Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,085 $1.12M 0.14% -178 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 8,998 $1.11M 0.35% +6,749 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,989 $1.11M 0.12% +5,271 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8,894 $1.09M 0.29% +2,735 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 8,877 $1.09M 0.06% +1,031 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 8,872 $1.09M 0.92% -2,462 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 8,841 $1.09M 0.04% -111 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,712 $1.07M 0.15% +113 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,700 $1.07M 0.69% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 8,664 $1.07M 0.1% -14,198 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,160 $1.06M +2,479 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,600 $1.06M 0.01% -1,693 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 8,588 $1.06M 0.05% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,571 $1.06M 0.03% -2,039 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 8,565 $1.05M <0.01% -2,377 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,534 $1.05M 0.02% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,750 $1.05M 0.62% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 8,507 $1.05M 0.67% -191 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 8,451 $1.04M 0.37% +294 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 8,384 $1.03M 0.29% -7 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,360 $1.03M <0.01% +1,133 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,327 $1.03M 0.03% +949 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,317 $1.02M 0.05% +111 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,303 $1.02M 0.44% -520 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,260 $1.02M 0.24% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,245 $1.02M 0.01% +1,574 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 8,225 $1.01M 0.03% -396 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,163 $1M 0.37% +4,828 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,156 $1M 0.1% +4,307 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,152 $1M 0.03% -549 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 8,070 $993K 0.1% -4,119 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,001 $985K 0.01% -3,066 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 7,952 $979K 0.61% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,950 $979K 0.22% -231 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,874 $969K 0.01% -1,982 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 40 $967K 0.1% new 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 7,846 $966K 0.36% +201 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,828 $964K 0.02% +1,553 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,813 $962K 0.23% +192 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 7,500 $954K 0.32% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,705 $949K 0.15% +2 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 7,698 $946K 0.01% -54,963 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,665 $944K 0.01% -11,328 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 7,659 $943K 0.18% -995 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,656 $943K 0.44% -82 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,632 $940K 0.19% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,517 $925K <0.01% +4,825 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 7,457 $918K 0.02% -3,739 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,457 $918K 0.04% -216 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,438 $916K 0.1% 0 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,436 $915K +3,275 Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 7,414 $913K 0.26% +4,087 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,385 $909K 0.06% -2,834 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,375 $908K 0.04% -2,119 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 7,360 $906K 0.58% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,336 $903K 0.02% -62 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,663 $901K 0.02% -1,355 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,304 $899K 0.05% +3,719 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,246 $892K 0.44% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 7,235 $891K 0.05% -410 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,222 $889K 0.27% +4,212 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 7,178 $884K 0.07% -2,201 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 7,141 $879K 0.25% +12 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,112 $876K 0.07% +80 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,068 $870K 0.02% -1,063 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,050 $868K 0.01% +8 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,025 $865K 0.05% -826 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,009 $863K 0.06% -1,043 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,994 $861K 0.01% -3,063 13F-HR/A Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,283 $856K 0.35% -1,578 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,930 $853K 0.46% -3,331 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,923 $852K 0.02% +161 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,909 $851K 0.01% -66 13F-HR/A Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,903 $850K 0.52% +222 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 6,871 $846K 0.09% +200 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,825 $840K 0.15% +2,950 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,795 $836K 0.07% +115 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,747 $831K 0.07% +4,271 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 5,909 $825K 0.76% +2,694 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,693 $824K 0.12% -282 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,655 $819K 0.57% +122 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,618 $815K 0.06% -1,385 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 5,170 $813K 0.05% 0 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,591 $811K 0.02% +362 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,909 $806K 0.02% -389 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,532 $804K 0.2% +1,821 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,508 $801K 0.12% -808 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,500 $800K 0.03% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,465 $796K 0.01% -1,503 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,457 $793K 0.01% +6,346 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 6,421 $790K 0.1% -2,799 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,391 $787K 0.02% +2,419 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,336 $780K 0.27% +217 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,321 $778K 0.05% -41 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,236 $768K 0.01% -253 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,215 $765K 0.24% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,168 $759K 0.01% +963 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 6,160 $758K 0.46% -88 13F-HR Timeline NBH Bank More: the full row for NBH Bank 6,103 $751K 0.32% 