Archer Investment Corp More: the full row for Archer Investment Corp 2,511 $341K 0.07% -585 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,507 $341K 0.01% -239 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,501 $340K 0.17% -7 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,500 $340K 0.01% -18 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 2,500 $340K 0.08% 0 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 2,500 $340K 0.27% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,499 $340K 0.01% -2,433 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,482 $337K 0.02% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,477 $337K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,474 $336K 0.19% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,472 $336K 0.03% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,941 $335K 0.02% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,460 $334K 0.05% -4,428 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,458 $334K 0.05% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,458 $334K 0.05% +1,157 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,457 $334K 0.12% -1,995 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,456 $334K 0.07% +2,397 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,445 $334K 0.02% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,445 $332K 0.02% -235 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,430 $330K 0.06% -5,898 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,428 $330K 0.05% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,423 $329K <0.01% -209 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,419 $329K 0.02% +5 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,414 $328K 0.02% -156 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,414 $328K 1.2% -380 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,413 $328K 0.05% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,406 $327K 0.32% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,403 $327K 0.01% +80 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,401 $326K 0.04% +2 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,400 $326K 0.06% +21 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,400 $326K 0.04% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,391 $325K 0.22% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,393 $325K 0.04% -187 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,389 $325K 0.19% +19 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,280 $325K 0.06% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,387 $325K 0.01% -7,329 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,385 $324K 0.06% -53 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,360 $321K 0.54% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,358 $321K 0.02% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,355 $320K 0.02% -68 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 2,351 $320K 0.13% +48 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,350 $320K 0.05% new 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,350 $320K 0.11% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,339 $318K 0.03% +37 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,333 $317K 0.02% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,327 $316K 0.13% +2 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,325 $316K 0.01% -4,335 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,325 $316K 0.22% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,325 $316K 0.04% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,308 $314K 0.04% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 2,307 $314K 0.04% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,287 $311K 0.04% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,280 $310K 0.07% -3,885 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $310K 0.02% 0 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,274 $309K 0.12% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,270 $309K 0.03% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,265 $308K 0.08% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,262 $308K 0.3% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,255 $307K 0.06% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,250 $306K 0.14% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,145 $305K 0.2% -74 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,233 $304K 0.02% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,233 $304K 0.03% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,221 $302K 0.13% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,146 $302K 0.03% -175 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 $302K 0.01% 0 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,219 $302K <0.01% -286 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,216 $301K 0.03% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,215 $301K 0.04% -886 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,207 $300K 0.04% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,200 $299K 0.02% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,200 $299K 0.13% +2,155 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,200 $299K 0.18% new 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,198 $299K 0.14% -284 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,961 $298K 0.16% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,188 $298K 0.08% -28 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,186 $297K 0.02% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,184 $297K 0.09% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,179 $296K 0.06% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,168 $295K 0.03% +402 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,159 $294K 0.11% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,763 $293K 0.03% new 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,150 $292K 0.08% -1,922 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,150 $292K 0.03% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,141 $291K 0.07% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,139 $291K 0.24% -295 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,137 $291K 0.09% -241 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,031 $289K 0.1% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,761 $289K 0.04% -1,164 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,126 $289K 0.17% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,123 $289K 0.09% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,120 $288K 0.03% new 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 2,119 $288K 0.12% new 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,115 $288K 0.28% -310 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,111 $287K 0.03% new 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,109 $287K 0.27% -330 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,106 $286K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,004 $285K 0.02% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,092 $284K 0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,088 $284K 0.01% -2,184 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,087 $284K 0.1% +12 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,082 $283K 0.03% +467 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,077 $282K 0.04% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,077 $282K 0.06% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,075 $282K 0.09% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,070 $281K <0.01% new 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,068 $281K 0.16% -924 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,066 $281K 0.3% -623 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,062 $280K 0.08% -1,091 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,060 $280K 0.01% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 2,057 $280K 0.03% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,057 $280K 0.07% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,050 $279K 0.04% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,040 $277K 0.06% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,675 $277K 0.02% new 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,035 $277K 0.16% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 2,031 $276K 0.25% -981 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 2,030 $276K 0.09% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,029 $276K 0.01% +658 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,022 $275K 0.13% -302 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,022 $275K 0.03% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,021 $275K 0.08% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,019 $275K 0.02% -848 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,017 $274K <0.01% new 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,017 $274K 0.07% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,015 $274K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,009 $273K 0.11% +178 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,006 $273K 0.02% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,656 $272K 0.12% new 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 2,000 $272K 0.01% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,000 $272K <0.01% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,000 $272K 0.08% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,000 $272K 0.08% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,000 $272K 0.27% -100 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,000 $272K 0.01% new 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,998 $272K 0.19% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,996 $271K 0.02% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,995 $271K 0.08% new 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,993 $271K 0.42% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,991 $271K 0.08% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,985 $270K 0.09% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,983 $270K 0.08% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,983 $270K 0.06% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,980 $269K 0.19% -448 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,976 $269K 0.04% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,975 $269K 0.05% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,974 $268K 0.16% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,965 $267K 0.02% +106 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,961 $267K 0.01% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,957 $266K 0.13% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,950 $265K 0.08% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,950 $265K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,949 $265K <0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,601 $265K 0.01% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,947 $265K 0.02% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,946 $265K 0.04% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,945 $265K <0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,945 $264K 0.11% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,937 $263K 0.21% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,928 $262K 0.06% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,927 $262K 0.02% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,923 $261K 0.24% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,922 $261K 0.17% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,921 $261K 0.08% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,921 $261K 0.12% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,916 $261K 0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,915 $260K 0.14% +1,911 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,913 $260K 0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,910 $260K 0.02% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,908 $259K 0.13% new 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 1,900 $258K 0.06% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,979 $258K 0.03% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,895 $258K 0.07% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,891 $257K 0.02% +891 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,882 $256K 0.03% -985 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,880 $256K 0.15% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,875 $255K 0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,873 $255K 0.12% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,872 $255K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,872 $255K <0.01% +128 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,866 $254K 0.07% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,864 $253K 0.08% new 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,852 $252K 0.07% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,851 $252K 0.02% -1,315 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,851 $252K 0.05% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,848 $251K 0.01% new 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 1,848 $251K 0.23% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,848 $251K 0.06% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,838 $250K 0.02% new 13F-HR/A Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,837 $250K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,831 $249K 0.03% +642 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,828 $249K 0.12% -300 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,823 $248K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,432 $247K 0.1% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,817 $247K 0.05% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,816 $247K 0.18% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,811 $246K 0.05% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,809 $246K 0.03% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,490 $245K 0.02% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,801 $245K 0.07% new 13F-HR Timeline