FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,456 $429K 0.14% -242 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,453 $429K 0.28% -128 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,450 $429K 0.31% +373 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,449 $429K 0.1% -1,477 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 4,448 $429K 0.08% +137 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,436 $428K 0.36% -3 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,428 $427K 0.01% -7,665 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,420 $426K 0.05% -672 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,420 $426K 0.04% -382 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,420 $426K 0.03% +302 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,422 $426K 0.38% -1,365 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,410 $425K 0.05% -630 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 4,400 $424K 0.39% -147 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,399 $424K 0.08% -298 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,373 $421K 0.04% -63 13F-HR Timeline TOBAM More: the full row for TOBAM 4,371 $421K 0.11% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,896 $421K 0.14% -104 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,350 $419K 0.13% -235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,349 $419K 0.04% +2,090 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,347 $419K 0.54% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,339 $418K 0.08% -10 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,336 $418K 0.05% -141 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,324 $417K 0.08% -10 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,316 $416K 0.13% +28 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,035 $416K 0.13% +669 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,304 $415K 0.09% -365 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 4,300 $414K 0.26% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,293 $414K 0.1% -532 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,291 $414K 0.01% -84,038 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,248 $409K 0.06% -180 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 4,247 $409K 0.08% +1,023 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,246 $409K 0.03% -20 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,236 $408K 0.04% +1,301 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 4,213 $406K 0.22% -289 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,212 $406K 0.03% +475 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,212 $406K 0.13% -218 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,211 $406K 0.07% +943 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 4,206 $405K 0.14% -919 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,206 $405K 0.06% +34 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,204 $405K 0.02% -650 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 4,203 $405K 0.32% -149 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,850 $405K 0.08% -1,199 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 4,199 $405K 0.31% +2 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,192 $404K 0.05% -70 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 4,185 $403K 0.09% +901 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,169 $402K 0.17% -287 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,170 $402K 0.06% +1,690 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 4,169 $402K 0.07% -974 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,168 $402K 0.2% -570 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,151 $400K 0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,149 $400K 0.05% +337 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4,147 $400K 0.03% +1,736 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4,146 $400K 0.13% -23 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 4,123 $397K <0.01% -88 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,112 $396K 0.05% +286 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,105 $396K 0.12% +167 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,105 $396K 0.13% -357 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,102 $395K 0.1% +3 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 4,080 $393K 0.17% 0 13F-HR Timeline Group MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 4,079 $393K 0.04% -157,055 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,951 $392K 0.29% +1 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,058 $391K 0.09% -69 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,056 $391K 0.14% -29 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,056 $391K 0.12% +444 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 4,049 $390K 0.34% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,048 $390K 0.04% -375 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 4,046 $390K 0.23% +3,155 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 4,045 $390K 0.46% -200 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,030 $388K 0.29% -56 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,025 $388K 0.02% -876 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,016 $387K 0.14% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,007 $386K 0.04% +505 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,006 $386K 0.16% -2,285 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,000 $386K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,004 $386K 0.11% +436 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,000 $386K 0.03% +2,000 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,997 $385K 0.11% -1,150 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,995 $385K 0.06% +75 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,990 $385K 0.19% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,988 $384K 0.22% -398 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,983 $384K 0.09% +4 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 3,970 $383K 0.13% -387 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,967 $382K 0.01% +185 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,965 $382K 0.05% -192 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,953 $381K 0.35% -152 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,013 $381K 0.02% new 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 3,950 $381K 0.01% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,943 $380K 0.12% +190 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3,948 $380K 0.08% -61 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,791 $379K 0.1% +56 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 3,928 $379K 0.14% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,925 $378K 0.17% -1,279 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,920 $378K 0.06% -125 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,919 $378K 0.16% -45 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,918 $378K 0.11% -15 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,905 $376K 0.15% -181 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,676 $376K 0.08% -3 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,900 $376K 0.28% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 3,892 $375K 0.27% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,883 $374K 