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,000 $738K 0.18% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,867 $722K 0.02% -721 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,572 $719K 0.16% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 5,833 $718K 0.38% +395 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,817 $716K 0.42% -4 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 5,798 $714K <0.01% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 5,752 $708K 0.31% -110 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,748 $708K 0.25% +76 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,709 $703K 0.01% -1,954 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 5,699 $702K 0.48% -11 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,683 $700K 0.03% +1,540 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 5,669 $698K 0.09% -164 13F-HR/A Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,658 $697K 0.14% -62 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,117 $696K 0.03% +995 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,627 $693K 0.05% +3,806 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 5,592 $688K 0.11% +632 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,560 $685K 0.02% +146 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,532 $681K 0.18% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,513 $679K <0.01% +319 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,508 $678K 0.04% +125 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,476 $674K 0.01% -500 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,464 $673K 0.11% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,459 $672K 0.07% +158 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,440 $670K 0.04% +851 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,418 $667K 0.03% -515 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,413 $666K 0.15% -21 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,390 $664K 0.08% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,389 $663K 0.07% -3 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 5,346 $658K 0.05% -212,284 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,343 $658K 0.18% -59 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,341 $658K 0.01% -1,660 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,336 $657K 0.09% -49 13F-HR Timeline Group AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,328 $656K 0.23% -463 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,308 $653K 0.07% +30 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,303 $653K 0.11% -392 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,197 $640K 0.43% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,178 $637K 0.01% -31,348 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,131 $632K 0.19% -10 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 5,116 $630K 0.03% +69 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 5,110 $629K 0.02% +70 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5,071 $624K 0.27% -8,713 13F-HR/A Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,059 $623K 0.07% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 5,053 $622K 0.16% -894 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,047 $621K 0.01% +876 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,067 $620K 0.41% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,984 $614K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,973 $612K 0.05% +2,102 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,213 $603K 0.01% +373 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,897 $603K 0.32% -262 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,896 $603K 0.13% -16 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,872 $600K 0.09% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,849 $597K 0.15% -93 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,900 $595K 0.16% -50 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,805 $592K 0.01% +165 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,809 $588K 0.27% +1,921 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,761 $586K 0.02% -37 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,760 $586K <0.01% -108 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,740 $584K 0.02% -157 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,719 $581K 0.02% -1,302 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,707 $579K 0.08% +207 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,660 $574K 0.11% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,655 $573K 0.31% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 4,637 $571K 0.02% 0 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,629 $570K 0.49% -574 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,620 $569K 0.17% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,617 $568K 0.07% +34 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,599 $566K 0.03% -904 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,583 $564K 0.05% -4,381 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,578 $564K 0.11% +32 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,123 $563K 0.41% +578 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,566 $562K 0.38% -20 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,560 $561K 0.02% -26,492 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,558 $561K 0.03% +2,221 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,507 $555K 0.04% -507 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,491 $553K 0.01% +2,027 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,462 $549K 0.01% +5 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,414 $543K 0.03% -26 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,393 $541K 0.01% -2,651 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,374 $538K 0.12% -756 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,362 $537K 0.02% +75 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,319 $532K 0.03% +13 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,275 $526K 0.04% -1,368 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,234 $521K 0.35% +997 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,231 $521K 0.09% -201 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,201 $517K 0.03% -255 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,170 $513K 0.08% +100 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,158 $512K 0.06% -1,129 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 4,139 $510K 0.44% +311 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,126 $508K <0.01% -272 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,118 $507K 0.02% +424 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 4,060 $500K 0.26% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,048 $498K 0.01% +20 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 4,016 $494K 0.16% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,013 $494K 0.04% -45 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,012 $494K 0.24% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,006 $493K -990 Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 4,000 $492K 0.13% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,000 $492K 0.12% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,964 $488K 0.04% -1,764 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,962 $488K 0.01% -4,839 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,943 $485K 0.05% -703 13F-HR Timeline