Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,964 $463K 0.02% -169 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,960 $462K 0.07% 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,949 $461K 0.35% 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,924 $458K <0.01% -258,721 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,921 $458K 0.01% +242 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,900 $455K 0.03% +33 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,889 $454K 0.03% -1,071 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,885 $454K 0.13% -3,130 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,876 $453K 0.15% -8 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,874 $452K 0.01% +223 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,867 $452K 0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,860 $451K 0.16% +400 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,858 $450K 0.27% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,838 $448K 0.06% -103 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,838 $448K 0.31% -25 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,800 $444K 0.04% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,754 $438K <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,746 $437K 0.01% -814 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,719 $434K 0.01% -875 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,669 $428K 0.03% +225 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,641 $426K 0.01% -671 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,630 $424K 0.01% -1,956 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,626 $423K 0.27% +162 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,615 $422K 0.01% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 3,600 $420K 0.93% +1,600 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,580 $418K 0.02% -33 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,578 $418K <0.01% +1,746 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,576 $418K 0.01% +608 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,572 $417K 0.07% +196 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,552 $415K 0.01% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,535 $413K 0.07% -3,795 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,534 $413K 0.27% 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,500 $409K 0.31% -1,250 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,494 $408K 0.01% +111 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,475 $406K 0.02% -665 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,479 $405K 0.01% -39 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,472 $405K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,464 $404K 0.06% -100 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,458 $404K 0.05% -43 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,438 $401K 0.07% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,394 $399K <0.01% -391 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,396 $396K 0.03% -231 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,357 $394K 0.15% -472 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,374 $394K 0.01% +497 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,343 $390K 0.03% -20 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,342 $390K 0.04% -7,939 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,340 $390K 0.03% -67 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,337 $390K 0.01% -451 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,299 $385K 0.01% -1,071 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,297 $385K 0.14% -61 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,293 $385K <0.01% -8,500 13F-HR/A Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 3,288 $384K 0.18% +272 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,283 $383K 0.01% -266 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,269 $382K 0.01% -127 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,255 $380K 0.04% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,245 $379K 0.01% 0 13F-HR Timeline Group Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,230 $377K 0.39% -700 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,218 $376K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,208 $375K <0.01% -2,756 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,177 $374K 0.02% +6 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,180 $374K 0.01% +598 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,200 $374K 0.06% -75 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,192 $373K 0.01% +65 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,186 $372K 0.01% -315 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,163 $369K 0.02% -19 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,161 $369K 0.01% -39 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,141 $367K 0.07% +1,024 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,130 $365K <0.01% -2,667 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,130 $365K 0.07% -95 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,078 $359K 0.02% -171 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,054 $357K 0.11% -6,628 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,030 $354K 0.07% -250 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,000 $350K 0.04% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,000 $350K 0.05% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,974 $347K 0.33% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,958 $345K 0.03% -619 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,951 $345K 0.45% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,944 $344K <0.01% +538 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,941 $343K 0.11% 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,935 $343K 0.23% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,925 $342K 0.01% -629 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,922 $341K 0.15% +140 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,888 $340K 0.01% -220 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,911 $340K <0.01% +296 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,909 $340K 0.03% -742 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,906 $339K 0.04% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,905 $339K 0.08% -3,085 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,887 $337K 0.23% -559 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,883 $337K <0.01% +70 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 2,879 $336K 0.24% -33 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,878 $336K 0.01% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,877 $336K 0.03% -412 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,876 $336K 0.03% -871 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,866 $335K 0.03% -283 13F-HR/A Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,865 $335K 0.03% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,839 $334K 0.02% -5,441 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,853 $333K 0.31% -250 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,835 $331K <0.01% -329 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,832 $331K 0.03% -157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,808 $330K 0.04% -1,330 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,814 $329K 0.1% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,797 $327K 0.03% -266 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 2,780 $325K 0.04% -350 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,780 $325K 0.16% -525 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,770 $323K 0.16% -484 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,761 $322K 0.01% -5 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,751 $321K <0.01% +332 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,750 $321K 0.02% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,726 $318K 0.03% +340 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,700 $315K 0.2% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,692 $314K 0.01% -608 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,675 $312K 0.01% -316 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,661 $311K 0.01% -4,259 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,660 $311K 0.12% 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,650 $309K 0.29% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,647 $309K 0.06% +118 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,646 $309K <0.01% -92 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,637 $308K 0.03% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,610 $305K 0.24% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,606 $304K 0.43% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,602 $304K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,420 $302K 0.02% +98 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,575 $301K 0.01% +656 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,560 $299K <0.01% +709 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,457 $298K 0.08% -73 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,520 $297K 0.04% -10,676 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,558 $296K 0.02% 0 13F-HR/A Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,528 $295K 0.14% -13,274 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,504 $295K <0.01% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,518 $294K 0.11% -692 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,510 $293K 0.05% -198 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,510 $293K 0.02% -709 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,506 $293K 0.06% -396 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,500 $292K 0.17% -175 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,485 $290K 0.05% -270 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,473 $289K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,431 $286K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,447 $286K 0.01% -84 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,444 $285K <0.01% -3 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,436 $284K <0.01% 0 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,435 $284K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,434 $284K <0.01% +46 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,428 $283K 0.13% -98 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,418 $282K 0.03% +1 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,411 $282K <0.01% 13F-HR/A Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,409 $281K 0.08% -267 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,402 $280K 0.01% -6,557 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,397 $280K 0.3% +279 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,390 $279K 0.07% 0 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,378 $278K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,377 $278K 0.01% +59 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,377 $278K 0.27% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,394 $277K 0.06% -120 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,362 $276K <0.01% -24 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,360 $276K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,360 $276K 0.05% +1,120 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,359 $275K 0.02% -786 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,347 $274K 0.02% -195 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,347 $274K 0.02% -52 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,334 $273K 0.18% -34 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,317 $271K <0.01% -1,370 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,316 $270K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,304 $269K 0.02% +637 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,300 $269K 0.01% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,291 $267K 0.19% -660 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,276 $266K 0.1% -155 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,268 $265K <0.01% +17 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,263 $264K 0.01% -541 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,259 $264K 0.01% -427 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,257 $264K 0.01% -555 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,263 $262K 0.04% -6 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,243 $262K 0.15% +24 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,232 $261K 0.11% -163 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,208 $258K 0.06% -84 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,206 $258K 0.01% +636 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,196 $257K 0.24% -641 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,200 $257K 0.01% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,171 $253K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,141 $250K 0.06% -3,278 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,124 $248K 0.2% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,117 $247K 0.08% -150 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,103 $247K 0.11% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,114 $247K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,120 $246K 0.03% +48 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,102 $246K 0.01% -37 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,100 $245K 0.01% -600 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,099 $245K 0.05% -24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,069 $242K 0.03% -6 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,069 $242K 0.14% -88 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,058 $240K 0.01% +231 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,053 $240K 0.03% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,047 $239K 0.09% -70 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,043 $239K 0.2% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,034 $237K 0.01% -2,406 13F-HR Timeline Group Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $236K 0.19% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,015 $235K 0.11% 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,010 $235K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,008 $234K 0.01% -549 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,000 $234K 0.08% -450 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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