Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,420 $707K 0.3% -125 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,421 $707K 0.14% +74 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,406 $704K 0.34% -80 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,401 $704K 0.49% +496 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,398 $703K 0.12% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,383 $691K 0.03% +343 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,312 $689K 0.4% +2,289 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,280 $684K <0.01% +382 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 4,267 $682K 0.32% -93 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 4,249 $679K 0.34% +44 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,234 $677K 0.09% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,218 $674K 0.35% +167 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,217 $674K 0.1% +1,116 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,217 $674K 0.01% +266 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,210 $673K 0.06% -1,677 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 4,160 $665K 0.36% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 4,120 $659K 0.02% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 4,117 $658K 0.38% -3,001 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,114 $658K 0.02% -694 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 4,169 $657K 0.02% new 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,106 $656K 0.01% +713 13F-HR Timeline Group CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 4,080 $652K 0.01% +2 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,080 $652K 0.03% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,072 $651K 0.03% +356 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,051 $648K 0.03% +128 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,030 $644K 0.02% +494 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,027 $644K 0.05% -802 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,000 $640K 0.03% -856 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 4,000 $640K 0.05% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,933 $629K <0.01% -859 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,906 $624K 0.28% +152 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 3,900 $624K 0.07% -57 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,872 $623K 0.01% -2,001 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,857 $617K 0.02% -49 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,846 $615K 0.16% +1,129 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,705 $610K 0.02% +103 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,204 $609K 0.03% new 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 3,810 $609K 0.11% -363 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,788 $606K 0.05% +72 13F-HR/A Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,770 $603K 0.34% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,765 $602K 0.01% -657 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,756 $601K 0.03% -65 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,732 $597K 0.19% +59 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,717 $594K 0.01% +107 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,712 $593K 0.08% -90 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,656 $585K 0.17% -5,952 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,655 $584K 0.1% +1,789 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,300 $583K 0.01% -975 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,638 $582K 0.01% -21,050 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,624 $579K 0.15% +144 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,612 $577K 0.04% +811 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,608 $577K 0.04% -2,038 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 3,600 $576K 0.32% +700 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,599 $575K 0.22% -1,086 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,587 $573K 0.07% +260 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,566 $570K 0.02% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,559 $569K 0.27% +74 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,558 $569K 0.04% +1,345 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,533 $565K 0.04% +63 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,529 $564K 0.02% +6 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,500 $560K 0.55% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,484 $557K 0.22% +381 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,459 $553K 0.04% -124 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,457 $552K 0.15% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,450 $552K 0.1% +125 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,438 $550K <0.01% -1,073 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,410 $545K 0.31% +1,096 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,375 $540K 0.14% -142 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,928 $537K 0.03% -123 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,308 $529K 0.06% +549 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,300 $528K <0.01% +70 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,874 $528K <0.01% +2,722 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,297 $527K 0.15% -249 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,284 $525K 0.03% -521 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,280 $524K 0.08% +681 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,278 $524K 0.01% -242 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 3,271 $523K 0.06% +766 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,260 $521K 0.57% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,254 $520K 0.34% 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 3,250 $520K 7.63% -3,250 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3,200 $512K 0.16% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 3,195 $511K 0.41% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,155 $504K 0.07% -4 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,154 $504K 0.17% +294 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,145 $503K 0.25% -392 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,140 $502K 0.04% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,139 $502K 0.02% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,138 $502K 0.01% -370 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,137 $501K 0.01% +822 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,124 $499K 0.41% -1,651 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,116 $498K 0.21% -8 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,113 $498K 0.04% -1,229 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,096 $495K 0.02% +27 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,071 $491K 0.03% +10 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,068 $491K 0.28% new 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 3,058 $489K 0.13% -60 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,050 $488K 0.03% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,020 $483K 0.13% +155 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,017 $482K 0.03% -3,200 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,013 $482K 0.07% +13 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,008 $481K 0.21% -133 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,995 $479K 0.14% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,993 $479K 0.04% -281 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,986 $477K 0.01% +58 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,958 $473K 0.32% +297 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,959 $466K 0.04% +207 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,900 $464K 0.06% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,851 $456K 0.36% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,832 $453K 0.03% +1,113 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,816 $450K 0.05% -521 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,806 $449K 0.4% +1,208 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,800 $448K 0.02% +187 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,800 $448K 0.22% +100 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,796 $447K 0.09% +318 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,785 $445K 0.3% +121 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,450 $445K 0.02% +172 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,779 $444K 0.05% +78 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,762 $442K 0.11% -244 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,757 $441K 0.13% -234 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,739 $438K 0.29% +426 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,732 $437K 0.01% +237 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,720 $435K 0.01% +1,008 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,719 $435K 0.33% -63 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,702 $432K 0.02% -192 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,658 $425K 0.01% +104 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,656 $425K 0.01% -512 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,652 $424K 0.28% +425 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,634 $421K 0.09% -519 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,630 $420K 0.28% +942 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,610 $417K 0.04% +1 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,583 $413K 0.09% -11 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,554 $408K <0.01% -21,720 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,550 $408K 0.01% -267 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,540 $406K 0.17% -380 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,534 $405K 0.2% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,530 $404K <0.01% -156 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,950 $403K 0.04% +40 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,519 $403K 0.37% +251 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,508 $401K 0.23% +436 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,498 $399K 0.05% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,485 $397K 0.18% +854 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,463 $394K 0.38% -117 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,461 $394K 0.02% -697 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,453 $392K 0.01% +381 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,410 $385K 0.08% -947 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,403 $384K 0.88% new 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,396 $383K 0.04% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,394 $383K 0.06% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,387 $382K 0.04% -115 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,381 $381K 0.36% -750 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,369 $379K 0.01% +1,093 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,366 $378K 0.06% -55 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,353 $376K <0.01% +300 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 2,353 $376K 0.02% +389 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,328 $372K 0.02% +303 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,311 $369K 0.01% -391 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,310 $369K 0.13% +14 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,300 $368K 0.07% +500 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,297 $367K 0.08% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,254 $360K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,250 $360K 0.1% +650 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,245 $359K 0.22% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,238 $358K 0.05% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 18,923 $357K 0.03% +1,425 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,202 $352K 0.18% -1,361 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,185 $349K 0.05% -190 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,181 $349K 0.36% -1,484 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,180 $349K 0.03% -75 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,172 $347K 0.03% -2,197 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,151 $344K 0.1% -8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,132 $341K 0.01% +156 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,582 $341K 0.22% +66 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,131 $341K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,128 $340K <0.01% +1,145 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,127 $340K 0.05% +203 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,127 $340K 0.38% -105 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,098 $335K 0.02% -71 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,587 $335K 0.3% +19 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,072 $331K 0.01% -893 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,071 $331K 0.03% -431 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,055 $329K 0.18% -99 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,046 $327K 0.2% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,043 $327K 0.06% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,028 $324K 0.04% new 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,013 $322K <0.01% +116 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,001 $320K 0.05% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,998 $320K 0.13% +927 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,988 $318K 0.25% +53 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,300 $317K 0.13% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,979 $316K 0.19% +3 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,975 $316K 0.05% 0 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,958 $315K 0.23% +470 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,967 $314K 0.02% -6,471 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,958 $313K 0.01% +53 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,927 $308K 0.01% +31 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,923 $307K 0.03% +287 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,920 $307K 0.07% +20 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,906 $305K 0.06% -32 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,905 $305K 0.06% -2,981 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,904 $304K 0.06% -9,281 13F-HR Timeline