INTRUST BANK NA More: the full row for INTRUST BANK NA 3,423 $300K 0.02% -126 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,414 $299K 0.04% 0 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,706 $299K 0.04% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,403 $298K 0.02% +195 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,338 $297K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,381 $296K 0.01% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,373 $295K 0.02% +156 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 3,363 $294K 0.02% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,352 $294K 0.01% -164 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,332 $292K 0.02% -50 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,331 $292K 0.01% new 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 3,554 $292K 0.13% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,328 $291K <0.01% -3 13F-HR Timeline Group MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,327 $291K 0.07% +8 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,320 $291K 0.02% +326 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,319 $291K 0.03% -190 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 3,318 $291K 0.12% +245 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,316 $290K 0.04% +58 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,316 $290K 0.07% -59 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,307 $290K 0.19% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,300 $289K 0.1% -600 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,300 $289K 0.09% +31 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,285 $288K 0.02% +262 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,267 $286K <0.01% +786 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,263 $286K 0.03% +7 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,253 $285K 0.14% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,251 $285K 0.12% +404 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,232 $283K 0.32% -4,410 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,230 $283K 0.1% 0 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,229 $283K <0.01% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,218 $282K 0.06% -89 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,215 $282K 0.03% +146 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $280K 0.09% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,200 $280K 0.07% +500 13F-HR Timeline Thayer Financial, L.L.C. More: the full row for Thayer Financial, L.L.C. 3,195 $280K 0.3% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,193 $280K <0.01% -29,019 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,190 $279K 0.15% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,190 $279K 0.02% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,183 $279K 0.03% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,166 $277K 0.02% -350 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,153 $276K 0.03% -3 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,153 $276K 0.08% -2 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,146 $275K 0.01% +268 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,144 $275K 0.1% -1,000 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,114 $273K 0.01% +151 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 3,110 $272K 0.28% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,109 $272K 0.02% -236 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,101 $272K 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,096 $271K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,075 $269K 0.03% +364 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,071 $269K 0.02% -138 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,069 $269K 0.02% -224 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 3,067 $269K 0.14% 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,067 $269K 0.1% +57 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 3,060 $268K -1,318 Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,038 $266K 0.02% +580 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,034 $265K 0.02% +34 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,016 $264K 0.02% +8 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,015 $264K 0.09% 0 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,012 $264K 0.18% new 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,000 $263K 0.06% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,000 $263K 0.04% 0 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 3,000 $263K 0.04% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,995 $262K 0.06% -408 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,992 $262K 0.15% +3 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,075 $262K 0.02% +376 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,983 $261K 0.01% 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,980 $261K 0.06% -50 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,977 $261K 0.11% -20 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,976 $261K 0.02% +38 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,960 $259K 0.04% +50 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,952 $259K 0.05% -559 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,947 $258K 0.19% -23 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,944 $258K 0.12% -83 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,943 $258K 0.11% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,939 $257K 0.02% -699 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,935 $257K 0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,928 $256K 0.02% +311 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,927 $256K 0.06% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,925 $256K 0.05% +24 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,909 $255K 0.24% 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,900 $254K 0.08% -400 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,882 $252K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,875 $252K 0.04% +65 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,870 $251K 0.03% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,867 $251K 0.02% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,867 $251K 0.02% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,860 $250K 0.05% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,857 $250K 0.02% -185 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,853 $250K 0.13% +2 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,828 $248K 0.04% -58 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,827 $248K 0.55% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,824 $247K 0.85% -144 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 2,823 $247K 0.1% 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,800 $245K <0.01% 0 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,794 $245K 0.79% -1,874 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,790 $244K 0.01% +145 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,780 $243K 0.14% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,762 $243K 0.04% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,216 $243K 0.06% -1,243 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 2,775 $243K 0.09% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,770 $243K 0.11% +223 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,763 $242K 0.07% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,758 $241K 0.04% +914 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,756 $241K 0.01% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,756 $241K <0.01% +45 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,748 $241K 0.01% +228 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,746 $240K 0.01% +1,047 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,740 $240K 0.07% -8,121 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,731 $239K 0.01% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,700 $236K 0.15% 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,696 $236K 0.04% +155 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,689 $235K 0.25% -6,098 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,680 $235K 0.01% -390 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,664 $233K 0.03% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,644 $232K 0.03% -27 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,637 $231K 0.08% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,632 $230K <0.01% -4,339 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,631 $230K 0.03% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,609 $228K 0.05% -181 13F-HR Timeline Group Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 2,600 $228K 0.1% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,583 $226K 0.08% -445 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,582 $226K 0.04% new 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,570 $225K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,580 $225K 0.03% -146 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,552 $223K 0.01% +5 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,550 $223K 0.05% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,550 $223K 0.01% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,546 $223K 0.02% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,541 $222K 0.12% -232 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,525 $221K 0.08% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,518 $220K 0.01% +18 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,516 $220K 0.08% 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,515 $220K <0.01% -157 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,508 $220K 0.11% -312 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,505 $219K <0.01% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,505 $219K 0.01% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,500 $219K 0.05% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,500 $219K 0.5% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,500 $219K 0.17% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,499 $219K 0.03% -2,815 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,494 $218K 0.02% -3,591 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 2,487 $218K 0.09% -3,422 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,482 $217K <0.01% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,482 $217K 0.1% -3,190 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,481 $217K 0.04% +1,730 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,477 $217K 0.02% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,475 $217K 0.05% +5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,474 $217K 0.12% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,470 $216K 0.01% +25 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,441 $214K 0.12% 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,439 $214K 0.2% -726 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,438 $213K 0.04% -398 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,436 $213K <0.01% -622 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,434 $213K 0.17% 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,428 $213K 0.03% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,428 $213K 0.15% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,425 $212K 0.21% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,423 $212K 0.02% -284 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,421 $212K 0.02% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,417 $212K 0.06% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,414 $211K 0.01% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,406 $211K 0.19% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,400 $210K 0.03% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,399 $210K 0.02% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,393 $210K 0.02% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,391 $209K 0.14% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,379 $208K 0.04% -180 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,378 $208K 0.07% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,370 $208K 0.11% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,342 $205K 0.02% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,333 $204K 0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,325 $204K 0.14% new 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,325 $204K 0.09% -124 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,323 $203K 0.01% -999 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,319 $203K 0.01% new 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 2,314 $203K 0.17% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,303 $202K 0.08% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,302 $202K 0.02% -296 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,286 $200K 0.06% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,285 $200K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $200K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,220 $194K 0.01% 0 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,219 $194K 0.12% +125 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,128 $186K 0.09% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,100 $184K 0.2% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,096 $184K 0.02% -275 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,086 $183K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,075 $182K 0.06% +21 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,984 $174K 0.11% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,526 $168K 0.06% +1,521 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,873 $164K 0.08% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,859 $163K 0.01% -8 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,852 $162K 0.06% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,831 $160K 0.07% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,799 $158K 0.05% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,766 $155K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,750 $153K 0.01% -2,765 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,744 $153K <0.01% +415 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,652 $145K 0.01% 0 13F-HR Timeline