OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,104 $288K 0.03% -3,639 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,094 $285K <0.01% -31,041 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,094 $285K 0.08% -160 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,088 $284K 0.06% 0 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,088 $284K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,086 $283K 0.01% -7 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,084 $283K 0.1% -93 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,058 $283K <0.01% +144 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,082 $282K 0.02% -51 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,077 $281K 0.05% +100 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,069 $279K 0.02% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,066 $278K 0.16% +230 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,051 $274K 0.01% -923 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,051 $274K 0.01% +1 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,048 $274K 0.01% +500 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,043 $272K 0.02% -1,107 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,042 $272K 0.05% +322 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,040 $272K 0.01% -1,126 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,039 $271K 0.01% -230 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,038 $271K 0.03% +188 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,035 $270K 0.01% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,034 $270K 0.05% -332 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,033 $270K 0.02% -317 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,026 $268K 0.09% +992 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,020 $266K 0.01% -5,982 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,019 $266K 0.01% +172 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,018 $266K 0.06% +435 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,018 $266K 0.05% -76 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,016 $265K 0.16% -228 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,010 $264K 0.11% -1 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,009 $263K 0.01% -188 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,008 $263K 0.14% +535 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,009 $263K 0.03% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,008 $263K 0.06% -211 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,005 $262K 0.11% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,005 $262K 0.01% +153 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,002 $262K 0.02% -516 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $261K 0.01% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,000 $261K 0.02% +500 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 1,000 $261K 0.23% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 999 $261K <0.01% -47,267 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 998 $260K 0.06% -102 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 995 $260K 0.01% -31 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 994 $259K 0.03% +250 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 994 $259K 0.03% -179 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 992 $259K 0.08% -169 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 985 $257K 0.11% +449 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 983 $257K 0.01% +13 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 982 $256K 0.03% -7 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 982 $256K 0.03% -383 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 982 $256K 0.01% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 975 $254K 0.1% -100 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 969 $253K 0.03% 0 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 968 $253K 0.02% new 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 965 $252K <0.01% -15,593 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 963 $251K 0.05% +296 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 962 $251K 0.04% +17 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 961 $251K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 960 $251K 0.02% +304 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 959 $250K 0.02% -725 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 955 $249K 0.06% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 953 $249K 0.07% -1,047 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 952 $248K 0.11% -5 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 951 $248K 0.04% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 950 $248K 0.14% +134 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 949 $248K 0.02% -304 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 944 $246K 0.02% -58 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 942 $246K 0.01% -229 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 942 $246K 0.04% +25 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 941 $246K <0.01% -196 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 940 $245K 0.01% +264 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 925 $241K 0.23% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 924 $241K 0.01% -853 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 923 $241K 0.01% -219 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 920 $240K 0.14% +378 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 920 $240K 0.05% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 920 $240K 0.17% new 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 916 $239K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 911 $238K 0.02% -1,474 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 909 $237K 0.03% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 906 $236K 0.02% -354 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 905 $236K 0.02% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 904 $236K 0.06% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 903 $236K 0.03% +143 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 900 $235K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 899 $235K 0.04% -111 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 899 $235K 0.11% +67 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 898 $234K 0.06% -1,692 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 897 $234K 0.01% -78 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 897 $234K 0.04% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 895 $234K 0.03% -74 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 894 $234K <0.01% -523 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 889 $232K 0.01% -30 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 888 $232K 0.05% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 888 $232K 0.03% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 886 $231K 0.11% -115 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 884 $231K 0.01% +52 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 878 $229K 0.05% +2 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 876 $229K 0.03% +25 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 876 $229K 0.15% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 875 $228K 0.07% +276 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 850 $226K 0.01% -2,000 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,179 $226K 0.05% +1,541 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 864 $226K 0.02% -247 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 861 $225K 0.03% -614 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 857 $224K 0.03% -227 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 855 $223K <0.01% +60 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 855 $223K 0.06% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 853 $223K 0.02% -27 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 852 $222K 0.01% -46 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 852 $222K 0.06% +73 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 850 $222K 0.06% -1,150 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 847 $221K 0.01% -574 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 847 $221K 0.14% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 846 $221K 0.04% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 844 $220K 0.01% -1,772 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 843 $220K <0.01% -52 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 839 $219K 0.02% -103 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 838 $219K 0.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 793 $218K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 836 $218K 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 835 $218K 0.01% -530 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 832 $217K 0.07% -113 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 830 $217K 0.02% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 828 $216K 0.04% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 826 $216K 0.01% -3,014 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 824 $215K 0.01% -370 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 822 $215K 0.08% -140 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 820 $214K 0.01% -181 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 824 $214K <0.01% -2,094 13F-HR Timeline Group Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 819 $214K 0.08% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 815 $213K 0.01% -1,363 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 813 $212K 0.01% -604 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 812 $212K 0.01% -59 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 812 $212K 0.96% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 809 $211K 0.01% -53 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 808 $211K <0.01% -795 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 807 $211K 0.01% -236 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 807 $211K 0.01% -69 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 806 $210K 0.05% -3,660 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 805 $210K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 804 $210K 0.02% -114 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 803 $210K 0.02% -152 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 802 $209K 0.15% +174 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 800 $209K 0.19% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 796 $208K 0.03% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 794 $207K 0.04% +303 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 792 $207K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 792 $207K <0.01% +80 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 789 $206K 0.17% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 788 $206K <0.01% -26 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 784 $205K 0.09% -222 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 782 $204K 0.01% -16,791 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 782 $204K 0.04% -969 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 780 $204K 0.02% -1,090 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 772 $202K <0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 771 $201K 0.04% -189 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 771 $201K 0.01% -287 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 771 $201K 0.04% -1,052 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 465 $201K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 754 $201K 0.01% -481 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 767 $200K 0.15% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 766 $200K 0.04% +42 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 756 $197K 0.11% -11 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 750 $196K 0.05% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 748 $195K 0.03% -17 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 740 $193K 0.1% 0 13F-HR Timeline Castlefield Investment Partners LLP More: the full row for Castlefield Investment Partners LLP 728 $190K 0.13% +159 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 715 $187K 0.06% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 705 $184K 0.07% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 700 $183K 0.07% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 682 $178K 0.02% +57 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 678 $177K 0.07% +113 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 676 $176K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 669 $175K 0.05% -237 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 656 $171K 0.01% +2 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 653 $170K 0.06% -1,205 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 608 $167K 0.11% +165 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 633 $165K 0.03% -100 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 622 $162K <0.01% -626 13F-HR Timeline Group One River Asset Management, LLC More: the full row for One River Asset Management, LLC 620 $162K 0.78% +66 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 620 $162K 0.01% -1,490 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $157K 0.03% -800 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 599 $156K 0.06% +18 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 584 $152K <0.01% +43 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 577 $151K 0.03% -26 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 570 $149K 0.02% +501 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 569 $149K 0.01% +41 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 569 $149K 0.04% +79 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 560 $146K 0.02% +138 13F-HR/A Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 557 $145K 0.02% +23 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 521 $136K 0.03% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 511 $133K 0.06% -12 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 502 $131K 0.08% +15 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 500 $130K <0.01% -19,835 13F-HR Timeline Group Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 494 $129K 0.05% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 489 $129K 0.02% 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 475 $124K <0.01% -12,009 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 475 $124K 0.01% -1,161 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 465 $121K 0.06% -1 13F-HR Timeline