0.1% -150 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,880 $374K 0.04% -35 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,880 $374K 0.04% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,874 $373K 0.04% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 3,872 $373K 0.27% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,872 $373K 0.18% -218 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,861 $373K 0.03% -447 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,847 $371K 0.23% -570 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,830 $369K 0.02% -23 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,813 $367K 0.03% -999 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,810 $367K 0.18% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,805 $367K 0.11% +700 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,786 $365K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,781 $364K 0.02% -2,039 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,493 $364K 0.04% +1,219 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,763 $363K 0.03% -7,687 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,754 $362K 0.33% +870 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,750 $361K 0.24% -43 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,741 $361K 0.31% +3 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,745 $361K 0.14% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,737 $360K 0.14% -60 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,733 $360K 0.09% +253 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,726 $359K 0.04% +206 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,726 $359K 0.28% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,725 $359K 0.07% +91 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,719 $358K 0.06% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,718 $358K 0.04% -113 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 3,711 $358K 0.02% +181 13F-HR Timeline Group 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 3,706 $357K 0.04% -658 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,700 $357K 0.18% -22 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,694 $356K 0.37% -15 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,679 $355K 0.11% -1,935 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,675 $354K 0.08% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,673 $354K 0.09% 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,672 $354K 0.31% -180 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 3,668 $354K 0.05% -1,063 13F-HR/A Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,469 $353K 0.04% +303 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,665 $353K 0.01% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 3,661 $353K 0.11% +151 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,656 $352K 0.05% new 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,659 $352K 0.34% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,395 $352K 0.07% +787 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,647 $352K 0.06% -1,422 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,644 $351K 0.25% +387 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,628 $350K 0.07% -444 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,621 $349K 0.07% -181 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,619 $349K 0.06% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,607 $348K 0.12% -106 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,607 $348K 0.05% +728 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,620 $347K 0.1% +16 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,604 $347K 0.2% -1,796 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,603 $347K 0.33% -155 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,599 $347K 0.08% -420 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,599 $347K 0.06% -3,064 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,599 $347K 0.06% +96 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 3,594 $346K 0.16% +58 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,593 $346K 0.03% -20 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,583 $345K 0.09% +179 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,580 $345K 0.16% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,575 $345K 0.08% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,234 $344K 0.02% -68 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,565 $344K 0.03% -1,296 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,562 $343K 0.26% 0 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,559 $343K 0.16% +144 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,558 $343K 0.04% -48,115 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,548 $342K 0.01% -221 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,547 $342K 0.13% -5 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,532 $340K 0.1% +862 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,531 $340K 0.09% +546 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,529 $340K 0.06% +17 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,527 $340K 0.04% +475 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,525 $340K 0.03% +221 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,521 $339K 0.12% +105 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 3,500 $337K 0.06% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,213 $337K 0.03% -282 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,494 $337K 0.05% +579 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,489 $336K 0.06% -5 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,489 $336K 0.03% -229 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,484 $336K 0.13% -31 13F-HR/A Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,480 $335K 0.28% +3,340 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,475 $335K 0.04% -470 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,470 $334K 0.11% +86 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,468 $334K 0.14% -53 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3,465 $334K 0.08% +153 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,463 $334K 0.1% +639 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,452 $333K 0.09% -69 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,446 $332K 0.05% -3,408 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 3,451 $332K 0.12% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,443 $332K 0.05% +476 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 3,429 $330K 0.04% -998 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,423 $330K 0.1% +117 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,416 $329K 0.05% -435 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,412 $329K 0.01% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,409 $329K 0.03% -1,414 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 3,404 $328K 0.26% -114 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 3,420 $328K 0.05% -1,520 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,403 $328K 0.13% +1 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,395 $327K 0.17% +86 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,389 $327K 0.15% -673 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,386 $326K 0.13% +9 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,385 $326K 0.14% -108 13F-HR Timeline