Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,049 $1.44M 0.1% +5 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,823 $1.44M 0.71% -781 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,043 $1.44M 0.14% +3,204 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,021 $1.43M 0.05% +3,554 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 4,029 $1.43M 0.08% +2,598 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,999 $1.42M 0.55% -220 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,995 $1.42M 0.12% -27 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 3,960 $1.42M 1.05% -400 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,964 $1.41M 0.04% -1,269 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 3,947 $1.41M 0.91% -1 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,618 $1.41M 0.1% +34 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,749 $1.4M 0.13% +199 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,082 $1.4M 0.02% +2,631 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,914 $1.39M 0.29% +2 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,905 $1.39M 0.02% +138 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,900 $1.39M 0.51% -279 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 3,890 $1.39M 0.31% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,875 $1.38M +2,176 Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,871 $1.38M 0.12% -456 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,866 $1.38M 0.09% +19 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,857 $1.37M 0.38% -253 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,846 $1.37M 0.93% -273 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,660 $1.37M 0.16% -459 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,804 $1.35M 0.01% -441 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,801 $1.35M 0.02% +76 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,770 $1.35M 0.1% -5 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,762 $1.34M 0.45% -7 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,760 $1.34M 0.21% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,731 $1.33M 0.23% +2,383 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,664 $1.31M 0.07% +446 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,662 $1.3M 0.28% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 3,660 $1.3M 0.69% -853 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 3,625 $1.29M 0.12% 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,613 $1.29M 0.02% +196 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 3,595 $1.28M 0.63% -243 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,586 $1.28M 0.01% +799 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,558 $1.27M 0.05% +256 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,554 $1.27M 0.02% +299 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,542 $1.26M 0.21% -301 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,534 $1.26M 0.31% -270 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,524 $1.26M 0.26% 0 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,508 $1.25M 0.98% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,502 $1.25M 0.14% -498 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,489 $1.24M 0.07% -118 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,480 $1.24M 0.04% +260 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,479 $1.24M 0.54% +6 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,477 $1.24M 0.11% +25 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,476 $1.24M 0.14% +122 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,456 $1.23M 0.09% -157 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,453 $1.23M 0.6% -25 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,444 $1.23M 0.04% +17 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,440 $1.23M 0.51% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,239 $1.22M 0.07% +96 13F-HR/A Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 3,390 $1.21M 0.14% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,382 $1.2M 0.51% +114 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,372 $1.2M 0.14% -159 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,364 $1.2M 0.4% -173 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,361 $1.2M 0.27% -422 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 3,355 $1.19M 1.03% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,333 $1.19M 0.1% +6 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,343 $1.19M 0.2% -255 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,311 $1.18M -8 Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,309 $1.18M 0.06% +225 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,300 $1.18M 0.72% +1 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,291 $1.17M 0.17% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,285 $1.17M 0.03% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,989 $1.16M +554 Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,217 $1.15M 0.06% -295 13F-HR/A Timeline LBP AM SA More: the full row for LBP AM SA 3,215 $1.15M 0.02% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,213 $1.14M 0.91% +79 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,210 $1.14M 0.47% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,041 $1.14M 0.04% -143 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 3,180 $1.13M 0.11% -360 13F-HR Timeline Group McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 3,177 $1.13M 0.97% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,174 $1.13M 0.08% +1 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,164 $1.13M 0.1% +428 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,147 $1.13M 0.02% +840 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,158 $1.12M 0.08% +14 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,136 $1.12M 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,141 $1.12M 0.01% +306 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,135 $1.12M 0.13% -6,426 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,130 $1.11M 0.04% +350 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,572 $1.11M 0.67% -429 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,125 $1.11M 0.08% -75 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,119 $1.11M 0.06% -55 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,118 $1.11M 0.02% -123 13F-HR/A Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,117 $1.11M 0.49% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,116 $1.11M 0.16% -466 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 3,112 $1.11M 0.91% +1,128 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,110 $1.11M 0.41% +50 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,105 $1.11M 0.01% -610 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,101 $1.1M 0.61% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,077 $1.1M 0.37% -164 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,064 $1.09M 0.27% +1,476 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,039 $1.08M 0.72% +21 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 3,038 $1.08M 0.27% -94 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,035 $1.08M 0.21% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,028 $1.08M 0.51% -340 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,020 $1.08M 0.18% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,019 $1.08M 0.18% +1,105 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,016 $1.07M 0.01% +184 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,008 $1.07M 0.29% +100 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,996 $1.07M 0.03% +946 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,001 $1.07M 0.04% -9,095 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $1.07M 0.59% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,964 $1.06M 0.07% +168 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,958 $1.05M 0.02% +1,682 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 2,957 $1.05M -205 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,943 $1.05M 0.06% +265 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,943 $1.05M 0.85% -484 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,929 $1.04M 0.01% -866 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $1.04M 0.45% 0 13F-HR Timeline Amount filed as zero, left out of ratios. PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,906 $1.04M 0.66% -25 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,892 $1.03M 0.21% -63 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,884 $1.03M 0.11% -395 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,883 $1.03M 0.23% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,875 $1.02M 0.13% -1,675 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,855 $1.02M 0.97% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,850 $1.02M 0.06% +123 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,837 $1.01M 0.06% +1,150 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,812 $1M 0.07% -64 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,810 $1M 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,801 $998K 0.06% -58 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,800 $997K 0.43% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,795 $996K 0.43% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,757 $989K 0.05% +158 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,767 $986K 0.1% -300 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,767 $986K 0.03% -300 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,759 $983K 0.41% -24 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,745 $978K 0.63% -59 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,742 $977K 0.11% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,736 $975K 0.25% -1,986 13F-HR/A Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,729 $972K 0.1% +88 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,718 $968K 0.34% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,717 $968K 0.02% +10 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,716 $967K 0.02% -75 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,704 $963K 0.22% -102 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,703 $963K 0.67% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,698 $961K 0.26% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,694 $960K 0.26% -12 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,688 $957K 0.32% +527 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,681 $955K 0.74% +90 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,511 $951K 0.02% +63 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,660 $947K 0.07% -490 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 2,660 $947K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,656 $946K 0.05% +477 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,641 $941K 0.05% -141 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,620 $933K 0.12% -55 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,619 $933K 0.35% -286 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,619 $933K 0.03% +1 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,605 $932K 0.42% +7 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 2,606 $928K 0.78% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,603 $927K 0.13% +277 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,599 $926K 0.02% +99 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,592 $923K 0.01% -76 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,578 $918K 0.02% +707 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,561 $912K 0.1% +268 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,493 $910K 0.05% +921 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,548 $908K 0.02% -571 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,537 $904K 0.01% -665 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,530 $901K 0.47% -302 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,522 $898K 0.09% -124 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,511 $895K 0.05% -53 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,507 $893K 0.31% +586 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,479 $883K 0.11% +253 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,454 $882K 0.02% +1,041 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,468 $879K 0.1% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,467 $879K 0.01% +365 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,454 $878K <0.01% -460 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,460 $876K 0.08% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,440 $869K 0.04% +450 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 2,424 $863K 0.26% -2,641 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,423 $863K 0.13% new 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,422 $863K 0.63% -6 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,310 $855K 0.36% +77 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,399 $854K 0.15% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,389 $854K 0.45% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,398 $854K 0.16% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,394 $853K 0.26% -104 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,355 $839K 0.1% -391 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,350 $837K 0.25% -1,855 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,340 $837K 0.04% +353 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,322 $827K 0.1% +761 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,321 $827K 0.32% -144 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,317 $825K 0.17% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,305 $821K 0.02% +10 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,303 $820K 0.03% +18 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,300 $819K 0.35% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,299 $819K 0.07% -29 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,286 $814K 0.03% +858 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,284 $814K 0.18% -65 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 2,274 $810K 0.14% +1,580 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,270 $809K 0.11% +269 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,136 $804K 0.02% +974 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,256 $804K +852 Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,255 $803K 0.49% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,251 $802K 0.83% -392 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,250 $801K 0.15% +30 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,234 $799K 0.08% -28 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,241 $798K 0.2% -229 13F-HR Timeline