Thomasville National Bank More: the full row for Thomasville National Bank 1,908 $588K 0.04% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,900 $585K 0.01% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,880 $579K 0.24% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,870 $576K 0.14% +22 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,867 $575K 0.02% +469 13F-HR Timeline Group BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,862 $574K 0.01% -938 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,860 $573K 0.04% +188 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,826 $565K 0.26% +217 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,833 $565K 0.04% -129 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,822 $561K 0.27% +398 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,820 $561K 0.14% +237 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,809 $557K 0.01% -69 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,727 $557K 0.09% +174 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,800 $555K 0.04% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,800 $555K 0.1% -70 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,797 $554K 0.52% -18 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,791 $552K 0.01% +826 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,788 $551K 0.05% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,784 $550K 0.02% +485 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,772 $546K 0.17% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,762 $543K 0.28% +43 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,751 $540K 0.01% -91 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,743 $537K 0.26% -142 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,740 $536K 0.02% -93 13F-HR/A Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,735 $535K 0.04% +398 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,732 $534K 0.03% -467 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,719 $530K 0.39% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,705 $525K 0.01% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,703 $525K 0.1% +141 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,699 $524K 0.01% new 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,738 $522K 0.36% +64 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,691 $521K 0.02% -73 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,481 $517K 0.25% +301 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,674 $516K 0.1% +50 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,667 $514K 0.01% -405 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,623 $500K 0.06% +513 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,623 $500K 0.07% +513 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,615 $498K 0.13% +110 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,607 $495K 0.03% -40 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,583 $488K 0.13% -34 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,572 $484K 0.15% -110 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,570 $484K 0.04% -619 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,568 $483K 0.03% -10 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,556 $479K 0.02% -6,877 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,543 $475K 0.03% +108 13F-HR Timeline Group Tairen Capital Ltd More: the full row for Tairen Capital Ltd 1,539 $474K 0.05% -3,461 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,533 $472K 0.08% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,528 $471K 0.03% -953 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,526 $470K 0.12% +492 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,520 $468K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,513 $466K 0.17% 0 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,511 $466K 0.36% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,495 $461K 0.14% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,494 $460K 0.02% -3,158 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,602 $460K 0.02% -99 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,488 $459K 0.02% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,487 $458K 0.05% +525 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,473 $454K 0.02% +20 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,467 $452K 0.03% +112 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,460 $450K 0.37% -14 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,457 $449K 0.07% +9 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,452 $447K 0.2% +21 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,452 $447K 0.01% -335 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,450 $447K 0.24% -573 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,444 $445K 0.1% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,430 $440K 0.02% +416 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,428 $440K 0.04% +422 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,425 $439K 0.02% -157 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,416 $436K 0.06% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,414 $436K <0.01% +383 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,412 $435K 0.16% +49 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,408 $434K 0.01% +291 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,407 $434K 0.01% -5,048 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,399 $433K 0.17% -2,754 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,402 $432K 0.05% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,400 $431K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,371 $423K 0.03% +108 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,371 $422K 0.06% -200 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,370 $422K <0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,370 $422K 0.01% +1 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,368 $422K 0.03% +408 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,362 $420K 0.05% +1,201 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,361 $419K 0.01% +148 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,350 $416K 0.07% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,349 $416K 0.01% -175 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,344 $414K 0.06% +47 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,335 $411K <0.01% -4,983 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,334 $411K <0.01% +171 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,323 $408K 0.19% -7 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,223 $406K 0.01% +75 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,109 $406K 0.03% +9 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,318 $406K 0.01% -1,187 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,309 $403K 0.28% -76 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,309 $403K 0.04% +2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,301 $401K 0.05% +72 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,291 $398K 0.05% +168 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,278 $394K 0.09% +64 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,277 $394K 0.36% +32 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,276 $393K 0.03% +102 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,275 $393K 0.01% -141 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,272 $392K 0.16% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,265 $390K 0.03% -167 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,264 $390K <0.01% -9,159 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,259 $388K 0.12% +137 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,257 $387K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,255 $387K 0.03% -104 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,245 $384K 0.07% +70 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,238 $381K 0.37% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,238 $381K 0.02% -374 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,233 $380K 0.06% +233 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,226 $378K 0.06% +69 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,225 $377K 0.23% +11 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,217 $375K 0.03% +377 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,214 $374K 0.04% -4,653 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,211 $373K 0.01% +171 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,205 $371K 0.03% -298 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,201 $370K 0.03% -29 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,200 $370K 0.07% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,198 $369K 0.06% +99 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,174 $362K 0.05% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,163 $358K 0.03% +88 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,160 $357K 0.19% -100 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 1,160 $357K 0.05% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,150 $354K 0.06% -650 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,149 $354K 0.04% -221 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,138 $351K 0.1% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,124 $346K 0.01% +94 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,122 $346K 0.05% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,120 $345K 0.08% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,118 $345K 0.01% +253 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,116 $344K 0.01% +241 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,113 $343K <0.01% +252 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,124 $343K 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,110 $342K 0.02% +720 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,108 $341K 0.01% +4 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,107 $341K 0.4% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,102 $340K 0.01% -8 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,100 $339K 0.09% +100 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,095 $337K 0.06% -4 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,093 $337K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 615 $335K 0.01% -564 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,078 $332K 0.1% +52 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,077 $332K 0.11% -33 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,075 $331K 0.02% -529 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,072 $330K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,066 $328K 0.04% +111 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,065 $328K 0.03% +44 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,061 $327K 0.31% +15 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,050 $324K 0.13% +30 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,044 $322K <0.01% +125 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,042 $321K 0.01% +254 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,032 $318K 0.07% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,025 $316K 0.04% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,020 $314K 0.09% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,017 $313K 0.16% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,015 $313K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,012 $312K 0.01% -269 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,008 $311K 0.02% -57 13F-HR/A Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,006 $310K 0.04% -221 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,005 $310K 0.01% +558 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,003 $309K 0.04% -12 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,003 $309K 0.07% +139 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,001 $308K 0.05% -70 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,000 $308K 0.01% new 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,000 $308K 0.03% 0 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 997 $307K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 995 $307K 0.22% -6 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 989 $305K 0.03% +98 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 976 $301K 0.19% -13 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 968 $298K 0.01% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 963 $297K 0.01% +139 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 954 $294K 0.01% -170 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 953 $294K 0.01% -182 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 944 $291K 0.39% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 940 $290K 0.01% -1,676 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 939 $289K 0.01% +80 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 937 $289K 0.02% -791 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 929 $286K 0.13% -22 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 854 $285K 0.01% -1 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 925 $285K 0.03% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 919 $283K 0.07% +71 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 937 $283K 0.17% -16 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 916 $282K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 873 $282K 0.16% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 913 $281K 0.02% -497 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 908 $280K 0.14% +30 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 904 $279K 0.06% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 897 $277K 0.04% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 897 $276K 0.13% +32 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 895 $276K 0.01% -10 13F-HR Timeline Group Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 893 $275K 0.02% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 890 $274K 0.09% -40 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 884 $272K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 881 $271K 0.03% +5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 874 $269K +853 Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 876 $267K 0.1% +54 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 866 $267K <0.01% -89 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 865 $267K <0.01% +22 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 863 $266K 0.03% -104 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 855 $263K 0.03% new 13F-HR Timeline