SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 7,000 $472K 0.14% -175 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,999 $472K 0.08% -7,324 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,990 $471K 0.26% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,930 $467K 0.03% -4,776 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,927 $467K 0.01% +1,022 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,895 $464K 0.03% +792 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,859 $462K 0.01% +192 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,856 $462K <0.01% -62 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,807 $459K -17,852 Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,784 $457K 0.03% +103 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,711 $452K 0.11% -42 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,660 $449K 0.01% -626 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,645 $448K 0.1% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,640 $448K 0.03% -336 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,583 $444K 0.07% -15,732 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,572 $443K 0.03% +21 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,556 $442K <0.01% +314 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,527 $440K 0.01% -3,021 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 6,486 $437K 0.06% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,530 $434K <0.01% -18,623 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 6,434 $434K 0.25% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,418 $433K 0.03% +97 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,403 $433K 0.02% -319 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,382 $430K 0.06% +609 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,342 $428K 0.03% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,281 $423K 0.16% -555 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,269 $423K 0.01% -87 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,215 $419K 0.05% +60 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6,180 $417K 0.08% +6,121 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,179 $417K 0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,153 $415K 0.02% -12,523 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 6,125 $413K 0.09% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,110 $412K 0.03% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,452 $409K 0.03% -356 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,071 $409K 0.06% +113 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,056 $408K 0.08% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,001 $405K 0.21% -60 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,997 $404K 0.01% +4,303 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,984 $403K 0.24% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,983 $403K 0.25% -50 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,000 $403K <0.01% new 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,955 $402K 0.06% 0 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,953 $401K 0.01% -46,016 13F-HR/A Timeline Group Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,941 $401K 0.12% +7 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,917 $399K 0.03% -2,002 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,823 $393K 0.04% +113 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,808 $391K 0.02% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,710 $385K 0.02% -335 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,686 $383K 0.02% -2,642 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,686 $383K 0.16% -61 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,685 $383K 0.01% +1,200 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,683 $383K 0.04% -63,869 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,669 $382K 0.02% +1,436 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,650 $381K 0.05% -39 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,608 $378K 0.02% +1,399 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,585 $376K 0.14% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,581 $376K 0.01% +314 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,565 $375K 0.19% +125 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,441 $367K 0.03% new 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 5,410 $365K 0.1% -7,311 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 5,407 $364K 0.24% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,371 $362K 0.12% -21 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,370 $362K 0.14% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,367 $362K 0.18% +691 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,280 $356K 0.23% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,266 $355K 0.03% +74 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,243 $353K 0.06% +77 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,223 $352K 0.08% -144 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,186 $350K 0.21% +1,314 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,188 $350K 0.12% +236 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 5,167 $348K 0.05% -1,075 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 5,162 $348K 0.11% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,146 $347K 0.25% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,124 $345K 0.05% +1,355 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,115 $345K 0.01% +2,493 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,112 $345K 0.02% +742 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,168 $344K 0.14% -131 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,086 $343K 0.01% -9 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,085 $343K 0.04% -175 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,042 $340K 0.02% +42 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,016 $338K 0.02% +132 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,014 $338K 0.1% +6 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,983 $336K 0.16% -115 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,976 $335K 0.01% -18,270 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,968 $335K 0.05% +75 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,160 $334K 0.28% -589 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,941 $333K 0.02% +3 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,937 $333K 0.01% -272 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,907 $331K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,900 $330K 0.04% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,900 $330K 0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,900 $330K <0.01% -51,196 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 4,896 $330K 0.02% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,892 $330K 0.17% +21 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,876 $329K 0.02% -255 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,824 $325K 0.02% -136 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,811 $324K 0.02% +82 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,811 $324K 0.01% +13 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,804 $324K 0.03% -41 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,767 $321K 0.02% -729 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,728 $319K 0.23% -375 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,719 $318K 0.1% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,683 $316K 0.01% +576 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,674 $315K 0.2% +24 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,679 $315K 0.08% -1,318 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,671 $315K 0.15% +1,012 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,670 $315K 0.02% +155 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,667 $315K 0.26% -20 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,650 $313K 0.14% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 4,900 $312K 0.15% -1,580 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,600 $310K 0.06% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,595 $310K 0.06% +226 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,667 $309K 0.01% -48 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,563 $309K 0.01% +1,461 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,575 $308K <0.01% -94 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,561 $307K 0.22% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,545 $306K 0.16% +1 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,533 $306K 0.02% -62,749 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,526 $305K <0.01% +312 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 4,503 $304K <0.01% -20,719 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,500 $303K 0.16% +900 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,497 $303K <0.01% +139 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,490 $303K 0.05% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,481 $302K 0.08% -3,086 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,466 $301K 0.02% +80 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,460 $301K 0.02% +119 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,424 $298K 0.02% +83 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,400 $297K 0.07% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,392 $296K 0.01% +56 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,388 $296K 0.58% +402 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,391 $296K 0.07% -46 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,388 $296K 0.05% +119 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 4,380 $295K 0.09% +354 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,333 $292K 0.07% +57 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,320 $291K 0.02% -30 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,313 $291K 0.03% +62 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,312 $291K 0.01% +65 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 4,300 $290K 0.11% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4,300 $290K 0.01% -4,200 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 4,265 $288K 0.32% +299 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 4,252 $287K 0.02% -1 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,248 $286K 0.01% -465 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,199 $283K 0.09% -3,104 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,197 $283K 0.01% +100 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,155 $280K 0.01% +37 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,142 $279K 0.01% -555 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,120 $278K <0.01% -289 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,176 $277K <0.01% -4 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,113 $277K 0.11% +1 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,079 $275K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,068 $274K 0.02% +702 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,065 $274K 0.02% +128 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 4,056 $273K 0.19% -290 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,044 $273K 0.07% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,024 $271K 0.05% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,020 $271K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,010 $270K 0.03% +12 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,007 $270K 0.05% -267 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,000 $270K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,912 $269K 0.01% -1,440 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,942 $266K 0.18% 0 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,941 $266K 0.06% -168 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,937 $265K 0.03% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,933 $265K 0.12% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,926 $265K 0.04% +4 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,925 $265K 0.03% -16 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,919 $264K 0.02% +614 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,906 $263K 0.16% +42 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,898 $263K 0.02% -785 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,880 $262K 0.03% +45 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,851 $260K 0.02% +313 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,837 $259K 0.01% +423 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,817 $257K 0.12% +149 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,797 $256K 0.04% +549 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 4,010 $255K 0.11% -4,010 13F-HR/A Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,770 $254K 0.25% -75 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,761 $254K 0.04% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,760 $253K 0.24% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,759 $253K 0.01% -146 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,750 $253K 0.04% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,736 $252K <0.01% -8,199 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,725 $251K 0.01% -235 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,722 $251K 0.18% -705 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,721 $251K 0.05% -1,604 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,718 $251K 0.01% +8 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,706 $250K 0.01% -3,716 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,700 $249K 0.01% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,698 $249K 0.13% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,689 $249K 0.02% +828 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,668 $247K 0.02% +20 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,664 $247K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,654 $246K 0.05% -63 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,650 $246K 0.01% +213 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,648 $246K 0.04% +2 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,647 $246K 0.01% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,645 $246K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,644 $246K 0.02% -349 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,606 $243K 0.07% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,604 $243K 0.01% +2 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,600 $243K 0.02% 0 13F-HR Timeline