QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 18,909 $598K 0.25% +212 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 17,830 $597K 0.04% -1,518 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 17,783 $596K 0.06% +11 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 17,771 $596K 0.54% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 20,865 $595K 0.38% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 17,682 $593K 0.11% -253 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 17,658 $592K 0.02% -462 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,545 $588K 0.06% -1,127 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 17,492 $587K 0.22% -703 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 17,461 $585K 0.24% 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 17,423 $584K 0.13% +1,090 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 17,375 $583K 0.01% +2,500 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 17,285 $580K 0.15% +1,221 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 17,217 $577K 0.02% +5,095 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,209 $577K 0.02% -1,948 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,636 $576K 0.02% +231 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 17,159 $575K 0.09% -733 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 17,147 $575K 0.05% -28,357 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 17,138 $575K 0.05% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 17,051 $572K 0.09% +209 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 16,981 $569K 0.08% +977 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 16,924 $567K 0.07% +14,541 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 16,830 $566K 0.04% -2,046 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 16,775 $562K 0.02% -1,355 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,767 $562K 0.13% +1,792 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16,702 $560K 0.04% -339 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 16,583 $556K 0.05% +4,395 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,520 $554K 0.09% +6,995 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 16,487 $553K 0.01% +42 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 16,413 $550K 0.08% -2,975 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 16,574 $545K 0.1% +73 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 16,159 $542K 0.04% -828 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 16,158 $542K 0.11% -3,085 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 16,086 $539K <0.01% +483 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,014 $537K 0.29% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,000 $536K 0.13% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 15,939 $534K 0.03% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,827 $531K 0.15% -526 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 15,767 $529K 0.04% -475 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 15,741 $528K 0.2% -1,183 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 15,652 $525K 0.07% +265 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15,610 $523K 0.18% +81 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,602 $523K 0.04% +1,747 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 15,600 $523K 0.37% +5,000 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 15,561 $522K 0.04% +473 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,538 $521K 0.07% -808 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 15,501 $520K <0.01% new 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 15,486 $519K 0.54% +122 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 15,462 $518K 0.18% -1,590 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,424 $517K 0.06% +98 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 15,420 $517K 0.03% -655 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 15,407 $517K <0.01% -5,668 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 15,381 $515K 0.07% +1,402 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 15,288 $513K 0.01% -320 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 15,269 $512K 0.03% -80 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 15,263 $512K 0.16% -4,426 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 15,200 $511K 0.02% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 15,236 $511K 0.15% -112 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 15,233 $511K 0.02% 0 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 15,190 $509K 0.07% +3,632 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 15,079 $506K 0.05% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 16,311 $505K 0.04% -1,266 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 15,035 $504K 0.11% -2 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 15,034 $504K 0.14% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 15,002 $503K 0.18% -920 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,000 $503K 0.14% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 14,977 $502K 0.01% -74,832 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,975 $502K 0.01% -698 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 14,931 $501K 0.02% -6,510 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 14,926 $500K 0.07% -35 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 14,777 $495K 0.01% +6,322 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 14,786 $495K 0.03% new 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 14,738 $494K 0.3% +26 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 14,709 $493K 0.13% +500 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 14,700 $493K 0.12% 0 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 14,694 $493K 0.16% -746 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 14,575 $489K 0.01% +799 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,547 $488K 0.03% 0 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,544 $488K 0.07% -25 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,535 $487K 0.05% -1,157 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,502 $486K 0.05% -1,470 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,453 $485K 0.03% +239 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,414 $483K <0.01% 0 13F-HR/A Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 14,387 $482K 0.17% -3,010 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14,384 $482K <0.01% +338 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 14,287 $479K 0.18% +22 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 14,261 $478K 0.07% -895 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 14,081 $472K 0.28% -1,341 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 13,998 $469K 0.02% +4,791 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 13,975 $469K 0.04% +5,595 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,886 $466K 0.05% +872 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 13,875 $465K 0.06% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 13,866 $465K 0.31% -579 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,836 $464K 0.02% -1,255 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,830 $464K 0.01% +210 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 14,030 $463K 0.02% +5,114 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 13,782 $462K 0.03% +6,004 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,737 $461K 0.01% -5,045 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 