AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,987 $437K 0.01% -513 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,980 $436K 0.02% -493 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,914 $431K 0.03% +19 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,890 $430K 0.23% -100 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,886 $430K 0.01% -393 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,865 $429K 0.03% +2,041 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,835 $427K <0.01% +279 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,831 $427K 0.01% -1,738 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,232 $425K 0.1% -3,471 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 6,793 $424K 0.1% +82 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,713 $419K 0.02% +1,105 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,692 $418K 0.01% -167 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 6,671 $417K 0.13% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,656 $416K 0.05% +274 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,488 $415K 0.03% +36 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,637 $415K 0.25% +1,230 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 6,595 $412K 0.11% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,593 $412K 0.03% +21 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 6,593 $412K 1.26% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 6,563 $410K 0.01% -1,420 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,558 $410K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,468 $409K 0.02% +65 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,531 $408K 0.24% +1,345 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,524 $408K 0.01% -3 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,456 $403K 0.01% -1,799 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,414 $401K 0.02% +1,647 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,403 $400K 0.01% -665 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,293 $393K 0.05% +222 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,259 $391K 0.23% +275 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,254 $391K 0.01% +75 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,226 $389K 0.04% +11 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,209 $388K 0.03% -133 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,195 $387K 0.01% +526 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,135 $383K 0.06% +2,563 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 6,125 $383K 0.09% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,110 $382K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,087 $380K 0.04% +404 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,064 $379K 0.02% +256 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,031 $377K 0.05% +381 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 5,994 $376K <0.01% -536 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 6,000 $375K 0.18% +1,500 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 5,997 $375K 0.09% +774 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,963 $373K 0.06% -1,036 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,961 $372K 0.11% +20 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,961 $372K 0.01% -3,014 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,952 $372K 0.15% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,946 $372K 0.23% -37 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,921 $370K 0.18% -80 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,861 $366K 0.02% -779 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,845 $365K 0.05% -110 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,806 $363K 0.07% -250 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,768 $363K 0.04% +1,971 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 5,758 $360K 0.05% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,685 $355K 0.01% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,675 $355K 0.02% -11 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,639 $352K 0.01% -514 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,610 $351K 0.1% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,576 $348K 0.13% -705 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,574 $348K 0.01% -7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,348 $342K 0.27% +188 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,425 $339K <0.01% +850 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,405 $338K 0.06% -775 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,401 $337K 0.11% -2,400 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,370 $336K 0.13% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,367 $335K 0.17% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,280 $330K 0.2% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,266 $329K 0.02% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,254 $328K 0.08% +921 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,087 $327K 0.01% +524 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,203 $325K 0.14% -483 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,183 $324K 0.05% new 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 5,168 $323K 0.12% 0 13F-HR/A Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 5,155 $322K 0.1% -7 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,146 $322K 0.23% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 5,133 $321K 0.11% -55 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,127 $320K 0.04% +3,314 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,084 $318K 0.35% -4,099 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,078 $317K 0.01% +936 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,071 $317K 0.01% +2,100 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,025 $314K 0.19% -12,004 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,023 $314K 0.02% +599 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,000 $312K 0.02% -42 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,000 $312K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,000 $312K 0.01% +100 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,998 $312K 0.04% -87 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,983 $311K 0.15% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,968 $310K 0.1% -403 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,965 $310K 0.01% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,961 $310K 0.15% +290 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,955 $310K 0.05% +1,396 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,947 $309K 0.02% +143 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,941 $309K 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,914 $307K 0.16% +22 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,907 $307K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,900 $306K 0.04% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,887 $305K 0.01% +11 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,875 $305K 0.11% +1,858 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,861 $304K 0.11% -3,554 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,851 $303K 0.01% new 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 4,851 $303K 0.06% new 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,823 $301K 0.01% +12 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,811 $301K 0.01% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,795 $300K 0.02% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,764 $298K 0.02% +304 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,742 $296K 0.01% -274 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 4,726 $295K 0.09% +346 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,719 $295K 0.09% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,688 $293K 0.05% +300 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,670 $292K 0.02% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,645 $290K 0.06% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,626 $289K <0.01% +129 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,606 $289K <0.01% +430 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,667 $288K 0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,610 $288K 0.05% +15 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,600 $287K 0.05% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,561 $285K 0.2% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,547 $284K 0.14% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,571 $284K 0.07% -108 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,508 $282K <0.01% -1,445 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 4,500 $281K 0.02% +432 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,496 $281K 0.03% new 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,487 $280K 0.03% +1,234 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 4,468 $279K 0.08% -942 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,440 $277K 0.01% -243 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 4,412 $276K 0.03% +160 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,409 $275K 0.52% +21 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,400 $275K 0.01% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,336 $271K 0.02% +271 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,327 $270K 0.13% -1,238 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,314 $270K 0.02% -6 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,305 $269K 0.01% -7 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,305 $269K 0.03% -8 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,302 $269K <0.01% -224 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,298 $269K 0.15% -376 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 4,285 $268K 0.26% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,279 $267K 0.05% -211 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 4,210 $263K 0.22% -457 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,186 $262K <0.01% +1,217 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,180 $261K 0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,161 $260K 0.07% -320 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,161 $260K 0.15% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,161 $260K 0.05% +137 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,100 $259K 0.06% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,121 $257K 0.05% 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 4,115 $257K 0.18% +59 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,101 $256K 0.11% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,100 $256K 0.06% -300 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,098 $256K 0.28% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,083 $255K 0.08% -30 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,079 $255K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,068 $254K 0.02% +400 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,059 $254K 0.05% +15 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,020 $251K 0.06% -371 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,003 $250K 0.03% -1,121 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 4,000 $250K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,998 $250K 0.03% -12 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,995 $250K 0.01% +83 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,991 $249K 0.07% 13F-HR Timeline Group Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,951 $247K 0.18% -3,198 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,943 $246K 0.08% +384 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,943 $246K 0.03% +6 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,942 $246K 0.17% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,933 $246K 0.1% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,926 $245K 0.03% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,916 $245K 0.03% -9 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,908 $244K 0.06% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,880 $242K 0.15% -26 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,878 $242K 0.15% -850 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,865 $241K 0.01% -155 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,834 $240K 0.02% -64 13F-HR/A Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,794 $237K 0.05% -147 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,794 $237K 0.01% +105 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,770 $236K 0.01% -9,652 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,761 $235K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,760 $235K 0.26% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,753 $234K 0.09% +569 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,750 $234K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,733 $233K <0.01% -1,382 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,732 $233K 0.04% -275 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,731 $233K 0.05% +77 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,720 $232K 0.01% -117 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,711 $232K 0.1% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,707 $232K 0.02% +485 13F-HR Timeline Group SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 3,700 $231K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,694 $231K 0.01% -65 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,688 $230K 0.04% +43 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,664 $229K 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,654 $228K <0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,649 $228K 0.04% +1 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,641 $228K 0.01% +37 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,620 $226K <0.01% -116 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,606 $225K 0.06% 0 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,602 $225K 0.16% -120 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,600 $225K 0.03% 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,570 $224K 0.21% -200 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,554 $224K 0.03% +2,351 13F-HR/A Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,619 $224K 0.12% -79 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,572 $223K 0.06% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,555 $222K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,508 $222K 0.15% +2 13F-HR Timeline