Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,487 $943K 0.1% +410 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,479 $942K 0.13% +3,272 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 13,448 $940K 0.14% +8,311 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 13,440 $940K 0.23% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,422 $938K 0.31% -896 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 13,411 $938K 0.93% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,321 $931K 0.05% +4,167 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,293 $929K 0.12% -273 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,271 $928K 0.42% -25 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13,203 $923K 0.09% -93 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 13,574 $923K 0.08% -7,303 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 13,172 $921K 0.12% +1,278 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,166 $920K <0.01% +113 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,160 $920K 0.21% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 13,146 $919K 0.2% -38,341 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 13,117 $917K 0.05% +298 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 13,101 $916K 0.14% -940 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 13,089 $915K 0.61% -85 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,089 $915K 0.32% -595 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 13,073 $914K 0.18% -43 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 13,056 $913K 0.27% -220 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,933 $912K 0.12% -384 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,020 $910K 0.41% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13,015 $910K 0.12% -118 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,974 $907K 0.1% +486 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,951 $905K 0.16% +481 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,918 $903K 0.05% +3,004 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,901 $902K 0.03% -2,678 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 12,895 $902K 0.16% -81 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,819 $896K 0.15% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 12,819 $896K 0.11% -3 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 12,818 $896K 0.02% -1,250 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 12,793 $894K 0.33% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 12,783 $894K 0.01% +1,926 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,474 $894K 0.13% -446 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 12,729 $890K 0.21% -286 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 12,727 $890K 0.25% -335 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 12,720 $889K 0.1% -50 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,715 $889K 0.63% +200 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 12,708 $888K 0.05% -759 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,705 $888K 0.07% +8,216 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12,701 $888K 0.17% +45 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,700 $888K 0.05% -3,400 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 12,697 $888K 0.17% +740 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 12,693 $887K 0.61% +32 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,690 $887K 0.22% +52 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 12,686 $887K 0.16% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 12,637 $883K 0.33% -2,985 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 12,616 $882K 0.09% +201 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,147 $881K 0.03% +1,940 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 12,606 $881K 0.29% -172 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,602 $881K 0.21% -102 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 12,573 $879K 0.13% +14 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,567 $879K 0.08% +2,212 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 12,552 $878K 1.1% 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 12,534 $876K 0.14% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,533 $876K 0.17% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 12,532 $876K 0.85% 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 12,525 $876K 0.24% -143 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 12,519 $875K 0.31% +14 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,509 $875K 0.19% -156 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 12,503 $874K 0.14% +5,074 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 12,500 $874K 0.25% -200 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,499 $874K 0.11% +298 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,486 $873K 0.22% +19 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,483 $872K 0.23% -78 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 12,424 $869K 0.17% -1,220 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,968 $867K 0.62% -100 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,378 $865K 0.08% +109 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,346 $863K 0.54% +50 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,331 $862K 0.19% +123 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12,319 $861K 0.21% +2,092 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,305 $860K 0.03% +156 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,303 $860K 0.2% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,307 $860K 0.21% +4,247 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,288 $859K 0.22% +2 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 12,284 $859K 0.56% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,242 $856K 0.37% +273 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 12,230 $855K 0.61% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 12,227 $855K 0.05% -2,758 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 12,223 $855K 0.16% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12,195 $853K 0.23% +704 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,190 $852K 0.19% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,186 $852K 0.46% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,179 $851K 0.14% -314 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,145 $849K 0.19% +600 13F-HR Timeline BANK OZK More: the full row for BANK OZK 12,121 $847K 0.3% -777 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 12,114 $847K 0.52% -809 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 12,106 $846K 0.2% -1,069 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,076 $844K 0.16% +3,825 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 12,068 $844K 0.06% -1,946 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 12,069 $844K 0.16% -71 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,068 $844K 0.11% +392 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 12,024 $841K 0.18% 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 12,000 $839K 0.2% -1,000 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,000 $839K 0.11% 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 11,986 $838K 0.02% -98,452 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11,967 $837K 0.1% -198 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,937 $835K 0.33% -36 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,916 $833K 0.19% -128 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 