BSW Wealth Partners More: the full row for BSW Wealth Partners 2,308 $271K 0.03% +378 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,305 $270K 0.05% 0 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 2,304 $270K 0.07% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,302 $270K 4.53% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,299 $270K 0.02% +60 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,295 $269K 0.03% +20 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,288 $268K 0.04% +2 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,275 $267K 0.1% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,271 $266K 0.05% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,271 $266K 0.04% -438 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,266 $266K 0.1% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,260 $265K 0.04% -1,625 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,256 $265K 0.05% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,249 $264K 0.03% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,246 $263K 0.03% +1,585 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,238 $262K 0.11% -192 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,230 $261K 0.02% +14 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,225 $261K 0.03% -30 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,222 $261K 0.1% +4 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,220 $260K <0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,200 $258K 0.11% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,199 $258K 0.01% +172 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,195 $257K 0.01% +7 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,190 $257K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,187 $256K 0.03% -56 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,187 $256K 0.07% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,185 $256K <0.01% -160 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,184 $256K 0.09% +3 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,180 $256K 0.05% +2 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,174 $255K <0.01% +334 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,170 $254K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,157 $253K 0.01% +295 13F-HR/A Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,095 $252K 0.03% -158 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,148 $252K 0.07% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,148 $252K 0.06% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,143 $251K 0.09% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,138 $251K 0.03% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,133 $250K 0.13% -245 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,120 $249K 0.07% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,109 $247K 0.06% +24 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,108 $247K 0.06% +4 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,108 $247K 0.01% -180 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,108 $247K 0.08% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,098 $246K 0.06% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,087 $245K 0.09% -113 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,084 $244K 0.14% +1 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,000 $244K 0.11% +10 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,080 $244K 0.04% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,079 $244K 0.03% new 13F-HR Timeline Austin Asset Management Co Inc 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ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,046 $240K <0.01% +133 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 2,050 $240K 0.13% -86 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,048 $240K 0.12% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,044 $240K 0.07% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,908 $240K 0.07% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,041 $239K 0.02% +126 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,040 $239K 0.01% 0 13F-HR Timeline Group Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,014 $236K 0.07% -85 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 2,014 $236K 0.1% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,005 $235K 0.1% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,009 $235K 0.09% -25 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2,000 $235K 0.05% 0 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 2,000 $234K <0.01% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,000 $234K 0.01% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 2,000 $234K 0.28% 0 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for FEDERATED HERMES, INC. 1,922 $225K <0.01% -100,552 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,922 $225K 0.01% -2 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,895 $225K <0.01% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,915 $225K 0.02% -204 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,912 $224K 0.64% +10 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,906 $223K 0.02% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,904 $223K 0.01% -42 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,903 $223K 0.01% -186,402 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,901 $223K 0.02% -227 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,900 $223K 0.01% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,900 $223K 0.21% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,899 $223K 0.01% -1,596 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 1,897 $222K 0.16% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,896 $222K <0.01% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,880 $220K 0.05% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,918 $220K 0.03% +44 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,877 $220K 0.05% -210 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,875 $220K 0.02% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,872 $219K 0.04% new 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,821 $219K 0.07% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,867 $219K 0.01% -45 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,861 $218K 0.13% +13 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,850 $217K 0.02% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,824 $216K <0.01% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,834 $215K 0.11% +9 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,770 $215K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,832 $215K 0.01% +1,217 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,831 $215K 0.02% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,694 $215K 0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,826 $214K 0.08% 0 13F-HR Timeline United Bank More: the full row for United Bank 1,824 $214K 0.07% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,823 $214K 0.06% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,822 $214K <0.01% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,816 $213K 0.03% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,756 $213K 0.06% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,664 $212K 0.11% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,808 $212K 0.01% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,805 $212K 0.2% -86 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,804 $212K 0.03% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,801 $211K 0.01% +696 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,800 $211K 0.01% new 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 1,800 $211K 0.09% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,724 $210K 0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,794 $210K 0.05% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,786 $209K 0.02% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,783 $209K 0.04% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,782 $209K 0.06% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,780 $209K 0.02% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,778 $208K 0.05% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,775 $208K 0.04% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,770 $208K 0.03% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,768 $207K 0.03% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,767 $207K 0.07% -331 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,763 $207K 0.01% new 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,762 $207K 0.01% -5,837 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,760 $206K <0.01% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,750 $205K 0.08% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,740 $204K 0.1% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,730 $203K -227 Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,730 $203K 0.06% -305 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,726 $202K <0.01% -175 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,719 $202K 0.05% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,716 $201K 0.02% +2 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,710 $200K 0.02% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,708 $200K 0.14% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,707 $200K 0.02% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,699 $199K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,688 $198K 0.04% -293 13F-HR Timeline MOTCO More: the full row for MOTCO 1,629 $191K 0.02% -142 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,352 $190K 0.03% -19,515 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for BARRETT & COMPANY, INC. 1,339 $157K 0.04% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,288 $156K 0.18% -85 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. 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More: the full row for Center for Financial Planning, Inc. 1,086 $127K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,085 $127K 0.02% +225 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,080 $127K 0.01% -6 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,057 $125K 0.02% +18 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,053 $123K 0.01% -3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,050 $123K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,038 $122K <0.01% +19 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,030 $121K 0.01% +176 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,088 $119K 0.09% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,000 $117K 0.09% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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