STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,795 $855K 0.01% -1,022 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,521 $846K 0.12% -85 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,514 $845K 0.01% -199 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,511 $845K 0.05% +261 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 6,500 $843K 0.13% -73,000 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,463 $838K 0.04% +486 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,462 $838K 0.14% +1,900 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,456 $838K 0.01% +240 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,426 $834K 0.23% +104 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,400 $830K 0.16% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,396 $829K 0.03% +2,607 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,349 $824K 0.02% -426 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,347 $823K 0.06% -8,686 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,204 $819K 0.03% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,297 $817K 0.02% +628 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 6,290 $816K 0.08% -338 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 6,286 $816K 0.04% -1,680 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,285 $815K 0.04% +138 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,196 $804K 0.01% +2,032 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,143 $797K 0.03% -26,272 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,110 $793K 0.06% new 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 6,100 $791K 0.55% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,093 $790K 0.06% -350 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,055 $786K 0.03% -530 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 6,031 $783K <0.01% -4,300 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,832 $757K 0.16% +311 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,367 $754K 0.01% -64 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 5,793 $751K 0.29% -97 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,744 $745K 0.12% +1,629 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,739 $745K 0.04% +3,694 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,727 $743K 0.26% +52 13F-HR/A Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 5,710 $741K 0.05% -25 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,649 $733K 0.15% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,604 $727K 0.01% +1,687 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,600 $726K 0.16% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,589 $725K 0.05% -342 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,568 $722K 0.18% +2,337 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,540 $719K 0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,518 $716K 0.01% -30 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,517 $716K 0.17% +190 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,515 $716K 0.01% +339 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,497 $713K 0.08% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,478 $711K 0.4% -96 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,448 $707K 0.15% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,432 $705K 0.08% +3,206 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,418 $703K 0.03% -1,123 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 5,374 $697K 0.03% +186 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,366 $696K 0.1% +600 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,363 $696K 0.14% -165 13F-HR/A Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,344 $693K +3,484 Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 5,325 $691K 0.18% +175 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,313 $689K 0.02% -418 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,304 $688K 0.04% +2,920 13F-HR Timeline Group Directional Asset Management More: the full row for Directional Asset Management 5,268 $683K 0.65% -7 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,249 $681K 0.03% -107 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,221 $677K 0.04% -652 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,194 $674K 0.26% -131 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,189 $673K 0.38% +620 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,167 $670K 0.08% +72 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,138 $667K 0.25% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,132 $666K 0.03% +95 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,121 $664K 0.03% +479 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,116 $664K 0.02% +2,657 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,107 $663K 0.13% -175 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,106 $662K 0.01% +1,981 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,095 $661K 0.02% +263 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,049 $655K 0.09% -223 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 5,034 $653K 0.02% -53 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,001 $649K 0.02% +100 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,993 $648K 0.02% +320 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,907 $637K 0.2% -43 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,900 $636K 0.01% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,877 $633K 0.08% +268 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,875 $632K 0.4% +174 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,860 $630K 0.02% -892 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,833 $627K 0.05% +387 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,810 $624K 0.02% +861 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,795 $622K 0.03% +351 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,700 $610K 0.24% +1,500 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,692 $609K 0.1% +895 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,682 $607K 0.2% +1,461 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,639 $602K 0.02% +1,030 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 4,637 $602K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,622 $600K 0.02% +20 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,618 $599K 0.02% +41 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,620 $599K 0.01% +2,110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,561 $592K 0.01% +2,684 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,526 $587K 0.02% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,500 $584K 0.01% -187 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4,490 $582K 0.02% 0 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,485 $582K 0.12% -4,932 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,484 $582K 0.02% +569 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,480 $581K 0.01% +2,897 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,455 $578K 0.07% +141 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,446 $577K 0.12% -62 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,421 $574K 0.07% -2,657 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,416 $573K 0.01% -932 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,413 $572K 0.03% -674 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,391 $570K 0.2% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,390 $570K 0.01% -5,212 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 4,379 $568K 0.44% +245 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,368 $567K 0.36% -144 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,353 $565K <0.01% +17 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,352 $565K 0.39% -60 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,351 $564K 0.04% +2,726 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,347 $564K 0.08% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,345 $564K 0.01% -534 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,341 $563K 0.06% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,337 $563K 0.01% +1,037 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,325 $561K 0.2% -1,713 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,323 $561K 0.14% +515 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,300 $558K 0.05% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,286 $556K 0.05% +2,069 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,264 $553K 0.03% +1,808 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,221 $548K 0.01% +1,903 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,219 $547K 0.03% -60 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,215 $547K 0.06% new 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,200 $545K 0.04% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 4,198 $545K 0.36% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,191 $544K 0.08% -421 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,189 $543K 0.16% -334 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,187 $543K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,180 $542K 0.04% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,166 $540K 0.03% -321 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,154 $539K 0.03% +4,024 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,141 $537K 0.05% +203 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,138 $537K 0.19% -194 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,118 $534K 0.01% +274 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,102 $532K 0.01% +1,436 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,074 $529K 0.05% +1,905 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,050 $525K 0.03% -21,376 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,042 $524K 0.43% 0 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,041 $524K 0.16% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,030 $523K 0.14% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 4,029 $523K 0.12% -242 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,024 $522K 0.12% -120 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 4,000 $519K 0.02% 0 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,000 $519K 0.25% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,997 $519K 0.06% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,974 $516K 0.01% -174 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,950 $512K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,942 $511K 0.05% -236 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,938 $511K 0.14% +69 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,932 $510K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,927 $509K 0.01% -66 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,119 $509K 0.12% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,923 $509K 0.12% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,917 $508K 0.11% +85 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,402 $506K 0.33% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,900 $506K 0.01% +549 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,893 $505K 0.01% +100 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,884 $504K <0.01% +2,067 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,878 $503K 0.02% -3,551 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,876 $503K 0.05% -1,148 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,866 $502K 0.04% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,864 $501K 0.05% +460 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,857 $500K 0.04% -130 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,834 $497K 0.08% +19 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,826 $496K 0.02% -228 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,820 $496K 0.1% -10 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,799 $493K 0.02% +1,060 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,757 $487K 0.01% +899 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,756 $487K 0.18% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,751 $487K 0.17% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,730 $484K 0.09% +189 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,707 $481K 0.08% -53 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,681 $478K 0.03% -91 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,675 $477K 0.02% -500 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 3,654 $474K 0.45% +396 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,633 $471K 0.1% +2,130 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,630 $471K 0.02% -407 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,602 $467K 0.14% -98 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,595 $466K 0.02% -100 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 3,590 $466K -187 Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 3,582 $465K 0.13% +205 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,558 $462K 0.18% -652 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,521 $457K <0.01% +6 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,516 $456K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,516 $456K 0.24% -2,150 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,515 $456K 0.01% -295 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,515 $456K 0.02% -197 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,514 $456K 0.13% -100 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,513 $456K 0.2% -68 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,484 $452K 0.19% +65 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,464 $449K 0.05% +110 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,462 $449K 0.05% -2,574 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,433 $445K 0.11% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,416 $443K 0.11% -258 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,434 $443K 0.14% +621 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,390 $440K 0.3% -115 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,377 $438K 0.03% -51 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,374 $438K 0.03% +820 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,363 $436K 0.13% -1,035 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,363 $436K 0.03% -214 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,363 $436K 0.01% +533 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,363 $436K 0.05% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 3,353 $435K 0.03% +216 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,344 $434K 0.31% +436 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,336 $433K 0.08% +13 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 3,326 $431K 0.17% 0 13F-HR Timeline