Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,036 $461K 0.04% +383 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,045 $461K 0.03% +2,174 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,019 $457K 0.01% +169 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,959 $448K 0.01% -8,806 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,957 $447K 0.01% -126 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,954 $447K <0.01% -1,128 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,948 $446K 0.01% +5 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,936 $444K 0.02% +915 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,936 $444K 0.02% -893 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,934 $444K 0.02% +27 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,928 $443K <0.01% +48 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,925 $443K 0.05% -32 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,915 $441K 0.02% -1,517 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,913 $441K 0.04% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,911 $441K 0.05% -205 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,884 $436K 0.16% +86 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,878 $435K 0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,876 $435K 0.02% +73 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,875 $435K 0.01% +286 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,872 $435K 0.13% -200 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,870 $434K <0.01% -175 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 2,869 $434K 0.04% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,864 $433K 0.03% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,853 $432K 0.01% +1,049 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,839 $430K 0.17% +36 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,837 $429K 0.27% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,817 $426K 0.06% -9 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,816 $426K 0.01% new 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,800 $424K 0.07% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,789 $422K 0.24% -343 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,775 $422K 0.29% -317 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,775 $420K 0.13% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,770 $419K 0.04% -350 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,636 $417K 0.03% -88 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 2,749 $416K 0.03% -9,926 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,729 $413K 0.01% -1,463 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,700 $408K 0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,697 $408K <0.01% -503 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,675 $405K 0.01% +3 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,674 $405K 0.05% +830 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,670 $404K 0.05% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,668 $404K <0.01% -180 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,646 $400K 0.06% -34 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,643 $400K 0.14% -9 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 2,643 $400K 0.09% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,628 $398K 0.01% -15,938 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,613 $395K 0.08% -2,101 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,610 $395K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,602 $394K <0.01% -254 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,601 $394K 0.01% +190 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,601 $394K 0.05% -211 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,601 $394K <0.01% -5,914 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,586 $391K 0.01% -18 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,579 $390K <0.01% -195 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,543 $385K 0.02% -250 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,542 $385K 0.06% -175 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,535 $384K 0.03% -71 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,530 $383K 0.02% -870 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,530 $383K 0.15% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,529 $383K 0.22% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,525 $382K 0.1% -143 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,522 $382K 0.17% -17 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,530 $382K 0.01% -7,817 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,520 $381K 0.26% -25 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,512 $381K 0.02% -3,899 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $378K 0.15% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,493 $377K <0.01% +501 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,493 $377K 0.07% -14 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,482 $376K 0.01% -6 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,459 $372K 0.33% -3,525 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,457 $372K 0.28% -5 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,450 $371K 0.06% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,448 $370K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,443 $370K 0.04% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,438 $369K 0.02% 0 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 2,421 $366K 0.18% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,397 $363K 0.12% +40 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,345 $359K 0.04% -14,180 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,373 $359K 0.01% -787 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,368 $358K 0.01% -325 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,341 $354K 0.01% +25 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,328 $352K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,322 $351K <0.01% +103 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,295 $351K 0.01% -159 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,316 $350K 0.02% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,316 $350K <0.01% +163 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,315 $350K 0.13% +849 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,309 $349K 0.02% -711 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,298 $348K 0.04% -779 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,297 $348K 0.01% -1,136 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,295 $347K 0.02% +4 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,294 $347K 0.25% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,294 $347K <0.01% +470 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,282 $345K 0.21% +102 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,266 $343K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,262 $342K 0.05% +296 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,254 $341K 0.05% -85 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,244 $340K 0.14% +3 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,243 $339K 0.01% +203 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,237 $339K 0.01% +638 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,235 $338K 0.09% -331 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,215 $335K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,214 $335K 0.07% -586 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,208 $334K <0.01% +8 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,202 $333K 0.01% -389 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,198 $333K <0.01% +1,105 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,192 $332K 0.01% +141 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,171 $329K 0.01% +71 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,174 $329K 0.08% -2 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,165 $328K 0.1% +349 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,153 $326K 0.06% +385 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,147 $325K <0.01% -2,230 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,139 $324K <0.01% -295 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,135 $323K 0.05% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,130 $322K 0.12% -99 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,124 $321K 0.01% -264 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,115 $320K 0.05% +482 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,108 $319K 0.1% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 2,097 $317K 0.22% -38 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,095 $317K 0.03% +50 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,015 $317K 0.01% +266 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,350 $316K 0.32% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,082 $315K 0.02% +231 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,070 $313K 0.04% -7 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,068 $313K 0.02% +214 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,059 $312K 0.01% new 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,054 $311K 0.24% +68 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,045 $309K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,040 $309K <0.01% -1,127 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,040 $309K 0.01% -100 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,028 $307K 0.03% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,020 $306K 0.04% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,019 $306K 0.02% +206 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,010 $304K 0.04% -92 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,008 $304K <0.01% -20 13F-HR/A Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,005 $303K 0.16% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,929 $303K 0.05% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,000 $303K 0.01% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,997 $302K 0.15% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,993 $302K 0.03% -62 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,986 $301K 0.03% +5 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,975 $299K 0.07% -19 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,796 $299K 0.02% new 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,971 $298K 0.15% +508 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,967 $298K 0.02% +36 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,962 $297K 0.01% +20 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,960 $297K 0.01% -56 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,960 $297K 0.02% -441 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,948 $295K 0.03% +109 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,946 $294K 0.01% -184 13F-HR Timeline Group Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 1,945 $294K 0.28% +10 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,922 $294K 0.02% -113 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,936 $293K 0.02% +32 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,930 $292K <0.01% +242 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,929 $292K 0.02% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,928 $292K 0.07% -194 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,924 $291K 0.08% -56 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,923 $291K 0.22% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,916 $290K 0.07% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,914 $290K 0.01% -29 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,912 $289K 0.02% +80 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,905 $288K 0.03% +245 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,885 $285K 0.02% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,874 $284K 0.04% +97 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,874 $284K 0.03% -204 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,862 $282K 0.03% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,860 $281K 0.03% +253 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,856 $281K <0.01% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,852 $280K 0.04% +235 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,850 $280K 0.03% -1,318 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,843 $279K 0.02% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,830 $277K 0.02% -862 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 1,807 $274K 0.08% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,805 $273K 0.13% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,798 $272K <0.01% -561 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,793 $271K 0.21% +380 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,793 $271K 0.03% -60 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,787 $270K 0.42% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,779 $269K 0.02% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,777 $269K <0.01% -48,476 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,767 $267K 0.07% -174 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,761 $266K 0.02% 0 13F-HR Timeline Group MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,752 $265K 0.01% 0 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,732 $262K 0.04% -140 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 1,730 $262K 0.06% +3 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,727 $261K 0.04% +7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,671 $261K 0.19% -264 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,711 $259K 0.17% +354 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,709 $259K 0.36% +53 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,706 $258K 0.01% -186 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,699 $257K <0.01% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,697 $257K 0.01% -175 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,695 $257K 0.01% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 1,692 $256K 0.19% +14 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,692 $256K <0.01% +60 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,684 $255K 0.04% -111 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,682 $255K 0.15% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,675 $253K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,669 $253K 0.14% +1,646 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,665 $252K 0.08% +311 13F-HR Timeline