Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 246 $1.22M 0.21% -19 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 246 $1.22M 0.58% +41 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 245 $1.22M 0.45% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 245 $1.22M 0.3% -38 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 244 $1.21M 0.01% -260 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 244 $1.21M 0.11% +36 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 244 $1.21M 0.5% 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 243 $1.21M 0.14% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 241 $1.2M <0.01% -10 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 240 $1.19M 0.67% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 239 $1.19M 0.58% +6 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 239 $1.19M 0.61% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 238 $1.18M 0.14% -172 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 238 $1.18M 0.82% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 237 $1.18M 0.03% 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 237 $1.18M 0.38% -65 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 236 $1.17M 0.02% -125 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 236 $1.17M 0.03% +112 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 236 $1.17M 0.25% -1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 234 $1.16M 0.54% +18 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 233 $1.16M 0.25% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 232 $1.15M 0.75% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 230 $1.14M 0.03% +7 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 229 $1.14M 0.03% -125 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 228 $1.13M 0.48% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 227 $1.13M 0.2% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 226 $1.12M 0.07% +8 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 236 $1.12M 0.1% -5 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 225 $1.12M 0.12% -330 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 226 $1.11M 0.26% +74 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 224 $1.11M 0.1% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 223 $1.11M 0.04% -1 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 223 $1.11M 0.61% -111 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 222 $1.11M 0.25% -6 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 222 $1.1M 0.09% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 222 $1.1M 0.4% -12 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 221 $1.1M 0.27% -9 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 220 $1.09M 0.43% -60 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 219 $1.09M 0.1% -5 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 219 $1.09M 0.03% +5 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 218 $1.08M 0.05% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 216 $1.07M 0.32% +49 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 216 $1.07M 0.06% -6 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 215 $1.07M 0.13% -62 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 215 $1.07M 0.06% +4 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 211 $1.05M 0.12% +42 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 211 $1.05M 0.06% -26 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 210 $1.05M 0.16% +19 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 210 $1.04M 0.07% +3 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 210 $1.04M 0.01% +2 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 210 $1.04M <0.01% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 210 $1.04M 0.4% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 217 $1.03M 1.04% -24 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 207 $1.03M 0.13% -193 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 206 $1.02M 0.55% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 205 $1.02M 0.13% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 204 $1.01M 0.65% +7 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 204 $1.01M 0.05% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 202 $1.01M 0.09% +34 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 202 $1M 0.09% +17 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 201 $999K 0.09% +8 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 201 $999K 0.99% 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 200 $994K 0.06% -800 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 200 $994K 0.04% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 200 $994K 0.25% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $994K 0.57% 0 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 199 $989K 0.32% -26 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 198 $984K 0.22% -3 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 197 $979K 0.06% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 197 $979K 0.04% +5 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 197 $979K 0.01% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 196 $978K 0.59% -71 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 195 $973K 0.01% +10 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 195 $969K 0.43% -206 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 194 $965K 0.66% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 194 $965K 0.03% -86 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 194 $964K 0.14% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 199 $964K 0.25% -11 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 193 $959K 0.07% +32 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 193 $959K 0.01% -3 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 192 $954K 0.01% -11 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 192 $954K 0.03% +16 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 192 $954K 0.36% +1 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 192 $954K 0.09% -29 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 192 $954K 0.15% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 191 $949K 0.07% +4 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 189 $939K 0.18% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 187 $930K 0.07% +24 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 187 $929K 0.91% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 186 $927K 0.83% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 186 $924K 0.01% -22 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 186 $924K 0.21% +92 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 185 $920K 0.06% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 184 $914K 0.09% -4 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 183 $909K 0.12% +28 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 183 $909K 0.04% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 183 $909K -103 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 182 $904K 0.01% -3 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 182 $904K 0.95% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 179 $889K 0.19% +19 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 178 $885K 0.38% -7 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 178 $884K 0.29% +17 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 177 $879K 0.07% +9 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 177 $879K 2.4% -6 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 176 $875K 0.09% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 176 $875K 0.09% +1 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 176 $874K 0.55% +1 13F-HR Timeline American Trust More: the full row for American Trust 175 $869K 0.07% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 174 $865K 0.12% +11 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 174 $865K 0.07% +35 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 174 $865K 0.06% -17 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 172 $855K 0.42% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 171 $850K 0.03% -12 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 171 $850K 0.18% +5 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 169 $840K 0.05% -33 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 169 $839K 0.03% +2 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 168 $835K +1 Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 168 $835K 0.16% +6 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 167 $829K 0.21% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 166 $825K 0.01% +55 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 166 $825K 0.13% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 166 $823K 0.31% +2 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 164 $816K 0.05% +30 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 163 $812K 0.38% +8 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 163 $810K 0.11% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 163 $810K 0.41% +5 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 163 $810K 0.15% -1 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 162 $805K 0.08% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 162 $804K 0.01% -3 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 161 $804K 0.05% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 161 $800K 0.66% +92 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $800K 0.29% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 160 $795K 0.02% +9 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 160 $795K 0.14% -5 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 159 $790K 0.05% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 157 $780K 0.12% -41 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 165 $775K 0.08% +16 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 155 $771K 0.01% -33 13F-HR Timeline Group CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 154 $765K 0.33% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 153 $760K <0.01% -10 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 152 $755K 0.01% +92 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 157 $752K 0.18% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 151 $750K 0.21% -3 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 150 $745K 0.06% -75 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 149 $740K 0.67% 0 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 155 $738K 0.11% -50 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 148 $736K 0.08% +35 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 148 $735K 1.09% 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 147 $731K 0.5% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 145 $720K 0.07% +4 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 145 $720K 0.09% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 145 $720K 0.03% +27 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 145 $720K 0.2% -87 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 145 $720K 0.17% -3 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 144 $715K 0.01% -28 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 143 $711K 0.01% +16 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 143 $711K 0.1% -17 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 143 $710K 0.07% -4 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 143 $710K 0.1% -1 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 143 $710K 0.05% -53 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 142 $706K 0.02% +8 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 142 $706K 0.14% -20 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 141 $701K 0.14% -2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 141 $699K 0.35% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 141 $698K 0.41% +24 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 140 $696K 0.03% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 140 $696K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 140 $696K 0.1% -26 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 140 $696K 0.12% -2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 140 $696K 0.14% +136 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 140 $695K 0.18% -22 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 139 $691K 0.02% -5 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 139 $691K 0.03% -15 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. First Bank & Trust More: the full row for First Bank & Trust 139 $691K 0.13% +9 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 139 $691K 0.01% -200 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 138 $686K 0.02% +3 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 137 $681K 0.34% 0 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 137 $681K 0.3% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 135 $671K 0.04% +24 13F-HR Timeline Group Geller Advisors LLC More: the full row for Geller Advisors LLC 135 $671K 0.04% +1 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 135 $671K 0.17% -12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 135 $671K 0.3% +16 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 134 $666K 0.06% +12 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 140 $664K 0.04% +71 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 133 $661K 0.32% -22 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 131 $654K 0.02% +11 13F-HR/A Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 131 $651K 0.09% +1 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 131 $650K 0.02% +9 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 130 $648K 0.04% +55 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 130 $646K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 130 $646K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 130 $644K 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 129 $641K 0.02% -27 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 129 $641K 0.19% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 128 $636K 0.14% -261 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 129 $635K 0.29% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 127 $631K 0.02% 0 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 126 $626K 0.23% -518 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 126 $626K 0.14% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 126 $625K 0.17% +3 13F-HR Timeline