Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 4,147 $239K 0.07% +110 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,137 $238K 0.04% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,132 $238K 0.05% +6 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 4,100 $236K 0.06% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,099 $236K 0.02% +19 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,091 $236K 0.03% -165 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,077 $235K 0.11% +7 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,071 $235K 0.01% -1,445 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,035 $232K 0.07% -415 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,034 $232K 0.28% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,016 $231K 0.05% +32 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,014 $231K 0.02% -4,170 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,009 $231K 0.01% -601 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,002 $231K 0.05% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,000 $230K 0.03% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,000 $230K 0.04% -633 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 4,000 $230K 0.16% -1 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,996 $230K 0.08% +146 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,987 $230K 0.02% +142 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,984 $230K 0.04% -613 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,982 $229K 0.04% -6 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,965 $228K 0.06% +7 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,961 $228K 0.08% -60 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,960 $228K 0.06% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,957 $228K 0.14% +3 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,953 $228K 0.11% -81 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,953 $228K 0.09% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,952 $228K 0.09% +536 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,950 $228K 0.07% -6,350 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,949 $228K 0.09% +258 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,559 $227K 0.02% +127 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,940 $227K 0.04% -1,265 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,932 $227K 0.06% +176 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,931 $227K 0.1% -34 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,927 $226K 0.15% +1,176 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 3,925 $226K 0.17% -116 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,923 $226K 0.03% -760 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 3,922 $226K 0.22% -789 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,915 $226K 0.03% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,912 $225K 0.02% new 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 3,910 $225K 0.06% -1,700 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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Mason LLC More: the full row for S.A. Mason LLC 3,669 $211K 0.06% +2 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 3,667 $211K 0.09% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. 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More: the full row for TigerOak Management, L.L.C. 3,627 $209K 0.06% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,625 $209K 0.03% +365 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,620 $209K 0.03% -269 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,617 $208K 0.04% +122 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,611 $208K 0.04% new 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 3,611 $208K 0.15% -22 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,603 $208K 0.08% -122 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,600 $207K 0.03% -150 13F-HR Timeline CTC Alternative Strategies, Ltd. 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Sherr & Co., LLC 3,552 $205K 0.09% -3,916 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,548 $204K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,539 $204K 0.01% -759 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,538 $204K 0.03% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,535 $204K 0.01% -154 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,529 $203K 0.06% +13 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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LLC 2,274 $131K 0.01% +5 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,266 $131K 0.1% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,250 $130K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,281 $129K 0.01% -19 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,138 $123K 0.04% +223 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,136 $123K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,134 $123K 0.06% -2,905 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,125 $122K 0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. 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More Investments Ltd 1,914 $110K <0.01% +68 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,931 $109K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,889 $109K 0.02% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,883 $108K 0.08% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,874 $108K 0.01% +84 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,868 $108K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,849 $107K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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