Five Oceans Advisors More: the full row for Five Oceans Advisors 3,377 $244K 0.09% +9 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,365 $243K 0.01% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,359 $243K +50 Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,335 $241K 0.04% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,327 $241K 0.02% -676 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,320 $240K 0.01% -1,567 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,316 $240K 0.02% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,270 $237K 0.03% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,265 $236K 0.1% -4,631 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 3,264 $236K 0.1% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,257 $236K <0.01% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,253 $235K 0.04% -10 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,241 $235K 0.03% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,233 $234K 0.09% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,510 $234K 0.15% +2 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,218 $233K 0.02% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,214 $233K 0.1% -719 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,205 $232K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,205 $232K 0.02% -148 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,177 $230K <0.01% -477 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,142 $227K 0.03% new 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 3,138 $227K 0.08% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 3,136 $227K 0.08% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,132 $227K 0.01% -375 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,122 $226K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,277 $225K 0.01% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,109 $225K 0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,098 $224K 0.22% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,094 $224K 0.07% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,083 $223K 0.01% -234 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,080 $223K 0.04% -670 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,078 $223K 0.01% -716 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,076 $223K 0.02% +127 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,075 $223K 0.02% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,059 $221K 0.02% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,031 $219K 0.04% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,022 $219K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,018 $218K 0.01% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,017 $218K 0.05% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,011 $218K 0.03% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,008 $218K 0.07% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,000 $217K 0.02% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,000 $217K 0.02% -2,000 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,000 $217K 0.05% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 3,000 $217K 0.04% +30 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,997 $217K 0.26% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,996 $217K 0.07% -225 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,994 $217K 0.01% -647 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,993 $217K 0.06% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,986 $216K 0.1% -502 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 2,960 $214K 0.14% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,940 $213K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,939 $213K 0.01% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,917 $211K 0.01% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,910 $211K <0.01% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,896 $210K 0.04% new 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,850 $206K 0.06% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,850 $206K 0.08% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,848 $206K 0.11% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,841 $206K 0.01% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,802 $203K <0.01% -28,497 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 2,797 $202K 0.1% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,782 $201K 0.09% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,770 $200K 0.14% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,764 $200K 0.02% +827 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,715 $196K 0.06% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,680 $194K 0.04% +895 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,572 $186K 0.02% -15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,550 $185K <0.01% +4 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,500 $181K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,452 $177K 0.01% +8 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,400 $174K 0.03% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,238 $163K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,250 $163K 0.01% +1 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,234 $162K 0.09% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,161 $156K 0.02% +1,749 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,114 $153K 0.01% +210 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,094 $152K 0.04% +800 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,076 $150K 0.09% +176 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,047 $148K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,013 $146K 0.02% +249 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 2,050 $145K 0.11% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,000 $145K 0.03% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,987 $144K 0.06% +219 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,986 $144K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,978 $143K 0.1% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,972 $143K 0.08% +322 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,807 $134K <0.01% new 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,800 $130K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,778 $129K 0.01% -49 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,770 $128K 0.04% -60 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,724 $125K <0.01% new 13F-HR/A Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,674 $118K 0.08% -217 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,585 $114K <0.01% -1,630 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,573 $114K 0.1% +66 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,464 $106K 0.02% +472 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,426 $103K <0.01% -478 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,420 $103K 0.01% +1,000 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,396 $101K 0.01% -6,091 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,370 $99K 0.03% +34 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,311 $95K 0.01% +67 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,297 $93.9K 0.02% +1,069 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,275 $92.3K <0.01% +57 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,241 $89.8K 0.02% +27 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,240 $89.7K 0.03% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,225 $88.6K 0.01% -84 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,206 $87.3K 0.04% -710 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,200 $86.8K 0.04% -137 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,190 $86.1K 0.06% -178 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,162 $84.1K <0.01% -184 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,134 $82.1K 0.08% +81 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,126 $81.5K 0.01% -15 13F-HR Timeline City State Bank More: the full row for City State Bank 1,116 $80.8K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,100 $79.6K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,098 $79.5K 0.01% -319 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,092 $79K 0.01% +34 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,084 $78.5K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,081 $78.2K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,056 $76.4K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,040 $75.3K <0.01% +71 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,015 $73.4K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,000 $72.4K 0.06% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 997 $72.1K 0.03% -28 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 988 $71.5K 0.02% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,025 $69.7K 0.01% +3 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 941 $68.1K 0.01% -60 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 928 $67.2K 0.01% +197 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 920 $66.6K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 918 $66.4K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 900 $65.1K 0.03% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 870 $63K 0.01% -52 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 861 $62.3K 0.01% -898 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 852 $61.7K <0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 850 $61.5K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 849 $61.4K 0.02% +256 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 845 $61.1K 0.01% +100 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 823 $59.6K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 821 $59.4K 0.01% -48 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 815 $59K 0.06% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 807 $58.4K 0.02% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 790 $57.2K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 798 $56.3K 0.04% +400 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 750 $54.3K 0.03% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 745 $53.9K 0.03% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 742 $53.7K 0.01% +117 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 740 $53.5K <0.01% new 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 730 $52.8K 0.01% -9 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 725 $52.5K 0.05% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 700 $50.7K 0.04% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 674 $48.8K 0.01% +23 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 639 $46.2K 0.04% +118 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 632 $45.7K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 631 $45.6K 0.03% -44 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 624 $45.2K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 617 $44.7K 0.02% -4,959 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 612 $44.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 608 $44K <0.01% -34 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 604 $43.7K 0.01% -394 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 602 $43.6K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 599 $43.3K <0.01% +90 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 559 $40.4K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 556 $40.2K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 554 $40K 0.01% -37 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 566 $39.9K 0.01% +80 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 549 $39.7K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 546 $39.5K 0.03% +32 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 530 $38.4K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 527 $38.1K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 525 $38K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 517 $37.4K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 500 $36.2K 0.01% 0 13F-HR/A Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $36.2K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 500 $36.2K 0.01% -60 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 469 $33.9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 457 $33.1K 0.01% new 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 452 $33K <0.01% +14 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 455 $32.9K 0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 452 $32.7K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 445 $32.2K 0.01% 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 435 $31.5K 0.02% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 444 $31.3K 0.02% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 433 $31.3K <0.01% -187 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 423 $30.6K 0.02% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 420 $30.4K 0.02% +49 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 418 $30.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 417 $30.2K <0.01% -425 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 416 $30.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 412 $29.8K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 407 $29.5K <0.01% +17 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 406 $29.4K 0.01% -168 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 404 $29K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 391 $28.3K 0.01% -19 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 378 $27.4K <0.01% -2,596 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 377 $27.3K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 368 $26.6K 0.01% -296 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 362 $26K <0.01% -65 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 348 $25.1K <0.01% +1 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 346 $25K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 329 $24K 0.02% -102 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 321 $23.2K <0.01% -5 13F-HR Timeline