Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,138 $346K 0.04% -602 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,137 $346K 0.02% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,136 $346K 0.1% 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,128 $345K 0.04% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,127 $344K 0.07% -3,726 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,123 $344K 0.11% 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 2,116 $343K 0.01% +676 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,113 $342K 0.01% -361 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,100 $340K 0.01% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,092 $339K 0.05% 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,088 $338K 0.04% -274 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,084 $338K 0.02% +69 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,077 $336K 0.02% +45 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,064 $334K 0.08% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,057 $333K 0.02% -19 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,050 $332K 0.1% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $332K 0.14% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,038 $330K 0.32% 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,037 $330K 0.04% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,035 $330K 0.19% -5 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,030 $329K <0.01% -31 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,021 $327K 0.01% -186 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,020 $327K 0.04% +403 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,020 $327K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,016 $327K 0.01% -39 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,012 $326K 0.25% -820 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,008 $325K 0.01% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,007 $325K 0.08% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,993 $323K 0.02% -219 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,989 $322K 0.17% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,986 $322K 0.02% +118 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,986 $321K 0.05% +18 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,970 $319K <0.01% -335 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 1,964 $318K 0.09% -2 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,955 $317K 0.04% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,940 $314K 0.17% +85 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,936 $314K 0.04% -287 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,931 $313K 0.07% -834 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 1,900 $308K 0.22% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,900 $308K 0.02% -87 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,895 $307K 0.02% -300 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,880 $304K 0.08% -572 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,873 $303K 0.01% 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,856 $301K 0.02% -77 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,854 $300K 0.08% -159 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,853 $300K 0.03% -577 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,852 $300K 0.09% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,851 $300K <0.01% +431 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,851 $300K 0.04% +672 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,767 $299K 0.06% +4 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,848 $299K 0.02% +1 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,838 $298K 0.01% +42 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,828 $296K <0.01% -209 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,806 $293K <0.01% -44 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,804 $292K 0.06% +3 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,802 $292K 0.05% +312 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,793 $291K 0.01% +83 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,792 $290K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,790 $290K 0.04% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,790 $290K 0.06% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,787 $289K 0.07% -428 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,787 $289K 0.04% -51 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,785 $289K <0.01% +116 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,784 $289K 0.05% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,783 $289K 0.06% -77 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,461 $288K 0.05% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,773 $287K 0.02% +45 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,761 $285K 0.01% +10 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,761 $285K <0.01% -6,270 13F-HR Timeline Group 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,752 $284K 0.11% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,750 $283K 0.03% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,749 $283K 0.01% +1,741 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,728 $280K 0.05% -109 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,728 $280K 0.04% -2,016 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,727 $280K 0.01% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,722 $279K 0.03% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,721 $279K 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,720 $279K 0.04% -160 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,710 $277K 0.02% +65 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,706 $276K 0.18% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 1,715 $276K 0.01% -44 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,701 $276K 0.16% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,700 $275K 0.02% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,692 $274K 0.06% +49 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,692 $274K 0.13% -1,060 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,583 $274K 0.06% -443 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,690 $274K 0.1% -292 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,687 $273K 0.1% -103 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,684 $273K 0.02% -35 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,681 $272K 0.04% -58 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 1,680 $272K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,605 $271K 0.01% +179 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,674 $271K 0.01% -137 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,674 $271K 0.04% -199 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,670 $270K 0.06% -212 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,661 $269K 0.05% +12 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,658 $269K 0.16% +93 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,658 $269K 0.31% 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,656 $268K 0.05% +106 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 1,652 $268K 0.01% -531 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,650 $267K 0.01% +240 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,643 $266K 0.18% +111 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,635 $265K 0.03% -57 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,632 $264K 0.01% +57 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,629 $264K 0.11% -7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,624 $263K 0.03% -42 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,616 $262K 0.05% +3 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,611 $261K 0.01% -9,407 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,609 $261K 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 $260K 0.12% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,603 $260K 0.15% +1 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,602 $259K 0.02% +262 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,600 $259K 0.16% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 1,596 $258K <0.01% +312 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,584 $257K 0.09% -41 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,582 $256K 0.04% 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 1,573 $255K 0.17% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,569 $254K 0.07% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,566 $254K 0.16% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,555 $252K 0.08% -79 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 1,549 $251K <0.01% -49,243 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,546 $250K 0.04% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,539 $249K 0.04% +152 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,538 $249K 0.01% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,536 $249K 0.15% -426 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,531 $248K 0.02% +22 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,528 $247K 0.02% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,526 $247K 0.06% -17 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,525 $247K 0.08% -422 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,520 $246K 0.22% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,519 $246K 0.02% +9 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,518 $246K 0.02% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,516 $246K 0.1% -28 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,513 $245K 0.02% +232 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,512 $245K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,511 $245K 0.06% +48 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,506 $244K 0.09% 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,500 $243K 0.02% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,498 $243K 0.01% -3 13F-HR Timeline Corundum Group, Inc. 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More: the full row for Harfst & Associates, Inc. 1,465 $237K 0.04% -80 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,459 $236K 0.02% -654 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,457 $236K 0.05% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,454 $235K 0.01% -230 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,450 $235K 0.04% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,440 $233K 0.03% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,440 $233K 0.01% +64 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,438 $233K 0.03% -970 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,434 $232K 0.16% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,430 $232K 0.15% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,431 $232K 0.09% +34 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,430 $232K 0.03% +82 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,425 $231K 0.1% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,403 $227K 0.05% 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 1,400 $227K 0.1% -52 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,400 $227K 0.01% +49 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,375 $223K 0.01% -17 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,365 $221K 0.02% +38 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,362 $221K 0.04% -49 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,362 $221K 0.06% +80 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,356 $220K 0.03% -126 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,355 $219K 0.03% -288 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,355 $219K <0.01% +32 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,342 $217K 0.02% -157 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,340 $217K 0.04% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,339 $217K 0.02% -341 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,337 $217K 0.05% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,332 $216K 0.11% -40 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,332 $215K <0.01% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 24,824 $215K 0.02% -719 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,324 $214K 0.05% -26 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,323 $214K 0.1% 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,314 $213K 0.09% +2 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,313 $213K 0.03% -68 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,304 $211K 0.02% +102 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,303 $211K 0.12% -276 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,300 $211K 0.08% -153 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,300 $211K 0.01% -3,953 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,300 $211K 0.05% -500 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,291 $209K 0.23% +100 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,285 $208K 0.05% -61 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,285 $208K 0.08% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,275 $206K 0.01% -13 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,273 $206K 0.03% -638 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,272 $206K <0.01% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,266 $205K 0.16% 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,264 $205K 0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,260 $204K 0.02% -2 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,256 $203K 0.09% 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,250 $202K 0.02% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,243 $202K 0.02% -1,316 13F-HR/A Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,242 $201K 0.09% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,240 $201K <0.01% -105 13F-HR Timeline