Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,678 $778K 0.03% +5 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,790 $775K 0.05% +239 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,654 $771K 0.24% -84 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,648 $769K 0.03% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,644 $768K 0.05% +252 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,637 $766K +963 Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,627 $763K 0.38% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,621 $762K 0.05% -11 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,605 $757K 0.02% +103 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,602 $756K 0.06% +19 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,600 $755K 0.01% -29 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,581 $750K 0.11% +628 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 2,573 $748K 0.06% +8 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,568 $746K 0.01% +484 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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 2,520 $732K 0.01% 0 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 2,500 $726K 0.18% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,492 $724K 0.04% +1,184 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,492 $724K 0.06% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,486 $722K 0.29% +6 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,483 $722K 0.15% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,467 $717K 0.01% +154 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,464 $716K 0.02% +4 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,462 $715K 0.34% +430 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,438 $709K 0.04% -276 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,434 $707K 0.2% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,432 $707K 0.02% +153 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,426 $705K 0.01% -60 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,417 $702K 0.18% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,416 $702K 0.08% -134 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,414 $701K 0.48% +13 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,386 $693K 0.09% -15 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,382 $692K 0.02% +557 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,377 $691K 0.01% -2,092 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,369 $688K 0.01% +58 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,357 $685K 0.02% +1,756 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,354 $684K 0.16% -234 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,354 $684K 0.31% +781 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,353 $684K 0.06% +129 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 2,352 $683K 0.41% -684 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,351 $683K 0.01% -29 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,337 $679K 0.02% +1,156 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,332 $678K 0.03% +248 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,322 $675K 0.06% +279 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,321 $675K 0.03% +86 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,321 $674K 0.03% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,320 $674K 0.3% +580 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,319 $674K 0.01% +7 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,308 $671K 0.01% -215 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,298 $668K 0.01% -232 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 2,286 $664K 0.12% +40 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,274 $661K 0.28% +267 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 2,255 $655K 0.1% +200 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,254 $655K 0.15% +178 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,253 $655K 0.04% +2 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,249 $654K 0.09% +36 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,225 $647K 0.09% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,223 $646K 0.01% -611 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,214 $643K 0.13% -2 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,198 $638K 0.07% -10 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,194 $638K 0.48% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,193 $637K 0.07% -110 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,180 $633K 0.89% -57 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,175 $632K 0.24% -19 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,175 $632K 0.06% -1 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 2,157 $627K 0.02% 0 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,155 $626K 0.07% -53 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,148 $624K 0.06% -466 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,126 $618K 0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,122 $617K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,120 $616K 0.09% -93 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,116 $615K 0.17% +16 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,092 $608K 0.19% -771 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,078 $604K 0.08% +1,388 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,066 $600K 0.01% +183 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,066 $600K <0.01% new 13F-HR Timeline Group WMS Group LLC More: the full row for WMS Group LLC 2,064 $600K 0.77% +33 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,063 $600K 0.22% +381 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,062 $599K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,057 $598K 0.04% +927 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,052 $596K 0.01% -100 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,046 $595K 0.03% +5 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,042 $593K 0.01% 0 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,042 $593K 0.03% +71 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,040 $593K 0.02% +233 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,028 $589K 0.04% +16 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,985 $587K 0.02% +31 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,019 $587K 0.04% +59 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,018 $586K 0.18% +226 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,013 $585K 0.09% +477 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,009 $584K 0.27% +50 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,007 $583K 0.02% -25 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,003 $582K <0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,000 $581K 0.01% +1,349 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for McGlone Suttner Wealth Management, Inc. 1,994 $579K 0.07% +115 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,992 $579K 0.04% +806 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,990 $578K <0.01% +1,071 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,989 $578K 0.03% -5 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 1,985 $577K 0.09% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,979 $575K 0.03% -4,490 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,978 $575K 0.02% -225 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,974 $574K 0.09% +801 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,969 $572K 0.02% -920 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,969 $572K 0.01% -575 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,955 $568K 0.37% -30 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,948 $566K <0.01% -808 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,945 $565K 0.28% 0 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1,945 $565K 0.2% -20 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,940 $564K 0.11% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,946 $563K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,932 $562K 0.05% -65 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,931 $561K 0.17% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,922 $559K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,883 $556K 0.01% -35 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,910 $555K 0.13% +34 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,910 $555K 0.15% 0 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,910 $555K 0.21% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,909 $555K 0.01% -3,622 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,900 $552K 0.31% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,888 $549K 0.01% +592 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 1,886 $548K 0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,873 $544K 0.25% +10 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,873 $544K 0.05% -96 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,873 $544K 0.29% -220 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,866 $542K 0.05% -176 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 1,845 $536K 0.31% -137 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,842 $535K 0.05% -258 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,840 $535K 0.25% -33 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,828 $531K 0.03% -55 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,828 $531K 0.11% -3 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,826 $531K 0.05% +209 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,818 $529K 0.02% -114 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,813 $527K 0.09% -31 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,806 $525K 0.01% +50 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,805 $525K 0.06% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,805 $525K 0.01% +628 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,800 $523K 0.01% -40 13F-HR Timeline Group New England Research & Management, Inc. 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Empirical Wealth Management 1,789 $520K 0.01% +73 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,789 $520K 0.08% -74 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,788 $520K 0.09% +659 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,787 $519K 0.1% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,787 $519K 0.05% +317 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,779 $517K 0.13% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,778 $517K 0.01% -30 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,774 $516K 0.01% +47 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,765 $513K 0.07% 0 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 1,762 $512K 0.39% +156 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,759 $511K 0.1% 0 13F-HR Timeline Avantax Planning Partners, Inc. 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More: the full row for Gold Investment Management Ltd. 1,738 $505K 0.14% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,732 $503K 0.03% -262 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,725 $501K 0.02% +79 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,720 $500K 0.06% -62 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,710 $497K 0.15% -201 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,710 $497K <0.01% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,709 $497K 0.08% +7 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,702 $495K 0.02% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,700 $494K 0.18% +1,500 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,694 $492K 0.15% +364 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,689 $491K <0.01% -15,757 13F-HR/A Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,675 $487K 0.02% +698 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,674 $486K 0.09% -193 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,671 $486K 0.03% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,669 $485K 0.03% -151 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,642 $477K 0.14% -140 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,638 $476K 0.1% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,635 $475K 0.01% -86 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,630 $474K 0.04% +170 13F-HR Timeline Group Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,622 $471K 0.25% -573 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,622 $471K 0.02% -61 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,621 $471K 0.13% +21 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,614 $469K 0.41% -160 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,613 $469K 0.01% +909 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,612 $468K 0.03% +153 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,610 $468K 0.14% -56 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,610 $468K 0.42% -14 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,608 $467K 0.07% +3 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,604 $466K 0.07% -125 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,598 $464K <0.01% -99 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,595 $463K 0.05% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,591 $462K 0.12% +179 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,591 $462K 0.01% +450 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,587 $461K 0.12% +244 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,585 $461K 0.03% +608 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,578 $459K 0.03% +50 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,576 $458K 0.06% -190 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,568 $456K 0.16% -8 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,561 $454K 0.07% +39 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,557 $452K 0.02% -30 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,552 $451K 0.01% -32,297 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,546 $449K 0.1% +28 13F-HR Timeline