Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,520 $249K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,518 $249K 0.03% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,516 $249K 0.04% -6,908 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,502 $247K 0.01% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,501 $246K 0.1% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $246K 0.04% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,500 $246K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,500 $246K 0.05% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,498 $246K 0.06% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,497 $246K <0.01% -315 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 1,493 $245K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,487 $244K 0.09% 0 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 1,486 $244K 0.06% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,484 $244K 0.02% -611 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 1,476 $242K 0.07% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,476 $242K 0.02% -704 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 1,475 $242K 0.07% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,475 $242K 0.01% new 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,473 $242K 0.01% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,469 $241K 0.04% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,355 $241K 0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,466 $241K 0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,463 $240K 0.04% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,458 $239K 0.05% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,456 $239K 0.02% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,445 $237K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,444 $237K 0.02% +190 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,440 $236K 0.01% +20 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,438 $236K 0.02% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,427 $234K 0.05% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,425 $234K 0.08% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,424 $234K 0.01% +1 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,424 $234K 0.09% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,423 $234K 0.13% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,409 $231K 0.04% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,408 $231K 0.09% -270 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,406 $231K 0.05% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,297 $231K 0.08% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,400 $230K 0.06% -55 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,400 $230K 0.03% new 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,400 $230K 0.1% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,400 $230K 0.16% -500 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,400 $230K 0.17% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,391 $229K 0.03% new 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,393 $229K 0.04% -7,705 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,388 $228K 0.02% new 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 1,387 $228K 0.1% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,382 $227K 0.06% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,380 $227K 0.01% +169 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,379 $226K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,376 $226K 0.04% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,373 $225K 0.05% +486 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,370 $225K 0.08% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,362 $224K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,360 $223K <0.01% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,354 $222K 0.11% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,351 $222K 0.03% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,350 $222K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,077 $221K 0.16% -52 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,344 $221K <0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,342 $220K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,339 $220K 0.01% -627 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,336 $219K 0.04% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,335 $219K 0.05% -544 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,334 $219K 0.02% -201 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,327 $218K 0.24% -652 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,324 $217K 0.02% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,315 $216K 0.12% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,311 $215K 0.01% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,310 $215K 0.07% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,308 $215K 0.02% -6,130 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,301 $214K <0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,300 $213K 0.01% -400 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,285 $211K <0.01% -524 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,285 $211K 0.08% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,283 $211K 0.01% -15,675 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,272 $209K 0.03% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,262 $207K 0.02% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,258 $206K 0.06% new 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,246 $205K 0.03% new 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 1,244 $204K 0.13% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,243 $204K 0.12% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,236 $203K 0.02% +133 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,234 $203K 0.01% -2,260 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,231 $202K 0.06% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,231 $202K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,229 $202K 0.07% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,226 $201K 0.01% +1 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,226 $201K 0.04% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,221 $200K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,219 $200K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,219 $200K 0.07% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,204 $198K 0.01% +150 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 929 $197K <0.01% -105 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,179 $194K 0.14% -215 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,166 $191K 0.02% -38,700 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,161 $190K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,150 $189K 0.05% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,062 $184K <0.01% +2 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,111 $182K 0.01% -213 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,096 $180K 0.12% +8 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,067 $175K 0.02% +379 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,060 $174K 0.06% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,044 $171K 0.06% +67 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,042 $171K 0.18% -150 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,034 $170K 0.06% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,034 $170K 0.14% -79 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,030 $169K <0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,021 $168K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,015 $167K 0.09% +69 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $164K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $164K 0.02% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,000 $164K 0.08% +200 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 992 $163K 0.01% -59 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 968 $159K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 929 $152K 0.07% -279 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 898 $147K 0.02% -93 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 892 $146K 0.03% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 863 $142K 0.04% +317 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 854 $140K 0.01% -1,291 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 828 $140K 0.09% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 851 $140K 0.07% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 847 $139K 0.09% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 836 $137K 0.05% +3 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 821 $135K 0.03% +806 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 815 $134K 0.01% -170,641 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 794 $130K <0.01% +6 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 794 $130K 0.04% +32 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 766 $126K 0.01% +301 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 762 $125K <0.01% -85 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 749 $123K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 741 $122K 0.08% +526 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 737 $121K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 722 $119K 0.04% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 657 $108K 0.05% -56 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 650 $107K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 646 $106K 0.01% -14 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 601 $98.6K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 599 $98.3K 0.06% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 577 $97.8K <0.01% +90 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 581 $95.4K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 575 $94.4K 0.06% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 574 $94.1K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 545 $89.5K 0.09% +99 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 535 $87.8K 0.03% -115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 533 $87.5K 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. 521 $85.4K <0.01% +140 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 508 $83.4K 0.02% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 482 $82K 0.01% -33 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 493 $80.9K 0.02% +111 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 487 $79.9K <0.01% +469 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 480 $78.8K 0.01% -1,492 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 475 $78K <0.01% -30 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 465 $76.3K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 462 $75.8K 0.01% -95 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 452 $74.2K 0.01% +379 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 450 $73.9K 0.02% -5,849 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 440 $72.2K 0.01% +101 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 439 $72.1K 0.01% -1,618 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 436 $71.5K 0.01% -74 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 424 $69.6K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 421 $69.1K 0.01% +14 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 417 $68.4K 0.05% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 416 $68.3K 0.04% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 406 $66.6K 0.02% -4,451 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 405 $66.4K 0.06% +75 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 401 $66K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 401 $65.8K 0.02% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 401 $65.8K 0.06% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 400 $65.7K 0.02% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 400 $65.7K 0.04% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 381 $62.5K <0.01% -45 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 381 $62.5K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 374 $61.4K 0.01% -2 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 373 $61.2K 0.01% +28 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 369 $60.6K 0.03% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 369 $60.6K 0.04% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 365 $59.9K 0.03% +30 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 348 $58.9K 0.01% +145 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 359 $58.9K 0.01% +22 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 357 $58.6K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 357 $58.6K 0.01% +1 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 343 $56.3K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 340 $55.8K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 331 $54.3K 0.01% +12 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 329 $54K <0.01% -1,187 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 584 $53.2K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 322 $52.9K 0.01% +52 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 310 $51.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 309 $50.7K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 302 $50K 0.03% -161 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 300 $49.2K 0.03% 0 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 300 $49.2K 0.05% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 296 $48.6K <0.01% +219 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 290 $47.6K 0.01% -19 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 287 $47.1K <0.01% +1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 285 $46.8K 0.04% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 284 $46.6K 0.02% -39 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 282 $46.3K <0.01% +251 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 266 $43.7K 0.01% +212 13F-HR Timeline