PSI Advisors, LLC More: the full row for PSI Advisors, LLC 17,204 $552K 0.14% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 17,196 $551K 0.01% -10,681 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 17,143 $550K 0.01% -6,252 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 17,063 $547K 0.31% +2 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 17,000 $545K 0.07% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 16,994 $545K 0.02% -7,765 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 16,927 $543K 0.48% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 16,920 $542K 0.15% +6 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 16,921 $542K 0.03% +800 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,900 $542K 0.2% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,794 $538K 0.06% +2,502 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16,733 $537K 0.15% +2,320 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 16,699 $535K 0.02% +2,759 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 16,600 $532K 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,599 $532K 0.04% -22 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 16,541 $530K 0.28% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 16,500 $529K 1.16% +3,500 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,498 $529K 0.02% -280 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 16,469 $528K 0.02% +370 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15,952 $525K 0.02% +836 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 16,367 $525K 0.09% +800 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 16,319 $523K 0.12% 0 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 16,318 $523K 0.12% +251 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 16,271 $522K 0.51% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 16,172 $518K 0.04% -225 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,148 $518K 0.1% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 16,097 $516K 0.19% +3,800 13F-HR/A Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 16,004 $515K 0.18% +80 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 15,980 $512K 0.22% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 15,945 $511K 0.18% -1,215 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 15,916 $510K 0.06% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 15,894 $510K 0.01% +1,137 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 15,890 $509K 0.5% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,846 $508K 0.02% -21,745 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 15,750 $505K 0.25% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 15,609 $500K 0.07% +8,323 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 15,607 $500K 0.13% +244 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 15,563 $499K 0.02% +2,119 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,540 $498K 0.06% -2,517 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 15,500 $497K 0.21% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 15,490 $497K 0.02% +6,380 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 15,458 $496K 0.57% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,392 $493K 0.01% -1 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 15,382 $493K 0.01% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 15,311 $491K 0.21% +1,560 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 15,306 $491K 0.12% 0 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 15,300 $489K 0.43% 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 15,250 $489K 0.02% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 15,236 $488K 0.13% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 15,155 $486K 0.39% 0 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 15,096 $484K 0.13% 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 15,036 $482K 0.14% +161 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 15,000 $481K 0.1% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 14,920 $478K 0.22% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 15,026 $477K 0.07% +7,513 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,859 $476K 0.01% -325 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 14,852 $476K 0.01% +294 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 14,811 $475K 0.14% +1,028 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,792 $474K 0.01% +1,123 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 14,751 $473K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,728 $472K 0.02% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 14,675 $470K 0.21% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14,666 $470K 0.05% +34 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 14,647 $470K 0.03% -571 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14,624 $469K 0.19% +6,168 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 14,622 $469K 0.09% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 14,602 $468K 0.24% +338 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,589 $468K 0.13% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,570 $467K 0.15% +691 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 14,559 $467K 0.03% +43 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 14,542 $466K 0.06% +85 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 14,441 $463K 0.07% -832 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 14,417 $462K 0.01% +797 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 14,400 $462K 0.13% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 14,357 $460K 0.03% +127 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 14,312 $459K 0.03% +170 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,222 $457K 0.02% +1,200 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 14,241 $457K 0.02% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 14,227 $456K 0.13% -12 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 14,152 $454K 0.3% -990 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 14,140 $453K 0.07% +1,242 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 13,692 $453K 0.31% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 14,114 $452K 0.16% -155 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,114 $452K 0.01% -155 13F-HR/A Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 14,077 $451K 0.01% +77 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,070 $451K 0.04% +24 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 14,035 $451K 0.29% -1,600 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 14,048 $450K 0.09% 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 14,000 $449K 0.16% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 14,000 $449K 0.04% 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 13,993 $449K 0.14% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,977 $448K <0.01% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 13,967 $448K 0.03% new 13F-HR/A Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 13,964 $448K 0.04% +37 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,956 $447K 0.1% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 13,864 $444K 0.37% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 13,655 $444K 0.31% -4,740 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,784 $442K 0.03% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,725 $440K 0.06% +3,324 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 13,707 $439K 