Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,023 $464K 0.01% +179 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,709 $463K 0.05% +215 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,010 $463K 0.06% -1,270 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,006 $462K 0.41% -148 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,991 $461K 0.02% +45 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,987 $460K 0.13% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,968 $459K 0.15% -2,184 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 5,054 $455K 0.07% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,696 $450K 0.13% -490 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,870 $450K 0.02% +395 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,868 $450K 0.03% -6,748 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,868 $450K 0.17% -4,626 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,862 $449K 0.03% +1,332 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,844 $447K 0.15% +987 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,844 $447K 0.45% +241 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,807 $444K 0.1% -118 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 4,802 $444K 0.03% -361 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,770 $441K 0.02% -175 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 4,750 $439K 0.31% -900 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 4,706 $435K 0.17% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,704 $435K 0.04% +115 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,866 $433K 0.2% 13F-HR Timeline TT International Asset Management LTD More: the full row for TT International Asset Management LTD 4,675 $432K 0.06% -10,325 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,670 $431K 0.04% +170 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,666 $431K 0.15% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,665 $431K 0.1% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,660 $430K 0.36% 13F-HR/A Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,654 $430K 0.22% +500 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,619 $429K 0.07% +196 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,643 $429K 0.11% +28 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,628 $427K 0.3% -300 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,626 $427K 0.1% new 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 4,625 $427K 0.4% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,621 $427K 0.05% -13 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,618 $427K 0.23% +12 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,585 $424K 0.04% +403 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,577 $423K 0.47% -2,020 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,523 $418K 0.16% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,521 $418K 0.04% -340 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,463 $412K 0.03% +303 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 4,451 $411K 0.1% +8 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,441 $410K 0.12% -4,956 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,440 $410K 0.04% -44 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,434 $410K 0.13% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,426 $409K 0.12% -939 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,423 $409K 0.16% +43 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,420 $408K 0.27% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,413 $408K 0.25% +2 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,408 $407K 0.02% -2,134 13F-HR/A Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,390 $406K 0.09% +291 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,384 $405K 0.03% +160 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 4,340 $404K 0.02% +1,530 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,361 $403K 0.03% -404 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,322 $399K 0.04% -53 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,297 $397K 0.1% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,294 $397K 0.3% +6 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,265 $394K 0.07% +112 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,253 $393K 0.09% +20 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,248 $392K 0.22% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,234 $391K 0.06% +256 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,226 $390K 0.08% new 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,213 $389K 0.03% +169 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,203 $388K 0.02% -83 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,198 $388K 0.05% -12,372 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,192 $387K 0.24% +592 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,185 $387K <0.01% new 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,174 $384K 0.21% +674 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,140 $382K 0.01% -854 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,139 $381K 0.02% +3 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,109 $380K 0.12% -67 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,089 $378K 0.12% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,082 $377K 0.06% +1,158 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,077 $377K 0.01% -814 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,171 $375K 0.37% -511 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,047 $374K 0.09% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,016 $371K 0.01% +58 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,010 $370K 0.44% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,009 $370K 0.02% -52 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,008 $370K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,006 $370K 0.03% -300 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 3,976 $367K 0.15% +1,033 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,004 $366K 0.02% +367 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,962 $366K 0.29% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3,958 $366K 0.15% +393 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,954 $365K 0.13% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,951 $365K 0.1% +162 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,945 $364K <0.01% -13,079 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,924 $362K 0.02% new 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 3,919 $362K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,915 $362K 0.2% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,910 $361K 0.07% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,895 $360K 0.21% -60 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,894 $360K 0.1% -125 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,889 $359K 0.14% -569 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,883 $359K 0.14% +3 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,864 $357K 0.03% +870 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,863 $357K 0.05% +21 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,857 $356K 0.03% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,842 $355K 0.09% +1,293 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,817 $353K 0.14% -1,365 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,810 $352K 0.02% -4,662 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,804 $351K 0.01% +16 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 3,801 $351K 0.21% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,800 $351K 0.06% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,799 $351K 0.12% -60 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,782 $349K 0.17% +2 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 3,780 $349K 0.08% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,771 $348K 0.07% -1,564 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,759 $347K 0.16% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,750 $346K 0.03% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,725 $344K 0.1% -106 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,716 $343K 0.17% -450 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,712 $343K 0.01% +83 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,704 $342K <0.01% +187 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,688 $341K 0.04% -70 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,675 $339K 0.03% new 13F-HR/A Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,675 $339K 0.16% -775 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,659 $338K 0.01% +322 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 3,651 $337K 0.23% 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,670 $337K 0.05% -30 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,650 $337K 0.09% +71 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,633 $336K 0.37% 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,668 $335K 0.14% -495 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,622 $335K 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,615 $334K 0.02% -289 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,580 $331K 0.13% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,572 $330K 0.29% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,553 $328K 0.03% +182 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,546 $328K 0.15% -621 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,541 $327K 0.11% +73 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,531 $326K 0.08% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,526 $326K <0.01% -2,994 13F-HR/A Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,520 $325K 0.07% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,514 $325K 0.03% -101 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,491 $322K <0.01% -64 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,481 $322K 0.16% -67 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 3,485 $322K 0.11% +30 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,484 $322K 0.09% -220 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,580 $322K 0.03% +100 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,470 $321K 0.04% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,463 $320K 0.13% -7,665 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,463 $320K 0.2% -2,728 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,452 $319K 0.06% +56 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,435 $317K 0.29% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,427 $317K 0.05% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,421 $316K 0.16% -259 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,398 $314K 0.07% +111 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,395 $314K <0.01% +125 13F-HR Timeline City State Bank More: the full row for City State Bank 3,387 $313K 0.11% -288 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 3,373 $312K 0.01% -60,064 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,456 $311K 0.06% +230 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 3,357 $310K 0.11% 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,356 $310K 0.09% -1 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,353 $310K 0.03% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,343 $309K 0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,318 $306K 0.15% +69 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,315 $306K 0.08% -1,056 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,313 $306K 0.09% +243 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,309 $306K 0.08% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,295 $304K 0.29% +27 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,293 $304K 0.15% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,291 $304K 0.05% +37 13F-HR/A Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,289 $304K 0.07% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 3,285 $303K 0.05% +11 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,272 $302K 0.08% -302 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,264 $301K 0.04% +4 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,257 $301K 0.08% new 13F-HR/A Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,248 $300K <0.01% -18,481 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,258 $300K 0.01% +3,156 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,130 $298K 0.09% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,230 $298K 0.21% -290 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,227 $298K 0.02% +601 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,225 $298K 0.03% +433 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,224 $298K 0.02% 0 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 3,223 $298K <0.01% +599 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,222 $298K 0.11% +49 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,214 $297K 0.19% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,212 $297K 0.3% 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,212 $297K 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,200 $296K 0.03% +500 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,200 $296K 0.15% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,198 $295K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,185 $294K 0.17% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 3,179 $294K 0.08% -34 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,170 $293K 0.34% 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,160 $292K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,161 $292K 0.05% +50 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,157 $292K 0.12% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,139 $290K 0.07% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,138 $290K 0.02% +11 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,131 $289K 0.07% +25 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,130 $289K 0.03% +16 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,128 $289K 0.07% +110 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,120 $288K 0.03% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,114 $288K 0.03% +555 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,114 $288K 0.14% -193 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,110 $287K 0.14% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,106 $287K 0.11% -216 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,103 $287K 0.03% +55 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,102 $287K 0.03% +34 13F-HR Timeline