EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,773 $361K 0.02% +1,241 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 10,766 $361K 0.09% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 11,426 $361K 0.04% +1,425 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,733 $360K 0.01% -733 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,696 $359K 0.01% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 10,678 $358K 0.15% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 10,672 $358K 0.74% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,640 $357K 0.02% +2,936 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,595 $355K <0.01% -1,705 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 10,552 $354K 0.01% -674 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,755 $351K 0.03% +709 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10,468 $351K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,456 $351K 0.03% +692 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 10,455 $351K 0.02% -31 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 10,411 $349K 0.14% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 10,375 $348K 0.21% -1,907 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 10,318 $346K 0.03% -1,420 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,307 $346K 0.17% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 10,261 $344K 0.35% +774 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,248 $344K 0.02% +3,920 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,238 $343K 0.01% -2,002 13F-HR Timeline Group Sun Financial Inc More: the full row for Sun Financial Inc 10,252 $342K 0.17% -723 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 10,168 $341K 0.03% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 10,155 $340K 0.18% +410 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 10,150 $340K 0.06% -284 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 10,150 $340K 0.03% -457 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 10,151 $340K 0.15% +526 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,125 $339K 0.02% +2,494 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,110 $339K 0.01% +2,130 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,105 $339K 0.01% 0 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 10,080 $338K 0.1% -1,314 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 10,038 $337K <0.01% -500 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 10,028 $336K 0.08% 0 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 10,021 $336K 0.37% +21 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,005 $335K 0.02% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 10,000 $335K 0.04% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 9,983 $335K 0.14% +866 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,922 $333K 0.15% -162 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,913 $332K 0.04% +118 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,881 $331K <0.01% +1,822 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 9,865 $331K 0.1% -229 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 9,839 $330K 0.05% -1,080 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 9,808 $329K 0.03% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 9,812 $329K 0.18% +1 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 9,800 $329K 0.07% +133 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,769 $328K 0.06% +675 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 9,765 $327K 0.07% +659 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,764 $327K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,742 $327K 0.06% -345 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,725 $326K 0.07% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,688 $325K 0.06% +277 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,677 $324K 0.12% -2,100 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 9,630 $323K 0.05% -173 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 9,625 $323K 0.04% +86 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,616 $322K 0.02% +7 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,532 $320K 0.03% +103 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,531 $320K 0.02% -1,472 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 9,516 $319K 0.06% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9,506 $319K 0.01% -1,987 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 9,503 $319K 0.22% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 9,500 $319K 0.07% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,490 $318K 0.05% -752 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,450 $317K 0.04% +515 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,430 $316K 0.01% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,405 $315K 0.02% +103 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 9,379 $314K 0.09% +57 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,354 $314K 0.16% -107 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,345 $313K <0.01% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,327 $313K 0.07% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 9,325 $313K 0.21% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,287 $311K 0.03% -1,801 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 9,266 $311K 0.2% +10 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 9,256 $310K 0.07% +58 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,245 $310K 0.03% +268 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 9,232 $310K 0.08% -2,930 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,171 $308K 0.2% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,166 $307K 0.01% -948 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 9,165 $307K 0.1% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,118 $306K 0.06% -369 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 9,075 $304K 0.14% -28 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 9,026 $303K 0.09% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,996 $302K 0.15% -117 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 8,996 $302K 0.25% +82 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,987 $301K 0.04% -1,487 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,960 $300K 0.04% 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 8,940 $300K 0.12% -500 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 8,900 $298K 0.09% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,848 $297K 0.1% +24 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,834 $296K 0.02% -54 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,801 $295K 0.01% +398 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,687 $291K 0.14% -1,445 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 8,681 $291K 0.24% -1,010 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,634 $289K 0.02% +294 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,626 $289K 0.18% +1,081 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,608 $289K 0.04% -263 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,596 $288K 0.09% -404 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,588 $288K 0.06% +330 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,577 $288K 0.03% +2,169 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,574 $287K 0.04% -704 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8,568 $287K 0.1% +264 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,564 $287K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,560 $287K 0.03% -3,004 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,505 $285K 0.04% -388 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,500 $285K 0.19% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,498 $285K 0.01% +319 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,068 $285K 0.03% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,468 $284K 0.01% new 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 8,457 $284K 0.12% -40 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 8,400 $282K 0.06% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,389 $281K 0.1% -413 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 8,385 $281K 0.13% +404 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,362 $280K 0.25% -200 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,357 $280K 0.14% -4 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 8,317 $279K 0.12% -1,632 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 8,309 $279K 0.06% -936 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8,296 $278K 0.03% -1,974 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,292 $278K <0.01% -121 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,271 $277K 0.02% +44 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 8,268 $277K 0.03% -100 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 8,768 $277K 0.02% +1,130 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 8,322 $276K <0.01% -712 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 8,215 $275K 0.01% +782 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,146 $273K 0.03% -200 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 8,137 $273K 0.01% 0 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,126 $272K <0.01% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,126 $272K 0.06% +8 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 8,123 $272K 0.13% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,105 $272K 0.02% -340 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 8,093 $271K 0.04% new 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 8,073 $271K 0.24% +6 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 8,072 $271K 0.05% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 8,022 $269K 0.02% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 7,988 $268K 0.18% +69 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,982 $268K 0.11% +180 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,971 $267K 0.04% -105 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,969 $267K 0.04% -630 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 7,965 $267K 0.04% +189 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 7,947 $266K 0.05% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,943 $266K 0.14% +72 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,920 $266K 0.03% -877 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,904 $265K 0.09% -907 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,899 $265K 0.03% -1,188 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 7,891 $265K 0.05% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 7,830 $263K 0.18% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,829 $263K 0.03% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,827 $262K 0.16% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,820 $262K 0.15% new 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 7,800 $262K 0.21% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 7,792 $261K 0.39% -210 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,724 $259K 0.05% +7,340 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,705 $258K 0.02% +27 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,670 $257K 0.04% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,655 $257K 0.09% +124 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,655 $257K 0.05% -976 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,598 $255K 0.04% +246 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,587 $254K 0.03% -1,119 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 7,575 $254K 0.13% -929 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,559 $253K 0.06% -1,483 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 7,547 $253K 0.16% 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 7,541 $253K 0.23% -62 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,538 $253K 0.02% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,537 $253K 0.03% new 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 7,517 $252K 0.09% +5 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,655 $252K 0.14% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,498 $251K 0.02% -579 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,488 $251K 0.14% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,480 $251K <0.01% +94 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 7,478 $251K 0.16% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 7,471 $251K 0.03% +78 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,462 $250K <0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 7,451 $250K 0.07% new 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 7,450 $250K 0.18% +8 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,406 $248K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,388 $248K 0.09% 0 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,379 $247K 0.18% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,370 $247K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,336 $246K 0.04% +12 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,330 $246K 0.05% +30 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,270 $244K 0.02% -652 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 7,255 $243K 0.03% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 7,245 $243K 0.06% 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. 7,243 $243K 0.02% new 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,219 $242K 0.05% -1,001 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,209 $242K 0.08% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,187 $241K 0.12% -525 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,184 $241K 0.01% -52 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 7,180 $241K 0.03% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,165 $240K 0.12% new 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,164 $240K 0.08% +3,109 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 7,154 $240K 0.04% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 7,139 $239K 0.08% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,110 $238K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 7,086 $238K 0.02% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,069 $237K 0.03% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 7,047 $236K 0.03% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,046 $236K 0.13% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 7,034 $236K 0.19% +223 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,030 $236K 0.03% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,020 $235K 0.02% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 7,015 $235K 0.03% -5,300 13F-HR Timeline