Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 3,325 $431K 0.11% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,301 $428K 0.03% -45 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,299 $428K 0.17% -78 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,298 $428K 0.13% +89 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,296 $428K 0.06% -160 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,289 $427K 0.08% +16 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,275 $425K 0.06% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,271 $424K 0.17% +49 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,244 $421K 0.07% +1,050 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,907 $420K 0.02% +79 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,220 $418K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,219 $418K 0.02% +29 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,910 $417K 0.13% +870 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,206 $416K 0.02% -20 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,204 $416K 0.25% -60 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,196 $415K 0.04% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,187 $413K <0.01% +1,750 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,179 $412K 0.12% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,171 $411K 0.01% +1,040 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,164 $410K 0.02% -1,722 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,163 $410K 0.02% +558 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,162 $410K 0.02% -118 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,157 $410K 0.19% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,155 $409K 0.2% -6,423 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 3,138 $407K 0.11% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,135 $407K 0.19% -712 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,125 $405K 0.11% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,117 $404K 0.01% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,084 $400K 0.02% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,087 $400K 0.02% -198 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,082 $400K 0.14% +308 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,066 $398K 0.01% +593 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,061 $397K <0.01% -206 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,061 $397K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,024 $392K 0.07% +822 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,022 $392K <0.01% +2,236 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 3,003 $390K 0.16% -149 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,000 $389K 0.05% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,000 $389K 0.01% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,988 $388K 0.01% +489 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,968 $385K 0.05% +586 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,967 $385K 0.04% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,950 $383K 0.03% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,699 $382K 0.24% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,937 $381K 0.09% +1,367 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,925 $379K 0.58% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,894 $375K 0.01% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,853 $370K 0.22% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,852 $370K 0.03% +22 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,850 $370K 0.16% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,844 $369K <0.01% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,839 $368K 0.19% +100 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,833 $368K 0.04% +764 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,829 $367K 0.22% -27 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,805 $364K 0.01% -69 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,803 $364K 0.05% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,803 $364K 0.07% +572 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 2,800 $363K 0.05% -500 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,789 $362K <0.01% +35 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,782 $361K <0.01% +1,135 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,777 $360K 0.27% +126 13F-HR/A Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,772 $360K <0.01% -1,323 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,770 $359K 0.03% +45 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,762 $358K 0.04% -55 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,760 $358K 0.03% new 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 2,760 $358K 0.4% -240 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,753 $357K <0.01% -521 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,733 $355K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,725 $354K 0.06% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,715 $352K 0.3% -53 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,704 $351K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,686 $348K <0.01% -3,017 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,661 $345K 0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,658 $345K 0.11% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,652 $344K 0.01% +338 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,647 $343K 0.21% -1,571 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,640 $342K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,630 $341K 0.04% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,628 $341K 0.02% -1,492 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,619 $340K 0.02% +129 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,617 $340K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,616 $339K 0.03% -2,302 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,609 $338K 0.03% -981 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,605 $338K 0.07% -9 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,600 $337K 0.02% -16,110 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,599 $337K <0.01% -502 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,596 $337K 0.01% -677 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,595 $337K 0.08% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,592 $336K 0.01% -1,460 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,585 $335K 0.17% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,584 $335K 0.25% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,579 $335K 0.1% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,578 $334K 0.04% +223 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,555 $331K 0.34% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,548 $331K 0.1% -50 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,541 $330K 0.02% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,525 $328K 0.26% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,500 $324K <0.01% -400 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,338 $324K 0.06% +290 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,480 $322K 0.02% +143 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,462 $319K 0.02% -15 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,457 $319K 0.14% +1,002 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,450 $318K 0.04% +120 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,234 $317K 0.1% -199 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,421 $317K 0.02% -78 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,438 $316K 0.05% +215 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,432 $316K 0.25% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,417 $314K 0.02% +300 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,416 $313K 0.03% -147 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,407 $312K 0.03% +454 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,399 $311K 0.09% +143 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,399 $311K 0.09% -713 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,392 $310K 0.1% -180 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,383 $309K 0.26% -196 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,377 $308K 0.05% +261 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,374 $308K 0.1% -9,090 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,373 $308K 0.03% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,135 $304K 0.14% -519 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,300 $303K 0.01% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,159 $301K 0.02% +209 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,318 $301K 0.07% +684 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,317 $301K 0.01% -27 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,308 $299K 0.02% +146 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,304 $299K 0.02% new 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 2,300 $298K 0.46% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,298 $298K <0.01% +153 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,298 $298K 0.02% -14 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,296 $298K 0.08% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,274 $295K 0.05% -84 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,273 $295K 0.07% +49 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,272 $295K 0.01% -480 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,264 $294K 0.03% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,260 $293K 0.02% +9 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,249 $292K 0.05% 0 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 2,247 $292K 0.03% -157 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,241 $291K 0.01% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,238 $290K 0.07% -24 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,230 $289K 0.08% -210 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,226 $289K 0.03% -63 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,221 $288K 0.04% new 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,216 $287K 0.13% -286 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,200 $285K 0.03% -105 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,196 $285K 0.13% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,192 $284K 0.07% +140 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,191 $284K 0.03% -338 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,188 $284K 0.17% -1,686 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,172 $282K <0.01% -236 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,164 $281K 0.08% +516 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,159 $280K 0.02% -116 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,146 $278K <0.01% +98 13F-HR Timeline Group Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 2,140 $278K 0.01% -2,189 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,135 $277K 0.02% +254 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,125 $276K 0.02% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 2,142 $275K <0.01% +336 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,122 $275K 0.07% +10 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,118 $275K 0.02% -871 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,117 $275K 0.03% +72 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,112 $274K 0.02% +362 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,100 $272K 0.01% +300 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,085 $271K 0.01% -576 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,078 $270K 0.16% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,077 $269K 0.02% +132 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,075 $269K 0.06% -1,200 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,073 $269K 0.11% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,064 $268K 0.05% 0 13F-HR/A Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,063 $268K 0.13% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,050 $266K 0.03% -130 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,049 $266K 0.05% -377 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,031 $263K 0.06% 0 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,027 $263K 0.09% +150 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,020 $262K 0.01% -149 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,020 $262K 0.03% -48 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,015 $261K 0.04% new 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 1,806 $261K 0.16% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,993 $259K <0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,985 $258K 0.01% +271 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,983 $257K 0.02% +45 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,981 $257K 0.03% +66 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,980 $257K 0.01% -1,437 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,978 $257K 0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,963 $255K 0.03% +16 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,957 $254K 0.02% +382 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,952 $253K 0.16% +19 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,947 $253K 0.02% +38 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,946 $252K 0.07% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,942 $252K 0.01% +231 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,932 $251K 0.04% +32 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,932 $251K 0.01% -2,235 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,928 $250K 0.01% 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,787 $250K 0.1% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,916 $249K 0.03% -128 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,916 $249K 0.11% -239 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,915 $248K <0.01% -254 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,914 $248K 0.01% +238 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,909 $248K 0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,906 $247K <0.01% -232 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,903 $247K 0.08% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,897 $246K 0.18% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,896 $246K 0.09% +103 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,892 $245K 0.06% new 13F-HR Timeline