Dynamic Financial Group More: the full row for Dynamic Financial Group 5,408 $360K 0.29% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,670 $358K 0.05% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,371 $357K 0.05% +267 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,363 $357K 0.02% +379 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,018 $357K 0.03% +609 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,361 $356K 0.23% -879 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,359 $356K 0.01% new 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 5,358 $356K 0.18% -226 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,297 $352K 0.01% +1,394 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,012 $352K 0.02% -591 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,249 $349K 0.01% +202 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,239 $348K 0.15% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,241 $347K +986 Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,268 $347K 0.05% +1,927 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,212 $346K 0.02% -757 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 5,185 $345K 0.07% +128 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,184 $345K 0.02% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,170 $344K 0.03% +458 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,128 $341K 0.03% +26 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 5,118 $340K 0.15% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,111 $340K 0.04% +825 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 5,091 $338K 0.02% +323 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,076 $337K 0.05% -73 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,074 $337K 0.03% -451 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,062 $337K 0.02% +67 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,045 $335K 0.03% -441 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,027 $334K <0.01% +765 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,026 $334K 0.01% 0 13F-HR/A Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,000 $332K 0.09% -100 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,976 $331K 0.01% +407 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,970 $330K 0.01% +1,709 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 4,943 $329K 0.01% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,893 $325K 0.03% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,885 $325K 0.02% -1,409 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 4,784 $324K 0.28% +85 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 4,857 $323K 0.01% 0 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,831 $321K 0.03% +8 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,819 $320K 0.05% -20 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,819 $320K 0.03% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,784 $318K 0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,783 $318K 0.01% +18 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,770 $317K 0.04% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,767 $317K 0.14% +663 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,754 $316K 0.03% +110 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,750 $316K 0.12% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,743 $315K 0.06% +238 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,721 $314K 0.03% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,720 $314K 0.02% +1,566 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,344 $312K <0.01% +627 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,669 $310K 0.02% -513 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 4,650 $309K 0.18% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,602 $306K 0.04% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,563 $303K 0.03% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,548 $302K <0.01% -779 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,539 $302K 0.01% +477 13F-HR Timeline Group Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,535 $302K 0.11% +2 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,531 $301K 0.03% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,525 $301K 0.01% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 4,500 $299K 0.05% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,500 $299K 0.02% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,370 $298K 0.23% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,465 $297K 0.07% -19 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,432 $295K 0.03% +128 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,430 $295K 0.03% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,426 $294K <0.01% -485 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,425 $294K 0.08% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,420 $294K 0.14% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,417 $294K <0.01% -9,400 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,382 $293K 0.05% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,392 $292K 0.08% -6,508 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,384 $291K 0.3% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,188 $291K 0.03% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 4,368 $290K 0.12% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,364 $290K 0.01% +876 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,356 $290K 0.02% +1,158 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,354 $289K 0.02% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,324 $288K 0.06% -212 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,320 $287K 0.04% -112 13F-HR Timeline United Bank More: the full row for United Bank 4,314 $287K 0.1% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,292 $285K 0.14% -83 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,285 $285K 0.12% -440 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,257 $284K <0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,271 $284K 0.03% -91 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,267 $284K 0.03% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,222 $281K 0.01% -1,084 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,214 $280K 0.03% +1,153 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,213 $280K 0.04% +106 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,197 $279K 0.04% +593 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,192 $279K <0.01% -1,704 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,140 $275K 0.04% -166 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,083 $271K 0.03% +550 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,068 $270K 0.27% +95 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,052 $270K 0.01% -25 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 4,061 $270K 0.01% new 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 4,058 $270K 0.12% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,056 $270K 0.01% +30 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,055 $270K <0.01% -988 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,033 $268K 0.02% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,000 $266K 0.15% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,988 $265K 0.04% -75 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,968 $264K 0.54% -12,391 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,949 $263K 0.03% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,944 $262K 0.19% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,921 $261K <0.01% -57,147 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,913 $260K 0.09% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,889 $259K 0.05% +763 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,874 $258K 0.01% +20 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,801 $253K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,782 $251K 0.11% +352 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,779 $251K 0.11% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,769 $251K 0.02% -1,591 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,958 $250K 0.05% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,761 $250K 0.05% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,753 $250K 0.01% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,748 $249K 0.04% +11 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,736 $248K 0.18% -470 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,721 $247K 0.01% -92 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,700 $246K 0.03% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,684 $245K 0.05% +221 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,675 $244K 0.07% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,673 $244K 0.14% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,639 $242K <0.01% +569 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,626 $241K 0.18% +720 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,630 $241K 0.26% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,621 $241K 0.01% +34 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,577 $238K 0.04% +205 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,569 $237K 0.01% +276 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,568 $237K 0.01% -3,875 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,541 $235K 0.11% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,500 $233K 0.01% -5 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,500 $233K 0.12% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,464 $230K 0.08% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,461 $230K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,458 $230K 0.07% +4 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 3,450 $229K 0.3% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,436 $228K <0.01% -188 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,437 $228K 0.01% +195 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,406 $226K 0.02% +110 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,399 $226K 0.04% 0 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 3,398 $226K 0.03% +2,669 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,393 $226K 0.02% +174 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,365 $224K 0.08% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,345 $222K <0.01% +152 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,303 $220K 0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,296 $219K 0.02% -585 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,290 $219K <0.01% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,287 $219K 0.01% +276 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,287 $219K 0.03% -163 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,278 $218K <0.01% -4,334 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,277 $218K 0.01% -402 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,267 $217K 0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,260 $217K 0.01% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,244 $216K 0.01% +17 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,238 $215K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,232 $215K <0.01% +24 13F-HR/A Timeline Indivisible Partners More: the full row for Indivisible Partners 3,237 $215K 0.02% +104 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,225 $214K <0.01% -617 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,206 $213K 0.01% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,187 $212K 0.03% -130 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 3,180 $211K 0.01% +8 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,177 $211K 0.03% +2 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,172 $211K 0.12% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,171 $211K 0.1% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,146 $209K <0.01% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,135 $208K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,133 $208K 0.02% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,120 $207K 0.06% +1 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,114 $207K 0.02% +252 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,067 $205K 0.01% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,083 $205K 0.17% new 13F-HR/A Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,066 $204K 0.04% -4,264 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,055 $203K 0.06% -16,635 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,050 $203K 0.02% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,027 $201K 0.1% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,022 $201K 0.2% +3 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,980 $201K 0.01% -55 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,000 $199K 0.33% -3,850 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,000 $199K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,851 $190K 0.04% +14 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,766 $184K 0.06% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,675 $178K 0.16% +60 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,612 $175K 0.03% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,591 $172K 0.05% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,550 $170K 0.01% +400 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,529 $168K 0.03% +14 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,457 $165K 0.01% +1,520 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,403 $160K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,402 $160K 0.01% +63 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,359 $157K 0.01% +171 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,305 $153K 0.01% +34 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,302 $153K 0.01% -2,446 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,251 $150K 0.03% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,225 $148K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,191 $146K 0.08% +19 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,187 $145K 0.01% -541 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,160 $144K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,151 $143K <0.01% +608 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,143 $142K 0.04% +373 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,108 $140K 0.01% +78 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,028 $135K 0.03% +761 13F-HR Timeline