PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,794 $381K 0.02% -1,308 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,754 $379K 0.04% +312 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,715 $378K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,705 $376K 0.06% -2,690 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,700 $376K 0.25% +159 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,691 $376K 0.02% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,689 $376K 0.03% +187 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,686 $375K 0.01% +236 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 6,667 $374K 0.07% +200 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 6,650 $373K 0.07% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 6,610 $371K 0.04% -4,000 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,540 $367K 0.01% -4,245 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,521 $366K 0.08% +2,030 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,107 $364K 0.01% -870 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,463 $363K 0.17% +313 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,457 $363K 0.08% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,450 $362K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,450 $362K 0.19% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,444 $362K 0.01% -111 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,430 $361K 0.08% +461 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 6,427 $361K 0.02% -1,197 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,404 $360K 0.09% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,349 $356K 0.03% +61 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,330 $355K 0.1% -14,092 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,319 $355K 0.04% -1,305 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 6,289 $353K 0.17% -136 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,253 $351K 0.03% -850 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 6,212 $349K 0.07% +616 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 6,207 $349K 0.1% +223 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 6,200 $348K 0.06% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,186 $347K 0.02% -1,064 13F-HR Timeline Ipswich Investment Management Co., Inc. 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More: the full row for StoneX Group Inc. 5,931 $333K 0.02% -2,834 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,897 $331K 0.02% +1,064 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 5,850 $328K 0.09% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 5,845 $328K 0.09% +9 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,844 $328K 0.05% -826 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,830 $327K 0.03% 0 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,809 $326K 0.09% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,781 $325K 0.02% -366 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 5,763 $324K 0.21% -1,196 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,761 $323K 0.23% -2,082 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,752 $323K 0.01% +193 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,752 $323K 0.07% +300 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,749 $323K 0.08% -308 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 5,746 $323K 0.17% +305 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,739 $322K 0.01% -3,250 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,735 $322K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,728 $322K 0.02% +178 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,717 $321K 0.01% -63 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 5,712 $321K 0.05% -38 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,701 $320K 0.06% +336 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,695 $320K 0.15% +58 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,660 $318K 0.01% +766 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 5,650 $317K 0.14% -175 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,645 $317K 0.09% -250 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,641 $317K <0.01% -2,046 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 5,613 $315K 0.22% +121 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,679 $315K 0.29% +286 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,574 $313K 0.05% +467 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,550 $312K 0.15% -1,000 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,534 $311K <0.01% +358 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,500 $309K 0.06% -80,000 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,489 $308K 0.01% -995 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 5,477 $308K 0.03% -745 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,450 $306K 0.13% +6 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,426 $305K 0.04% +457 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,422 $304K <0.01% -3,888 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,411 $304K 0.03% -58 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,413 $304K 0.02% +343 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,350 $300K <0.01% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,347 $300K 0.02% +287 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,325 $299K 0.02% +64 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,300 $298K 0.01% +50 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 5,297 $297K 0.03% -1,183 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,294 $297K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,285 $297K 0.01% +425 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,252 $295K 0.01% -164 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 5,250 $295K 0.15% -5,850 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 5,870 $295K 0.33% -25 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,249 $295K 0.18% +279 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,241 $294K 0.12% +21 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,229 $294K 0.09% -757 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 5,220 $293K 0.07% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,191 $291K 0.04% -949 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,185 $291K 0.03% +24 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,150 $289K 0.14% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,131 $288K 0.03% +308 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,110 $287K 0.09% -2,175 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,100 $286K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 5,100 $286K 0.05% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,086 $286K 0.08% +113 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,077 $285K 0.01% +3,177 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,073 $285K 0.04% -317 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,063 $284K 0.04% +175 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,047 $283K 0.09% +835 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,036 $283K 0.01% -3,122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,120 $282K 0.02% -2,622 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,000 $281K 0.05% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,003 $281K 0.02% +551 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,003 $281K 0.19% -672 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 5,000 $281K 0.23% -3,000 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,000 $281K 0.02% 0 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,000 $281K 0.12% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,000 $281K 0.28% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,000 $281K 0.29% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 4,985 $280K 0.04% -600 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,984 $280K 0.11% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,644 $279K 0.17% -576 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,908 $276K 0.03% -2,497 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,900 $275K 0.12% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,874 $274K 0.01% -21 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,872 $274K 0.01% +1,726 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,854 $273K 0.01% +1,652 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4,850 $272K 0.19% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 6,350 $271K 0.27% -250 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,750 $270K 0.06% -49,610 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,787 $269K 0.01% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,766 $268K <0.01% -1,587 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,755 $267K 0.14% -2 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,747 $267K 0.01% -2,262 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,747 $267K <0.01% +951 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,745 $266K 0.03% +13 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,743 $266K 0.1% -595 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 4,720 $265K 0.19% -18,787 13F-HR/A Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,703 $264K 0.03% new 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,700 $264K 0.05% -64 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,671 $262K 0.02% -464 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 4,665 $262K 0.12% +140 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,650 $261K 0.09% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,640 $261K 0.15% -142 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 4,634 $260K 0.01% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,633 $260K 0.01% -200 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,629 $260K 0.02% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,627 $260K 0.16% +425 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,625 $260K 0.05% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 4,619 $259K 0.08% -361 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,610 $259K 0.2% -250 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 4,607 $259K 0.02% -1,450 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,828 $259K 0.02% +30 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 4,600 $258K 0.01% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,675 $256K 0.12% -255 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,535 $255K 0.16% -20 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,523 $254K 0.08% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,502 $253K 0.07% -210 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,501 $253K 0.01% -319 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 4,500 $253K 0.13% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,500 $253K 0.02% -113 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,443 $250K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,424 $248K 0.15% -6,013 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 4,423 $248K 0.06% -333 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,476 $248K 0.08% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,400 $247K 0.01% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,375 $246K 0.08% -4,000 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 4,350 $244K 0.09% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,335 $243K 0.08% -1,203 13F-HR/A Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,320 $243K 0.05% -230 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,314 $242K 0.03% -18,550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,300 $241K 0.01% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,300 $241K 0.01% -55 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,299 $241K 0.06% -407 13F-HR/A Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,285 $241K 0.16% -100 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,261 $239K 0.02% -31 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 4,265 $239K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,253 $239K 0.05% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,240 $238K <0.01% -2,340 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,226 $237K 0.03% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,210 $236K 0.16% +87 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,238 $235K 0.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,181 $235K 0.04% new 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 4,179 $235K 0.02% -71 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,162 $234K 0.1% -124 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 4,140 $232K 0.04% -600 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,140 $232K 0.01% +140 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,100 $230K 0.01% -485 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,099 $230K 0.03% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,067 $228K 0.02% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,058 $228K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,031 $226K 0.04% -14 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,028 $226K 0.04% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,032 $226K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,501 $225K 0.01% -102 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,006 $225K 0.02% -835 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,000 $225K 0.05% -1,900 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 4,000 $225K 0.03% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,996 $224K 0.04% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,993 $224K 0.01% new 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,974 $223K 0.1% -174 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,954 $222K 0.08% new 13F-HR Timeline