Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,176 $345K 0.07% +31 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,169 $343K 0.14% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,168 $343K 0.12% +1 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,165 $342K 0.02% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,158 $340K 0.04% +1 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,158 $340K 0.1% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,155 $339K 0.05% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,154 $338K 0.01% -79 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,152 $338K 0.23% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,150 $337K 0.15% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,143 $335K 0.08% +368 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,138 $334K 0.23% -189 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,124 $330K 0.01% +309 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,122 $329K 0.03% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,122 $329K 0.18% +60 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,210 $328K 0.02% -651 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,118 $328K 0.03% -551 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,108 $325K 0.06% +100 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,108 $325K 0.02% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,106 $324K 0.06% -5,839 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,105 $324K 0.08% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,101 $323K 0.11% -6 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,101 $323K 0.05% +99 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,100 $322K 0.08% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,100 $322K 0.23% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,099 $322K 0.17% -96 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,099 $322K <0.01% -215 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,098 $322K 0.01% -67 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,097 $322K 0.14% -248 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,095 $321K 0.11% -47 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 1,094 $321K 0.01% -275 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,077 $320K 0.03% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,083 $318K 0.08% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,070 $314K 0.3% +260 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,061 $311K <0.01% +284 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,061 $311K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,060 $311K 0.02% -65 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,058 $310K 0.05% 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,058 $310K 0.53% -112 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,056 $310K 0.06% +70 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,055 $309K 0.15% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,048 $307K 0.01% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,043 $306K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,042 $305K 0.09% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,035 $303K <0.01% +167 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,034 $303K 0.13% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,034 $303K 0.04% +5 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,032 $303K 0.03% -12 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,032 $303K 0.03% +73 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,030 $302K 0.01% 0 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,030 $302K 0.19% +339 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,029 $302K 0.37% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,025 $301K 0.03% -1 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,023 $300K 0.03% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,018 $299K 0.03% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,012 $297K 0.22% +43 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,011 $296K 0.02% +27 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,011 $296K 0.03% -2 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,006 $295K 0.03% +300 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,006 $295K <0.01% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,003 $294K 0.04% -439 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,002 $294K 0.01% -63 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,000 $293K 0.08% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 995 $292K 0.14% -1,474 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 994 $292K 0.13% -2 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 994 $291K 0.18% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 987 $289K 0.09% -19 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 984 $288K 0.1% -669 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 981 $288K 0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 981 $288K <0.01% -90 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 977 $286K 0.04% -1 13F-HR Timeline Group MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 975 $286K 0.22% +25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 972 $285K 0.05% +56 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 970 $284K 0.01% +5 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,242 $284K 0.07% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 965 $283K 0.25% -1,787 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 962 $282K 0.05% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 962 $282K 0.13% -2 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 960 $281K 0.19% +19 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 955 $280K 0.01% +17 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 944 $277K 0.13% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 942 $276K 0.15% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 940 $276K 0.02% +49 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 934 $274K <0.01% +3 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 934 $274K 0.17% -40 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 932 $273K 0.05% -82 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 931 $273K <0.01% -3 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 929 $272K <0.01% -602 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 929 $272K 0.07% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 929 $272K 0.01% +39 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 928 $272K 0.05% +22 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 926 $272K 0.03% +4 13F-HR Timeline Group Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 881 $270K <0.01% +144 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 920 $270K 0.03% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 919 $269K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 917 $269K <0.01% -356 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 916 $269K 0.01% +2 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 914 $268K 0.03% +1 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 911 $267K 0.04% -178 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 910 $267K 0.05% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 910 $267K 0.03% +28 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 908 $266K 0.06% -90 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 907 $266K 0.07% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 907 $266K 0.09% -17 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 906 $266K 0.12% +4 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 904 $265K <0.01% +104 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 899 $264K 0.06% -72 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 899 $264K 0.08% +167 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 895 $262K 0.2% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 895 $262K 0.02% +82 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 894 $262K 0.07% +1 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 892 $262K 0.03% -31 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 889 $261K 0.14% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 888 $260K 0.11% -925 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 886 $260K 0.07% +37 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 878 $258K 0.09% +6 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 876 $257K 0.11% -11 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 874 $256K 0.06% 0 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 874 $256K 0.07% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 870 $255K 0.01% +3 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 870 $255K 0.24% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 868 $255K <0.01% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 867 $254K 0.09% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 866 $254K 0.09% -1,265 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 862 $253K 0.09% +2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 860 $252K 0.02% -25 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 858 $252K 0.07% -411 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 856 $251K <0.01% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 854 $250K 0.03% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 853 $250K 0.05% -162 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 853 $250K 0.03% +508 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 852 $250K 0.06% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 842 $247K 0.12% +78 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 841 $247K 0.02% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 840 $246K 0.02% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 835 $245K 0.02% +32 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 835 $245K 0.2% +25 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 798 $244K 0.11% +13 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 823 $244K 0.13% +7 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 832 $244K 0.01% -3 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 831 $244K 0.01% -19 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 830 $243K 0.03% 0 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 828 $243K 4.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 827 $242K 0.03% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 823 $241K <0.01% +3 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $241K 0.06% new 13F-HR Timeline Amount filed as zero, left out of ratios. MBL Wealth, LLC More: the full row for MBL Wealth, LLC 818 $240K 0.02% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 815 $239K 0.01% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 810 $237K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 808 $237K 0.01% +74 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 808 $237K 0.02% 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 808 $237K 0.22% -29 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 807 $237K 0.07% -25 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 800 $235K 0.04% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 801 $235K 0.01% -2 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 800 $235K 0.1% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 800 $235K 0.13% -4 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 800 $235K 0.05% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 800 $235K 0.01% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 800 $235K 0.09% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 799 $234K 0.03% -411 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 799 $234K 0.03% +6 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 796 $233K 0.07% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 795 $233K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 790 $232K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 789 $231K 0.01% -15 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 787 $231K 0.06% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 785 $230K 0.14% +17 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 784 $230K 0.02% +403 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 784 $230K 0.06% -5 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 780 $229K 0.01% -15 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 777 $228K 0.01% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 776 $228K 0.73% -14 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 774 $227K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 774 $227K 0.03% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 774 $227K 0.09% -81 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 772 $226K 0.01% +21 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 768 $225K 0.03% -17 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 767 $225K 0.01% -203 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 764 $224K 0.13% -88 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 764 $224K 0.21% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 747 $223K 0.1% 0 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 760 $223K 0.08% +4 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 758 $222K 0.01% -84 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 752 $220K 0.09% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 751 $220K 0.02% +11 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 750 $220K <0.01% 0 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 748 $219K 0.11% -65 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 747 $219K 0.02% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 746 $219K 0.04% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 746 $219K 0.02% -50 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 746 $219K 0.68% -5 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 743 $218K 0.09% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 739 $217K 0.04% -31 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 745 $216K 0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 738 $216K <0.01% -52 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 737 $216K 0.04% +48 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 737 $216K 0.12% -29 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 735 $215K 0.15% -115 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 732 $215K 0.03% +1 13F-HR Timeline