Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,556 $1.55M 1.43% +241 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,555 $1.55M 0.35% -540 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,554 $1.55M 0.64% +124 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,552 $1.55M 0.15% +1,215 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,547 $1.54M 0.22% +64 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,544 $1.54M 0.21% +116 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,543 $1.54M 0.54% +848 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,539 $1.53M 0.11% +84 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,538 $1.53M 0.65% +885 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,535 $1.53M 0.32% +14 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,532 $1.53M 0.47% +38 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,527 $1.52M 0.34% +48 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,526 $1.52M 0.12% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,524 $1.52M 1.03% -2,730 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,518 $1.51M 0.97% +15 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,517 $1.51M 0.17% +45 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,514 $1.51M 0.35% +109 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,745 $1.5M 0.93% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,507 $1.5M 1.09% +676 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,503 $1.5M 0.83% +103 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 1,501 $1.5M 0.35% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,498 $1.49M 1.07% +75 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,498 $1.49M 0.19% 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,497 $1.49M 0.02% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,494 $1.49M 0.31% 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,493 $1.49M 0.81% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,492 $1.49M 1.33% +126 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,489 $1.48M 1.14% -7,834 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,484 $1.48M 0.64% -31 13F-HR/A Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,483 $1.48M 0.07% +6 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,483 $1.48M 0.9% +29 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,712 $1.48M 0.07% -308 13F-HR Timeline First Command Advisory Services, Inc. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,412 $1.41M 0.45% -80 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,409 $1.41M 0.3% -113 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,408 $1.4M 0.22% +1,119 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,408 $1.4M 0.28% -36 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 1,405 $1.4M 0.55% +605 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 1,404 $1.4M 0.51% +5 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,402 $1.4M 0.4% +437 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 1,400 $1.4M 1.37% -1 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 1,400 $1.4M 0.1% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,398 $1.39M 0.2% 0 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 1,396 $1.39M 1.4% 0 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,396 $1.39M 0.48% -10 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,393 $1.39M 0.93% +93 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,390 $1.39M 0.08% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,390 $1.39M 0.57% -350 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,389 $1.38M 0.24% +30 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,389 $1.38M 1.25% -29 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,388 $1.38M 0.74% -31 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,388 $1.38M 0.44% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,384 $1.38M 0.2% -74 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,384 $1.38M 0.16% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,383 $1.38M 0.12% +77 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,383 $1.38M 0.5% +4 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,383 $1.38M 1.34% +43 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,381 $1.38M 0.15% +92 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,380 $1.38M 0.31% -743 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,379 $1.37M 0.5% +217 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,357 $1.37M 0.86% +17 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,376 $1.37M 0.05% -45 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,375 $1.37M 0.93% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foster Group, Inc. More: the full row for Foster Group, Inc. 1,374 $1.37M 0.04% +139 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,374 $1.37M 0.99% +7 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,370 $1.37M 0.05% +905 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,367 $1.36M 0.08% +17 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,366 $1.36M 0.58% +20 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,365 $1.36M 0.09% +183 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,364 $1.36M 0.35% +195 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,360 $1.36M 0.63% +44 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,360 $1.36M 0.17% +13 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,360 $1.36M 0.25% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,358 $1.35M 0.32% +80 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 1,359 $1.35M 0.99% +141 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,358 $1.35M 0.22% +451 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 1,357 $1.35M 0.43% 13F-HR/A Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,356 $1.35M 0.13% -220 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,352 $1.35M 0.25% +24 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,352 $1.35M 0.33% +13 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,351 $1.35M 1.08% +111 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,334 $1.35M 0.13% -7 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,349 $1.34M 0.06% +195 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,349 $1.34M 0.16% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,349 $1.34M 0.05% +47 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,349 $1.34M 0.34% -36 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,349 $1.34M 0.05% +353 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 1,348 $1.34M 1.33% +914 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,346 $1.34M 0.13% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,346 $1.34M 0.1% -70 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,344 $1.34M 0.22% +27 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,343 $1.34M 0.56% +15 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 1,342 $1.34M 0.44% +7 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,339 $1.33M 0.39% +191 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,337 $1.33M 0.86% -21 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,335 $1.33M 0.36% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,333 $1.33M 0.39% -15 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,332 $1.33M 0.49% -282 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,318 $1.33M 0.2% +25 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,331 $1.33M 0.07% -215 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,330 $1.33M 0.59% +20 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 1,328 $1.32M 1.1% +59 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,326 $1.32M 0.76% -14 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 1,324 $1.32M 0.16% -1,160 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,324 $1.32M 0.07% -25 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,324 $1.32M 0.2% +19 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,322 $1.32M 0.26% +2 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,321 $1.32M 1.07% -121 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,318 $1.31M 0.4% +725 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,314 $1.31M 0.05% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,311 $1.31M 0.51% +37 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,310 $1.31M 0.75% +30 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,310 $1.31M 0.65% -1 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,310 $1.31M 0.87% 0 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 1,308 $1.3M 0.25% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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