Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 634 $679K 0.07% +85 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 632 $676K 0.18% -32 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 632 $676K 0.15% +6 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 632 $676K 0.25% -2 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 630 $674K 0.12% +90 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 628 $672K 0.37% +65 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 626 $670K 0.15% -22 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 625 $669K 0.07% +5 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 621 $665K 0.18% -18 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 620 $664K 0.05% -28 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 619 $663K 0.45% +1 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 619 $663K 0.03% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 618 $661K 0.08% -61 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 618 $661K 0.44% +3 13F-HR Timeline Bell Bank More: the full row for Bell Bank 615 $658K 0.03% +28 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 614 $657K 0.38% -125 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 611 $654K 0.36% +120 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 611 $654K 0.12% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 610 $653K 0.03% +4 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 608 $650K 0.14% -17 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 604 $646K 0.21% +58 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 604 $646K 0.31% +58 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 604 $646K 0.17% +1 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 601 $643K 0.37% -171 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 597 $639K 0.77% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 593 $638K 0.06% -11 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 594 $636K 0.09% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 594 $636K 0.04% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 593 $635K 0.04% +10 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 590 $632K 0.01% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 590 $632K 0.17% -40 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 590 $631K 0.09% -75 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 589 $631K 0.01% +32 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 587 $628K 0.5% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 585 $626K 0.06% +8 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 585 $626K 0.04% -78 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 585 $626K 0.51% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 582 $623K 0.53% -135 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 581 $621K 0.6% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 579 $620K 0.17% +234 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 576 $617K 0.04% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 573 $613K 0.89% +11 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 572 $613K 0.04% -803 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 572 $612K 0.01% +163 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 570 $610K 0.36% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 565 $605K 0.03% -20 13F-HR Timeline Trust Co More: the full row for Trust Co 565 $605K 0.06% +134 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 564 $604K 0.22% -220 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 564 $604K 0.05% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 564 $603K 0.05% -6 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 563 $603K 0.04% -3 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 538 $602K 0.09% +41 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 562 $602K 0.36% +2 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 562 $602K 0.1% +3 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 561 $600K 0.06% +15 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 560 $600K 0.04% +27 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 561 $600K 0.34% +3 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 560 $600K 0.05% +87 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 559 $598K 0.03% -4 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 558 $597K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 551 $597K 0.04% +5 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 558 $597K 0.04% +65 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 556 $595K 0.57% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 556 $595K 0.22% +83 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 556 $595K 0.25% 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 555 $594K 0.03% +2 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 555 $594K <0.01% +163 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 555 $594K 0.1% -4 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 525 $592K 0.48% -120 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 553 $592K 0.02% +15 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for Marathon Mission, Inc. 545 $583K 0.34% +7 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 544 $582K 0.09% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 544 $582K 0.12% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 542 $581K 0.13% -6 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 542 $580K 0.03% -20 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 550 $580K 0.23% +13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 542 $580K 0.11% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 541 $579K 0.03% +109 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 539 $577K 0.11% +34 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 538 $576K 0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 538 $576K 0.02% +11 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 538 $575K 0.56% 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 537 $574K 0.35% -13 13F-HR/A Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 535 $573K 0.21% +5 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 533 $571K 0.05% +125 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 532 $569K 0.41% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 531 $569K 0.19% +172 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 506 $567K 0.07% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 529 $566K 0.06% +2 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 528 $565K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 528 $565K 0.12% -3 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 527 $564K 0.01% +7 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 524 $561K 0.09% +107 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 521 $558K 0.46% -7 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 520 $557K 0.32% +184 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 519 $556K 0.39% -18 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 517 $554K 0.2% -8 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 517 $553K 0.04% +31 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 517 $553K 0.3% -1,435 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 516 $553K 0.03% -7 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 514 $550K 0.1% -14 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 513 $549K 0.03% -53 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 509 $545K 0.15% +192 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 508 $544K 0.07% -96 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 507 $543K 0.05% -139 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 506 $541K 0.03% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 504 $539K 0.08% -2 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 503 $538K 0.4% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 501 $536K 0.03% +250 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 500 $535K 0.14% +4 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 500 $535K 0.38% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 498 $533K 0.61% -299 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 498 $533K 0.01% -543 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 496 $531K 0.21% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 495 $530K 0.54% 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 494 $529K 0.1% +5 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 494 $529K 0.04% +20 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 493 $528K 0.06% +41 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 493 $528K 0.19% +33 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 491 $525K 0.09% +44 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 490 $524K 0.1% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 490 $524K 0.06% +20 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 488 $523K 0.3% +1 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 488 $522K 0.15% -4 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 484 $518K 0.3% -29 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 479 $513K 0.09% +3 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 478 $512K 0.15% +7 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 476 $509K 0.3% -403 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 475 $508K 0.05% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 475 $508K 0.05% +150 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 530 $508K 0.06% -190 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 468 $506K 0.11% -70 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 472 $505K 0.02% -2 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 472 $505K 0.04% +45 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 471 $504K 0.17% +68 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 471 $504K 0.26% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 471 $504K 0.27% +32 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 470 $503K 0.04% +20 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 469 $502K 0.01% -153 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 467 $499K 0.19% +1 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 464 $497K 0.14% +18 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 462 $494K 0.12% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 462 $494K 0.26% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 462 $494K 0.02% -229 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 461 $493K 0.34% -6 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 461 $493K 0.09% -7 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 460 $492K 0.31% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 459 $491K 0.01% +209 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 458 $490K <0.01% 0 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 458 $490K 0.06% +19 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 457 $489K 0.01% +29 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 457 $489K 0.05% +11 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 457 $489K 0.03% new 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 455 $487K 0.03% +40 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 453 $485K 0.09% +21 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 452 $484K 0.13% 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 450 $482K 0.01% new 13F-HR Timeline Group ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 450 $482K 0.21% -9 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 449 $481K 0.21% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 448 $480K 0.17% -14 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 448 $480K 0.37% -12 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 448 $480K 0.17% -40 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 447 $478K 0.17% -240 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 447 $478K 0.1% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 446 $477K 0.1% -37 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 446 $477K 0.32% -3 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 445 $476K 0.24% -4 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 444 $475K 0.11% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 443 $474K 0.05% -50 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 443 $474K 0.1% +11 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 442 $473K 0.12% +19 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 442 $473K 0.09% -15 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 442 $473K 0.11% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 441 $472K 0.17% +20 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 441 $472K 0.01% -3 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 441 $472K 0.02% +76 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 440 $471K 0.08% -1 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 440 $471K 0.31% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 439 $470K 0.12% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 438 $469K 0.03% +144 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 437 $468K 0.16% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 437 $467K 0.14% +4 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 420 $467K 0.02% -18 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 436 $467K 0.41% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 434 $465K -113 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 433 $463K 0.03% +122 13F-HR/A Timeline Cadence Bank More: the full row for Cadence Bank 432 $462K 0.03% -69 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 432 $462K 0.05% +10 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 430 $461K 0.07% +9 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 416 $460K <0.01% -100 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 430 $460K 0.06% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 429 $459K 0.02% 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 429 $459K 0.41% 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 429 $459K 0.24% 0 13F-HR Timeline