BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,246 $751K 0.16% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 5,230 $748K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,209 $746K 0.01% -214 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 5,200 $743K 0.02% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,188 $743K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,176 $741K 0.02% +390 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,119 $733K 0.16% -28 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,114 $732K 0.18% new 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 5,112 $732K -666 Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,108 $731K 0.07% -51 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 5,100 $730K 0.16% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,097 $730K 0.21% -102 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,090 $729K 0.18% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 5,082 $727K 0.08% -990 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,060 $724K 0.06% +209 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,216 $724K 0.43% -50 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,052 $723K 0.01% new 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,519 $723K 0.12% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,038 $721K 0.01% +2,042 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,021 $719K 0.06% -29 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,010 $717K 0.04% -61 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,009 $717K 0.27% +401 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,002 $716K 0.04% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,993 $715K 0.02% -35 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,992 $715K 0.49% -206 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 4,991 $714K 0.42% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,986 $714K 0.14% +364 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,981 $713K 0.15% -30 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,031 $712K 0.07% +81 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,950 $709K 0.47% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,933 $706K 0.22% -142 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,922 $705K 0.06% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,886 $699K 0.08% +306 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,872 $697K 0.01% new 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,871 $697K 0.03% +2,086 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,829 $691K 0.02% +1,643 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,826 $691K 0.06% +312 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,816 $689K 0.01% +760 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,797 $687K 0.16% -176 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,779 $684K 0.04% -574 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,774 $683K 0.01% -726 13F-HR/A Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 4,774 $683K <0.01% 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,770 $683K 0.42% -1,176 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,728 $677K 0.03% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,728 $677K 0.19% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,723 $676K 0.08% -1,464 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,721 $676K 0.15% -44,181 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,711 $674K 0.32% +1 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,708 $674K 0.22% -36 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,700 $673K 0.14% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,689 $671K 0.27% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,678 $670K 0.1% +8 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,666 $668K 0.23% 0 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 4,661 $667K 0.13% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,660 $667K 0.1% +171 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,651 $666K 0.03% +787 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,643 $665K 0.26% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,634 $663K 0.02% +1,000 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,627 $662K 0.06% -273 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 4,626 $662K 0.63% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,274 $662K 0.04% -68 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,621 $661K 0.06% -161 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 4,609 $660K 0.16% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,609 $660K 0.16% +2,464 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,606 $659K 0.05% +75 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,602 $659K 0.03% -37 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 4,602 $659K 0.34% -205 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,597 $658K 0.06% -87 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,596 $658K 0.04% -85 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,595 $658K 0.29% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,584 $656K 0.05% -707 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,553 $652K 0.13% -123 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,545 $651K 0.03% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,535 $649K 0.03% +1,366 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,518 $647K 0.43% +93 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,517 $647K 0.06% -594 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,519 $645K 0.01% +490 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,507 $645K 0.01% -142 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,503 $645K 0.19% -150 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,494 $643K 0.1% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,482 $642K 0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,477 $641K 0.19% +30 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,467 $640K 0.02% -446 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,443 $636K 0.15% -146 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,438 $635K 0.06% +2,286 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,433 $635K 0.04% -88 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,430 $634K 0.12% +264 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,429 $634K 0.11% -72 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,408 $631K 0.08% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,403 $630K 0.05% -532 13F-HR/A Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 4,400 $630K 0.09% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,395 $629K 0.16% -92 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,387 $628K 0.01% +739 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 4,384 $628K 0.15% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,380 $627K 0.1% -660 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,357 $624K 0.28% -50 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,461 $622K 0.04% +848 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,333 $620K 0.16% -49 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,329 $620K 0.06% -175 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,323 $619K 0.22% -1,177 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,319 $618K 0.12% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,318 $618K 0.05% +128 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 4,317 $618K 0.06% +3 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 4,305 $616K 0.02% -7,292 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,303 $616K 0.02% -180 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 4,290 $614K 0.07% -10 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,271 $611K 0.03% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,260 $610K 0.1% +276 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,251 $609K 0.24% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,250 $608K 0.07% -38 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,248 $608K 0.19% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,244 $608K 0.23% +175 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 4,239 $607K 0.14% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,236 $606K 0.07% +504 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,232 $606K 0.03% -10 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 4,213 $603K 0.21% -23,210 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,208 $602K 0.04% -121 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,206 $602K 0.19% -354 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,187 $599K 0.09% +7 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,185 $599K 0.22% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,185 $599K 0.08% +29 13F-HR Timeline BANK OZK More: the full row for BANK OZK 4,180 $598K 0.18% -22 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,170 $597K 0.02% 0 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,159 $595K 0.04% -18 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,148 $594K 0.03% +11 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,529 $593K 0.02% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,134 $592K 0.2% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,131 $591K 0.06% -36 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,130 $591K 0.02% -117 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,125 $590K 0.04% -261 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,116 $589K 0.01% +7 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,112 $589K 0.02% -962 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,112 $589K 0.1% -992 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,109 $588K 0.03% +79 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,103 $587K 0.02% +276 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 4,091 $586K 0.05% +23 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,077 $584K 0.03% +98 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,075 $583K 0.02% +56 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4,080 $583K 0.06% new 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 4,055 $580K 0.25% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,050 $580K 0.07% -50 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,042 $579K 0.29% +17 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 4,031 $577K 0.42% -59 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,024 $576K 0.07% -122 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,016 $575K 0.31% -100 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,007 $574K 0.22% +7 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 4,000 $573K 0.18% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,998 $572K <0.01% -53 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,996 $572K 0.31% +945 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,981 $570K 0.22% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 3,961 $567K 0.3% -9 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,962 $567K 0.01% -331 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,938 $564K 0.05% -210 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,175 $564K 0.46% +12 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,933 $563K 0.02% -144 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,926 $562K 0.03% -171 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,921 $561K 0.03% -171 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,916 $561K 0.04% +196 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,900 $558K 0.06% -98 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,900 $558K 0.05% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,892 $557K 0.06% -78 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 670 $556K 0.13% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,880 $555K 0.3% +139 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,874 $555K 0.05% -160 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,874 $555K 0.01% -1,279 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,870 $554K 0.09% +1,490 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,869 $554K 0.25% +246 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,862 $553K 0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,859 $552K 0.03% -3,799 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,857 $552K 0.34% -13 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,857 $552K 0.08% +118 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,853 $552K 0.15% -17 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,853 $552K 0.02% +885 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,849 $551K 0.09% -46 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,845 $550K 0.22% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,836 $549K 0.02% -463 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,819 $547K 0.11% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,800 $544K 0.23% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,777 $541K 0.04% +25 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,775 $540K 0.33% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,773 $540K 0.04% +110 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,755 $538K 0.02% +319 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,719 $532K 0.01% -953 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,700 $530K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,816 $530K 0.05% +493 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 3,702 $530K 0.46% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,701 $530K 0.05% +15 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 3,689 $528K 0.18% +315 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,676 $526K 0.05% -26 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,675 $526K 0.06% -9 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,675 $526K 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,664 $525K 0.01% +1,832 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,652 $523K 0.31% +147 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,650 $522K 0.09% -1,893 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,650 $522K 0.11% new 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,651 $522K 0.15% +14 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,639 $521K <0.01% +2,249 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,637 $521K 0.04% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,626 $519K 0.06% -490 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,599 $515K 0.1% new 13F-HR Timeline