Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,862 $1.09M 0.35% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,862 $1.09M 0.09% -403 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,848 $1.09M 0.05% +305 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,851 $1.08M 0.26% +256 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,849 $1.08M 0.09% +28 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 3,837 $1.08M 0.34% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,823 $1.07M 0.09% +1,419 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,810 $1.07M 0.31% +27 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 3,804 $1.07M 0.17% +81 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,799 $1.07M 0.23% -31 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,785 $1.06M 0.4% -25 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,784 $1.06M 0.15% +57 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,783 $1.06M 0.15% +96 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,780 $1.06M 0.18% +130 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,779 $1.06M 0.15% -186 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,770 $1.06M 0.04% -31,916 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,742 $1.05M 0.36% +157 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,742 $1.05M 0.02% -15 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,734 $1.05M 0.22% -1,247 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,729 $1.05M 0.36% -40 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,727 $1.05M 0.4% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,724 $1.05M 0.16% +336 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,716 $1.04M 0.06% -50 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,706 $1.04M 0.05% -1,377 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,703 $1.04M 0.25% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,698 $1.04M 0.15% +836 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3,696 $1.04M 0.16% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,683 $1.04M 0.11% +135 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,681 $1.04M 0.2% +450 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,678 $1.03M 0.12% +3 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,666 $1.03M 0.06% +1,004 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,662 $1.03M 0.08% +1,788 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 3,583 $1.01M 0.12% -581 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,583 $1.01M 0.11% +170 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,581 $1.01M 0.12% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,579 $1.01M 0.1% +127 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,579 $1.01M 0.28% -419 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,576 $1.01M 0.31% +4 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,575 $1.01M 0.05% +1,016 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,575 $1.01M 0.19% -1,720 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,575 $1.01M 0.12% +49 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,570 $1M 0.01% -15 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,566 $1M 0.06% +801 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 3,551 $999K 0.25% -335 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,543 $996K 0.43% -50 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 3,542 $996K 0.5% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,536 $994K 0.13% -128 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,530 $993K 0.41% +15 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,529 $992K 0.29% +26 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,522 $990K 0.11% +1,745 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,514 $988K 0.23% +50 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 3,514 $988K 0.02% -100 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,510 $987K 0.27% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,539 $986K 0.11% +1,087 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,503 $985K 0.27% -1,975 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 3,500 $984K 0.66% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,500 $984K 0.09% +36 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 3,498 $984K 0.44% +66 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,530 $983K 0.33% -200 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,490 $981K 0.69% -1,695 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,528 $979K 0.14% +257 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,481 $979K 0.22% +582 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,476 $977K 0.19% +18 13F-HR/A Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,476 $977K 0.14% -405 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,471 $976K 0.19% -844 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3,464 $974K 0.07% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,464 $974K 0.16% 0 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,462 $974K 0.03% -6,257 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,460 $973K 0.1% -57 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,460 $973K 0.11% -38 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 3,446 $969K 0.16% +48 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 3,443 $968K 0.64% -2 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,437 $967K 0.23% +838 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,435 $966K 0.05% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,428 $964K 0.1% +178 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,427 $964K 0.1% +164 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,422 $962K 0.12% +673 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,414 $960K 0.35% +4 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 3,413 $960K 0.41% -325 13F-HR Timeline Financial Sense Advisors, Inc. 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Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,365 $946K 0.26% +30 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,352 $943K 0.27% +192 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,352 $943K 0.04% -11 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,348 $942K 0.12% -36 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,344 $940K 0.1% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,342 $940K 0.07% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,339 $939K 0.14% +197 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,336 $938K 0.06% +260 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,333 $937K 0.04% -68 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,330 $936K 0.23% -4 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,324 $935K 0.11% -162 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,323 $934K 0.42% -135 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 3,321 $934K 0.12% +280 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,320 $934K 0.1% +19 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,314 $932K 0.29% -35 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,311 $931K 0.12% +824 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,213 $930K 1.07% -75 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,305 $930K 0.33% -97 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,300 $928K 0.15% new 13F-HR Timeline Group Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,299 $927K 0.13% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,295 $927K 0.18% 0 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 3,286 $924K 0.11% -130 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,280 $922K 0.08% +175 13F-HR/A Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,277 $921K 0.07% +1 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,276 $921K 0.08% -205 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 3,276 $921K 0.79% +44 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,270 $920K 1.3% -106 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,260 $917K 0.2% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,258 $916K 0.05% +1,120 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,255 $915K 0.07% -76 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 3,254 $915K 0.65% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,236 $910K 0.24% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,231 $909K 0.18% +2,164 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,960 $906K 0.67% -13 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,213 $904K 0.26% -9,681 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,211 $903K 0.15% -8 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,181 $894K 0.06% +350 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,180 $894K 0.5% +72 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 3,175 $893K 0.37% -782 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,170 $891K 0.61% +210 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,162 $889K 0.33% -202 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,160 $889K 0.19% -17,276 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,966 $887K 0.28% -141 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,153 $887K 0.04% -21 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,151 $886K 0.09% -29 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 3,151 $886K 0.83% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,151 $886K 0.04% +376 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,151 $886K 0.04% -115 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,148 $885K 0.1% -836 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,302 $885K 0.29% +2 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,147 $885K 0.06% -68 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 3,147 $885K 0.06% +399 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,147 $885K 0.29% -4 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,145 $885K 0.28% +100 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,136 $882K 0.4% +392 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,135 $882K 0.08% +16 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3,133 $881K 0.02% -58 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,130 $880K 0.07% +21 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,127 $879K 0.03% +470 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,124 $879K 0.08% -23 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,121 $878K 0.01% -350 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,119 $877K 0.09% +107 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,122 $877K 0.13% +1,217 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,116 $876K 0.2% +36 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,102 $872K 0.07% +85 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,097 $871K 0.09% +370 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,096 $871K 0.31% +51 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 3,091 $869K 0.3% -322 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,085 $868K 0.05% +2 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,085 $868K 0.08% +53 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,084 $867K 0.14% -76 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,075 $865K 0.16% +5 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,075 $865K 0.67% new 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 3,074 $864K 0.26% -4 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 3,072 $864K 0.23% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,071 $864K 0.24% -2,483 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 3,069 $863K 0.98% +1,140 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,057 $860K 0.07% +28 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,057 $860K 0.03% -20 13F-HR Timeline Group CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 3,055 $859K 0.2% 0 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,055 $859K 0.64% -87 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,054 $859K 0.43% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,052 $858K 0.22% +53 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,052 $858K 0.05% +59 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,050 $858K 0.28% +808 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,267 $857K 0.17% +1,664 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,046 $857K 0.46% +264 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,040 $855K 0.17% +50 13F-HR Timeline