Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,180 $574K 0.03% 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 4,160 $572K 0.3% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,149 $570K 0.06% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,144 $569K 0.05% +836 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,128 $567K 0.23% +222 13F-HR/A Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 4,120 $566K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,116 $566K 0.02% +116 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,112 $565K 0.02% +40 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,095 $563K -1,631 Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 4,083 $561K 0.06% +183 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,057 $557K 0.03% +129 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,043 $556K <0.01% -2,762 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 4,033 $554K 0.1% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,033 $554K <0.01% +595 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,005 $550K 0.01% +2,202 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 4,000 $550K 0.04% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,000 $550K 0.14% +1,750 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 4,000 $550K 0.05% new 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 4,000 $550K 0.05% -80 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,977 $546K 0.04% -2,587 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,953 $543K <0.01% -581 13F-HR Timeline Group Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,933 $540K 0.23% -316 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,912 $538K 0.5% -613 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,884 $534K 0.02% -5,221 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,846 $528K <0.01% -434 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,844 $528K 0.01% +127 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,821 $525K 0.02% -209 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,809 $523K <0.01% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,808 $523K 0.02% -683 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,796 $522K 0.01% +2,500 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,714 $510K 0.19% +115 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,555 $505K 0.02% +105 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,661 $503K 0.06% -51 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,656 $502K 0.01% +998 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,618 $497K -6,237 Timeline Ethic Inc. More: the full row for Ethic Inc. 3,534 $494K 0.01% -338 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,587 $493K 0.02% +885 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,583 $492K 0.03% new 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 3,566 $490K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,556 $489K 0.02% -495 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,551 $488K 0.01% +2,290 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,527 $485K 0.02% -6 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,527 $485K 0.3% +875 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,519 $484K 0.04% +909 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,511 $482K 0.05% -723 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,500 $481K 0.4% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,481 $478K 0.01% -48 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,456 $475K 0.05% +301 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,450 $474K <0.01% -9,011 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,457 $474K 0.13% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,436 $472K 0.18% -123 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,435 $472K 0.12% +60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,423 $470K 0.01% +873 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,422 $470K 0.03% -190 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,398 $467K 0.11% -448 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,394 $466K 0.02% -362 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,392 $466K 0.06% +1,635 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 3,370 $463K 0.19% -1,050 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,362 $462K 0.09% -88 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,349 $460K 0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,325 $457K 0.01% +1,752 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 3,299 $453K 0.07% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,286 $451K <0.01% +1,709 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,278 $450K 0.01% 0 13F-HR Timeline Group Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,260 $448K 0.46% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,233 $444K 0.02% +864 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,207 $441K 0.27% -47 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,192 $439K 0.03% -2,073 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,198 $438K 0.3% +240 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,181 $437K 0.18% +65 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,156 $434K 0.02% +60 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,139 $431K 0.03% -320 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,982 $430K 0.04% +32 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,128 $430K 0.13% -26 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,116 $428K 0.36% +597 13F-HR/A Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,095 $425K 0.02% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 3,083 $424K 0.21% -6,041 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,082 $423K 0.01% -56 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,075 $423K 0.06% -205 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,069 $422K 0.05% +56 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,067 $421K 0.02% -2,161 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 3,063 $421K 0.1% +5 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,054 $420K 0.2% -91 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,053 $419K 0.01% -2,330 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,050 $419K 0.03% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,046 $419K 0.1% -11,174 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,006 $413K 0.14% +1,339 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,993 $411K 0.15% -15 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,980 $409K 0.11% -15 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,978 $409K 0.31% +172 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,966 $407K 0.17% +481 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,937 $404K 0.01% -14,542 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,856 $399K 0.04% -103 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,905 $399K 0.1% -115 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,900 $398K 0.06% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,771 $398K 0.22% +339 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,872 $395K 0.03% -145 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,866 $394K 0.26% +127 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,855 $392K 0.01% -40,305 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,851 $392K 0.09% +89 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,826 $388K 0.01% -160 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 2,800 $385K 0.07% +1,100 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,800 $385K 0.17% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,794 $384K 0.14% +601 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,785 $383K <0.01% -4,404 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,764 $380K 0.29% -87 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,762 $379K 0.05% -825 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,491 $373K 0.3% -228 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,690 $370K <0.01% +160 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,648 $364K 0.25% +660 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,628 $361K 0.09% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,621 $360K 0.01% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,619 $360K 0.01% -101 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,606 $358K 0.05% new 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,600 $357K 0.1% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,595 $357K 0.01% -61 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 2,586 $355K 0.24% -44 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,586 $355K <0.01% -1,052 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,582 $355K 0.21% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,385 $352K 0.13% +85 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,553 $351K <0.01% +100 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,538 $349K 0.04% +151 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,486 $347K 0.01% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,435 $346K 0.16% -73 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,494 $343K 0.01% +183 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,475 $340K 0.12% +477 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,475 $340K 0.02% +122 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,474 $340K 0.28% -113 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,473 $340K 0.02% -598 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,472 $340K 0.13% -4,100,313 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 2,448 $336K 0.23% -337 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,441 $335K 0.01% -1,324 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,436 $335K 0.05% +70 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,422 $333K 0.15% +1,162 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,409 $331K 0.01% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,384 $328K 0.01% +605 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,382 $327K <0.01% +29 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,373 $326K 0.12% -5,750 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,346 $322K 0.15% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,334 $321K 0.06% -249 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,325 $319K 0.1% +15 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,319 $319K 0.04% -75 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,310 $317K 0.01% -3,298 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,308 $317K 0.04% new 13F-HR Timeline Group MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,299 $316K 0.14% +429 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,297 $316K 0.06% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,294 $315K 0.07% +630 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,291 $315K 0.04% -207 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,937 $312K 0.19% -42 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,268 $312K 0.04% +819 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,254 $310K 0.01% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 2,249 $309K 0.1% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,024 $308K 0.01% -7,300 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,216 $304K 0.02% +118 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 2,211 $304K 0.02% -1,397 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,175 $299K <0.01% +162 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,161 $297K 0.01% -639 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,156 $296K 0.08% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,154 $296K 0.08% +3 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,150 $295K 0.03% -1,121 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,138 $294K 0.01% -7,051 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,130 $293K 0.03% -50 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,122 $292K 0.02% +270 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,114 $290K 0.23% +300 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,109 $290K 0.11% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,094 $288K 0.02% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,052 $288K 0.17% -193 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,088 $287K 0.05% +801 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,088 $287K 0.04% -97 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,085 $286K 0.05% +298 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,075 $285K 0.02% -56 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,067 $284K 0.04% -60 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,057 $283K 0.01% +840 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,055 $282K 0.15% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,051 $282K 0.01% -2,445 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,036 $280K 0.27% -145 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,031 $279K 0.22% +469 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,028 $279K 0.02% +457 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,025 $278K 0.05% -18 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,929 $277K 0.25% +69 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,999 $275K 0.02% +109 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,998 $275K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,985 $273K <0.01% -1,889 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,965 $270K 0.05% +61 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,953 $268K 0.02% 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,945 $267K 0.07% -3,537 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,943 $267K 0.02% +589 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 1,919 $264K <0.01% -27 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,905 $262K 0.04% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,958 $262K 0.03% new 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,904 $262K 0.09% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,903 $261K 0.05% +151 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,898 $261K 0.01% -60 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,881 $258K 0.16% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,875 $258K <0.01% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,874 $257K 0.04% -32 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,853 $255K <0.01% +246 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,850 $254K 0.17% +250 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,837 $252K <0.01% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 1,800 $252K 0.09% new 13F-HR Timeline