11,901 $832K 0.3% +63 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 11,896 $832K 0.76% 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 11,823 $827K 0.13% -600 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,800 $825K 0.32% +13 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 11,779 $823K 0.11% -168 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,756 $822K 0.73% +1,814 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,720 $819K 0.12% +840 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,712 $819K 0.09% -4,594 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11,692 $817K 0.11% -4,234 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,699 $817K 0.11% +489 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,664 $815K 0.1% -3,455 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,664 $815K 0.39% +1,177 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 11,651 $815K 0.65% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,638 $814K 0.28% -1,217 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 11,626 $813K 0.46% +386 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,617 $812K 0.07% -452 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 11,615 $812K 1.01% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,598 $811K 0.1% +16 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,570 $809K 0.27% +365 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 11,568 $809K 0.14% -2,349 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 11,564 $808K 0.45% 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 10,777 $806K 0.31% -367 13F-HR/A Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,530 $806K 0.08% -576 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 11,530 $806K 0.46% +22 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 11,499 $804K 0.3% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,487 $803K 0.13% -167 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 11,466 $802K 0.06% -2,246 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,433 $799K 0.25% +48 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 11,416 $798K 0.05% -300 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,413 $798K 0.03% +18 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,393 $796K 0.48% +586 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 11,305 $790K 0.35% -465 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 11,300 $790K 0.15% +3,942 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 11,296 $790K 0.7% 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 11,295 $790K 0.04% +298 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 11,280 $789K 0.31% -665 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 9,972 $788K 0.28% -142 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,256 $787K 0.31% +2,016 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,241 $786K 0.05% +1,598 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 11,223 $785K 0.12% +208 13F-HR/A Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 11,216 $784K 0.07% +1,157 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 11,211 $784K 0.05% +525 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,190 $782K 0.03% -320 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 11,190 $782K 0.51% -75 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,184 $782K 0.02% -381 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,173 $781K 0.57% +175 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,167 $781K 0.08% +80 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 11,160 $780K 0.36% +472 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,674 $780K 0.01% +4,907 13F-HR Timeline Alken Asset Management Ltd More: the full row for Alken Asset Management Ltd 11,100 $778K 1.27% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 11,125 $778K 0.21% -1,220 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 11,121 $777K 0.13% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,116 $777K 0.09% +185 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 11,116 $777K 0.2% -260 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,093 $776K 0.08% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 11,055 $773K 0.17% +10 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 11,053 $773K 0.13% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 11,051 $773K 0.23% -31 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,051 $773K 0.15% +5 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 11,034 $771K <0.01% -95,395 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 11,029 $771K 0.29% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 11,016 $770K 0.26% 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,015 $770K 0.05% -448 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,981 $768K 0.15% +4 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,975 $767K 0.03% +282 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 10,943 $765K 0.47% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,941 $765K 0.05% +310 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10,919 $763K 0.07% -993 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,910 $763K 0.47% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,906 $762K 0.22% -543 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,874 $760K 0.54% +211 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 10,850 $759K 0.73% +54 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 10,811 $756K 0.08% +11 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 10,800 $755K 0.21% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,783 $753K 0.16% +380 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,768 $753K 0.19% -6,111 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 10,717 $749K 0.1% +1,199 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 10,700 $748K 0.05% 0 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 10,682 $747K 0.13% 0 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10,660 $745K 0.06% +229 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 9,487 $745K 0.45% +105 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,646 $744K 0.17% +124 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 10,635 $743K 0.13% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 10,632 $743K 0.27% -298 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,618 $742K 0.16% -468 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 10,607 $742K 0.39% -339 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,604 $741K 0.25% +789 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 10,599 $741K 0.75% -200 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 10,585 $740K 0.25% +357 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 10,577 $739K 0.19% -1,075 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 10,570 $739K 0.05% +2,791 13F-HR/A Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,568 $739K 0.15% -255 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 10,555 $738K 0.04% +2,564 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 10,549 $737K 0.44% +80 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 10,544 $737K 0.22% -414 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 10,527 $736K 0.14% +7 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10,467 $732K 0.06% -677 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,453 $731K 0.04% -128 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 10,429 $729K 0.01% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 10,406 $728K 0.27% -1,021 13F-HR Timeline