Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,756 $251K 0.08% new 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 1,750 $251K 0.01% -1,962 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,750 $251K 0.15% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,749 $250K 0.03% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,736 $249K 0.01% new 13F-HR Timeline Group GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,719 $246K 0.06% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,715 $246K 0.01% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,713 $245K 0.04% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 1,702 $244K 0.01% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,681 $241K 0.02% -10,889 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,621 $241K 0.04% new 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,831 $241K 0.09% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,678 $240K <0.01% new 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. 1,677 $240K 0.01% new 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,658 $237K 0.05% -13 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 1,655 $237K 0.06% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,628 $233K 0.02% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,628 $233K 0.05% new 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,656 $231K 0.01% new 13F-HR/A Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,612 $231K 0.02% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,602 $229K <0.01% -61,613 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,596 $228K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,595 $228K 0.05% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,592 $228K 0.15% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,585 $227K 0.04% 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,583 $227K 0.03% -1,238 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,580 $226K 0.03% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,563 $224K 0.04% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,559 $223K 0.07% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,558 $223K 0.02% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,535 $220K 0.07% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,531 $219K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,519 $217K 0.01% -562 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,518 $217K 0.12% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,517 $217K 0.01% new 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,515 $217K 0.05% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,509 $216K <0.01% new 13F-HR Timeline EdgePoint Investment Group Inc. More: the full row for EdgePoint Investment Group Inc. 1,505 $215K <0.01% -2,887 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,500 $215K 0.29% -1,500 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,495 $214K 0.02% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,475 $211K 0.14% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,473 $211K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,470 $210K 0.01% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,465 $210K 0.06% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,456 $208K 0.04% new 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,450 $208K 0.02% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,448 $207K 0.03% -68 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,447 $207K 0.02% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,444 $207K 0.01% -338 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,445 $207K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,234 $206K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,440 $206K 0.02% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,438 $206K 0.03% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,437 $206K 0.05% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,435 $205K 0.14% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,421 $203K 0.04% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,418 $203K 0.05% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,418 $203K 0.03% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,411 $202K 0.11% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,407 $201K 0.02% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,400 $200K 0.03% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,400 $200K 0.06% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,400 $200K 0.09% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,398 $200K <0.01% +998 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,349 $193K 0.01% +1,037 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,335 $191K 0.06% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,315 $188K 0.01% -40 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,300 $186K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,300 $186K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,276 $183K <0.01% +100 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,247 $179K 0.18% +1,000 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,242 $177K 0.09% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,199 $172K 0.01% new 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,200 $172K 0.13% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,173 $168K 0.06% +50 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,160 $166K 0.08% -40 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,118 $160K <0.01% +915 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,098 $157K 0.17% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,072 $153K <0.01% +355 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,030 $153K <0.01% +605 13F-HR Timeline City State Bank More: the full row for City State Bank 970 $139K 0.04% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 962 $138K 0.08% +161 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 960 $137K <0.01% +812 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 951 $136K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 900 $129K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 868 $124K 0.02% +619 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 850 $122K 0.08% +250 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 850 $121K 0.02% +71 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 836 $120K 0.02% +829 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 800 $115K 0.04% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 800 $115K 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 739 $106K 0.01% +345 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 733 $105K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 729 $104K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 712 $102K 0.01% +624 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 706 $101K 0.01% -283 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 650 $93.1K 0.02% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 652 $93K 0.02% +488 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 617 $88K <0.01% +203 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 607 $86.9K 0.01% +15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 602 $86.2K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 567 $81.2K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 542 $77.6K 0.02% +19 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 539 $77.2K 0.02% +60 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 517 $74K <0.01% -66 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 501 $71.7K 0.05% +401 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $71.6K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $71.6K 0.2% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 500 $71.6K 0.07% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 495 $70.9K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 486 $69.6K 0.01% +234 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 484 $69.3K 0.05% +50 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 480 $68.7K 0.03% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 473 $68K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 477 $68K 0.05% +195 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 468 $67K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 450 $64.4K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 437 $62.6K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 414 $61.5K 0.01% +407 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 428 $61.3K 0.03% +418 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 424 $60.7K 0.04% -12 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 419 $60K 0.03% -90 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 399 $57.1K 0.12% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 392 $56.1K 0.02% -20 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 380 $54.4K 0.03% -405 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 365 $52.3K 0.01% +232 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 350 $50.1K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 333 $48K <0.01% +62 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Security National Bank More: the full row for Security National Bank 321 $46K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 321 $46K <0.01% +81 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 310 $44.4K <0.01% -8,783 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 306 $44K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 305 $43.7K 0.02% +30 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 300 $43K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 300 $43K 0.01% -15 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 299 $42.8K <0.01% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 306 $42.6K 0.01% +155 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 280 $40.1K 0.02% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 277 $39.7K 0.04% +32 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 272 $38.9K 0.02% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 261 $37.4K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 257 $36.8K 0.01% +145 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 256 $36.7K 0.01% +26 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 255 $36.5K <0.01% +79 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 251 $35.9K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 247 $35.4K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 240 $34.4K 0.03% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 238 $34.1K 0.01% -47 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 235 $33.6K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 226 $32.4K <0.01% -52 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 221 $31.6K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 218 $31.2K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 216 $30.9K 0.02% -882 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 259 $30.1K <0.01% new 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 210 $30.1K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 207 $29.6K <0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 204 $29.2K <0.01% new 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $28.6K 0.02% +100 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 191 $27.3K <0.01% +99 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 185 $26.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 188 $26K <0.01% +100 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 178 $25.5K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 178 $25.5K <0.01% -803 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 177 $25.3K <0.01% +15 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 175 $25.1K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 174 $24.9K 0.01% +5 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 166 $23.8K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 166 $23.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 164 $23.5K 0.02% -45 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 160 $22.9K 0.01% +60 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 153 $21.9K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 151 $21.6K <0.01% +140 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 160 $21.5K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 150 $21.5K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 150 $21.5K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 137 $19.6K -297 Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 135 $19.3K <0.01% +108 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 130 $18.6K <0.01% +13 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 128 $18.3K <0.01% +14 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 125 $17.9K 0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 124 $17.8K 0.01% -76 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 120 $17K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 118 $16.9K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 115 $16.5K <0.01% +17 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 112 $16K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 141 $15.9K <0.01% -84 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 110 $15.8K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 103 $14.7K <0.01% +100 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 95 $14.5K <0.01% +45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $14.3K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $14.3K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 100 $14.3K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 96 $13.7K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 95 $13.6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 92 $13.2K 0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 87 $12.5K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 86 $12.3K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $12.1K <0.01% 0 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 83 $11.9K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 80 $11.5K <0.01% new 13F-HR Timeline