CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,413 $3.73M 0.27% +214 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 7,405 $3.72M 0.74% -50 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,404 $3.72M 0.68% -14 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,404 $3.72M 0.88% +169 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,403 $3.72M 1.23% -110 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,403 $3.72M 0.53% +1,280 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 7,397 $3.72M 1.36% -91 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 7,392 $3.72M 2.7% 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 7,379 $3.71M 0.68% +366 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 7,373 $3.71M 0.74% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,352 $3.7M 0.3% -181 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 7,350 $3.69M 0.73% +403 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,340 $3.69M 2.53% -8 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 7,335 $3.69M 1.11% -259 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 7,327 $3.68M 0.9% -8 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 7,321 $3.68M 2.28% +147 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 7,319 $3.68M 0.64% -100 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,293 $3.67M 0.86% -502 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 7,291 $3.66M 3.32% 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,562 $3.66M 0.9% +132 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,283 $3.66M 0.29% -37 13F-HR Timeline Group IKE Capital, LLC More: the full row for IKE Capital, LLC 7,281 $3.66M 3.19% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,277 $3.66M 0.96% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,266 $3.65M 0.18% -10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 7,246 $3.64M 0.38% +1,222 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 7,372 $3.64M 2.82% +2,742 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,223 $3.63M 0.28% -49 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,258 $3.62M 0.87% +153 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 7,193 $3.62M 1.61% +1,000 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,216 $3.61M 0.62% +663 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 7,177 $3.61M 1.2% -259 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,175 $3.61M 1.31% -2,280 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 7,163 $3.6M 0.25% -128 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 7,163 $3.6M 2.68% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 7,156 $3.6M 1.71% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 7,153 $3.6M 0.78% -4 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 7,045 $3.59M 1.67% -735 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,139 $3.59M 0.81% +11 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,138 $3.59M 0.39% -1,800 13F-HR Timeline XXEC, Inc. More: the full row for XXEC, Inc. 7,124 $3.58M 3.58% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,105 $3.57M 0.4% +1,513 13F-HR/A Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,096 $3.57M 0.92% +59 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 7,092 $3.56M 1.33% +51 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 7,071 $3.55M 0.4% -50 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,050 $3.54M 0.35% 0 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 7,045 $3.54M 0.76% +80 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 7,027 $3.53M 2.18% -40 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,025 $3.53M 0.79% +270 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,024 $3.53M 1.61% +361 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 7,015 $3.53M 2.59% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,072 $3.53M 0.08% +968 13F-HR Timeline Div Capital Phoenix Assets Ltd More: the full row for Div Capital Phoenix Assets Ltd 7,000 $3.52M 0.89% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,996 $3.52M 0.34% -13 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,996 $3.52M 0.3% -1,082 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,988 $3.51M 1.09% -86 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,977 $3.51M 1.32% 0 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,977 $3.51M 2.11% -2 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 7,099 $3.51M 1.22% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,947 $3.49M 0.39% -357 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,939 $3.49M 0.84% -16 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 6,939 $3.49M 1.56% +341 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 6,927 $3.48M 1.54% +4 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 6,917 $3.48M 0.56% -173 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 6,886 $3.46M 0.44% 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,883 $3.46M 0.88% +224 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 6,882 $3.46M 2.76% -67 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 6,881 $3.46M 2.58% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,881 $3.46M 0.26% -327 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,870 $3.46M 1.1% +151 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 6,877 $3.46M 1.89% +4 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,873 $3.45M 0.22% -61 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 6,871 $3.45M 0.38% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,847 $3.44M 0.14% -383 13F-HR/A Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 6,846 $3.44M 0.76% 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 6,837 $3.44M 0.45% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,831 $3.43M 0.72% +315 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,871 $3.43M 0.44% -85 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 6,820 $3.43M 3.58% -197 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,816 $3.43M 0.72% -188 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 6,814 $3.43M 0.49% -1,122 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,810 $3.42M 2.28% -20 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,800 $3.42M 1.29% +29 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6,796 $3.42M 1.01% -141 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,794 $3.42M 0.88% +252 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 6,778 $3.41M 1.75% -30 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 6,769 $3.4M 0.89% +73 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 6,769 $3.4M 2.6% 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,758 $3.4M 0.97% -85 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,759 $3.4M 0.74% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,754 $3.39M 0.29% -187 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,744 $3.39M 0.12% -27 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,946 $3.38M 0.71% +250 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 6,732 $3.38M 1.54% +86 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 6,716 $3.38M 0.31% -847 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,702 $3.37M 0.59% -287 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 6,700 $3.37M 2.41% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,683 $3.36M 0.34% -102 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,677 $3.36M 1.97% +716 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,651 $3.34M 0.39% +61 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 6,625 $3.33M 0.71% +9 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 6,826 $3.33M 0.46% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,615 $3.33M 0.56% -142 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 6,600 $3.32M 1.34% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,583 $3.31M 2.51% +77 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 6,566 $3.3M 2.4% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 6,564 $3.3M 0.47% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,554 $3.29M 0.05% -118 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,539 $3.29M 1.23% -209 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,534 $3.28M 0.05% -2,647 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,514 $3.27M 0.9% -2 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,513 $3.27M 0.63% -82 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 6,507 $3.27M 0.92% -122 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,501 $3.27M 1.39% +31 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 6,498 $3.27M 1.87% 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,485 $3.26M 0.25% +257 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 7,413 $3.25M 1.25% +34 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,457 $3.25M 0.03% -3,006 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,450 $3.24M 0.35% -474 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,446 $3.24M 0.16% -172 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,443 $3.24M 0.75% +84 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 6,437 $3.24M 1.2% -773 13F-HR/A Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,436 $3.24M 1.93% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,400 $3.22M 0.86% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,395 $3.21M 0.47% -12 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,393 $3.21M 0.32% +3,336 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,379 $3.21M 0.96% -51 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 6,365 $3.2M 0.37% +69 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 6,363 $3.2M 1.12% -481 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,361 $3.2M 1.16% +1 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,360 $3.2M 0.95% -329 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,358 $3.2M 0.27% -235 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,357 $3.2M 0.29% -270 13F-HR Timeline Group Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,343 $3.19M 1.27% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 6,340 $3.19M 1.69% 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,334 $3.18M 0.43% +89 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,434 $3.17M 0.15% +790 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,311 $3.17M 0.89% -337 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 6,305 $3.17M 0.83% +359 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 6,303 $3.17M 3.25% 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 6,297 $3.17M 0.22% -15 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,293 $3.16M 0.85% -128 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 6,284 $3.16M 0.98% -62 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,276 $3.15M 2.07% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 6,270 $3.15M 0.83% +57 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 6,269 $3.15M 0.95% -74 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,265 $3.15M 0.7% -579 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 6,256 $3.14M 0.57% +174 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,236 $3.13M 0.39% -36 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 6,233 $3.13M 1.63% -160 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 6,192 $3.11M 2.23% -188 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,188 $3.11M 0.24% 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 6,183 $3.11M 1.69% -78 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,176 $3.1M 2.62% -67 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 6,146 $3.09M 2.04% -30 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,150 $3.09M 1.74% -6 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,624 $3.08M 0.24% +29 13F-HR Timeline Group Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,115 $3.07M 3.43% +4,897 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 6,097 $3.06M 0.69% -900 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 6,095 $3.06M <0.01% -10,145 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,358 $3.06M 0.35% -254 13F-HR Timeline Castellan Group More: the full row for Castellan Group 6,073 $3.05M 0.39% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,073 $3.05M 0.33% -25 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,070 $3.05M 0.18% +3,523 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,070 $3.05M 0.89% -39 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 6,063 $3.05M 2% +134 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 6,062 $3.05M 0.18% -3,235 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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