RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,670 $274K 0.06% +97 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 27,434 $272K 0.16% -1,015 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 27,418 $271K 0.02% -194 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 27,141 $269K 0.1% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 27,135 $269K 0.02% -1,000 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 27,127 $269K 0.11% -2,969 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 26,968 $267K 0.05% -328 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 26,959 $267K 0.02% -1,738 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 26,332 $266K 0.01% +4,573 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 26,910 $266K 0.08% -4,983 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 26,824 $266K 0.01% -1,211 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 26,648 $264K 0.04% -4,000 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 26,601 $263K 0.21% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 27,205 $263K 0.05% -141 13F-HR Timeline CX Institutional More: the full row for CX Institutional 26,443 $262K 0.01% +2,132 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 26,413 $261K 0.05% +368 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 26,340 $261K 0.03% -206 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 26,017 $258K 0.01% +4,984 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 26,000 $257K 0.03% -49 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 25,936 $257K 0.01% -3,933 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 25,864 $256K 0.17% +346 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 25,831 $256K 0.14% +386 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 25,791 $255K 0.06% -187 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 25,780 $255K 0.01% -1,961 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 25,721 $255K 0.03% +2,763 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 25,685 $254K 0.02% new 13F-HR Timeline Group Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 25,650 $254K 0.24% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 25,511 $253K 0.03% -15,859 13F-HR Timeline CTC LLC More: the full row for CTC LLC 25,389 $251K 0.03% +574 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 25,366 $251K 0.02% -5,557 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 25,218 $250K 0.06% -2,048 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 25,169 $249K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 25,107 $249K 0.04% -6,436 13F-HR/A Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 24,302 $248K 0.13% -1,958 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 25,100 $248K 0.01% -1,058 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 24,495 $247K 0.08% -60,539 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 24,965 $247K 0.14% -3,120 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 24,851 $246K 0.14% -4,950 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24,830 $246K 0.02% -73 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 24,783 $245K 0.16% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 24,731 $245K 0.01% -2,328 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 24,730 $245K 0.04% -1,337 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 24,653 $244K 0.02% -4,491 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 24,607 $244K 0.18% -7,472 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 24,512 $243K 0.28% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 24,492 $242K 0.02% -3,115 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 24,487 $242K 0.02% -800 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 24,376 $241K 0.12% -223 13F-HR Timeline Group FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 24,304 $241K 0.11% +241 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 24,274 $240K 0.01% -63,124 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,269 $240K 0.01% +1,934 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 24,167 $239K 0.08% -508 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 24,150 $239K 0.25% 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 24,108 $239K 0.22% 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 24,050 $238K 0.03% -4,700 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 24,000 $238K 0.02% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,008 $238K 0.05% +224 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 24,000 $238K 0.03% -16,000 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 23,949 $237K 0.01% +19,272 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 23,940 $237K 0.03% -2,177 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 23,920 $237K 0.01% -1,491 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 23,905 $237K 0.02% +1,250 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 23,730 $235K 0.09% -3,070 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,703 $235K 0.02% -10,365 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 23,604 $234K 0.05% +2,007 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 23,562 $233K 0.12% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 23,520 $233K 0.12% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 23,500 $233K <0.01% +3,500 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 23,334 $231K 0.07% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,214 $230K 0.01% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 23,020 $227K 0.09% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 22,970 $227K 0.05% -3,897 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 22,912 $227K 0.07% +352 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 22,838 $226K <0.01% +6,259 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 22,677 $225K <0.01% -6,973 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 22,660 $224K 0.09% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 22,615 $224K 0.01% +1,100 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 22,502 $223K <0.01% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 22,500 $223K 0.29% 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 22,420 $222K 0.1% +397 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 22,393 $222K 0.1% -5,707 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 22,365 $221K 0.01% -29,727 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 22,303 $221K 0.06% +815 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 22,262 $220K 0.15% 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 22,254 $220K 0.12% +114 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 21,986 $220K 0.06% +3,906 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 22,152 $219K 0.03% +263 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 22,026 $218K 0.01% +9,757 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 22,024 $218K 0.01% -2,813 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 22,023 $218K <0.01% +2,116 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 22,024 $218K 0.14% +4,904 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 21,993 $218K 0.02% -951 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 21,943 $217K 0.22% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 21,907 $217K 0.02% -3,898 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 21,897 $217K 0.01% -2,200 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 21,880 $217K <0.01% +885 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 21,821 $216K 0.12% 0 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 21,836 $216K 0.03% -6,592 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 21,770 $216K 0.01% -605 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 21,752 $215K 