Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,867 $909K 0.03% -792 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,847 $905K 0.53% +1,217 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,845 $904K 0.09% -3,065 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,837 $903K 0.25% -265 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,830 $902K 0.06% -399 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 4,806 $897K 0.68% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,802 $897K 0.02% +766 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,804 $897K 0.08% -906 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,765 $889K 0.23% -635 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,744 $886K 0.63% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,743 $885K 0.22% -885 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,736 $884K 0.54% -491 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,734 $884K 0.05% +139 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,727 $882K 0.6% +3,420 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,722 $881K 0.01% +615 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,716 $881K 0.12% -7,254 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,707 $879K 0.05% +894 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,705 $878K 0.05% +2,069 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,697 $877K 0.12% -411 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,684 $874K 0.49% -487 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,670 $872K 0.18% -85 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,668 $872K 0.24% -2,764 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,658 $870K 0.02% +529 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,631 $864K 0.6% -29 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,622 $863K 0.12% -2,257 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,608 $860K 0.29% -141 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,596 $858K 0.1% -1,443 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,586 $856K 0.65% +176 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,583 $856K 0.01% -7,508 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,570 $854K <0.01% -1,654,759 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,569 $853K 0.15% +21 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 4,550 $849K 0.75% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,546 $849K 0.07% -684 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,544 $848K 0.19% +377 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,536 $847K 0.31% +268 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,511 $842K 0.05% -72 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,511 $842K 0.11% +1,113 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,505 $841K 0.04% -926 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 4,479 $836K 0.73% +1,806 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 4,468 $834K 0.47% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 4,453 $831K 0.63% -50 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,440 $829K 0.03% -418 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,436 $828K 0.06% -1,202 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,421 $825K 0.09% -287 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,421 $825K 0.04% -257 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 4,419 $825K 0.31% +340 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,419 $825K 0.01% -176 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,418 $825K 0.27% -708 13F-HR/A Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,413 $824K 0.27% -1,721 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,387 $819K 0.06% +1,388 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,385 $819K 0.05% +103 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 4,383 $818K 0.79% +609 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,381 $818K 0.74% +110 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,369 $815K 0.64% +1,809 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,365 $815K 0.1% -228 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,361 $814K 0.22% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,355 $813K 0.05% -1,108 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,333 $809K 0.03% -4,522 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 4,321 $807K 0.15% -5,657 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,299 $805K 0.17% +1,843 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,301 $803K <0.01% -899 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,302 $801K 0.06% -291 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 4,291 $801K 0.06% +657 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 4,287 $800K 0.65% +1,300 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,278 $799K 0.53% +413 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,278 $799K 0.16% -858 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,263 $796K 0.56% +27 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,260 $795K 0.11% 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 4,252 $794K 1.3% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,251 $794K 0.32% 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,245 $793K 0.69% +650 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,218 $787K 0.12% +87 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,211 $786K 0.09% +565 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,207 $785K 0.09% +83 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,204 $785K 0.01% -68 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,203 $785K 0.06% -18,499 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 4,199 $784K 0.2% +207 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,191 $782K 0.14% -91 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,186 $781K 0.3% -87 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,179 $780K 0.06% -497 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,417 $779K 0.21% +1,583 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,155 $776K 0.17% +997 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 4,140 $773K 0.74% +811 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,122 $769K 0.62% +893 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,111 $767K 0.39% -6 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,110 $767K 0.04% -361 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,105 $766K 0.06% -181 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,104 $766K 0.04% +23 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,095 $764K 0.05% -557 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4,089 $763K 0.43% +324 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,088 $763K 0.19% -49 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,088 $763K 0.36% -1,161 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,086 $763K 0.05% -14,860 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 4,083 $762K 0.72% +142 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,070 $760K 0.3% -560 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,060 $758K 0.17% +1,660 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,044 $755K 0.15% +387 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,036 $753K 0.14% -10 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,035 $753K 0.01% -49 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,032 $753K 0.12% +131 