Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,639 $481K 0.29% -64 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,691 $481K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,637 $480K 0.54% -10 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,635 $480K 0.29% +4 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,635 $480K 0.11% 0 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,631 $479K 0.2% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,630 $478K 0.1% 0 13F-HR/A Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,622 $476K 0.26% +75 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,607 $472K 0.11% +2 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,600 $470K 0.31% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,599 $469K 0.1% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,596 $468K 0.56% +24 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,595 $468K 0.01% -100 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,595 $468K 0.08% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,583 $465K 0.11% +2 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,582 $464K 0.08% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,579 $464K 0.14% -2,771 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,579 $463K 0.06% -143 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,566 $460K 0.01% +6 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,565 $459K 0.05% -63 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,567 $456K 0.09% -517 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,546 $454K 0.12% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,544 $453K 0.07% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,538 $451K 0.01% -2,265 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,538 $451K 0.03% -2,282 13F-HR/A Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,537 $451K 0.02% 0 13F-HR/A Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,536 $451K 0.27% -181 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,536 $451K 0.19% +2 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,534 $450K 0.15% -199 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,533 $450K 0.06% +8 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,531 $449K 0.05% -481 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,530 $449K 0.01% +78 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 1,520 $446K 0.08% -404 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,506 $444K 0.01% -31,196 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,507 $442K 0.07% +67 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,507 $442K 0.16% -937 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,498 $440K 0.05% +86 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,498 $440K 0.05% -58 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,497 $439K 0.02% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,705 $438K 0.18% +46 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,487 $436K 0.07% +27 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 1,485 $436K 0.13% -9 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,483 $435K 0.02% +22 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,479 $434K 0.02% -925 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,476 $433K 0.1% +1,462 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,474 $433K 0.2% -47 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,473 $432K 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,470 $431K 0.04% -496 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,468 $431K 0.23% +3 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,468 $431K 0.4% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,468 $431K 0.01% +2 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,466 $430K 0.14% +466 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,465 $430K 0.06% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,463 $429K 0.23% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,456 $427K 0.02% -60 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,470 $427K 0.35% +156 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,455 $427K 0.03% +54 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,454 $427K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,447 $425K 0.04% -13 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,446 $424K 0.07% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,444 $424K 0.04% +10 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,440 $423K 0.15% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,437 $422K 0.15% -29 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,426 $420K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,432 $420K 0.11% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,490 $420K 0.01% -85 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,431 $420K 0.09% +38 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,431 $420K 0.03% -6 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,429 $419K 0.1% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,429 $419K 0.29% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,428 $419K 0.04% +28 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,426 $419K 0.68% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,423 $418K 0.37% 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,423 $418K 0.02% new 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 1,419 $416K 0.1% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,419 $416K 0.03% +140 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,411 $416K 0.19% +744 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,410 $416K 0.18% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,415 $415K 0.11% -17 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 1,413 $415K 0.21% -10,636 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,411 $414K 0.06% +1,024 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,410 $414K 0.41% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,408 $413K 0.03% -21 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,408 $413K 0.01% +388 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 1,406 $413K 0.16% -44 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,410 $413K 0.04% +186 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,405 $412K 0.03% +668 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,403 $412K 0.08% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,393 $411K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,400 $411K 0.02% +2 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 1,400 $411K 0.04% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,389 $410K 0.04% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,385 $407K 0.22% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,384 $406K 0.17% +64 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,383 $406K 0.07% +207 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,379 $405K 0.07% -323 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,364 $400K 0.04% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,363 $400K 0.04% +151 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,360 $399K 0.02% 0 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,351 $397K 0.05% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,346 $395K 0.05% -240 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,345 $395K 0.05% -47 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,345 $395K 0.09% -241 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,342 $394K 0.15% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,341 $394K 0.05% -150 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,335 $392K 0.03% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 1,333 $391K 0.18% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,332 $391K 0.31% -56 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,332 $391K 0.27% -152 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,331 $391K 0.09% -247 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 1,330 $390K 0.07% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,326 $389K 0.11% -174 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,326 $389K 0.85% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 1,324 $389K 0.2% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,323 $388K 0.02% 0 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,319 $387K 0.09% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,319 $387K 0.11% -3 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,318 $387K 0.01% -22 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,315 $386K 0.01% +10 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,315 $386K 0.02% -369 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,307 $384K 0.11% +4 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,306 $383K 0.17% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,301 $382K 0.06% +571 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,301 $382K 0.14% +89 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,300 $382K 0.21% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,298 $381K 0.01% -165 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,298 $381K 0.08% +100 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,289 $380K 0.08% +1 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,294 $380K 0.05% +25 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,290 $380K 0.01% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,293 $379K 0.27% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,282 $376K 0.1% +5 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,282 $376K 0.06% -90 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,281 $376K 0.04% -26 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,279 $375K 0.09% +3 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,277 $375K 0.02% 0 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,340 $375K 0.24% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,276 $375K 0.08% -31 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,275 $374K 0.22% -170 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,266 $372K 0.12% -45 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,259 $371K 0.08% +151 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,259 $371K 0.11% +28 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,265 $371K 0.04% 0 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 1,264 $371K 0.09% -426 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,262 $370K 0.06% +281 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,262 $370K 0.06% +25 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,260 $370K 0.15% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,259 $370K 0.07% 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,250 $367K 0.02% -1,569 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,277 $365K 0.05% +92 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 1,192 $364K 0.03% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,238 $363K 0.26% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,237 $363K 0.05% -8 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,236 $363K 0.19% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,235 $362K 0.05% -5,923 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,232 $362K 0.32% +77 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,227 $360K 0.13% -17 13F-HR Timeline American Trust More: the full row for American Trust 1,227 $360K 0.03% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,224 $359K 0.13% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,222 $359K 0.09% -135 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,217 $357K 0.06% -62 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,217 $357K 0.01% +172 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,215 $357K 0.13% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,213 $356K 0.07% +5 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,207 $354K 0.24% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,201 $352K 0.04% -2 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,200 $352K 0.06% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,200 $352K 0.1% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,200 $352K 0.21% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,200 $352K 0.05% -42 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 1,198 $352K 0.06% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,197 $351K 0.11% -7 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,193 $350K 0.18% +490 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,191 $350K 0.02% -292 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,188 $349K 0.07% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,185 $348K 0.02% -681 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,184 $348K 0.1% -108 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,183 $347K 0.02% +150 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,180 $346K 0.03% -100 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,178 $346K 0.14% 0 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,173 $344K 0.06% +329 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,173 $344K 0.09% +5 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,169 $343K 0.05% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,169 $343K 0.13% +5 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,164 $342K 0.03% -112 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,163 $341K 0.08% +15 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,162 $341K 0.06% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,161 $341K 0.05% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,285 $340K 0.06% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,157 $340K 0.06% -229 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,156 $339K 0.08% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,151 $338K 0.03% +25 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,149 $337K 0.16% +10 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,187 $337K 0.05% -37 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,142 $335K 0.19% -7 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,137 $334K 0.05% 0 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,136 $333K 0.11% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,134 $333K 0.04% -15 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,133 $333K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,128 $331K 0.66% -15,133 13F-HR Timeline