CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,804 $986K 0.59% -10 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,800 $985K 0.33% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,799 $985K 0.26% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,794 $983K 0.06% +129 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,761 $971K 0.24% +317 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,750 $967K 1.14% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,750 $967K 0.02% -1,725 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,748 $967K 0.14% -46 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,738 $963K 0.01% +1,262 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 2,737 $963K 0.09% -23 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 2,732 $961K 0.6% +822 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 2,728 $960K 0.04% -21 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 2,713 $954K 0.87% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,697 $949K 0.07% -106 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,691 $947K 0.15% new 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,690 $946K 0.23% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,684 $944K -1,116 Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,674 $941K 0.12% -34 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,666 $938K 0.89% -232 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,664 $937K 0.06% -135 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,665 $937K 0.03% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,660 $936K 0.18% +221 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,656 $934K <0.01% -14 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,640 $929K 0.14% +95 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,637 $928K 0.8% 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,635 $927K 0.37% +11 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,632 $926K 0.1% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,631 $926K 0.74% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,618 $921K 0.3% +104 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,608 $918K 0.21% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,608 $917K 0.2% -15 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,605 $917K 0.9% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,604 $916K 0.24% -3 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,601 $915K <0.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,590 $911K 0.16% -2,650 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,583 $909K 0.43% -420 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,583 $909K 0.19% -505 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,581 $908K 0.02% +90 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,574 $905K 0.69% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,570 $904K 0.21% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,562 $901K 0.04% +273 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,561 $901K 0.06% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,561 $901K 0.15% -63 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,559 $900K 0.12% -18 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,543 $899K 0.62% -460 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,549 $897K 0.62% -60 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,526 $889K 0.03% +83 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,515 $885K 0.06% -1,757 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,511 $883K 0.18% +48 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,508 $882K 0.1% -16 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 2,507 $882K 0.06% +92 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 2,500 $879K 0.71% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,499 $879K 0.09% +880 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,496 $878K 0.15% -105 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,489 $876K 0.03% -176 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,482 $873K 0.14% +1,311 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,482 $873K 0.31% -2 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,478 $872K <0.01% +34 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,472 $867K 0.21% +80 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,455 $864K 0.04% -236 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,455 $864K 0.72% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,451 $862K 0.15% 0 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 2,451 $862K 0.02% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 2,447 $861K 0.01% -20,104 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,446 $861K 0.07% +789 13F-HR/A Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,444 $860K 0.03% +307 13F-HR Timeline Group Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,439 $858K 0.54% +13 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,435 $857K 0.42% +72 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,429 $855K 0.04% +780 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,427 $854K 0.19% -65 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,447 $854K 0.18% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,423 $853K 1.29% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,402 $845K 0.47% +95 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,396 $843K 0.15% -102 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,395 $843K 0.11% +1,785 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,393 $842K 0.1% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,388 $840K 0.26% +54 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,386 $839K 0.04% +1,615 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,384 $839K 0.31% +133 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,379 $837K 0.13% +219 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,359 $830K 0.36% +493 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,336 $822K 0.34% -24 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,328 $819K 0.43% +90 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,326 $818K 0.27% -99 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,326 $818K 0.29% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,325 $818K 0.06% +120 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,323 $817K 0.03% +1,300 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,323 $817K 0.82% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,307 $812K 0.42% +158 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,305 $811K 0.16% -170 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 2,297 $808K 0.13% +752 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,297 $808K 0.12% -5 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,295 $807K 0.23% +38 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,289 $805K 0.61% -4 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,287 $805K 0.59% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,285 $804K 0.02% +94 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,280 $802K 0.16% +6 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,279 $802K 0.04% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,273 $800K 0.05% -37 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,271 $799K 0.29% +123 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,269 $798K 0.07% +33 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,266 $797K 0.65% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,265 $797K 0.16% +1,620 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,264 $796K 0.19% -28 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,260 $795K 0.04% -322 13F-HR/A Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 2,259 $795K 0.59% -24 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,256 $794K 0.17% -333 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,253 $793K 0.41% -25 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,244 $789K 0.12% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,242 $789K 0.03% -825 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,240 $788K 0.62% 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,231 $785K 0.33% +24 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 2,228 $784K 0.09% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,228 $784K 0.53% +136 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,246 $784K 0.55% -273 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,220 $781K 0.83% 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,219 $781K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 2,216 $780K 0.4% -1,270 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,214 $779K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,196 $773K 0.04% -915 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,194 $772K 0.06% -27 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,193 $772K 0.05% +319 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,192 $771K 0.39% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,191 $771K 0.12% +125 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,187 $769K 0.15% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,166 $762K 0.17% -8 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,161 $760K 0.12% -148 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,148 $756K 0.04% +11 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,142 $753K 0.16% +130 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,138 $752K 0.1% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,138 $752K 0.5% +521 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,127 $748K 0.05% -18 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,185 $747K 0.05% -85 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,120 $746K 0.1% +1,846 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,117 $745K 0.34% -177 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 2,115 $744K 0.24% -211 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,110 $742K 0.43% -145 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,105 $741K 0.04% +1,050 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,105 $741K 0.09% +1,251 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,097 $738K 0.18% +674 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,090 $735K 0.14% -1,916 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,081 $732K 0.02% +65 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,078 $731K 0.05% -157 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,076 $730K 0.03% -100 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,069 $728K 0.09% +570 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,069 $728K 0.28% +30 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,069 $728K 0.18% 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,068 $728K 0.46% +368 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,062 $725K 0.29% +15 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,060 $725K 0.36% +40 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,055 $723K 0.03% +718 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,050 $721K 0.07% +206 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,049 $721K 0.39% +213 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 2,038 $717K 0.01% +25 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,038 $717K 0.41% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,035 $716K 0.02% +3 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,025 $712K 0.21% -10 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,022 $711K 0.1% +119 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,018 $710K 0.22% -11 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,011 $707K 0.56% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,003 $705K 0.1% +361 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,000 $704K 0.76% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,000 $704K 0.14% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,000 $704K 0.09% -14 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,995 $702K 0.03% +1,964 13F-HR/A Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,993 $701K 0.16% -26 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,989 $700K 0.45% +27 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,988 $699K 0.21% -883 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,969 $693K 0.52% +45 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,956 $688K 0.17% +425 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 1,950 $686K 0.2% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,949 $686K 0.16% -45 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,940 $682K 0.12% -803 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,940 $682K 0.17% -145 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,757 $677K 0.32% +200 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 1,919 $675K 0.03% -298 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,875 $673K 0.27% -10 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,911 $672K 0.33% +640 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,883 $662K 0.23% +120 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,882 $662K 0.07% +30 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,882 $662K 0.05% +131 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,882 $662K 0.18% -149 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,881 $662K 0.08% +215 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,869 $657K 0.08% -10 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,868 $657K 0.14% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,868 $657K 0.29% +777 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,868 $657K 0.02% +433 13F-HR/A Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,866 $656K 0.37% 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,861 $655K 0.26% -217 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 1,854 $652K -3,132 Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,853 $652K 0.01% +141 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,847 $650K 0.05% -2,755 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,838 $647K 0.48% 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,835 $646K 0.04% -17 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,850 $646K 0.23% +14 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $645K 0.07% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,833 $643K 0.12% +124 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,828 $643K 0.45% -30 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,827 $643K 0.04% +136 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 1,823 $641K 0.36% new 13F-HR Timeline