Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,851 $267K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,848 $267K 0.08% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,819 $264K 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,807 $263K 0.01% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 2,800 $262K 0.05% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,788 $261K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,782 $261K <0.01% -7,652 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,782 $261K 0.08% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,780 $260K 0.04% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,778 $260K 0.03% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,774 $260K 0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,766 $259K 0.07% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,763 $259K 0.04% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,763 $258K 0.04% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,751 $258K 0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,732 $256K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,726 $255K 0.04% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,722 $255K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,720 $255K 0.05% +191 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,710 $254K 0.08% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,692 $252K 0.01% new 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,683 $251K 0.01% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,681 $251K 0.13% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,680 $251K <0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,685 $251K 0.01% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,677 $251K 0.02% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,650 $248K 0.15% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,649 $248K 0.05% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,632 $247K 0.02% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,627 $246K 0.06% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,607 $244K 0.03% new 13F-HR/A Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,605 $244K 0.06% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,621 $244K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,600 $244K 0.02% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,613 $243K 0.04% +1 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,595 $243K 0.06% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,592 $243K 0.35% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,591 $243K 0.06% 0 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 2,583 $242K new Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,579 $242K 0.01% new 13F-HR Timeline Group Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 2,701 $240K 0.14% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,562 $240K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,562 $240K 0.01% +12 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,562 $240K 0.09% -979 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,543 $238K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,540 $238K 0.01% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,534 $237K 0.05% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,534 $237K 0.05% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,533 $237K 0.03% new 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 2,532 $237K 0.19% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,520 $236K 0.02% new 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 2,518 $236K 0.08% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,720 $236K 0.05% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,516 $236K <0.01% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,516 $236K 0.04% new 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,516 $236K 0.01% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,500 $234K 0.06% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,500 $234K 0.01% new 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,500 $234K 0.14% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,500 $234K 0.02% new 13F-HR/A Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 2,511 $234K 0.1% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,492 $233K 0.31% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,486 $233K 0.01% new 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 2,485 $233K 0.12% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,483 $233K 0.01% new 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,481 $232K 0.03% -1,096 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,477 $232K 0.01% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,475 $232K 0.04% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,457 $230K 0.01% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,445 $229K 0.01% new 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,501 $228K 0.12% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,437 $228K 0.01% +35 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,434 $228K 0.07% new 13F-HR Timeline American Trust More: the full row for American Trust 2,428 $227K 0.02% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,421 $227K 0.02% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,421 $227K 0.08% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,420 $227K 0.04% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,408 $226K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,403 $225K 0.04% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,400 $225K 0.18% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,400 $225K <0.01% -2,384 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,398 $225K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,397 $225K 0.01% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,392 $224K 0.03% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,390 $224K 0.09% new 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,386 $223K 0.04% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,380 $223K 0.02% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,375 $222K 0.14% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,361 $221K 0.08% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,359 $221K 0.01% 0 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,358 $221K 0.03% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,354 $220K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,349 $220K 0.01% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,347 $220K 0.04% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,346 $220K 0.03% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,328 $218K 0.01% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,326 $218K 0.01% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,324 $218K 0.13% new 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,320 $217K 0.2% -4,526 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,319 $217K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,317 $217K 0.07% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,314 $217K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,310 $216K 0.04% +59 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,306 $216K 0.03% +806 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,305 $216K 0.01% 0 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,303 $216K 0.03% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,302 $216K 0.02% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,299 $215K 0.19% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,296 $215K 0.06% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,296 $215K 0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,374 $215K 0.06% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,283 $214K 0.05% +140 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,282 $214K 0.05% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,281 $214K 0.04% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 2,265 $212K 0.1% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,263 $212K 0.01% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,260 $212K 0.03% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 2,260 $212K 0.1% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,258 $211K 0.03% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,255 $211K 0.01% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,252 $211K 0.03% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,250 $211K 0.18% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,248 $211K 0.09% +57 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,247 $210K <0.01% +96 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,225 $208K 0.08% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,213 $207K 0.02% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,213 $207K 0.06% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,267 $207K 0.01% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,206 $207K 0.02% new 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,204 $206K 0.07% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,200 $206K 0.04% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,199 $206K 0.07% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,181 $204K <0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,177 $204K 0.05% new 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 2,175 $204K 0.07% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,174 $204K 0.01% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,170 $203K 0.12% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,160 $202K 0.03% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,158 $202K <0.01% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,156 $202K 0.06% new 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 2,152 $202K 0.16% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,149 $201K 0.02% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 2,148 $201K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 2,144 $201K 0.01% +36 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,141 $201K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,030 $190K 0.04% +2 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,988 $186K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,958 $183K 0.01% +351 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,936 $181K 0.12% +513 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,867 $175K 0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,837 $172K 0.01% -4 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,811 $170K 0.04% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,789 $168K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,784 $167K 0.09% +1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,779 $167K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,693 $159K 0.03% +51 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,691 $158K 0.01% +10 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,678 $157K <0.01% +781 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,675 $157K 0.04% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,666 $156K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,658 $155K 0.03% +76 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,652 $155K 0.03% +644 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,623 $152K 0.03% +207 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,590 $149K 0.05% +363 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,575 $148K 0.06% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,555 $146K 0.04% -162 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,534 $144K <0.01% -9,005 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,512 $142K 0.05% +16 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,578 $141K 0.08% 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,500 $140K 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,470 $138K <0.01% -351 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,442 $135K <0.01% -500 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,437 $135K <0.01% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,408 $132K <0.01% -100 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,408 $132K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,395 $131K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,344 $126K <0.01% +1,234 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,337 $125K <0.01% -57,082 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 1,335 $125K 0.04% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,325 $124K 0.02% +861 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,305 $122K 0.07% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,260 $118K 0.01% +16 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,259 $118K 0.03% -46,670 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,238 $116K 0.01% +130 13F-HR Timeline Group Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 1,229 $115K 0.01% +620 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,225 $115K 0.01% -148 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,200 $112K 0.02% +290 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,189 $111K <0.01% +59 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,174 $110K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,105 $103K 0.03% +31 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,063 $99.6K <0.01% +545 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,057 $99K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,049 $98.3K 0.03% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,042 $97.6K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,020 $95.5K 0.01% -163 13F-HR Timeline CNB Bank More: the full row for CNB Bank 975 $91.3K 0.04% -10 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 920 $86.2K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 908 $85.1K 0.03% +33 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 904 $84.7K 0.05% -188 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 900 $84.3K 0.02% 0 13F-HR Timeline