First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 402 $434K 0.23% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 402 $434K 0.06% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 401 $433K 0.26% -6 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 401 $433K 0.05% +38 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 400 $431K 0.02% +25 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 400 $431K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 400 $431K 0.14% -200 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 400 $431K 0.31% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 399 $430K 0.32% +98 13F-HR Timeline MOTCO More: the full row for MOTCO 398 $429K 0.04% -4 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 402 $428K 0.01% -13 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 375 $427K 0.07% -192 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 395 $425K 0.42% 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 394 $425K 0.18% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 389 $420K 0.15% -10 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 387 $418K 0.1% -172 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 383 $413K 0.08% -2 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 383 $413K 0.07% +32 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 380 $410K 0.04% -25 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 380 $410K 0.05% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 380 $410K 0.19% +13 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 378 $408K 0.03% -6 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 378 $408K 0.13% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 376 $406K 0.03% +142 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 371 $400K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 367 $396K 0.03% -6 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 367 $396K 0.09% +41 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 366 $395K 0.07% -133 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 365 $394K 0.22% +55 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 364 $393K 0.01% -5 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 364 $393K 0.03% -47 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 362 $390K 0.04% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 361 $389K 0.02% -84 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 318 $388K 0.04% -2 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 358 $386K 0.25% +10 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 354 $382K 0.02% -5 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 354 $382K 0.15% -33 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 349 $376K 0.05% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 347 $374K 0.03% new 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 345 $372K 0.07% +13 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 343 $370K 0.05% +26 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 342 $369K 0.06% +17 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 341 $368K 0.16% +21 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 340 $367K 0.1% +9 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 340 $367K 0.07% +1 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 339 $366K 0.2% +1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 338 $365K 0.01% -15 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 338 $365K 0.02% +20 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 338 $365K 0.12% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 338 $365K 0.18% -424 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 337 $363K 0.01% +35 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 336 $362K 0.02% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 336 $362K 0.02% -890 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 333 $359K 0.06% -253 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 332 $359K 0.03% +58 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 332 $358K <0.01% -125 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 334 $355K 0.24% +295 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 328 $354K 0.07% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 328 $354K 0.11% -5 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 328 $354K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 328 $353K 0.16% +36 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 327 $353K 0.27% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 326 $352K 0.06% +2 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 324 $350K 0.23% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 324 $349K 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 324 $349K 0.02% -42 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 324 $349K 0.08% -41 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 324 $349K 0.04% -14 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 323 $348K 0.11% -12 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 305 $348K 0.29% -10 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 319 $344K 0.05% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 316 $341K 0.12% +1 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 316 $341K 0.06% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 315 $340K <0.01% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 315 $340K 0.05% -14 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 314 $339K 0.02% +3 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 312 $337K 0.02% +15 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 311 $335K 0.05% -26 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 310 $334K 0.01% +73 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 309 $333K 0.19% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 307 $331K 0.13% +5 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 307 $331K 0.06% -236 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 307 $331K <0.01% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 279 $330K 0.09% -4 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 306 $330K 0.02% +18 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 304 $328K 0.04% +16 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 277 $328K 0.02% -20 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 303 $327K 0.07% +3 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 303 $326K 0.08% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 302 $326K 0.06% +22 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 302 $326K 0.08% +59 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 302 $326K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 302 $325K <0.01% +35 13F-HR Timeline Group Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 301 $325K 0.25% +20 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 300 $324K 0.16% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 300 $324K 0.02% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 300 $324K 0.24% 0 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 300 $324K 0.22% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 315 $323K 0.09% -270 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 299 $323K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 298 $321K 0.05% -99 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 298 $321K 0.08% +2 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 297 $320K 0.08% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 297 $320K <0.01% -20 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 296 $319K 0.03% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 303 $319K 0.02% -5 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 355 $319K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 295 $319K 0.11% +165 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 11,799 $317K +11,728 Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 292 $315K 0.19% +1 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 292 $315K <0.01% 0 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 291 $314K 0.08% -12 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 291 $314K 0.05% +8 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 291 $314K 0.05% -430 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 291 $314K 0.04% -20 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 291 $314K 0.11% +4 13F-HR/A Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 290 $313K 0.14% +60 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 290 $313K 0.23% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 289 $312K 0.01% -95 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 289 $312K 0.13% +38 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 286 $309K 0.04% +45 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 286 $309K 0.02% +43 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 283 $305K 0.04% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 284 $302K 0.03% -56 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 280 $302K 0.02% +15 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 280 $302K 0.05% +6 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 280 $302K 0.04% -100 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 279 $301K 0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 278 $300K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 277 $299K 0.02% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 277 $299K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 277 $299K 0.19% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 248 $298K 0.13% +15 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 274 $296K 0.09% +10 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 273 $294K 0.19% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 273 $294K 0.08% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 272 $293K 0.11% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 272 $293K 0.01% -25 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 272 $293K 0.19% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 272 $293K 0.01% +12 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 271 $292K 0.02% +9 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 270 $291K <0.01% -4,632 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 268 $289K 0.07% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 267 $288K <0.01% +10 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 265 $286K 0.05% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 265 $286K 0.02% -40 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 264 $286K 0.15% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 263 $284K 0.03% -4 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 263 $284K 0.05% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 263 $284K 0.05% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 262 $283K 0.01% -32 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 262 $282K 0.04% +2 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 260 $280K 0.13% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 258 $278K 0.06% -15 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 258 $278K 0.1% +14 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 255 $275K 0.06% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 254 $274K 0.03% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 253 $273K <0.01% new 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 252 $272K 0.02% -773 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 252 $272K 0.05% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 251 $271K 0.07% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 250 $270K 0.03% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 250 $270K 0.09% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 250 $270K 0.04% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 250 $270K 0.06% -8 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 250 $270K 0.13% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 249 $269K 0.06% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 250 $269K 0.03% +15 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 238 $269K 0.16% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 248 $267K 0.03% -95 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 247 $267K 0.01% +3 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 246 $265K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 245 $264K 0.09% +10 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 244 $264K 0.01% +15 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 218 $263K 0.17% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 246 $262K 0.03% -1,829 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 243 $262K 0.01% -17 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 242 $261K 0.07% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 241 $260K 0.09% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $259K 0.06% -15 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 238 $257K 0.14% -3 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 138 $256K 0.05% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 237 $256K 0.27% -16 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 236 $255K 0.03% +3 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 236 $255K <0.01% -3 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 236 $254K 0.24% 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 235 $253K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 235 $253K <0.01% +71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Bank & Trust More: the full row for First Bank & Trust 234 $252K 0.04% +7 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 233 $251K 0.11% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 233 $251K 0.02% +1 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 232 $250K 0.05% -4,192 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 232 $250K 0.11% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 231 $249K 0.08% 0 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 230 $248K 0.05% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 229 $248K 0.09% -2 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 229 $247K 0.05% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 229 $247K 0.17% -30 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 228 $246K 0.01% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 228 $246K 0.01% +3 13F-HR Timeline