Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,076 $392K 0.02% +263 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,071 $392K 0.3% +591 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,065 $391K 0.03% -355 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,064 $391K 0.18% -1,514 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,060 $391K 0.2% new 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,998 $390K 0.06% -395 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,056 $390K 0.08% -155 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,056 $390K 0.08% +73 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,052 $390K 0.03% -297 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 4,048 $390K 0.31% -1 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,048 $390K 0.23% -405 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,047 $389K 0.06% +400 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,045 $389K 0.03% -893 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,043 $389K 0.1% +100 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,035 $389K 0.04% +566 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,036 $389K 0.05% +542 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,973 $387K 0.04% +760 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,018 $387K 0.3% +264 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,017 $387K 0.08% -41 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,005 $385K 0.03% -459 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,004 $385K 0.05% +84 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 4,000 $385K 0.15% +10 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $385K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,998 $385K 0.11% -2,081 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,998 $385K 0.02% -422 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,997 $385K 0.1% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,990 $384K 0.02% -157 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,975 $383K 0.04% +500 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,973 $382K 0.18% -3,032 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,968 $382K 0.22% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,964 $382K 0.09% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,958 $381K 0.07% +10 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,955 $381K 0.14% -214 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,953 $380K 0.32% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 3,951 $380K 0.03% -128,845 13F-HR/A Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,950 $380K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,947 $380K 0.03% +221 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,944 $380K 0.12% -26 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,933 $379K 0.18% -235 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 3,928 $378K 0.13% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,927 $378K 0.01% -658 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 3,951 $378K 0.26% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,918 $377K 0.02% -590 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,918 $377K 0.09% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,917 $377K 0.05% +318 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,900 $375K 0.28% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,890 $374K 0.11% -126 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 3,886 $374K 0.04% -306 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,883 $374K 0.1% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,874 $373K 0.03% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,874 $373K 0.16% -956 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,872 $373K 0.17% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,868 $372K 0.13% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,866 $372K 0.03% +639 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,860 $372K 0.08% +127 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,850 $371K 0.1% -154 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,842 $370K 0.13% -25,005 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,838 $369K 0.03% +120 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,830 $369K 0.01% +3,500 13F-HR Timeline Group Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,806 $369K 0.11% -400 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,830 $369K 0.01% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,834 $369K 0.22% -38 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,832 $369K 0.03% -999 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,829 $369K 0.11% +478 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,827 $368K 0.03% -409 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,816 $367K 0.1% -1,246 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,808 $367K <0.01% -2,826 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,806 $366K 0.09% +186 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,810 $366K 0.16% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,799 $366K 0.14% -120 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,793 $365K 0.02% -831 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,778 $364K 0.01% +113 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,750 $361K 0.22% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,742 $360K 0.05% -253 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,741 $360K 0.27% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,737 $360K 0.12% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,611 $359K 0.02% +377 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,733 $359K 0.03% +208 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,727 $359K 0.09% -3,402 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,726 $359K 0.25% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,712 $358K 0.09% +242 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,709 $357K 0.32% -7,255 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,709 $357K 0.23% +65 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,705 $357K 0.05% -3,858 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,704 $357K 0.06% -5,825 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,700 $356K 0.17% 0 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 3,685 $355K 0.18% -528 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,685 $355K 0.18% -361 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,679 $354K 0.03% -201 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,676 $354K 0.01% +408 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,641 $353K 0.06% +13 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,657 $352K 0.2% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,645 $351K 0.1% -34 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,640 $350K 0.06% -888 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,634 $350K 0.17% -354 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,623 $349K 0.12% +76 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,611 $348K 0.02% -100 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,605 $347K <0.01% -19,443 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,603 $347K 0.2% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,573 $347K 0.04% +157 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,596 $346K 0.02% -429 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,600 $346K 0.09% -923 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,595 $346K 0.01% +410 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,593 $346K 0.05% +147 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,593 $346K 0.03% +28 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,589 $345K 0.03% -4 13F-HR/A Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,583 $345K 0.04% +25 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,582 $345K 0.02% +573 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,580 $345K 0.14% 0 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,571 $344K 0.14% +12 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,571 $344K 0.07% -1,816 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,562 $343K 0.22% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,560 $343K 0.32% -134 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,557 $342K 0.11% -50 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,498 $342K 0.13% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,548 $341K 0.06% -621 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,547 $341K 0.02% +704 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,541 $341K 0.05% -78 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,539 $341K 0.03% +50 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,530 $340K 0.03% +1,500 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,526 $339K 0.03% -1 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,521 $339K 0.09% -140 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,521 $339K 0.09% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,520 $339K 0.13% +135 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,508 $338K <0.01% +187 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 3,500 $337K 0.05% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,496 $336K 0.05% -103 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,489 $336K 0.04% -167 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,480 $335K 0.12% -4 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,477 $335K 0.04% -130 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,476 $335K 0.11% +95 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,471 $334K 0.14% +76 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,468 $334K 0.02% +232 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,489 $334K 0.05% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,464 $333K 0.01% -84 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,439 $333K 0.08% -13 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,446 $332K 0.1% +87 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,442 $331K 0.08% -89 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,429 $330K 0.05% +284 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,425 $330K 0.07% -150 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 3,418 $329K 0.2% +822 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 3,412 $328K +723 Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,411 $328K 0.12% +25 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,409 $328K 0.02% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,403 $328K 0.04% +28 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,398 $327K 0.02% +20 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,392 $326K 0.07% -207 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 3,391 $326K 0.19% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,390 $326K 0.04% -5,484 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,388 $326K 0.07% -287 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,397 $326K 0.04% -23 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,406 $326K 0.06% +52 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,378 $325K 0.06% -243 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,371 $324K 0.03% +150 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,361 $324K 0.03% -519 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,354 $323K 0.14% -240 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,346 $322K 0.18% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,336 $321K 0.04% -47 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,335 $321K 0.04% -10 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,301 $321K 0.03% -192 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,330 $321K 0.16% +65 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,325 $320K 0.01% -1,103 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 3,315 $319K 0.18% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,308 $318K 0.28% -30 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,286 $316K 0.2% +15 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,277 $315K 0.03% -730 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,276 $315K 0.1% -43 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,269 $315K 0.03% -437 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 3,266 $314K 0.17% +73 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,261 $314K 0.04% -103 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 3,251 $313K 0.06% -11 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,270 $313K 0.04% -159 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,250 $313K 0.05% +22 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,249 $313K 0.3% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,244 $312K 0.02% -1,297 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 3,243 $312K 0.02% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,237 $312K 0.05% -1,102 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,237 $312K 0.03% +11 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,228 $311K 0.02% -553 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,202 $310K 0.13% -75 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,220 $310K 0.06% +1,559 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 3,220 $310K 0.02% 0 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,219 $310K 0.06% -966 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,218 $310K 0.06% -99 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,213 $309K 0.09% +177 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,211 $309K 0.05% +76 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,203 $308K 0.03% +459 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,197 $307K 0.05% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,188 $307K 0.06% +10 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,183 $306K 0.02% +557 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,179 $306K 0.01% -1,750 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,176 $306K 0.05% +93 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,145 $305K 0.05% -109 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,153 $303K 0.02% +82 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,149 $303K 0.11% -254 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 3,138 $302K 0.35% +37 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,131 $301K 0.06% +400 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,130 $301K 0.08% -8,140 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,129 $301K 0.08% -927 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,127 $301K 0.06% -549 13F-HR Timeline