Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,873 $426K 0.04% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,066 $426K 0.12% -149 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,058 $425K 0.12% -5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,048 $424K 0.07% +2,134 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,033 $423K 0.03% -4,681 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,025 $423K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,023 $422K 0.05% -236 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,020 $422K 0.08% +2,865 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,000 $420K 0.04% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,000 $420K 0.04% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,997 $420K 0.02% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,910 $417K 0.06% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,951 $416K 0.03% -4,207 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 4,950 $416K 0.33% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,945 $416K 0.09% +1,729 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,929 $414K 0.08% -22 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 4,900 $412K 0.5% -552 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,900 $412K 0.01% -1,927 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,895 $412K <0.01% +404 13F-HR Timeline Group Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 4,888 $411K 0.19% +140 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,880 $410K 0.05% -63 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,859 $409K <0.01% -600 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 4,801 $404K 0.02% -713 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,761 $400K 0.29% +1,054 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,750 $399K 0.05% -4,421 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,750 $399K 0.15% +750 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,748 $399K <0.01% -477 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,739 $398K 0.02% +2,690 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,733 $398K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,699 $395K 0.02% -1,018 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 4,655 $391K 0.16% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,646 $391K 0.01% +290 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,603 $387K 0.01% -164 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,585 $386K 0.04% 0 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,570 $384K 0.03% -90 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,535 $381K 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,662 $375K 0.03% -75,727 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,452 $374K 0.19% +71 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,442 $373K 0.01% -791 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,380 $368K 0.01% +21 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,375 $368K 0.05% -12 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,370 $367K 0.01% -388 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,362 $367K 0.11% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,304 $362K 0.08% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,235 $356K 0.14% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,218 $355K <0.01% +1,075 13F-HR/A Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,212 $354K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,201 $353K 0.02% new 13F-HR Timeline Group Main Street Research LLC More: the full row for Main Street Research LLC 4,190 $352K 0.02% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,187 $352K 0.01% -272 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,170 $351K 0.03% -2,355 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,125 $347K 0.03% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,360 $344K 0.03% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,076 $343K 0.03% -3,278 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,058 $341K 0.01% +796 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,057 $341K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,964 $337K 0.01% -230 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,003 $337K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,999 $336K <0.01% -129 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,987 $335K 0.02% -144 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,951 $333K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,957 $333K 0.04% -4,910 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,855 $331K 0.01% -212 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,930 $330K <0.01% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,910 $329K 0.01% -3,746 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,908 $329K <0.01% -1,397 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,904 $328K <0.01% -2,131 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,898 $328K 0.21% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,884 $327K 0.02% +610 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,876 $326K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,865 $325K 0.02% +3,069 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,845 $323K 0.01% -119 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,822 $322K 0.02% -2,407 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,825 $322K 0.01% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,822 $321K 0.01% -151,863 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,817 $321K 0.03% +113 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,808 $320K 0.11% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,805 $320K 0.12% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,804 $320K 0.09% +4 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,767 $317K 0.02% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,756 $316K 0.01% 0 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,748 $315K 0.06% +2,825 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,745 $315K 0.15% -1,375 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,723 $313K <0.01% -152 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,704 $311K 0.02% +40 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,684 $310K 0.01% -4 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,650 $307K 0.02% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,650 $307K 0.1% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,579 $301K 0.01% -262 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,543 $298K 0.03% -130 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,540 $298K 0.13% -780 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,499 $294K 0.03% -160 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,498 $294K 0.01% -214 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,486 $293K <0.01% -1,827 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,482 $293K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,471 $292K 0.01% -93 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,458 $291K 0.25% -1,592 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,450 $290K 0.08% -96 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,428 $288K -835 Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,414 $287K 0.01% -1,245 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,412 $287K 0.09% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,410 $287K 0.01% -54 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,409 $287K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,408 $287K 0.03% +711 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,397 $286K 0.05% +1,067 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,345 $281K 0.03% -168 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 3,345 $281K 0.04% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,346 $281K <0.01% -284 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,339 $281K 0.11% -1,492 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,283 $276K 0.04% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,249 $273K 0.02% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,240 $272K 0.03% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,212 $270K 0.14% +506 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,190 $268K 0.06% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,190 $268K 0.02% -910 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,190 $268K 0.13% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,187 $268K 0.08% -605 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,184 $268K 0.18% -964 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,180 $267K 0.01% +4 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,164 $266K 0.05% -22 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 3,135 $264K 0.15% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,127 $263K 0.02% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,113 $262K 0.08% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,212 $260K 0.12% -981 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,091 $260K <0.01% -224 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,084 $259K 0.01% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,060 $257K 0.03% -1,021 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,058 $257K 0.02% -765 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,041 $256K 0.03% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,003 $252K 0.09% -200 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,992 $252K 0.04% +145 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 2,980 $251K 0.08% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,964 $249K 0.03% -37 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,964 $249K 0.04% -2,670 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,962 $249K 0.03% -92 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,956 $249K 0.06% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,953 $248K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,951 $248K 0.01% -3,903 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,947 $248K 0.01% +2,125 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,947 $248K 0.02% -12 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,934 $247K 0.01% -162 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,925 $246K 0.12% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,905 $244K 0.03% -191 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,901 $244K 0.03% 0 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 2,900 $244K 0.43% new 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,900 $244K 0.03% +214 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,877 $242K 0.04% -755 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,875 $242K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,866 $241K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,861 $241K 0.02% -26 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,852 $240K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,818 $237K 0.02% -397 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,800 $235K 0.03% 0 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 2,789 $234K <0.01% new 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,778 $234K <0.01% +26 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,775 $233K 0.01% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,774 $233K 0.19% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,772 $233K 0.11% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,748 $231K 0.01% -793 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,744 $231K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,744 $231K 0.01% -78 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,740 $230K 0.02% -3,263 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,734 $230K 0.01% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,723 $229K 0.26% -650 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,701 $227K 0.02% -690 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,700 $227K 0.03% -1,600 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,693 $226K 0.04% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,683 $226K 0.02% -42 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,682 $226K 0.01% -4,257 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,673 $225K 0.01% +426 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,670 $224K 0.04% -1,343 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,667 $224K 0.02% -2,617 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,663 $224K 0.01% +5 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,653 $223K 0.11% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,635 $222K <0.01% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,576 $217K 0.04% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,571 $216K 0.01% -396 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,568 $216K 0.01% -15,320 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,561 $215K 0.01% -61 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,551 $214K <0.01% -727 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,542 $214K 0.03% +199 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,502 $210K 0.02% +1 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,500 $210K 0.02% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,500 $210K 0.03% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 2,500 $210K 3.01% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,486 $209K 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,481 $209K 0.01% -823 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,473 $208K 0.05% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,470 $208K 0.05% -335 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,468 $208K 0.03% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,466 $207K 0.06% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,444 $207K <0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,432 $204K 0.01% +31 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,415 $204K 0.02% +273 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,416 $203K 0.02% -59 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,400 $202K 0.04% -253 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,400 $202K 0.06% -1,375 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,400 $202K 0.01% -440 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,397 $202K 0.11% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,390 $201K 0.01% +16 13F-HR Timeline