AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,471 $1.23M 0.12% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,456 $1.22M 0.13% +198 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,455 $1.22M 0.02% +223 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,450 $1.22M 0.32% -550 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,441 $1.22M 0.04% +928 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,318 $1.22M 0.25% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 3,416 $1.21M 0.73% 0 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 3,400 $1.2M 0.36% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,389 $1.2M 0.16% -84 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,393 $1.2M <0.01% +1,908 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,360 $1.19M 0.02% +188 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,347 $1.18M 0.17% +7 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,345 $1.18M 0.32% -1,000 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.18M 0.5% -3,143 13F-HR Timeline Amount filed as zero, left out of ratios. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,323 $1.17M 0.02% +1,786 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,303 $1.17M 0.04% +346 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,302 $1.17M 0.18% +47 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,300 $1.17M 0.4% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,297 $1.17M 0.24% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,288 $1.16M 0.07% +6 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,273 $1.16M 0.04% -100 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,260 $1.15M 0.03% -36 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,258 $1.15M 0.03% +92 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,251 $1.15M 0.08% +63 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 3,464 $1.14M 0.32% +1,721 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,230 $1.14M 0.02% +1,385 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,228 $1.14M 0.75% +114 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,220 $1.14M 0.41% -90 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,209 $1.13M 0.15% +11 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,200 $1.13M 0.02% -4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,179 $1.12M 0.02% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,144 $1.11M 0.73% +678 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,140 $1.11M 0.12% -164 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,135 $1.11M 0.07% +40 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,127 $1.1M <0.01% +111 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,088 $1.09M 0.06% -83 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,540 $1.09M 0.46% +8 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,079 $1.09M 0.27% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,067 $1.08M 0.12% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,058 $1.08M 0.02% +161 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,051 $1.08M 0.03% +625 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,046 $1.08M 0.06% +3 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,046 $1.08M 0.36% +14 13F-HR Timeline Group Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,039 $1.07M 0.69% -33 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,031 $1.07M 1.19% -386 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,021 $1.07M 0.25% -35 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,021 $1.07M 0.1% +197 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,020 $1.07M 0.1% +60 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,016 $1.07M <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,015 $1.06M 0.16% -50 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,003 $1.06M 0.93% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,999 $1.06M 0.04% +130 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,997 $1.06M 0.04% +18 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,977 $1.05M 0.65% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,972 $1.05M 0.19% +131 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,965 $1.05M 0.1% +35 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,947 $1.04M 0.09% -332 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,940 $1.04M 0.04% +642 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,936 $1.04M 0.48% -804 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,931 $1.04M 0.27% -5 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,921 $1.03M 0.16% +627 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,912 $1.03M 0.01% -94 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,909 $1.03M 0.1% -138 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,904 $1.03M 0.22% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,902 $1.03M 0.26% -667 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,886 $1.02M 0.41% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,877 $1.02M 0.04% -40 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,876 $1.02M 0.22% +70 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 2,883 $1.01M 0.93% 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,838 $1M 0.31% +6 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,836 $1M 0.08% +17 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,836 $1M 0.06% +211 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,812 $993K <0.01% -1,387 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,803 $990K 0.01% +32 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,794 $987K 0.1% +390 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,778 $981K 0.18% -166 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,768 $978K <0.01% +508 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,746 $970K 0.15% +292 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,741 $968K 0.05% +238 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,741 $968K 0.35% new 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 2,738 $967K +1,218 Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,727 $963K 0.32% -373 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,724 $962K 0.48% -53 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,721 $961K 0.64% -3 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,719 $961K 0.61% +160 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,712 $958K 0.14% +198 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,698 $953K 0.29% -381 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,693 $951K 0.02% +451 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,690 $950K 0.11% +3 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,683 $948K 0.03% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,678 $946K 0.05% +68 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,673 $944K 0.55% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,670 $944K 0.06% +126 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,227 $942K 0.12% new 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,655 $938K 0.02% 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,652 $937K 0.91% 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,649 $936K 0.02% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,642 $933K 0.03% -6,893 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,636 $931K 0.01% +169 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,635 $931K 