Clarius Group, LLC More: the full row for Clarius Group, LLC 1,835 $518K 0.03% -1,139 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,829 $516K 0.06% +41 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,822 $514K 0.3% -598 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,819 $513K 0.06% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,815 $512K 0.1% +249 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,801 $508K 0.01% +5 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,805 $508K 0.01% +223 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,800 $508K 0.17% -99 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,799 $508K <0.01% +238 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,796 $507K 0.26% -44 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,791 $506K 0.08% +132 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,788 $505K 0.02% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,787 $504K 0.21% -591 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,785 $504K 0.05% -85 13F-HR/A Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,779 $502K 0.14% -275 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,776 $501K 0.15% 0 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,775 $501K 0.14% +326 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,774 $501K 0.02% +542 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,772 $500K 0.07% +103 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,769 $499K 0.04% -11 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,757 $496K 0.04% -116 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,756 $496K 0.08% +475 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,753 $495K 0.06% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,750 $494K 0.22% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,747 $493K 0.03% +812 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,740 $491K 0.02% +7 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,738 $491K 0.03% +31 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,735 $490K 0.05% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,706 $489K 0.41% +1 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,723 $486K 0.06% +24 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,720 $485K 0.35% +5 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,712 $483K <0.01% -5,307 13F-HR/A Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,708 $482K 0.09% +287 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,708 $482K 0.25% +46 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,696 $479K 0.09% +4 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,690 $479K 0.2% -15 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,695 $478K 0.12% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,691 $477K 0.11% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,677 $473K 0.06% -40 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,657 $468K <0.01% +111 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,656 $467K 0.07% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,656 $467K 0.07% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,654 $467K 0.31% -135 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,653 $467K 0.06% -2,755 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,646 $466K 0.2% +30 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,650 $466K 0.03% -87 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,649 $465K 0.08% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,647 $465K 0.02% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,627 $459K 0.24% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,617 $456K 0.11% +8 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,614 $456K 0.22% +743 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,570 $455K 0.17% -483 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,607 $454K 0.02% +88 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,606 $453K 0.22% -167 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,600 $452K 0.25% -8 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,599 $451K 0.1% +21 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,598 $451K 0.15% +355 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,589 $450K 0.11% +195 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,590 $450K 0.05% -94 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,611 $448K 0.04% +259 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,586 $448K 0.26% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,576 $447K 0.03% -500 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,581 $446K 0.01% +302 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,571 $444K 0.31% +55 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,570 $443K 0.21% +209 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,567 $442K 0.28% +388 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,564 $441K 0.15% -8 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,562 $441K 0.02% +8 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,557 $439K <0.01% -39 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,528 $439K 0.12% -1,361 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,552 $438K 0.1% -25 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,546 $438K 0.03% -2,263 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,548 $437K 0.04% -598 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,547 $437K 0.12% -178 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,545 $436K 0.08% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,541 $435K 0.04% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,535 $433K 0.38% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,534 $433K 0.17% -176 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,504 $428K 0.15% -148 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,518 $428K 0.02% -943 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,514 $427K 0.02% -371 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,514 $427K 0.08% +2 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,524 $426K 0.03% +43 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,508 $426K 0.03% -85 13F-HR Timeline Group Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,506 $425K 0.2% +225 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 1,500 $425K 0.31% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,503 $424K 0.12% -8 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,500 $423K 0.06% -600 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,500 $423K 0.41% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,499 $423K 0.01% -1,670 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,480 $419K 0.19% new 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 1,483 $419K 0.07% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,481 $418K 0.26% +373 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,481 $418K 0.04% -35 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,472 $415K 0.01% -814 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,462 $413K 0.02% +5 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,459 $412K 0.01% -156 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,458 $412K <0.01% +162 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,452 $411K 0.09% -35 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,448 $409K 0.02% 0 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,448 $409K 0.02% -9 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,445 $408K 0.01% -603 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,448 $403K 0.18% 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,426 $402K 0.02% -357 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,425 $402K 0.06% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,420 $401K 0.01% -19 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,375 $401K 0.26% -200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,414 $399K 0.02% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,402 $396K 0.02% +126 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,401 $395K 0.21% +13 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,397 $394K 0.01% -97 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,396 $394K 0.25% -38 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,396 $394K 0.03% +212 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,395 $394K 0.15% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,388 $392K 0.16% -6 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,387 $391K 0.22% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,384 $391K 0.01% -304 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,383 $390K 0.07% 0 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,374 $390K 0.09% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,399 $389K 0.01% -83 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,366 $386K 0.09% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,364 $385K 0.02% +20 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,356 $383K 0.07% -22 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,352 $382K 0.02% -144 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,345 $381K 0.04% +235 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,341 $380K 0.08% -9 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,340 $378K 0.01% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,336 $377K 0.01% +7 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,335 $377K 0.03% -10 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,326 $374K 0.07% 0 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 1,325 $374K 0.26% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,324 $374K 0.21% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 1,323 $373K 0.19% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,319 $372K 0.06% +155 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,309 $370K 0.03% +8 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,304 $368K 0.02% +397 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,269 $367K 0.03% -152 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,300 $367K 0.04% new 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,300 $367K 0.12% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,300 $367K 0.03% -195 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,295 $366K 0.19% -45 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,284 $362K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,283 $362K 0.06% -35 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,283 $362K 0.04% +5 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,273 $359K 0.26% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,267 $358K 0.16% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,262 $357K 0.03% -65 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,265 $357K <0.01% -400 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,264 $357K 0.04% +79 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,263 $356K 0.03% -11 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,263 $356K 0.03% +9 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,253 $354K 0.03% -97 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,251 $353K 0.17% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,250 $353K 0.04% -455 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,250 $353K 0.06% -90 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,247 $352K 0.11% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,246 $352K 0.02% -1,574 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,245 $351K 0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,239 $351K 0.07% +3 13F-HR/A Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,243 $351K 0.17% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,243 $351K 0.04% -113 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,243 $351K 0.02% +119 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,239 $350K 0.19% -39 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,231 $347K 0.06% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,230 $347K 0.06% +27 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,228 $347K 0.01% +23 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,227 $346K 0.02% -2 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,225 $346K 0.06% +23 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,224 $345K 0.02% -66 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,224 $345K 0.08% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,219 $345K 0.06% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,220 $344K 0.25% -352,238 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,237 $344K 0.03% new 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 1,217 $343K 0.03% new 13F-HR Timeline Group PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,203 $341K 0.2% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,207 $341K 0.05% -23 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,206 $340K 0.09% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,200 $339K 0.05% +1,144 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,199 $338K 0.1% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,192 $336K 0.02% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,191 $336K 0.03% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,191 $336K 0.1% +222 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,188 $335K 0.24% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,178 $332K 0.04% +154 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,160 $329K 0.26% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,165 $329K 0.02% -14 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,162 $328K 0.13% +139 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,157 $328K 0.03% -1 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,161 $328K 0.04% -301 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 1,155 $326K 0.11% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,151 $325K 0.01% +1,000 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,146 $325K 0.17% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,136 $321K 0.1% -237 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,137 $321K 0.01% -63 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,137 $321K 0.05% -33 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 1,135 $320K 0.32% -385 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,132 $319K 0.05% +6 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,130 $319K 0.01% +6 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,127 $318K 0.25% -4,304 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,126 $318K 0.09% -163 13F-HR Timeline Group