LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,255 $716K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,252 $716K 0.08% +755 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,360 $711K 0.13% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,183 $709K 0.1% +1,213 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 7,182 $709K <0.01% -1,343 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 7,182 $709K 0.01% -506 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,141 $705K <0.01% +778 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,137 $704K 0.06% +41 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,128 $704K 0.49% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,024 $694K 0.02% +190 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 7,012 $692K 0.07% +3,506 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,962 $687K 0.03% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 6,945 $686K 0.06% -2,500 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,943 $686K 0.13% +779 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,908 $682K 0.07% +1,384 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 6,901 $681K 0.11% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 6,900 $681K 0.68% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elefante Mark B More: the full row for Elefante Mark B 6,865 $678K 0.51% -30 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,838 $675K 0.03% +326 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,803 $672K 0.01% +178 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,802 $672K 0.02% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,790 $671K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clarius Group, LLC More: the full row for Clarius Group, LLC 6,726 $664K 0.04% -5,021 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,708 $662K 0.15% -9 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,577 $649K 0.05% +375 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,516 $643K 0.01% +13 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,445 $636K 0.06% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,425 $634K 0.03% -198 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,402 $632K 0.07% +161 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,328 $625K 0.2% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,326 $625K 0.01% +164 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,318 $624K 0.16% -167 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 144,576 $621K 0.25% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,280 $620K 0.04% -12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,878 $619K 0.05% +181 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 6,267 $619K 0.77% 0 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 6,246 $617K 0.05% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,225 $615K 0.34% -62 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,145 $607K 0.03% -535 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,132 $606K 0.39% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 6,129 $605K 0.76% -217 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,730 $602K 0.02% -1,482 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 6,093 $602K 0.28% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,054 $598K 0.13% +3,051 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 6,008 $593K 0.31% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,998 $592K 0.01% +514 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,998 $592K 0.18% -1 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,984 $591K 0.03% -292 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,976 $590K 0.01% -10,695 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,970 $590K 0.04% +752 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,960 $589K 0.21% 0 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,924 $585K 0.04% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,856 $578K 0.04% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 5,849 $578K 0.53% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,795 $572K 0.07% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,789 $572K 0.04% -147 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,775 $570K 0.08% -9,092 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,764 $570K 0.25% +1,557 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,748 $568K 0.01% -124 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 5,744 $567K 0.17% +44 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,734 $566K 0.01% +151 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,687 $562K 0.04% +767 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,664 $559K 0.06% +401 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,621 $553K 0.08% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,568 $550K 0.04% +505 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,550 $548K 0.07% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,526 $546K 0.04% -1,427 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,523 $545K <0.01% +12 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,523 $545K 0.01% -27 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,488 $542K 0.04% +124 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,480 $541K 0.01% +466 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,480 $541K 0.17% +65 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,398 $533K 0.09% +269 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,374 $531K 0.03% -67,366 13F-HR Timeline Group Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 5,372 $530K 0.13% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,353 $530K 0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,324 $526K 0.17% -531 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,307 $524K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,275 $521K 0.02% +355 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,220 $515K 0.03% -1,167 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,220 $515K 0.09% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,200 $514K 0.12% -6 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,200 $514K 0.16% +115 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,793 $511K 0.37% -156 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,079 $502K 0.02% +231 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,140 $501K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,788 $498K 0.03% +1,415 13F-HR/A Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 5,000 $494K 0.11% new 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,000 $494K 0.07% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4,965 $490K 0.05% 13F-HR/A Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 4,956 $489K 0.04% new 13F-HR Timeline Group Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,981 $485K 0.44% -400 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,911 $485K 0.05% +144 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,900 $484K 0.05% +45 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,895 $483K 0.17% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,884 $482K 0.52% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,857 $480K 0.06% -10,797 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,824 $476K 0.12% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,800 $474K 0.05% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,800 $474K 0.31% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,797 $474K 0.03% +819 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,762 $470K 0.06% +10 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,741 $469K 0.04% +727 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,745 $469K 0.03% +638 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,737 $468K 0.02% +254 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,706 $465K 0.05% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,700 $464K 0.21% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,700 $464K 0.04% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,676 $462K 0.07% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,630 $457K 0.22% +709 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,610 $455K 0.01% -24,674 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,583 $453K 0.29% -145 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,535 $448K 0.15% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,515 $445K 0.03% -7,122 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,495 $445K 0.02% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,501 $444K 0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,488 $443K <0.01% -74,173 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,467 $441K 0.04% +327 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,456 $440K 0.2% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,442 $439K 0.21% -304 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,502 $438K 0.08% +352 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,431 $438K 0.03% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,419 $437K 0.02% +213 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,400 $434K 0.04% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,400 $434K 0.28% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,398 $434K 0.04% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,326 $427K 0.04% +475 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,306 $425K 0.06% -2,501 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 4,270 $422K 0.15% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,224 $417K 0.03% -3,034 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,203 $415K 0.18% -24 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,790 $415K 0.06% -680 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,191 $414K 0.02% +78 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 4,195 $414K 0.09% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,178 $413K 0.01% -613 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,177 $413K <0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,169 $412K <0.01% -4,709 13F-HR Timeline Group Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 4,165 $411K 0.24% +196 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,160 $411K 0.16% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 4,136 $408K 0.04% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,135 $408K 0.07% +474 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,119 $407K 0.02% -50 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 5,762 $406K 0.04% +2,873 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,111 $406K 0.13% +418 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,083 $403K 0.02% -2,190 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,086 $403K 0.13% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,032 $399K 0.14% -73 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,038 $399K 0.27% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,036 $399K 0.04% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 4,034 $398K 0.24% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,033 $398K 0.03% +300 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,029 $398K 0.06% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,005 $396K 0.04% new 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,000 $395K 0.12% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,000 $395K 0.13% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 4,000 $395K 0.45% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,966 $392K 0.12% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,961 $391K 0.04% +951 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,960 $391K 0.03% 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,917 $387K 0.69% +195 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,904 $386K 0.02% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,897 $385K 0.07% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,895 $385K 0.02% -1,438 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,888 $384K 0.11% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,885 $384K 0.05% +582 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,867 $382K 0.08% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,846 $380K 0.03% -399 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 3,828 $378K 0.36% -3,890 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,820 $377K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,810 $376K 0.06% +1,803 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,795 $375K 0.09% -249 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,839 $374K 0.21% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,784 $374K 0.23% -669 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,783 $373K 0.01% +2,600 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,777 $373K 0.24% -58 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,751 $370K 0.07% -10,101 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,747 $370K 0.05% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,733 $369K 0.06% -967 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,729 $368K 0.14% +167 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,700 $365K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,697 $365K 0.01% +2,122 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,690 $364K 0.04% +381 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,681 $363K 0.17% +185 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,658 $361K 0.04% -818 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,648 $360K 0.1% -85 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,601 $356K 0.17% +410 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,565 $352K 0.03% +40 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,560 $352K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,556 $351K <0.01% +2,386 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,544 $350K 0.1% new 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,536 $349K 0.04% +464 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,534 $349K <0.01% new 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,500 $346K 0.05% -500 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 3,500 $346K 0.23% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,499 $346K 0.02% -442 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,498 $345K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,483 $344K 0.03% -368 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,471 $343K 0.02% -36 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,471 $343K 0.03% -1,033 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,444 $340K 0.12% new 13F-HR/A Timeline