KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 864 $251K 0.04% 0 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 862 $250K 0.04% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 862 $250K 0.17% +63 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 863 $250K 0.09% +18 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 859 $249K 0.05% -13 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 788 $249K 0.09% 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 854 $248K 0.03% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 850 $247K 0.09% +48 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 851 $247K 0.01% +139 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 849 $246K 0.04% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 848 $246K 0.02% new 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 846 $245K 0.02% +9 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 845 $245K 0.05% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 843 $245K 0.1% -22 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 838 $243K <0.01% -15 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 838 $243K 0.01% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 836 $243K 0.04% +3 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 833 $242K 0.05% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 825 $239K 0.03% +149 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 821 $238K 0.1% -233 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 817 $237K 0.08% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 815 $236K 0.01% -8 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 807 $234K 0.31% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 804 $233K 0.14% -1 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 804 $233K 0.03% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 800 $232K 0.04% 0 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 800 $232K 0.05% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 800 $232K 0.08% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 800 $232K 0.03% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 800 $232K 0.12% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 800 $232K 0.2% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $232K 0.1% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 800 $232K 0.05% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 799 $232K 0.08% +1 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 797 $231K 0.07% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 796 $231K 0.22% 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 793 $230K 0.1% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 792 $230K 0.24% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 789 $229K 0.08% -17 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 786 $228K 0.02% +15 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 785 $228K 0.04% -78 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 783 $227K 0.02% +77 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 783 $227K 0.2% -43 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 782 $227K 0.06% +10 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 778 $226K 0.01% -45 13F-HR Timeline Group INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 777 $225K 0.11% +97 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 779 $225K 0.06% +49 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 774 $225K 0.1% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 774 $224K 0.01% -60 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 773 $224K 0.05% +80 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 763 $221K 0.07% -5 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 762 $221K 0.24% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 760 $220K 0.13% +18 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 759 $220K 0.04% -26 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 759 $220K 0.18% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 754 $219K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 752 $218K 0.01% -1 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 752 $218K 0.12% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 752 $218K 0.11% +9 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 746 $218K 0.2% -264 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 750 $218K <0.01% 0 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 746 $216K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 746 $216K 0.05% +165 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 744 $216K 1.03% -40 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 744 $216K 0.29% +1 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 743 $216K 0.01% -7 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 682 $215K 0.09% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 740 $215K <0.01% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 739 $214K 0.03% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 735 $213K <0.01% -234 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 734 $213K 0.13% +134 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 731 $212K 0.03% -9 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 732 $212K 0.1% +4 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 730 $212K 0.02% +3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 729 $211K 0.01% -271 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 723 $210K 0.13% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 722 $209K 0.12% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 721 $209K 0.01% +49 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 720 $209K 0.05% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 720 $209K 0.25% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 718 $208K 0.06% 0 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 717 $208K 0.05% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 707 $205K 0.01% new 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 708 $205K 0.05% +1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 705 $204K 0.06% -58 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 704 $204K <0.01% new 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 700 $203K 0.1% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 699 $203K 0.12% -78 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 696 $202K 0.04% -16 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 696 $202K 0.09% +21 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 695 $201K 0.08% -142 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 693 $201K 0.01% -12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 691 $200K 0.03% +17 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 691 $200K 0.1% -201 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 688 $200K 0.1% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 682 $198K 0.17% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 644 $187K 0.03% -83 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 640 $186K 0.01% +59 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 626 $182K 0.01% -45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 616 $179K <0.01% -25 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 611 $177K 0.09% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 593 $172K 0.02% 0 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 573 $166K 0.12% -25 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 572 $166K 0.05% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 563 $163K 0.02% +1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 562 $163K <0.01% -521 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 543 $157K 0.01% +14 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 533 $155K 0.04% +81 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 512 $148K 0.02% +28 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $145K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 481 $139K 0.09% -62 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 480 $139K 0.03% +17 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 478 $139K 0.04% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 462 $134K 0.07% -53 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 456 $132K 0.04% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 455 $132K 0.04% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 451 $131K -151 Timeline Boit C F David More: the full row for Boit C F David 450 $131K 0.05% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 450 $131K 0.02% 0 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 449 $130K 0.12% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 422 $122K 0.06% -8 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 413 $120K 0.04% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 400 $116K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 400 $116K <0.01% 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 389 $113K 0.07% 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 382 $111K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 381 $111K 0.03% -33 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 377 $109K 0.05% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 373 $108K 0.21% new 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 400 $107K 0.07% -200 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 369 $107K 0.02% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 356 $103K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 355 $103K 0.02% -6 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 351 $102K 0.07% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 346 $100K 0.11% 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 341 $99K 0.07% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 341 $98.9K 0.01% -14 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 341 $98.9K 0.08% +5 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 340 $98.6K <0.01% new 13F-HR Timeline Group TOBAM More: the full row for TOBAM 324 $94K 0.03% -86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 321 $93K 0.05% -7,840 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 315 $91.4K 0.03% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 311 $90.2K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 310 $89.9K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 309 $89.6K 0.08% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 305 $88.5K <0.01% -97 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 301 $87.3K 0.03% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 300 $87K 0.02% +199 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 302 $87K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 297 $86.1K 0.02% 0 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 286 $83.1K 0.04% -22 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 288 $83K <0.01% -1,256 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 285 $82.7K 0.03% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 277 $80.3K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 400 $79.6K <0.01% 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 270 $78.3K 0.03% +60 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 268 $77.7K 0.07% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 230 $77.2K 0.04% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 263 $76.3K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 261 $75.7K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 259 $75.1K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 257 $75K 0.01% +36 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 217 $73.1K <0.01% -3 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 250 $72.5K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 237 $68.7K 0.05% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 234 $68.1K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 231 $67K 0.03% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 229 $66.4K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 222 $66K 0.06% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 228 $65.8K 0.01% -3 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 226 $65.5K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 224 $65K <0.01% -110 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 224 $64K <0.01% -1 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 220 $63.8K 0.03% +20 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 220 $63.8K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 198 $63.4K <0.01% +150 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 218 $63.2K 0.02% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 215 $62.4K 0.02% +5 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 239 $61.7K 0.04% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 208 $60K 0.05% -182 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 200 $58K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 200 $58K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 199 $57.7K 0.04% +5 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 198 $57.4K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 197 $57.1K 0.02% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 191 $55.5K <0.01% -165 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 191 $54.3K 0.01% +28 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 187 $54.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 187 $54.1K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 191 $54.1K 0.03% -2 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 186 $53.9K <0.01% -17 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 186 $53.9K 0.01% +26 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 185 $53.7K 0.02% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 176 $51K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 175 $50.7K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 173 $50.2K 0.03% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 183 $50.1K 0.02% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 172 $49.9K 0.03% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 171 $49.6K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 170 $49.3K <0.01% +20 13F-HR Timeline Group