13,737 $461K 0.07% -7,105 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,707 $460K 0.1% +80 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 13,704 $459K 0.19% -245 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,693 $459K <0.01% -3,233 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 13,675 $459K 0.05% -209 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,644 $457K <0.01% -6,975 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 13,600 $456K 8.17% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,454 $451K 0.02% -1,140 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,445 $451K 0.01% +112 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 13,412 $450K <0.01% -2 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,369 $448K 0.01% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 13,306 $446K 0.06% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 13,286 $445K 0.15% +5,108 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,256 $444K 0.13% -18,744 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 13,241 $444K 0.02% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 16,300 $444K 0.03% +878 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 13,205 $443K 0.23% -108 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 13,156 $441K 0.14% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,135 $440K 0.03% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 13,120 $440K 0.12% 0 13F-HR/A Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 13,082 $439K 0.02% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,072 $438K 0.13% +15 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,986 $435K 0.02% -1,508 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,960 $435K 0.01% -1,830 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 12,897 $432K 0.27% +71 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,869 $431K <0.01% -1,627 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,750 $428K 0.01% -514 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,732 $427K 0.19% -173 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 12,693 $426K 0.02% +1,176 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 12,682 $425K 0.24% -88,895 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 12,641 $424K <0.01% +4,320 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,905 $423K 0.04% -118 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 12,605 $423K 0.07% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,558 $421K 0.01% +561 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 12,542 $421K 0.2% +745 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,458 $418K <0.01% +520 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,451 $417K 0.13% -52 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 14,229 $416K <0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,389 $415K 0.1% +370 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,331 $413K 0.3% +1 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,331 $413K 0.02% +117 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 12,325 $413K 0.14% +798 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,303 $413K 0.16% -369 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 12,300 $412K 0.32% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 12,781 $412K 0.31% -2,192 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,288 $412K 0.01% +581 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12,282 $412K 0.33% +128 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,280 $412K 0.03% -202 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 12,276 $412K 0.11% +289 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,263 $411K 0.01% -196 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 12,200 $409K 0.08% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,186 $409K 0.04% +3 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,179 $408K 0.02% +329 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,145 $407K 0.07% +583 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,142 $407K 0.03% +4,578 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 12,125 $407K 0.04% +479 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 12,109 $406K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,012 $403K 0.02% +2,545 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,000 $402K 0.06% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,935 $402K 0.01% -695 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 11,953 $401K 0.08% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,919 $400K 0.02% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,885 $399K 0.02% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,872 $398K 0.2% +893 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,863 $398K 0.02% -22 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 11,816 $396K 0.06% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,803 $396K 0.05% -592 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,777 $395K 0.02% +192 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 11,772 $395K 0.25% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 11,750 $394K 0.34% -300 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 11,748 $394K 0.3% -97 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 11,737 $394K 0.05% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,631 $390K 0.24% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,614 $389K 0.01% +2,003 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,550 $387K 0.01% +4 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,327 $387K 0.01% +2,459 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 11,508 $386K 0.01% +934 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,441 $384K 0.03% -1,830 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 11,344 $380K 0.17% -5,451 13F-HR/A Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 11,336 $380K 0.1% -287 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,331 $380K 0.03% -2,803 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,318 $379K 0.1% +1,019 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,263 $379K 0.06% +571 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 11,296 $379K 0.33% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,281 $378K 0.04% 0 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 11,257 $377K 0.01% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,167 $374K 0.07% -452 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11,133 $373K 0.21% +122 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,081 $372K 0.03% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,066 $371K 0.05% 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,233 $369K 0.01% new 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 10,992 $369K 0.25% +300 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,978 $368K 0.06% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,951 $367K 0.03% +22 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,931 $367K 0.15% -441 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,925 $366K 0.17% +349 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 10,924 $366K 0.02% new 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 10,877 $365K 0.07% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,813 $363K 0.04% -760 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 10,804 $362K 0.14% -206 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,399 $361K 0.23% +30 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 10,775 $361K 0.17% 0 13F-HR Timeline