Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 260,000 $30.1M 0.41% +5,000 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 229,370 $26.6M 0.85% -4,174 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 122,191 $14.2M 0.11% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 22,341 $2.59M 0.57% -433 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,540 $1.34M 0.08% -647 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 10,831 $1.25M 0.25% -79 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,513 $1.22M 0.24% -90 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 9,534 $1.11M 0.16% +392 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,459 $866K 0.01% +1,257 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,373 $856K 0.03% +1,661 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 6,132 $699K 0.4% +160 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,938 $689K 0.49% -215 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,812 $670K 0.02% +224 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 5,065 $588K 0.03% +350 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 3,748 $435K 0.01% +339 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,399 $394K 0.03% -320 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,663 $309K 0.01% +120 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,297 $267K 0.11% -1,201 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,237 $260K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,992 $231K 0.01% +40 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,937 $225K <0.01% +93 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,921 $223K 0.01% -94 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,929 $223K <0.01% -157 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,825 $212K 0.09% -2,054 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,653 $192K 0.01% -67 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,304 $151K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 855 $99.2K 0.01% -134 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 410 $47.6K <0.01% -617 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 338 $39.2K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 210 $24.4K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 202 $23.4K 0.02% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 166 $19.3K 0.01% +46 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 134 $15.5K 0.01% +10 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 127 $14.7K 0.01% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 115 $13.3K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 92 $10.7K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 19 $2.21K <0.01% -47 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 18 $2.09K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 15 $1.74K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 13 $1.51K <0.01% -1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8 $928 <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1 $116 <0.01% 0 13F-HR Timeline