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,023 $751K 0.03% +12 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,017 $750K -4,704 Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,004 $747K 0.26% -114 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 4,004 $747K 0.02% -761 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 4,004 $747K 0.39% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,995 $746K 0.02% -1,148 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,973 $742K 0.12% -6,537 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,973 $742K 0.1% +129 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,964 $740K 0.08% +1,650 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,942 $736K 0.04% -1,987 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,935 $735K 0.02% +1,806 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,934 $734K 0.32% +1 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,928 $733K 0.11% +50 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 4,094 $733K 0.6% +773 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 3,908 $730K 0.63% 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 3,906 $729K 0.74% -3,350 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,901 $728K 0.1% +5 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 3,900 $728K 0.15% -1,580 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,895 $727K 0.18% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,875 $723K 0.12% +27 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,875 $723K 0.36% +50 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 3,875 $723K 0.23% +759 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 3,869 $722K 0.76% +125 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,377 $722K 0.02% -206 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,864 $721K 0.04% -398 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,858 $720K 0.59% -1,799 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,843 $717K 0.13% -1,013 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,830 $715K 0.3% +547 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,827 $714K 0.12% +741 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,940 $714K 0.3% -415 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,807 $711K <0.01% +1,425 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,807 $711K 0.06% +1,342 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,678 $710K 0.16% +420 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,802 $710K 0.05% -1,870 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,795 $708K 0.3% +793 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 3,788 $707K 0.41% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,749 $701K 0.05% +498 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,749 $700K 0.08% +887 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,732 $697K 0.04% +1,445 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 3,719 $694K 0.02% -46,821 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,716 $694K 0.03% -49 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,715 $693K 0.06% -264 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,714 $693K 0.02% -9,502 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,714 $693K 0.06% +1,778 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,700 $691K <0.01% -273,530 13F-HR Timeline Group ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 3,700 $690K 1.26% 0 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,694 $690K 0.54% +1,015 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,694 $689K 0.55% -1,125 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,692 $689K 0.05% +1,883 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 3,685 $688K 0.24% -200 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,681 $687K 0.03% +2,864 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,679 $687K 0.02% +1,777 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,678 $686K 0.04% -3,680 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,670 $685K 0.25% 0 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,665 $684K 0.4% -250 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,655 $682K 0.61% +276 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,648 $682K 0.14% -100 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,652 $682K 0.45% -48 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,635 $678K 0.02% +512 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,632 $678K 0.64% +108 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,629 $677K 0.34% +255 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,613 $675K 0.28% -1,933 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,602 $672K 0.07% -1,760 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,587 $670K 0.18% +2,312 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,585 $669K 0.21% -11 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,584 $669K 0.04% +304 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 3,561 $665K -1,378 Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,560 $665K 0.41% -288 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,555 $664K 0.14% -787 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 3,544 $662K 0.43% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,542 $661K 0.03% +480 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,538 $660K 0.11% -1,317 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,520 $657K 0.44% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,519 $657K 0.05% -700 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,515 $656K 0.06% +382 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,510 $655K 0.23% -330 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,505 $654K 0.15% -108 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 3,504 $654K 0.06% -494 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,501 $654K 0.63% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,493 $652K 0.61% +1,104 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,487 $651K 0.04% +1,036 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,455 $645K 0.09% +1,561 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,451 $644K 0.2% -5,933 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,443 $643K 0.09% +114 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,442 $643K 0.22% +914 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,435 $641K 0.17% -32 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,432 $641K 0.1% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,430 $640K 0.07% +392 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,401 $635K 0.04% new 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 3,400 $635K 0.01% -92,632 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 3,397 $634K 0.55% -11,518 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,393 $633K 0.52% -78 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,379 $631K 0.37% -188 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,369 $629K 0.1% -273 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,367 $629K 0.19% +1,809 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,360 $627K 0.11% -4,153 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,359 $627K 0.56% +176 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,357 $627K 0.05% -84 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,357 $627K 0.18% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,355 $626K 0.07% +2,776 13F-HR Timeline