WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,773 $1.03M 0.16% -998 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,772 $1.03M 0.18% +32 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,763 $1.02M 1% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,761 $1.02M 0.07% -95 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 1,757 $1.02M 0.75% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,756 $1.02M 0.37% +68 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,753 $1.02M 0.59% -32 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,751 $1.02M 0.06% +1,008 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,748 $1.01M 0.08% +93 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,746 $1.01M 0.14% +25 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,745 $1.01M 0.11% +602 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,742 $1.01M 0.22% -161 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,740 $1.01M 0.22% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,737 $1.01M 0.23% -125 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,732 $1.01M 0.13% -302 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,732 $1.01M 0.28% +7 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,732 $1.01M 0.05% +109 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,732 $1.01M 0.36% -33 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,731 $1.01M 0.29% +252 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,731 $1.01M 0.55% -16 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,726 $1M 0.05% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,719 $998K 0.51% +64 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,719 $998K 1.05% -467 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,717 $997K 0.42% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,713 $995K 0.12% +239 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,712 $995K 0.16% -1,003 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,710 $993K 0.06% +500 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,710 $993K 0.59% +40 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,705 $990K 0.31% +66 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,704 $990K 0.9% -785 13F-HR Timeline NBH Bank More: the full row for NBH Bank 1,702 $989K 0.42% 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 1,700 $988K 0.27% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,530 $987K 0.23% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,698 $986K 0.45% -1,484 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,697 $986K 0.21% +557 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,696 $985K 0.19% +303 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,695 $985K 0.57% -179 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,693 $983K 0.03% -154 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,693 $983K 0.35% -33 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,686 $979K 0.16% -128 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,684 $978K 0.16% -1 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,684 $978K 0.16% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,682 $977K 0.12% +253 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,679 $975K 0.11% +283 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,679 $975K 0.22% +24 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,678 $975K 0.1% +551 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,678 $975K 0.73% +63 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,677 $974K 1.21% -34 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,671 $971K 0.28% -273 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,669 $970K 0.01% +439 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,667 $968K 0.88% -84 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,666 $968K 0.08% +252 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,666 $968K 0.44% +266 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,666 $968K 0.11% -654 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,665 $967K 0.83% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,662 $965K 0.11% +86 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 1,655 $961K 0.73% +55 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,650 $959K 0.18% -535 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,648 $957K 0.01% -282 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,647 $957K 0.07% new 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 1,646 $956K 0.2% +484 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,646 $956K 0.77% -936 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,641 $953K 0.08% -721 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,641 $953K 0.36% 0 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,639 $952K 0.58% +362 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,638 $952K 0.14% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,632 $948K 0.61% +67 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,628 $946K 0.26% -50 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,627 $945K 0.03% -3 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,624 $943K 0.37% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,615 $938K 0.09% -41 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,609 $935K 0.04% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,603 $931K 0.29% -52 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,603 $931K 0.26% +27 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,596 $927K 0.05% -386 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,596 $927K 0.24% -3,016 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,596 $927K 0.5% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,595 $927K 0.59% +325 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,594 $926K 0.34% -339 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,594 $926K 0.47% +41 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,593 $925K 0.03% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 1,592 $925K 0.25% +93 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,592 $925K 0.22% +258 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,591 $924K 0.61% -2 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,590 $924K 0.23% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,588 $922K 0.12% new 13F-HR/A Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,591 $921K 0.09% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,585 $921K 0.2% +95 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,583 $920K 0.59% -809 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,575 $915K 0.13% +128 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,570 $914K 0.71% new 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,571 $912K 0.5% +317 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,908 $908K 0.61% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,562 $907K 0.27% -2,900 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,561 $907K 0.54% -74 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,561 $907K 0.38% -110 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,558 $905K 0.02% +96 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,825 $905K 0.13% -156 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,556 $904K 0.08% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,556 $904K 0.65% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,555 $903K 0.19% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,553 $902K 0.1% +474 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,551 $901K 0.05% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 1,549 $900K 0.28% -140 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,547 $899K 0.08% -2,093 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,546 $898K 0.08% +115 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,544 $897K 0.08% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,544 $897K 0.09% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,536 $893K 0.14% -514 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,535 $892K 0.22% -12 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,529 $888K 0.71% +490 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,520 $883K 0.6% +70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,520 $883K 0.43% +58 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,519 $882K 0.46% +179 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,519 $882K 0.15% -79 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 1,516 $880K 0.37% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,511 $877K 0.45% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,510 $877K 0.81% -5 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,503 $873K 0.06% -10 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 1,503 $873K 0.31% -16 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,501 $872K 0.63% +1 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 1,500 $871K 0.26% -500 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,500 $871K 0.36% -527 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,830 $871K 0.28% +12 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,499 $871K 0.3% -100 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 1,499 $871K 0.77% new 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,499 $871K 0.75% -743 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,497 $870K 0.08% +22 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,497 $870K 0.15% +131 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 1,496 $869K 0.32% -7 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 1,493 $867K 0.63% -507 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,493 $867K 0.28% +251 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,490 $866K 0.08% +220 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,490 $866K 0.22% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,489 $865K 0.05% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,483 $861K 0.7% -1,124 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,481 $860K 0.16% +132 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,477 $858K 0.39% +71 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,474 $856K 0.06% +50 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,470 $854K 0.33% +1 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 1,470 $854K 0.62% +110 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,580 $852K 0.65% -577 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,466 $852K 0.16% +6 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,463 $850K 0.08% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,463 $850K 0.48% +16 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 1,462 $849K 0.12% -1,300 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,461 $849K 0.08% +1 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 1,459 $848K 0.13% new 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,458 $847K 0.08% -266 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,458 $847K 0.22% +49 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,451 $843K 0.26% -204 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,450 $842K 0.07% 0 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,450 $842K 0.2% -100 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,448 $841K 0.21% -136 13F-HR/A Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,448 $841K 0.19% -113 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,447 $841K 0.36% +353 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,447 $840K 0.48% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,445 $839K 0.17% +56 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,444 $839K 0.11% +409 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,444 $839K 0.06% -20 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,443 $838K 0.11% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,442 $838K 0.1% -31 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,440 $837K 0.53% -133 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,439 $836K 0.16% -243 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,439 $836K 0.29% -28 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,437 $835K 0.27% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,437 $835K 0.18% -410 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,435 $834K 0.01% new 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,435 $834K 0.15% +184 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 1,432 $832K 0.91% +102 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,432 $832K 0.38% +12 13F-HR/A Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,427 $829K 0.31% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,426 $829K -71 Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,423 $827K 0.12% -2,375 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,422 $826K 0.15% -903 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,422 $826K 0.22% +27 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,421 $825K 0.05% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,415 $822K 0.01% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 1,411 $820K 0.58% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,410 $819K 0.08% -6,400 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,403 $815K 0.04% +14 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,401 $814K 0.61% -1,060 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,400 $813K 0.63% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $813K <0.01% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,398 $812K 0.16% +85 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,396 $811K 0.08% +621 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,393 $809K 0.13% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,392 $809K 0.25% +21 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 1,391 $808K 0.72% +197 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,389 $807K 0.59% -290 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,385 $805K 0.04% +385 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,384 $804K 0.25% +272 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,382 $803K 0.37% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,377 $800K 0.2% -12 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,377 $800K 0.55% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,370 $796K 0.01% -9 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,369 $796K 0.41% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,369 $795K 0.09% -1,500 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,366 $794K 0.11% -340 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,364 $792K 0.43% -1,113 13F-HR Timeline