Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,417 $521K 0.05% +2,390 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 6,601 $519K 0.51% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,600 $519K 0.09% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,583 $518K 0.03% -1,146 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,516 $513K 0.19% +525 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,495 $511K 0.02% -911 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,760 $511K 0.03% +411 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,486 $510K 0.05% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,463 $508K new Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 6,445 $507K 0.35% +500 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 5,389 $505K 1.68% +1,211 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,414 $505K 0.02% +3,429 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,340 $499K 0.03% -1,038 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,332 $498K 0.1% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 6,288 $495K 0.01% new 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,273 $493K 0.11% -2,661 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,206 $488K 0.11% +481 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 6,202 $488K 0.13% -169 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,142 $483K 0.11% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,107 $480K 0.01% -24 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 6,107 $480K 0.03% -24 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,028 $474K 0.05% -788 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,968 $469K 0.06% -903 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,957 $469K 0.01% -277 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 5,905 $464K 0.4% -93 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,902 $464K 0.04% +5,201 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5,825 $458K 0.06% -202 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 5,880 $457K 0.02% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 5,714 $449K 0.41% -252 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,666 $446K 0.03% +50 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 5,667 $446K <0.01% -1,124 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 5,660 $445K 0.01% +708 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,656 $445K 0.01% +697 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,609 $441K <0.01% 13F-HR Timeline Group GreatBanc Trust CO More: the full row for GreatBanc Trust CO 5,585 $439K 0.31% +45 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 5,553 $437K 0.29% -409 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 5,509 $433K 0.13% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,507 $433K 0.2% -1,244 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 5,503 $433K 0.1% -49 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,500 $433K 0.01% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,420 $426K 0.09% -367 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,400 $425K 0.02% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,382 $423K 0.12% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,371 $422K 0.06% +17 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,298 $417K 0.1% -521 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,293 $416K 0.04% -340 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,292 $416K 0.15% -198 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,290 $416K 0.01% +20 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,270 $415K 0.02% -1,911 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,193 $408K 0.04% 0 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 5,189 $408K 0.13% -526 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,182 $408K <0.01% -819 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 5,168 $407K 0.19% -406 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,091 $400K 0.04% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,082 $400K <0.01% 0 13F-HR Timeline Group 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,032 $396K 0.16% -37 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,007 $394K <0.01% +1,110 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,000 $393K 0.09% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,940 $389K 0.2% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,930 $388K 0.01% 0 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,920 $387K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,881 $384K 0.01% -81 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,727 $372K 0.01% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,713 $371K 0.11% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,084 $370K 0.03% 0 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,691 $369K 0.12% -2,269 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 3,023 $368K 0.14% -46,874 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 4,667 $367K 0.33% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,639 $365K 0.16% 0 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 4,634 $365K 0.27% +44 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,610 $363K 0.17% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 4,600 $362K 0.15% -1,953 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,539 $357K -589 Timeline TSFG, LLC More: the full row for TSFG, LLC 4,512 $355K 0.05% -16 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 4,462 $351K 0.08% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,400 $346K 0.23% new 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 4,085 $346K 0.24% +967 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,393 $346K 0.04% -947 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 4,729 $344K 0.12% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,365 $343K 0.01% -198 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,345 $342K 0.03% -709 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 4,300 $338K 0.14% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,262 $335K 0.01% new 13F-HR Timeline Group Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,170 $328K 0.18% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,151 $327K 0.05% +600 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4,137 $325K 0.21% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,122 $324K 0.16% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,044 $318K 0.05% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,033 $317K 0.08% -910 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,000 $315K 0.18% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,973 $313K 0.01% +407 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 3,940 $310K 0.24% -48 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,926 $309K 0.01% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,926 $309K <0.01% 0 13F-HR Timeline Group LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 3,903 $307K 0.22% -366 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,881 $305K 0.02% +247 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 3,800 $299K 0.09% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,799 $299K 0.03% -3,702 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 3,772 $297K 0.04% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,743 $294K 0.03% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,712 $292K 0.04% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,648 $287K 0.01% +11 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,638 $286K <0.01% -998,020 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 3,625 $285K 0.01% +3,395 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,607 $284K <0.01% +238 13F-HR/A Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,588 $282K 0.24% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,572 $281K 0.07% 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 3,557 $280K 0.12% +292 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,547 $279K 0.14% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,541 $279K 0.01% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,536 $278K 0.08% -1,448 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,504 $276K 0.15% +3,470 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,495 $275K <0.01% -78 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,492 $275K 0.07% -300 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,487 $274K 0.19% +434 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 3,485 $274K 0.23% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,481 $274K 0.03% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,477 $273K 0.02% +716 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,451 $271K 0.04% +221 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,450 $271K <0.01% -201 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,425 $269K 0.05% -115 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,425 $269K 0.11% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,414 $269K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,398 $267K 0.01% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,361 $264K 0.03% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,337 $262K 0.01% +512 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 3,314 $261K 0.25% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,305 $260K 0.03% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,270 $257K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,228 $254K 0.01% -200 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 3,204 $252K 0.09% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,202 $252K 0.02% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 3,193 $251K 0.12% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 3,141 $247K 0.26% -6 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,125 $246K 0.07% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,078 $242K 0.02% new 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,077 $242K 0.23% -69 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,072 $242K 0.05% -50 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,067 $241K 0.04% -37 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,040 $239K 0.12% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,050 $239K 0.05% 0 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 3,012 $237K 0.79% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,005 $236K <0.01% 0 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 3,002 $236K 0.09% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,000 $236K <0.01% new 13F-HR Timeline Group Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 3,000 $236K 0.19% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,995 $236K <0.01% -1,298 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 2,990 $235K 0.02% -80 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 2,972 $234K 0.04% -38 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,970 $234K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,949 $232K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,925 $230K 0.06% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,917 $229K 0.03% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 2,912 $229K 0.14% +130 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,904 $228K 0.03% -97 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,892 $227K 0.23% 0 13F-HR Timeline GTS FINANCIAL, LLC More: the full row for GTS FINANCIAL, LLC 4,119 $227K 0.18% 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,835 $223K 0.14% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,833 $223K 0.05% -20 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,827 $222K 0.02% -47 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,817 $222K <0.01% -243 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 2,815 $221K 0.17% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,805 $221K 0.04% -383 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,450 $220K 0.12% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,796 $220K 0.02% +10 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,779 $219K 0.11% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,765 $217K 0.11% -4,350 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,733 $215K 0.02% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,715 $214K <0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,680 $211K 0.01% -101 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,656 $209K <0.01% -35,000 13F-HR Timeline Group Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,619 $206K 0.2% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,611 $205K 0.14% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,607 $205K <0.01% -4,120 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,601 $205K 0.04% -648 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,582 $203K 0.06% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,578 $203K 0.02% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,570 $202K 0.02% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,579 $202K 0.16% +58 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,557 $201K 0.02% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,550 $201K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,457 $193K 0.03% +715 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,400 $189K 0.06% +650 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,734 $177K 0.1% +1,245 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,240 $176K 0.05% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,174 $171K 0.01% +810 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,150 $169K 0.02% -1,903 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,127 $167K 0.01% -1,179 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,065 $162K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,055 $162K 0.04% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,998 $157K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,964 $154K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,959 $154K 0.01% -245 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,930 $152K 0.01% +841 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,868 $147K 0.01% -5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,807 $142K <0.01% +1,110 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,774 $140K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,730 $136K <0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,699 $135K 0.03% +136 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,698 $135K <0.01% 0 13F-HR Timeline Group