Carter Financial Group, INC. 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More: the full row for Watershed Asset Management, L.L.C. 3,744 $437K 0.41% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,743 $437K 0.04% +4 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,737 $436K 0.14% +752 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,739 $436K 0.13% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,764 $436K 0.17% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,723 $434K 0.23% 13F-HR/A Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,710 $433K 0.1% -100 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,706 $432K 0.07% +17 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,706 $432K 0.05% +13 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,700 $432K 0.27% -1,500 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,687 $430K 0.07% +496 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,681 $430K 0.14% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,666 $428K 0.15% -509 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,665 $428K 0.03% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,660 $427K 1.1% +9 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,653 $426K 0.02% -70 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,646 $425K 0.03% +1 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,642 $425K 0.06% +250 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,638 $425K 0.35% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,624 $423K 0.12% +18 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 3,624 $423K 0.14% +300 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,618 $422K 0.09% -38 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,599 $420K 0.08% -1,547 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,584 $418K 0.14% +1,498 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,575 $417K 0.06% +258 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,565 $416K 0.05% +8 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,561 $416K 0.34% 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,540 $413K 0.18% -137 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,539 $413K 0.09% +12 13F-HR Timeline CHILTON INVESTMENT CO INC. 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More: the full row for Sava Infond d.o.o. 3,500 $408K 0.06% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,489 $407K 0.04% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,460 $404K 0.11% +46 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,458 $404K 0.02% +58 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,452 $403K 0.1% +50 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,426 $400K 0.08% +146 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,425 $400K 0.03% 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,415 $398K 0.31% -53 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,414 $397K 0.37% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,391 $396K 0.06% +2,665 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 3,391 $396K 0.21% -286 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,382 $395K 0.07% +882 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,378 $394K 0.01% +19 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,377 $394K 0.02% -20 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,376 $394K 0.08% +25 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,374 $394K 0.19% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,365 $393K 0.08% +1,173 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,338 $389K 0.01% +25 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,334 $389K 0.5% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,319 $387K 0.06% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 3,315 $387K 0.88% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,310 $387K 0.02% +1,193 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,307 $386K 0.06% +101 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,307 $386K 0.26% +750 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,157 $386K 0.17% +618 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,298 $385K 0.1% +1,244 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,295 $385K 0.12% +1,115 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,294 $384K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,287 $384K 0.01% 0 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,280 $383K 0.23% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,274 $382K 0.12% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,272 $382K 0.14% +3,172 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,268 $381K 0.02% -64 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,264 $381K 0.12% -314 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,258 $380K 0.02% -1,019 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,257 $380K 0.05% +915 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,241 $378K 0.03% -9,317 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,240 $378K 0.07% -145 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,219 $376K 0.02% +4 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,695 $375K 0.1% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,200 $373K 0.08% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,200 $373K 0.03% +697 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,195 $373K 0.04% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,191 $372K 0.09% +87 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,189 $372K 0.02% -3,336 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 3,180 $371K 0.03% -851 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,169 $370K 0.04% -6,952 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,169 $370K 0.03% +259 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,163 $369K 0.06% +951 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,138 $366K 0.16% -205 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,128 $365K 0.07% -167 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,128 $365K 0.11% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,119 $364K 0.01% +11 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,104 $362K 0.03% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,100 $362K 0.16% 0 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,097 $361K <0.01% +453 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,085 $360K 0.04% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,083 $360K 0.04% +13 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,081 $360K 0.07% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,078 $359K 0.11% -171 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,075 $359K 0.22% -39 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,069 $358K 0.33% 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,044 $355K 0.22% +1,056 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,040 $355K 0.02% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,035 $354K 0.05% +5 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,034 $354K 0.34% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,033 $354K 0.04% -30 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,027 $353K 0.16% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,024 $353K 0.03% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,020 $352K 0.06% -26 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,011 $351K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,006 $351K 0.03% +63 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 3,000 $350K 0.16% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,000 $350K 0.05% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 2,991 $349K 0.44% -666 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,986 $348K 0.04% -23,156 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 2,980 $348K 0.26% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,978 $348K 0.12% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,975 $347K 0.03% -229 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,967 $346K 0.01% +366 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,966 $346K 0.11% -205 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,958 $345K 0.31% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,950 $344K 0.06% new 13F-HR/A Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,940 $343K 0.34% -20 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,939 $343K 0.01% +543 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,939 $343K 0.05% -500 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,936 $343K 0.01% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,935 $342K 0.09% 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,934 $342K 0.14% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,933 $342K 0.03% -107 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,929 $342K 0.04% -433 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,916 $340K 0.11% +282 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,906 $339K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,903 $339K 0.06% -160 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,898 $338K 0.01% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,898 $338K 0.03% -191 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,897 $338K 0.16% +147 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,892 $337K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,882 $336K 0.09% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,881 $336K 0.05% -49 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,879 $336K 0.01% +276 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,873 $335K 0.08% -242 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,871 $335K 0.1% +235 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,870 $335K 0.49% 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,867 $335K 0.08% -100 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,863 $334K 0.04% +641 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,857 $333K 0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,854 $333K 0.07% +97 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,852 $333K 0.01% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,851 $333K 0.09% +15 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 2,845 $332K 0.25% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,842 $332K 0.12% +16 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,839 $331K 0.22% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,836 $331K 0.17% +704 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,883 $329K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,706 $328K 0.17% +1 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,806 $327K 0.03% -100 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,805 $327K 0.01% -85 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,797 $326K 0.02% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,796 $326K 0.16% -285 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,746 $326K 0.29% -84 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,786 $325K <0.01% 0 13F-HR Timeline Group LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,770 $323K 0.05% 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,766 $323K 0.07% +11 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,765 $323K 0.08% +94 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,764 $323K 0.06% +345 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,764 $323K 0.08% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,755 $321K 0.09% +346 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,752 $321K 0.14% +100 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,748 $321K 0.02% +82 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,746 $320K 0.05% +36 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,742 $320K 0.16% +132 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,729 $318K 0.12% +6 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,728 $318K 0.16% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,728 $318K 0.09% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,727 $318K 0.02% -2 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,723 $318K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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