Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,825 $470K 0.04% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,762 $463K 0.01% -16 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,743 $460K 0.01% +213 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,740 $460K 0.02% -2,851 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,726 $458K 0.27% -22 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,708 $456K +93 Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,707 $456K <0.01% -3 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,695 $454K 0.01% -525 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,656 $450K 0.01% -450 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 3,652 $449K 0.25% 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,648 $449K 0.06% -147 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,605 $447K 0.01% -135 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,621 $445K -186 Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,607 $444K 0.17% -3,697 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,582 $440K 0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,562 $438K 0.01% -7 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,552 $437K 0.01% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,501 $430K 0.02% +7 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,491 $429K <0.01% +688 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,471 $427K 0.01% -81 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,428 $422K 0.01% +4 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,428 $422K 0.13% -515 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,421 $421K 0.2% -738 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,398 $418K 0.04% -31 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,385 $416K 0.13% -360 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,383 $416K <0.01% +324 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,380 $416K 0.04% -87 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,371 $415K 0.06% +283 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,366 $414K 0.04% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,358 $413K 0.1% -43 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 3,322 $408K <0.01% +6 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,305 $406K 0.04% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,275 $403K <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,273 $402K 0.01% +136 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,262 $401K 0.01% +212 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,242 $399K 0.13% -381 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,238 $398K 0.01% +106 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,202 $397K 0.01% -789 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,228 $397K 0.01% +271 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,225 $397K 0.03% +25 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,216 $395K 0.33% +109 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,212 $395K 0.01% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,191 $392K 0.01% -300 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,188 $392K 0.01% -5,456 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,175 $390K 0.01% -171 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,165 $389K 0.39% +145 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,056 $389K 0.04% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,117 $383K 0.03% +218 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 3,099 $381K <0.01% 0 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,099 $381K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,093 $380K 0.02% -19 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,092 $380K 0.11% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,071 $378K 0.03% -19 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,041 $374K 0.01% +740 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,030 $373K 0.06% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,012 $370K 0.01% +159 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,000 $369K <0.01% -285 13F-HR Timeline Group Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,000 $369K 0.03% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,000 $369K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,973 $369K 0.01% +252 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 2,995 $368K 0.12% +801 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,994 $368K <0.01% -4 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,981 $367K 0.38% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,973 $366K 0.02% -185 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,958 $364K 0.02% -204 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,953 $363K 0.11% -118 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,950 $363K 0.21% -1,135 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,918 $359K 0.28% +31 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,909 $358K 0.01% -1,668 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,909 $358K 0.08% -98 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,900 $357K 0.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,878 $354K 0.02% +1 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,865 $352K 0.03% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,864 $352K 0.02% +232 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,844 $350K 0.05% +72 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,836 $349K 0.01% -34 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,822 $347K 0.18% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,806 $345K <0.01% +7 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,802 $345K 0.03% +557 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,795 $344K 0.01% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,743 $340K 0.01% -279 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,750 $338K 0.03% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,750 $338K 0.01% +58 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,726 $338K 0.01% -727 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,752 $338K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,703 $337K 0.01% -82 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,725 $335K 0.07% -160 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,608 $335K 0.04% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,719 $334K 0.01% +59 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,703 $332K <0.01% +173 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,700 $332K <0.01% 0 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,700 $332K 0.15% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,697 $332K 0.02% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 2,695 $331K 0.13% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,659 $330K 0.01% -20 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,677 $329K 0.01% +135 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 2,674 $329K 0.01% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,663 $327K 0.14% 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,660 $327K <0.01% -27 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,655 $326K 0.01% +686 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,653 $326K 0.02% -14 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,650 $326K 0.27% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,643 $325K 0.01% -187 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 2,640 $325K 0.18% 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,637 $324K 0.03% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,630 $323K 0.02% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,628 $323K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,610 $321K 0.02% +783 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,610 $321K 0.23% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,609 $321K 0.01% -616 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,596 $319K <0.01% -39 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,582 $317K 0.05% +65 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,578 $317K 0.04% -606 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,540 $315K 0.01% new 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,557 $314K 0.05% +855 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,548 $313K 0.11% +573 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,525 $310K 0.01% -334 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,517 $309K <0.01% -47 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,497 $307K 0.02% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,481 $305K 0.09% -292 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,480 $305K 0.14% -300 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,477 $305K <0.01% +11 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,462 $303K 0.26% 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,421 $298K 0.01% +6 13F-HR/A Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,416 $297K 0.19% 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,413 $297K <0.01% +88 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,404 $296K 0.01% +11 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,400 $295K 0.01% +229 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,390 $294K 0.07% 0 13F-HR/A Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,386 $293K <0.01% 0 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,382 $293K 0.06% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,371 $292K 0.01% +446 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,360 $290K 0.11% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,353 $289K 0.11% -224 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,350 $289K 0.04% +106 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,332 $287K 0.02% +33 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,328 $286K 0.01% -192 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,325 $286K <0.01% -440,103 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,317 $285K 0.14% +59 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,310 $284K 0.12% -104 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,302 $283K 1.32% -2,302 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,300 $283K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,295 $282K 0.09% -1,266 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,286 $281K 0.01% +4 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,270 $279K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,239 $278K 0.01% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,041 $278K 0.22% -61 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,258 $278K 0.14% -6 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,227 $276K 0.03% +6 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,241 $276K 0.02% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,234 $275K 0.02% -400 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,230 $274K 0.04% -250 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,227 $274K 0.09% +25 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,217 $273K 0.07% -110 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,213 $272K 0.17% -1 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,192 $272K 0.03% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,204 $271K <0.01% -898 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,200 $271K 0.11% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,103 $270K 0.1% 0 13F-HR/A Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,190 $269K <0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,189 $269K <0.01% -173 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,182 $268K <0.01% new 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,181 $268K 0.08% -2 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,179 $268K <0.01% new 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,163 $266K 0.1% -225 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 51,096 $266K 0.2% +47,872 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,152 $265K 0.04% -620 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,143 $264K 0.05% -253 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,136 $263K 0.09% +51 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,114 $260K 0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,112 $260K 0.04% +212 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,100 $258K 0.01% 0 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,097 $258K 0.03% -168 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,090 $257K 0.01% +9 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,090 $257K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,089 $257K <0.01% -324 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,723 $256K 0.01% +43 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,080 $256K 0.12% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,077 $255K <0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,071 $255K 0.01% +393 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,054 $255K <0.01% +49 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,058 $253K 0.03% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,057 $253K 0.01% -622 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,051 $252K 0.01% -1,264 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,051 $252K <0.01% -2,414 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,049 $252K <0.01% +1,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,047 $252K 0.01% -913 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,043 $251K 0.17% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,000 $248K 0.18% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 2,015 $248K <0.01% -39 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,009 $247K 0.09% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,996 $245K <0.01% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,980 $243K 0.01% -180 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,980 $243K 0.2% -8,185 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,978 $243K 0.01% -1,565 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,960 $241K 0.15% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,951 $240K 0.09% 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,950 $240K 0.15% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,942 $239K 0.01% +55 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,938 $238K <0.01% -16,034 13F-HR Timeline