0.02% +145 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,699 $439K 0.14% -1,466 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,673 $438K 0.01% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,995 $438K 0.06% -672 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 13,643 $437K 0.05% -2,574 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 13,610 $436K 0.09% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 13,601 $436K 0.01% -1,976 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13,548 $434K 0.03% +3,436 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,546 $434K 0.11% -31,984 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,500 $433K 0.03% 0 13F-HR Timeline Group KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 13,481 $432K 0.09% +26 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,431 $431K 0.01% -85,332 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 13,336 $428K 0.34% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13,311 $427K 0.28% -39 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 13,300 $426K 0.21% +3,300 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 13,256 $425K 0.08% -76 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 13,243 $425K 0.09% -100 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 13,239 $424K 0.06% +2,500 13F-HR Timeline BAYBAN More: the full row for BAYBAN 13,100 $420K 0.37% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 13,070 $419K <0.01% +180 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 12,941 $415K 0.05% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 12,858 $412K 0.01% -1,238 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,825 $411K 0.09% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12,796 $410K 0.19% -1 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 12,773 $410K 0.08% +348 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,762 $409K 0.03% +1,859 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 12,686 $407K 0.13% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,283 $406K 0.08% -36,751 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 12,610 $404K 0.33% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 12,600 $404K 0.38% -875 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,648 $401K <0.01% +4,025 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 12,512 $401K 0.13% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,492 $400K 0.12% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 12,587 $399K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,421 $398K 0.01% +5,756 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 12,393 $397K 0.04% +39 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 12,390 $397K 0.06% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,332 $395K <0.01% +1,364 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 12,003 $395K 0.01% +46 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 12,280 $394K 0.09% +202 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 12,242 $392K 0.02% +200 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 12,198 $391K 0.24% +220 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,163 $390K 0.09% +105 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 12,156 $390K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 12,046 $386K 0.22% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 12,012 $385K 0.02% -2,337 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 12,000 $385K 0.06% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 12,000 $385K 0.03% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,998 $385K 0.01% +572 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 11,956 $383K 0.08% +700 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 11,930 $382K 0.28% -1,240 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 11,930 $382K 0.09% +469 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,916 $382K 0.03% +1,699 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 11,886 $381K 0.17% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 11,866 $380K 0.06% -6,783 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,848 $380K 0.17% +10 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 11,820 $379K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,812 $379K 0.01% -1 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 11,774 $377K 0.01% -1,342 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 11,732 $376K 0.07% -16 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,721 $376K 0.05% +2,995 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 11,707 $375K 0.01% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 11,703 $375K 0.08% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 11,684 $375K 0.09% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,647 $373K 0.02% -786 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 11,759 $373K 0.13% +12 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 11,604 $372K 0.16% +192 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 11,579 $371K 0.25% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 11,427 $366K 0.25% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 11,400 $365K 0.11% 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 11,371 $365K 0.02% -129 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,361 $364K 0.02% +54 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,311 $363K 0.01% +39 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,296 $362K 0.06% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 11,237 $360K 0.23% 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,230 $360K 0.02% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,227 $360K 0.01% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 11,200 $359K 0.11% +3,202 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 11,181 $358K 0.01% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 11,170 $358K 0.34% 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 11,000 $353K 0.2% 0 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 11,000 $353K 0.11% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,952 $351K 0.08% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,950 $351K 0.04% -1,444 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,945 $351K 0.01% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,900 $349K 0.01% -150 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,896 $349K 0.04% +6 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 10,889 $349K 0.12% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,888 $349K 0.02% +2,350 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 10,844 $348K 0.38% -2,000 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,801 $346K 0.07% +99 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 10,730 $344K 0.13% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,700 $343K 0.11% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 10,690 $343K 0.05% +37 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 10,690 $343K 0.11% -1,800 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,640 $341K 0.01% 0 13F-HR Timeline Group 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 10,631 $341K 0.09% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,623 $341K 0.11% +254 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,598 $340K 0.02% -4,352 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 10,553 $338K 0.08% 0 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,551 $338K 0.16% 0 13F-HR Timeline