Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,032 $342K 0.03% +769 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,024 $341K 0.01% -141 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,020 $340K 0.33% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,015 $340K 0.03% +114 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,013 $339K 0.08% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,008 $338K 0.01% +8 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $337K 0.15% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,989 $335K 0.17% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,982 $334K 0.13% -175 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,966 $331K 0.11% -18 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,968 $331K 0.06% -23 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,962 $331K 0.21% -7 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,030 $329K 0.11% +30 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,947 $328K 0.11% -29 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,940 $327K 0.01% -78 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,933 $326K 0.02% +237 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,987 $323K 0.02% -68 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,918 $323K 0.02% new 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,917 $323K 0.1% +17 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,914 $322K <0.01% +4 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,911 $322K 0.05% -162 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,026 $322K 0.07% -1,928 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $320K 0.24% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,883 $317K 0.11% +351 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,882 $317K 0.08% -116 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,880 $317K 0.05% +1 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,873 $316K 0.05% -181 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,869 $315K 0.03% +147 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,868 $315K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,868 $315K 0.02% -77 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,863 $314K 0.11% -3,996 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,860 $313K 0.09% -218 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,855 $313K 0.18% +64 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,852 $312K 0.09% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,850 $312K 0.01% -100 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,847 $311K 0.02% +16 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,837 $310K 0.07% -30 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,885 $307K 0.1% -64 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,811 $305K 0.01% +13 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,804 $304K <0.01% +1,688 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,801 $303K 0.08% -60 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,800 $303K 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,796 $303K 0.01% -12 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,790 $302K 0.05% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,790 $302K 0.1% +511 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,790 $302K 0.07% +90 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,788 $301K 0.02% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,461 $299K 0.05% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,770 $298K 0.25% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,763 $297K 0.08% -75 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,759 $296K 0.01% -369 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,752 $295K 0.11% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,751 $295K 0.01% -11 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,750 $295K 0.03% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,749 $295K 0.06% -218 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,784 $294K 0.05% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,739 $293K 0.05% +30 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,728 $291K 0.02% +6 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,727 $291K 0.02% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,722 $290K 0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,719 $290K 0.03% +82 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,721 $290K 0.02% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,710 $288K 0.01% -23 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,705 $287K 0.02% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,701 $287K 0.17% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,700 $286K 0.02% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,838 $285K 0.04% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,693 $285K 0.1% -58 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,692 $285K 0.04% +266 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,684 $284K 0.01% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,682 $283K 0.02% +244 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,680 $283K 0.03% -1,239 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,669 $281K <0.01% -2,750 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,666 $281K 0.04% -21 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,649 $278K 0.06% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,645 $277K 0.03% +50 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,643 $277K 0.04% -689 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,643 $277K 0.04% 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,636 $276K 0.12% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,634 $275K 0.11% -48 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,625 $274K 0.1% +3 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 1,624 $274K 0.02% -21 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,617 $272K 0.04% +442 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,613 $272K 0.05% +26 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,609 $271K 0.14% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,606 $271K 0.13% -50 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,602 $270K 0.17% +1 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,600 $270K <0.01% new 13F-HR Timeline Group Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,600 $270K 0.21% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,597 $269K 0.03% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,940 $269K 0.09% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,579 $266K 0.16% -215 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,575 $265K 0.01% +239 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 1,573 $265K 0.19% +3 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,566 $264K 0.21% -65 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,565 $264K 0.17% +56 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,561 $263K 0.43% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,550 $261K 0.05% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,550 $261K 0.06% +330 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,545 $260K 0.05% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,544 $260K 0.12% +26 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,543 $260K 0.07% +79 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,538 $259K 0.02% -1 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,537 $259K 0.04% -45 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,535 $259K 0.01% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,533 $258K 0.02% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,532 $258K 0.18% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,520 $256K 0.23% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,512 $255K 0.01% -16 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,510 $254K 0.02% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,509 $254K 0.02% -3 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,501 $253K 0.01% -103 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,499 $253K <0.01% +203 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,499 $253K 0.07% -156 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,499 $253K 0.02% -58 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,498 $252K 0.04% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,497 $252K 0.1% -36 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,490 $251K 0.05% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,482 $250K 0.04% +50 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 1,480 $249K 0.04% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,471 $248K 0.1% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,470 $248K <0.01% -29 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,470 $248K 0.06% new 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,462 $246K 0.02% -44 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,457 $245K 0.06% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,453 $245K 0.1% -133 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,452 $245K 0.1% -428 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,450 $244K 0.05% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,440 $243K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,440 $243K 0.48% -14,443 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,438 $242K 0.02% +133 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,434 $242K 0.16% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,431 $241K 0.03% +186 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,425 $240K 0.1% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,630 $240K 0.08% +61 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,420 $239K <0.01% -273 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,463 $238K 0.06% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,411 $238K 0.05% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,410 $238K 0.01% -210 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,405 $237K 0.05% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,397 $235K 0.05% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,397 $235K 0.1% -39 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,396 $235K <0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,392 $235K 0.01% -28 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,387 $234K 0.04% +5 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,381 $233K 0.03% +28 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,380 $233K 0.01% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,376 $232K 0.01% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,372 $231K 0.13% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,354 $228K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,430 $228K 0.15% -393 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,351 $228K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,350 $228K 0.06% -13 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,348 $227K 0.04% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,346 $227K 0.06% -267 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,345 $227K <0.01% -18 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,340 $226K 0.02% -866 13F-HR/A Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,337 $225K 0.06% +11 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,426 $225K 0.01% -683 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,327 $224K 0.02% +3 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,323 $223K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,317 $222K 0.09% -70 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,312 $221K 0.09% +2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,288 $217K 0.01% -44 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,287 $217K 0.38% -42 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,286 $217K 0.05% -1,736 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,284 $216K <0.01% +94 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,282 $216K 0.03% +4 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,351 $216K 0.01% +53 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,281 $216K 0.02% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,274 $215K 0.07% -118 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,262 $213K 0.03% -18 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,264 $213K 0.01% +104 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,263 $213K 0.01% -307 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,261 $212K 0.02% -62 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,260 $212K <0.01% -205 13F-HR Timeline Group ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,250 $211K 0.05% +50 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,250 $211K 0.16% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,249 $210K <0.01% +68 13F-HR Timeline Group GreatBanc Trust CO More: the full row for GreatBanc Trust CO 1,245 $210K 0.14% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,242 $209K 0.02% +10 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,232 $208K 0.01% +44 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,227 $207K 0.1% +423 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,227 $207K 0.03% -664 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,226 $207K 0.01% +60 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,222 $206K 0.01% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,217 $205K 0.01% -400 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,217 $205K 0.01% +33 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,211 $204K 0.06% +39 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,211 $204K 0.03% 0 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,206 $203K 0.06% +41 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,202 $203K 0.02% +2 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,197 $202K 0.01% +3 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,191 $201K 0.2% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,179 $199K 0.03% -1,261 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,131 $191K 0.1% -37 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,120 $189K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,066 $180K <0.01% -141 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,055 $178K 0.07% -785 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,038 $175K 0.06% +9 13F-HR Timeline