0.04% +418 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,625 $927K 0.48% -182 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,623 $927K 0.01% +704 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,620 $926K 0.04% +84 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,618 $925K <0.01% -19,022 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,618 $925K 0.51% +22 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,513 $918K 0.02% -34 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,594 $916K 0.07% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,580 $911K 0.34% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,574 $909K 0.05% +27 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 2,525 $892K 0.77% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,494 $881K 0.27% +592 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,494 $881K 0.05% +51 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,481 $877K 0.02% -11 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,478 $875K 0.06% +293 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,478 $875K 0.07% +941 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,465 $871K 0.4% -364 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,440 $866K 0.2% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,448 $865K 0.01% +621 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,448 $865K 0.07% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,432 $859K 0.11% -33 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,421 $855K 0.09% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,418 $854K 0.33% -53 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,417 $854K 0.13% +2 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,417 $854K 0.16% -14 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 2,416 $854K 0.01% -281 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,415 $853K 0.09% -15 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,411 $852K 0.76% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,411 $852K 0.09% +129 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 2,407 $850K 0.13% -1,200 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,400 $848K 0.14% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,392 $845K 0.01% -12 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,391 $845K 0.63% +691 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 2,390 $844K 0.69% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,389 $844K 0.03% +617 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,387 $843K 0.02% -46 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,384 $842K 0.47% +69 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,379 $840K 0.04% +1,068 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,375 $839K 0.05% +91 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,366 $835K 0.24% -3,299 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,358 $833K 0.08% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,357 $833K 0.13% +325 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,349 $830K 0.11% -17 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,346 $829K 0.02% +43 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,327 $822K 0.1% +1,141 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,325 $821K 0.04% +23 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,304 $814K 0.25% +16 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,633 $810K 0.03% -137 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,293 $810K 0.29% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,268 $809K 0.01% -1,583 13F-HR Timeline Group SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,291 $809K 0.36% -1,264 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,288 $808K 0.01% +47 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,286 $808K 0.6% -2,148 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,285 $807K 0.04% -74 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 2,284 $807K 0.2% +1,550 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,274 $803K 0.01% -28 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,273 $803K 0.4% +707 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,271 $802K 0.01% +23 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,266 $801K 0.4% -200 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,232 $788K 0.5% +1,209 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,230 $788K 0.02% +436 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,224 $786K 0.82% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,220 $784K 0.04% +133 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,208 $780K +151 Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 2,208 $780K 0.41% 0 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,200 $777K 0.62% +1,367 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,200 $777K 0.01% -500 13F-HR Timeline Group First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,192 $774K 0.45% -1,507 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,191 $774K 0.62% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,189 $773K 0.01% -13 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,172 $767K 0.56% +215 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,171 $767K 0.09% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,171 $767K 0.03% +28 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,170 $767K <0.01% +2,066 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,169 $766K 0.01% -2,533 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,169 $766K 0.14% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,170 $766K 0.05% -248 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,163 $764K 0.06% +233 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,158 $762K 0.39% +4 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,155 $761K 0.15% +444 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,149 $759K 0.21% +262 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,149 $759K 0.03% -165 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,634 $758K 0.01% new 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,146 $758K 0.36% -156 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,142 $757K 0.14% +107 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,142 $757K 0.02% -55 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,139 $756K 0.06% -3,222 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,131 $753K 0.02% -11 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,129 $752K 0.06% -301 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 2,123 $750K 0.12% -363 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,121 $749K 0.27% +109 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,108 $745K 0.53% -216 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,101 $742K 0.47% +1,059 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,097 $741K 0.21% +195 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,091 $739K 0.37% -157 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,090 $738K 0.08% +63 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,086 $737K 0.37% +21 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 2,082 $735K 0.06% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,075 $733K 0.02% +1,370 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,067 $730K 0.23% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,066 $730K 0.05% +957 13F-HR Timeline