Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,269 $923K 0.04% -45 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,221 $909K 0.04% +549 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,219 $909K 0.02% -12,492 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 3,210 $906K 0.07% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,190 $900K 0.05% -34,406 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,174 $899K 0.03% +1,001 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,183 $898K 0.4% -7 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 3,170 $895K 0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,168 $894K 0.01% -872 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,156 $891K 0.49% -203 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,155 $890K 0.22% -1,018 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,137 $885K 0.05% +139 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,094 $873K 0.3% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,090 $872K 0.19% -25 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,088 $872K 0.06% -370 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 3,086 $871K 0.03% -276 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,082 $870K 0.12% +309 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,082 $869K 0.22% -9 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,070 $867K 0.34% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,060 $864K 0.01% -544 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,032 $856K 0.11% -383 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,031 $856K 0.5% +1,552 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,951 $855K 0.07% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 3,025 $854K 0.4% -25 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,022 $853K 0.04% -46 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,000 $847K 0.54% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 2,980 $841K 0.39% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,992 $838K 0.05% -220 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,959 $835K 0.1% -573 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,950 $833K 0.01% +200 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,948 $832K 0.76% +69 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,926 $826K 0.12% +200 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 2,913 $822K 0.57% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,898 $818K 0.24% -99 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,879 $813K 0.01% +222 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,878 $812K 0.05% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,868 $809K 0.39% -22 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,835 $800K 0.05% -327 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,832 $799K 0.05% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,830 $799K 0.02% +1,125 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,825 $797K 0.45% -155 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,824 $797K 0.15% -429 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,818 $795K 0.25% -262 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,804 $791K 0.09% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,800 $790K 0.06% +13 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,780 $785K 0.03% -231 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,777 $784K 0.26% -38 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,774 $783K 0.05% +1,686 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,771 $782K 0.45% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,768 $781K 0.06% +208 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,762 $780K 0.03% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,759 $779K 0.16% +38 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,744 $774K 0.06% +4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,689 $772K 0.08% -43 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,672 $767K 0.08% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,714 $766K 0.07% -9,341 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,687 $758K 0.29% -15,827 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,671 $754K 0.03% +1,291 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,664 $752K 0.01% -18 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,654 $749K 0.34% -73 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,652 $748K 0.04% +78 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 2,649 $748K 0.52% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,642 $746K 0.05% -51 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,640 $745K 0.29% -72 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,631 $743K 0.04% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,629 $742K 0.02% -303 13F-HR Timeline City State Bank More: the full row for City State Bank 2,629 $742K 0.21% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,625 $741K 0.07% +293 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,610 $737K 0.03% -341 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,600 $734K 0.12% +200 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 2,600 $734K 0.4% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,592 $732K 0.25% +69 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,579 $728K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,577 $727K 0.03% +197 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,577 $727K 0.15% -116 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,576 $727K 0.11% -1,373 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,575 $727K 0.34% -80 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,570 $725K 0.16% +925 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,550 $720K 0.01% -413 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,538 $716K 0.05% -903 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,527 $713K 0.09% +96 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,515 $712K 0.03% +55 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,512 $711K 0.02% +606 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,512 $709K 0.3% -24 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,509 $708K 0.11% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,506 $707K 0.07% +357 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,505 $707K 0.15% -104 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,500 $706K 0.06% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,495 $704K 0.16% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,489 $703K 0.03% -477 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,480 $702K 0.27% -6 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,483 $701K 0.33% 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,482 $701K 0.06% +1,026 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,480 $700K 0.01% -403 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,470 $697K 0.04% +95 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 2,461 $697K 0.03% +8 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,463 $695K 0.51% -252 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,455 $693K 0.47% -120 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,447 $691K 0.04% +71 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,435 $687K 0.29% -1 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,430 $686K 0.1% +585 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,430 $686K 0.38% +158 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,428 $685K 0.09% +182 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,423 $684K 0.04% +150 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,397 $677K 0.11% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,394 $676K 0.2% -5,793 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,392 $675K 0.01% -74 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,387 $674K 0.71% +323 13F-HR Timeline American Trust More: the full row for American Trust 2,371 $669K 0.06% +195 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 2,357 $665K 0.42% -219 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,352 $664K 0.01% +9 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,346 $662K 0.01% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,338 $660K 0.14% +1,130 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,336 $659K 0.21% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,334 $659K 0.26% +978 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,312 $653K 0.13% +598 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 2,304 $650K 0.41% +8 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,299 $649K 0.06% +1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,297 $648K 0.02% +53 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 2,284 $645K 0.08% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,274 $642K 0.18% -1,959 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,272 $641K 0.09% -147 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,271 $641K 0.06% +196 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,244 $635K 0.04% +276 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,243 $633K 0.02% -1,002 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,237 $631K 0.23% +15 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,234 $631K 0.41% +60 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,227 $629K 0.02% -575 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,221 $627K 0.01% -25 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,219 $626K 0.01% -137 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 2,207 $623K 0.21% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,204 $622K 0.02% +19 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,204 $622K 0.28% +77 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,196 $620K 0.07% +371 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,189 $618K 0.61% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,187 $617K 0.11% +16 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,170 $613K 0.05% +900 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,165 $611K 0.3% -184 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,153 $608K 0.06% -44 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,150 $607K 0.33% -22 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,146 $606K 0.29% +28 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,145 $605K 0.11% -484 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,137 $603K 0.08% +10 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,132 $602K 0.29% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,130 $601K 0.06% +149 13F-HR Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 2,129 $601K 0.09% +104 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. 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More: the full row for Waterloo Capital, L.P. 2,109 $595K 0.04% -279 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,104 $594K 0.07% -250 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,100 $593K 0.26% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,092 $591K 0.19% -18 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,084 $588K 0.03% -141 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,084 $588K 0.14% +4 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,067 $583K 0.04% +7 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,062 $582K 0.07% +120 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,062 $582K 0.25% +1,984 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,055 $580K 0.01% +800 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,054 $580K 0.03% -65 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,053 $579K 0.03% +3 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,045 $579K 0.01% +71 13F-HR Timeline Group Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 2,050 $579K 0.52% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,050 $579K 0.32% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,033 $574K 0.17% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,030 $573K 0.25% +181 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,028 $572K 0.02% +117 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,028 $572K 0.08% -4 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,025 $572K 0.12% -547 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,019 $570K 0.18% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,010 $567K 0.01% -78 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,007 $567K 0.26% +73 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,007 $566K 0.19% +868 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,007 $566K <0.01% +1,105 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,005 $566K 0.04% -111 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,000 $565K 0.09% +817 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,996 $563K 0.05% -750 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,993 $563K 0.03% +114 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,019 $562K 0.01% +234 13F-HR/A Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,980 $559K 0.03% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,960 $553K 0.04% -674 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,954 $552K 0.21% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,944 $549K 0.3% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,941 $548K 0.18% -178 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,929 $545K 0.11% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,925 $543K 0.22% -17 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,910 $539K 0.24% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,912 $539K <0.01% -52,729 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,899 $536K 0.05% +23 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,895 $535K 0.3% +147 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,887 $532K 0.04% +10 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,901 $531K 0.03% -75 13F-HR Timeline Sunbelt Securities, Inc. 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