Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,887 $501K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,853 $500K 0.01% +1,040 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,847 $497K 0.13% -331 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,500 $495K 0.12% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,828 $495K 0.01% -261 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,825 $495K 0.06% -3,374 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,818 $494K 0.01% -600 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,795 $492K 0.43% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,784 $491K 0.02% +1,946 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,699 $482K 0.05% +846 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,692 $481K 0.13% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 4,645 $476K 0.48% -86 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,644 $476K 0.01% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,643 $476K 0.13% +795 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,641 $476K 0.09% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,558 $468K 0.03% -202 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,535 $465K 0.2% +4 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Ameliora Wealth Management Ltd. 4,350 $446K 0.16% +1,000 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,335 $445K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,332 $444K 0.02% +311 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,320 $443K 0.17% 0 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. 4,284 $440K 0.01% +959 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,284 $439K 0.11% -4,068 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 4,275 $438K 0.31% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,267 $438K 0.03% -567 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,265 $437K 0.08% -622 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,259 $437K <0.01% -256 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,191 $430K 0.01% +3 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,172 $428K 0.09% -91 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,168 $428K 0.01% +78 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,166 $427K 0.03% +375 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,150 $426K 0.06% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,147 $425K 0.11% -25 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,119 $423K 0.03% -288 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,111 $422K <0.01% -3,629 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 4,085 $419K 0.25% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,063 $417K 0.25% -259 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,060 $416K 0.02% -6,931 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,052 $416K 0.03% +147 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,048 $415K 0.16% +26 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,031 $413K 0.03% -35,751 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 4,025 $413K 0.27% +5 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,000 $410K 0.27% -776 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,008 $407K 0.04% -1,852 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,958 $406K +626 Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,915 $402K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,907 $401K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,527 $396K 0.01% +728 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,838 $394K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,804 $393K <0.01% new 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,829 $393K 0.01% -311 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 3,806 $390K 0.25% 0 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 3,800 $390K 0.04% 0 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 3,800 $390K 0.08% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3,778 $388K 0.15% -19 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,700 $380K 0.02% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,650 $377K 0.03% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,660 $375K 0.22% +35 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,646 $374K 0.35% +15 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,645 $374K 0.03% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,635 $373K <0.01% -684 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,623 $372K 0.02% +31 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 3,600 $369K 0.26% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,548 $364K 0.03% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,537 $363K 0.07% +33 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 3,525 $362K 0.3% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,524 $361K <0.01% -1,765 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,500 $359K 0.03% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 3,500 $359K 0.13% 0 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,479 $357K 0.14% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,474 $356K 0.09% +24 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,453 $354K 0.03% +295 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,452 $354K 0.01% new 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 3,509 $351K 0.12% -541 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 3,405 $349K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,400 $349K 0.02% -8,506 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,400 $349K 0.01% -328 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,397 $348K 0.01% -355 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,350 $344K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,350 $344K 0.04% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,331 $342K 0.07% -65 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,316 $340K 0.01% +241 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,318 $340K 0.02% -57 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,299 $338K 0.07% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,292 $338K 0.01% -25 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,427 $336K 0.18% +905 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,260 $334K 0.02% +119 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,259 $334K 0.06% -50 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,240 $332K 0.01% -201 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for INTEGRITY ALLIANCE, LLC. 2,945 $302K 0.02% -3,614 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,937 $301K 0.03% -667 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,931 $301K 0.03% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,929 $300K 0.08% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,887 $296K 0.04% +97 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,889 $296K 0.05% -47 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,865 $294K 0.03% +29 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,833 $291K 0.01% -286 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,830 $290K 0.02% -387 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,820 $289K <0.01% -445 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,803 $288K 0.02% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,792 $286K <0.01% new 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 2,784 $286K 0.01% -862 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,872 $285K 0.01% +58 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,777 $285K 0.01% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,775 $285K 0.25% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,826 $285K 0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,769 $284K 0.08% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,767 $284K 0.01% +135 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,727 $281K 0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,736 $281K 0.02% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,722 $279K 0.02% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,702 $277K 0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,701 $277K 0.02% +33 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,700 $277K 0.05% +2 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,700 $277K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,700 $277K 0.1% -742 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,696 $277K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,686 $276K <0.01% +1,371 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,685 $275K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,681 $275K 0.12% -810 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,679 $275K 0.02% -502 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,645 $271K 0.18% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,625 $269K 0.16% +26 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,621 $269K 0.08% +2 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,615 $268K <0.01% -175 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 2,602 $267K 0.18% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,550 $262K 0.01% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,548 $261K 0.1% +22 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,535 $260K 0.23% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,534 $260K 0.02% -44 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,530 $260K 0.19% -90 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,526 $259K <0.01% +59 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,517 $258K 0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,517 $258K 0.14% +34 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,510 $257K 0.06% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,578 $257K 0.01% new 13F-HR/A Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,504 $257K 0.08% +22 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,449 $251K 0.01% +790 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,419 $248K 0.01% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,406 $247K 0.06% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,405 $247K 0.02% +100 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,399 $246K 0.01% +307 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,390 $245K 0.07% -19 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,360 $242K 0.04% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,358 $242K 0.04% -244 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,338 $242K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,352 $241K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,352 $241K 0.02% -94 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,328 $239K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,326 $239K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,316 $238K <0.01% -214 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,309 $237K 0.03% -654 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,290 $235K 0.03% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,280 $234K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,271 $233K 0.02% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,231 $229K 0.06% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,229 $229K 0.05% -315 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,222 $228K 0.01% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,200 $226K 0.05% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,162 $222K 0.01% -757 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,158 $221K <0.01% +158 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,157 $221K 0.02% -2,857 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,136 $219K 0.17% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,127 $218K 0.08% new 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,117 $217K 0.19% -783 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,108 $216K 0.01% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,106 $216K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,088 $214K 0.01% new 13F-HR/A Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,054 $211K 0.08% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,040 $209K 0.03% -673 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,098 $209K 0.04% new 13F-HR/A Timeline