FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 4,000 $572K 0.05% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,000 $572K 0.13% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,964 $567K 0.02% +143 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 3,955 $566K 0.01% +677 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,939 $564K 0.03% -118 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 3,892 $557K 0.46% -20 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,863 $553K 0.04% +344 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,684 $549K 0.02% +129 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,798 $543K 0.12% +400 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,769 $541K 0.03% +913 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,768 $539K 0.16% -714 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,753 $537K 0.09% +391 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,732 $534K 0.03% +310 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,726 $533K 0.01% +303 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,719 $532K 0.01% -125 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,673 $526K 0.05% +162 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,613 $517K 0.27% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,602 $515K 0.01% +3,051 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,592 $514K 0.07% +136 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,579 $512K 0.2% -354 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,566 $510K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,511 $502K 0.01% +1,674 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 3,500 $501K 0.44% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,481 $498K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,456 $495K 0.01% -1,468 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,453 $494K 0.01% -81 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,457 $494K 0.13% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,456 $494K 0.17% +20 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 3,450 $494K 0.3% +243 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,425 $490K 0.02% +269 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,418 $489K 0.11% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,380 $484K 0.21% +326 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,376 $483K -719 Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,360 $481K 0.03% -982 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,349 $479K 0.12% +1,193 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,347 $479K 0.24% -1,407 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,346 $479K 0.03% +154 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,344 $479K 0.02% -50 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,327 $476K 0.03% -1,231 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,299 $472K 0.06% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,289 $471K 0.01% +504 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,285 $470K 0.02% +1,191 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 3,265 $467K 0.31% +501 13F-HR/A Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,260 $467K 0.36% 0 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 3,245 $464K 0.35% +129 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,197 $458K 0.02% -359 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,175 $454K 0.09% -1,206 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,174 $454K 0.05% +412 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,146 $450K 0.02% +7 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,101 $444K 0.12% -27 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 3,088 $442K 0.09% +25 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,086 $441K <0.01% -957 13F-HR Timeline Group Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 3,050 $436K 0.03% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,012 $431K 0.03% +140 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,011 $431K 0.13% +18 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,988 $428K 0.1% +8 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,988 $428K 0.02% -31,335 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,987 $427K 0.21% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,960 $424K 0.2% -123 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,939 $421K 0.05% -2,117 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 2,919 $416K <0.01% new 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,900 $415K 0.05% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,900 $415K 0.18% +100 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,882 $412K 0.01% +56 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,864 $410K <0.01% -586 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,849 $408K 0.15% -117 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,753 $394K 0.09% -98 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,751 $394K 0.01% -331 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,749 $393K 0.08% +455 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,719 $390K 0.31% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,712 $388K 0.25% +126 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,708 $388K 0.01% +1,236 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,708 $387K 0.01% +910 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 2,680 $384K 0.09% -225 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,647 $379K 0.05% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,628 $376K 0.09% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,584 $370K 0.02% -2,053 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,568 $367K 0.01% +74 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,548 $365K 0.09% +394 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,537 $363K 0.04% -1 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,469 $353K 0.02% +319 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,469 $353K 0.12% -6 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,458 $352K 0.01% +204 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,442 $349K 0.05% +6 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,435 $348K <0.01% +260 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,435 $348K 0.15% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,416 $346K 0.19% +663 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,329 $346K 0.2% -162 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,361 $338K 0.01% -260 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,347 $336K 0.01% -94 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,340 $335K 0.1% +15 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,337 $334K 0.25% +306 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,334 $334K 0.03% +769 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,330 $333K <0.01% -223 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,328 $333K 0.24% -146 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,325 $332K <0.01% +694 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,308 $330K 0.02% +186 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,299 $329K 0.01% -19,868 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,295 $328K 0.02% +79 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,288 $327K 0.01% -945 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,271 $325K 0.14% -151 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,297 $324K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,245 $322K 0.11% -549 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,242 $322K 0.15% +187 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,300 $321K 0.11% -85 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,202 $315K <0.01% -2,340 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,186 $313K 0.08% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,096 $313K 0.26% +167 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,174 $311K 0.02% -299 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,173 $311K 0.04% +88 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,171 $311K 0.01% -882 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,075 $309K 0.03% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,159 $309K <0.01% +174 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,154 $308K 0.05% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,115 $303K 0.02% +87 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,079 $298K 0.01% +594 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,075 $297K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,074 $297K 0.01% -521 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,011 $297K 0.02% +12 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,065 $296K 0.03% +413 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,063 $295K 0.02% +409 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,057 $294K 0.04% -262 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,055 $294K 0.13% -244 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,081 $294K 0.05% -3,497 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,052 $294K 0.16% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,045 $293K 0.05% +20 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,028 $290K 0.1% -444 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,026 $290K 0.01% -1,630 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,009 $287K 0.21% -105 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,009 $287K +226 Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,001 $286K 0.04% -66 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,000 $286K 0.03% -130 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,987 $284K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,986 $284K 0.01% -38 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,981 $283K 0.01% -180 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,983 $283K 0.03% +25 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,976 $283K <0.01% -18,791 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,971 $282K 0.02% -1,096 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,950 $279K 0.02% +7 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,943 $279K 0.05% -22 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,947 $279K 0.15% +10 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,932 $276K <0.01% -654 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,908 $273K 0.01% -90 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,905 $273K 0.04% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,904 $272K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,904 $272K 0.09% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,903 $272K 0.05% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,892 $271K 0.02% -61 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,890 $270K <0.01% +144 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 1,888 $270K 0.09% -485 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,881 $269K 0.16% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,875 $268K <0.01% 0 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,874 $268K 0.01% -22,432 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 $268K 0.04% 0 13F-HR Timeline Group Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,850 $265K 0.16% 0 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 1,849 $265K 0.05% -1,450 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,836 $263K <0.01% +458 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,819 $260K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,815 $260K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,803 $258K 0.03% -465 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,801 $258K 0.02% +567 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,800 $258K 0.09% new 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,796 $257K 0.01% -261 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,789 $256K 0.17% -793 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,786 $256K 0.07% -16 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,788 $256K 0.05% -300 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,787 $256K 0.01% +286 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,783 $255K 0.02% -13 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,778 $254K <0.01% -75 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,766 $253K <0.01% -544 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,758 $252K 0.02% +58 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,758 $252K 0.01% -6 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,756 $251K <0.01% -628 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,747 $250K 0.11% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,747 $250K 0.01% -151 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,782 $250K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,721 $247K <0.01% -72 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,715 $245K <0.01% -10 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,709 $245K 0.01% +112 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,689 $242K 0.03% -15,274 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,687 $241K <0.01% +406 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,686 $241K 0.02% -3,838 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,682 $241K 0.05% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,671 $239K <0.01% -71 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,666 $238K 0.05% +27 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,663 $238K 0.01% +109 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,632 $234K 0.09% -34 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,627 $233K 0.06% -1,419 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,586 $231K 0.02% -95 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,600 $229K 0.02% -95 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,600 $229K 0.01% -2,400 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,585 $227K 0.02% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,574 $225K 0.06% -50 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,569 $225K <0.01% -6,534 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,563 $224K 0.01% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,563 $224K 0.2% -473 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,563 $224K 0.19% -20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,553 $222K 0.03% +10 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,550 $222K 0.08% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,545 $221K 0.05% +29 13F-HR Timeline