0.11% -989 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 21,704 $215K 0.01% -2,000 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 21,641 $214K 0.02% +4,880 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 21,917 $214K 0.08% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 21,707 $214K 0.11% -2,855 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 21,534 $214K 0.26% -14,836 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 21,574 $214K 0.13% +5,024 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 21,520 $213K 0.01% +711 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 21,515 $213K 0.03% -6,420 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 21,504 $213K 0.04% new 13F-HR/A Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,471 $213K 0.03% +18,025 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,422 $212K 0.01% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 21,398 $212K <0.01% -33 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 21,305 $211K 0.12% +3,394 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 21,273 $211K 0.03% +282 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 21,513 $210K 0.03% 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 21,241 $210K 0.05% 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 21,207 $210K 0.1% +212 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 21,159 $209K 0.02% -3,692 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 21,145 $209K 0.01% -316 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21,099 $209K 0.01% +812 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 21,050 $208K 0.03% -2,505 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 21,000 $208K 0.04% -6 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,896 $207K 0.02% +270 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 20,854 $206K <0.01% -12,345 13F-HR/A Timeline Fruth Investment Management More: the full row for Fruth Investment Management 20,850 $206K 0.06% -500 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 20,781 $206K 0.06% -1,861 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 19,815 $206K <0.01% -1,000 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 20,775 $206K 0.02% +175 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,727 $205K 0.01% -366 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 20,674 $205K 0.15% -595 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 20,699 $205K 0.04% +78 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 20,675 $205K 0.04% +1,812 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 20,639 $204K 0.08% -10,386 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 20,639 $204K 0.02% +1,759 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 20,260 $203K 0.01% +5,381 13F-HR Timeline Group Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 20,500 $203K 0.01% -9,500 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 20,315 $201K 0.17% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 20,307 $201K 0.01% -347,462 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 20,292 $201K 0.07% -417 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20,243 $200K 0.02% -20,431 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 20,148 $199K 0.02% +659 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 20,133 $199K 0.05% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 20,061 $199K 0.01% +708 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 20,029 $198K 0.02% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 20,007 $198K 0.03% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 19,994 $198K 0.11% +237 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 20,000 $198K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 19,843 $196K 0.1% -282 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 19,757 $196K 0.03% +44 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 19,733 $195K 0.01% -432 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,693 $195K 0.01% +1,001 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 19,456 $193K 0.09% -1,260 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 19,441 $192K 0.05% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,430 $192K 0.01% -10,675 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,430 $192K 0.06% -142 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 19,411 $192K 0.03% -2,252 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 19,410 $192K 0.05% -740 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 19,358 $192K 0.02% -1,209 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 19,319 $191K <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 19,213 $190K 0.04% -12,555 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 19,188 $190K 0.21% 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 19,100 $189K 0.01% -7,425 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 19,066 $189K 0.01% -5,079 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 19,059 $189K 0.13% -2,679 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 19,029 $188K 0.09% +8,421 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 18,890 $187K 0.1% -5,805 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 18,814 $186K 0.04% +446 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 19,292 $186K 0.08% -1,853 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 18,795 $186K 0.03% -344 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,744 $186K 0.01% -17,330 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 18,687 $185K 0.02% -1,418 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 18,661 $185K 0.02% -3,251 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 18,589 $184K 0.01% -2,293 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 18,507 $183K 0.03% new 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 18,435 $183K <0.01% -744 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 18,409 $182K 0.01% -2,826 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,391 $182K -6,250 Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 18,379 $182K 0.11% +1,742 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 18,359 $182K 0.04% -1,000 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 18,355 $182K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18,354 $182K 0.01% -10,089 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 18,337 $182K 0.15% 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 19,562 $181K 0.12% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 18,193 $180K 0.02% +5,484 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 18,157 $180K 0.01% -1,072 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 18,050 $179K 0.15% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 18,029 $178K 0.05% +245 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 17,939 $178K 0.07% +79 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,879 $177K 0.02% -3,505 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 17,819 $176K 0.04% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 17,819 $176K 0.04% -4,994 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 17,668 $175K 0.19% 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 18,159 $175K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,604 $174K <0.01% +1,785 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,565 $174K <0.01% 0 13F-HR Timeline Group Advisory Resource Group More: the full row for Advisory Resource Group 17,544 $174K 0.04% -637 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17,080 $172K 0.08% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 17,381 $172K 0.03% +195 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 17,232 $171K 0.07% -92 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,239 $171K 0.02% new 13F-HR Timeline