 0.04% +7 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,150 $262K 0.16% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,129 $260K 0.03% +271 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,126 $260K 0.03% -9 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,116 $259K 0.16% +1 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,044 $259K 0.06% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,116 $259K 0.14% +113 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,107 $258K 0.03% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,095 $257K 0.02% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,091 $257K 0.01% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,090 $257K 0.15% -1,759 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,087 $256K 0.02% -723 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,086 $256K 0.03% +562 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,082 $256K 0.01% -39 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,074 $255K <0.01% -424 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,074 $255K 0.09% +6 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,064 $255K 0.01% +116 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,062 $254K 0.01% -49,098 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,059 $254K 0.02% +2,001 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,058 $254K <0.01% +136 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,034 $252K 0.01% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 3,000 $249K 0.14% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 3,000 $249K 0.01% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,000 $249K 0.06% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,000 $249K 0.17% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,926 $249K 0.04% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,991 $248K 0.1% -250 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,989 $248K 0.04% -37 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,986 $248K <0.01% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 2,980 $248K 0.06% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,990 $247K 0.01% +500 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,975 $247K 0.02% -851 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,963 $246K 0.04% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,956 $246K 0.02% 0 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 2,954 $245K 0.22% +20 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,932 $244K 0.08% +15 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,931 $243K 0.03% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,929 $243K 0.01% -111 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,905 $241K <0.01% 0 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,874 $239K 0.03% -136 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,865 $238K 0.11% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,864 $238K 0.08% +163 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,862 $238K 0.04% -164 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,854 $237K 0.01% +18 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,852 $237K 0.01% -50 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,850 $237K <0.01% -883 13F-HR Timeline Group Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 2,849 $237K 0.2% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,841 $236K 0.02% +156 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,836 $236K 0.02% -120 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,761 $230K 0.01% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,761 $229K 0.01% -45 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,752 $229K 0.01% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,735 $227K 0.02% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,720 $226K 0.04% -200 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,707 $225K 0.01% -112 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 2,698 $224K 0.12% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,697 $224K 0.02% new 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,689 $223K 0.01% -150 13F-HR/A Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,687 $223K 0.04% -14 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,678 $222K 0.16% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,666 $221K 0.32% +51 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,658 $221K <0.01% -587 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,634 $219K 0.03% new 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,624 $218K 0.03% -151 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,610 $217K 0.05% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,595 $216K 0.04% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 2,592 $215K 0.13% -352 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,591 $215K 0.01% -162 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,586 $215K 0.03% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,566 $213K 0.01% -150 13F-HR Timeline Group Friday Financial More: the full row for Friday Financial 2,500 $212K 0.06% -150 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,548 $212K 0.05% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,547 $212K 0.04% -205 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,546 $211K 0.07% 0 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 2,487 $207K 0.18% -3,235 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,450 $206K <0.01% -32 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,480 $206K 0.01% +3 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 2,471 $205K 0.12% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,463 $205K <0.01% -1,949 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 2,415 $204K 0.01% -190 13F-HR Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,445 $203K 0.12% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,433 $202K 0.04% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,422 $201K 0.01% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,420 $201K 0.11% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,420 $201K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,370 $197K 0.04% +8 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,310 $192K 0.02% -5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,270 $189K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,192 $182K <0.01% -177 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,103 $175K 0.08% +86 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,100 $174K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,987 $165K <0.01% -319 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,980 $164K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,973 $164K 0.03% -1,064 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,972 $164K 0.01% +1,032 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,926 $160K 0.01% +2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,901 $158K 0.03% -306 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,854 $154K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,809 $150K 0.01% -8 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,801 $150K 0.01% 0 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,790 $149K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,764 $147K 0.04% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,763 $146K 0.04% +7 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,757 $146K 0.02% +3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,735 $144K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,560 $143K 0.01% -1,457 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,713 $142K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,685 $140K 0.01% -131 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,663 $138K 0.01% +8 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,656 $138K 0.02% -84 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,635 $136K 0.12% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,608 $134K 0.04% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,607 $133K 0.01% +4 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,603 $133K 0.01% 0 13F-HR Timeline