MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,722 $359K 0.03% +780 13F-HR Timeline Group INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,718 $359K 0.09% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,712 $358K 0.15% +708 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 3,700 $357K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,699 $357K <0.01% -633 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,698 $357K 0.06% +1,428 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,696 $357K 0.19% +307 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,692 $356K 0.14% +1,002 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,670 $354K 0.01% -1,410 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,664 $354K 0.02% new 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 3,645 $352K 0.03% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,642 $351K 0.01% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,640 $351K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,636 $351K 0.04% -88 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,631 $350K 0.06% +50 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,575 $349K 0.05% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 3,615 $349K 0.04% -95 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,582 $346K 0.07% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,576 $345K 0.07% +704 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,549 $342K 0.06% +490 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,542 $342K 0.01% -74,319 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,533 $341K 0.04% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,526 $340K 0.07% -94 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,524 $340K 0.05% -19 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,469 $339K 0.04% -11 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,515 $339K 0.11% +756 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 3,506 $338K 0.2% +1,006 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,501 $338K <0.01% -75 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,494 $337K 0.15% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,496 $337K 0.24% -330 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,488 $336K 0.01% +350 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 3,482 $336K 0.1% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,462 $334K 0.02% -50 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,459 $334K 0.01% +311 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,456 $333K 0.15% -50 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,451 $333K 0.12% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,435 $331K 0.07% -327 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,432 $331K 0.05% -6 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,159 $331K 0.04% -1,803 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,425 $330K 0.02% +602 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,395 $328K <0.01% +465 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,390 $327K 0.02% +422 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,349 $323K 0.01% -734 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,319 $320K 0.01% -255 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,315 $320K 0.02% +1,285 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,312 $320K 0.01% -1,880 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,244 $319K 0.1% +292 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,307 $319K 0.03% -880 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,303 $319K 0.05% -10 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,300 $318K 0.02% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,300 $318K 0.72% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,294 $318K 0.02% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,292 $318K 0.12% -245 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,284 $317K 0.03% +300 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 3,278 $316K 0.13% +898 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 3,278 $316K 0.09% +45 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,273 $316K 0.05% +271 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,261 $315K 0.16% +64 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,247 $313K 0.03% +627 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,244 $313K 0.22% +467 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,239 $312K 0.09% +125 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,228 $311K 0.1% +457 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,222 $311K 0.06% +1,000 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,142 $311K <0.01% -895 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,152 $310K 0.11% -766 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,212 $310K 0.1% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,210 $310K 0.09% +1,040 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,173 $306K 0.22% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,171 $306K 0.01% -67 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,160 $305K 0.13% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,112 $304K 0.03% +25 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,151 $304K 0.14% +451 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,147 $304K 0.03% -135 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,143 $303K 0.03% -161 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,124 $301K 0.2% -108 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,123 $301K 0.18% -219 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,112 $300K 0.12% -2,173 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,099 $299K 0.04% -455 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,095 $298K 0.05% -170 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 2,953 $298K 0.17% 0 13F-HR Timeline FinArc Investments, Inc. More: the full row for FinArc Investments, Inc. 3,079 $297K 0.29% 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 3,075 $297K 0.08% -165 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,066 $296K 0.02% -63,301 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,066 $296K 0.18% +345 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,059 $295K 0.09% -1,436 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,030 $295K 0.04% +736 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 3,052 $294K 0.09% 0 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,037 $293K 0.13% new 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,013 $291K <0.01% -23 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,000 $289K 0.05% 0 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 3,000 $289K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,997 $289K 0.02% +379 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,995 $289K 0.02% -1,820 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2,994 $289K 0.29% +10 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,980 $287K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,979 $287K 0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,978 $287K 0.03% -2,911 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,975 $287K 0.13% +439 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,950 $286K 0.02% -438 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,960 $286K 0.05% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,955 $285K 0.07% 0 13F-HR/A Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,946 $284K 0.02% +295 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,930 $283K 0.1% -5,782 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,922 $282K <0.01% +258 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,907 $280K 0.06% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,884 $278K 0.05% +45 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,868 $277K 0.12% -60 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,865 $276K 0.02% -614 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,858 $276K 0.05% +140 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,850 $275K 0.15% +820 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,843 $274K 0.27% -150 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,830 $273K 0.03% -155 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,799 $272K <0.01% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,787 $269K 0.03% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,781 $268K 0.09% +434 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,779 $268K 0.04% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,773 $268K 0.03% -1,069 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,769 $267K 0.03% 0 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,758 $266K 0.17% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,757 $266K 0.01% +8 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,755 $266K 0.04% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,750 $265K 0.08% -295 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,686 $265K <0.01% -3,158 13F-HR/A Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,744 $265K 0.02% -1,823 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,727 $263K 0.04% -2,948 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,719 $262K <0.01% +302 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,716 $262K 0.01% 0 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,715 $262K 0.01% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,711 $262K 0.05% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,710 $261K 0.01% +110 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,704 $261K 0.13% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,700 $260K 0.08% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,690 $259K 0.03% +634 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,688 $259K 0.02% +5 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,680 $258K 0.01% +616 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,679 $258K 0.04% -5,240 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,605 $258K 0.07% +216 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,661 $257K 0.15% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,654 $256K 0.02% -197 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,642 $255K 0.11% +33 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,641 $255K 0.02% +11 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 2,637 $254K 0.09% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,594 $253K 0.13% +20 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,583 $253K 0.12% +3 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,602 $251K 0.04% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,599 $251K 0.06% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,595 $250K 0.04% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,579 $249K 0.02% +296 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,575 $248K 0.01% -270 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,568 $248K 0.12% 0 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 2,568 $248K 0.11% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,560 $247K 0.17% -8 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,544 $245K 0.15% -35 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,525 $244K 0.15% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,478 $242K 0.01% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,502 $241K 0.03% +2 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,500 $241K 0.02% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,500 $241K 0.18% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,494 $241K 0.09% -29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,487 $240K 0.05% +486 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,477 $239K 0.01% -47 13F-HR/A Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,477 $239K 0.04% -81 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,475 $239K 0.01% -5,301 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,469 $238K 0.03% -48 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,465 $238K 0.01% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,461 $237K 0.03% +16 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,460 $237K 0.09% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,459 $237K 0.02% +2 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,455 $237K 0.01% +632 13F-HR/A Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,454 $237K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,454 $237K 0.12% -172 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 2,443 $236K 0.07% +1 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,440 $235K 0.02% +264 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,412 $235K 0.01% +78 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,432 $235K 0.01% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,428 $234K 0.03% -703 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,414 $233K 0.03% 0 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 2,410 $232K 0.07% -5 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,680 $232K 0.1% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,408 $232K 0.09% -160 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 2,400 $232K 0.21% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,400 $232K 0.02% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 2,400 $232K 0.14% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,400 $232K 0.04% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,392 $231K 0.01% -494 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,391 $231K 0.01% -195 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,391 $231K 0.11% +140 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,385 $230K 0.11% -1,190 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,391 $230K 0.04% -100 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,374 $229K 0.05% -1,765 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,342 $229K 0.03% -382 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,354 $227K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,351 $227K 0.03% -93 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,350 $227K 0.03% +26 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,350 $227K 0.17% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,341 $226K 0.13% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,306 $226K 0.01% -181 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,318 $225K 0.01% -46 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,332 $225K 0.06% 0 13F-HR Timeline Group STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,326 $224K 0.1% 13F-HR Timeline