Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,393 $1.64M 0.11% -605 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,386 $1.64M 0.88% +118 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,385 $1.64M 0.59% +242 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,378 $1.63M <0.01% -675 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,370 $1.63M 1.01% +7 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 2,534 $1.62M 1.16% +15 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,354 $1.62M 0.18% -839 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,343 $1.62M 0.13% -180 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,331 $1.61M 0.09% -1,396 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,303 $1.6M 0.06% +1,002 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,301 $1.6M 0.08% -52 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,300 $1.6M 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3,300 $1.6M 0.31% -474 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,297 $1.59M 0.63% +50 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,500 $1.59M 0.71% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,285 $1.59M 0.16% -507 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,285 $1.59M 0.61% +107 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,279 $1.59M 0.93% -20 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,278 $1.59M 0.46% -13 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,274 $1.58M 1.36% -1,841 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,270 $1.58M 0.35% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,267 $1.58M 0.03% +658 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,263 $1.58M 0.68% +145 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,262 $1.58M 0.03% -47,000 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,258 $1.58M 0.03% -205 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,254 $1.57M 1.16% -32 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,253 $1.57M 0.01% +325 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 3,250 $1.57M 0.14% +250 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 3,241 $1.57M 0.53% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,236 $1.57M 0.73% -22 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,229 $1.56M 0.56% +169 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,214 $1.55M 0.12% -136 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,191 $1.54M 0.34% +46 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 3,190 $1.54M 0.52% +1,390 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,186 $1.54M 0.58% +11 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,180 $1.54M 0.03% +151 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,176 $1.54M 0.51% -164 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 3,175 $1.54M 0.47% -30 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 3,175 $1.54M 0.17% +406 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,173 $1.53M 1.38% -35 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,168 $1.53M 0.11% +72 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,159 $1.53M 0.47% +23 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,158 $1.53M 0.67% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,156 $1.53M 0.4% +82 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,128 $1.51M 0.84% +2,323 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,127 $1.51M 0.01% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,125 $1.51M 0.24% -15 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,120 $1.51M 0.24% +252 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,118 $1.51M 0.42% -20 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,104 $1.5M 0.15% -20 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,104 $1.5M 0.96% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,101 $1.5M 0.84% +107 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,095 $1.5M 0.16% +164 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,086 $1.49M 0.22% -108 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,086 $1.49M 0.96% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,000 $1.49M 0.05% +598 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,080 $1.49M 0.12% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,070 $1.48M 0.81% +8 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,064 $1.48M 0.09% 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,064 $1.48M 0.02% 0 13F-HR Timeline Group Juno Financial Group LLC More: the full row for Juno Financial Group LLC 3,058 $1.48M 0.59% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,057 $1.48M 0.09% -1,242 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 3,049 $1.47M 0.89% +158 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,013 $1.46M 0.09% +447 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,012 $1.46M 0.19% +137 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,335 $1.46M 0.21% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,010 $1.46M <0.01% -5,203 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,010 $1.46M 0.16% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,007 $1.45M 0.15% +536 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 3,003 $1.45M 0.87% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,989 $1.45M 0.5% +2,527 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,988 $1.45M 0.79% -442 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,983 $1.44M 0.1% +2,561 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,982 $1.44M 0.86% -32 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,975 $1.44M 0.93% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,960 $1.43M 0.28% +298 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,940 $1.42M 0.75% -25 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,922 $1.41M 0.02% -285 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,841 $1.41M 0.53% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,916 $1.41M 0.26% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,905 $1.41M 0.69% -36 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,896 $1.4M 0.08% +14 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 2,885 $1.4M 0.3% +2,403 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,884 $1.39M 0.1% +17 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,883 $1.39M 0.22% -262 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,880 $1.39M 0.7% -35 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 2,872 $1.39M 0.27% -500 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,870 $1.39M 0.09% -71 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 2,864 $1.39M 0.73% -25 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,859 $1.38M 0.15% -108 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,542 $1.38M 0.27% +18 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,850 $1.38M 0.3% -50 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,835 $1.37M 0.09% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,831 $1.37M 0.16% -97 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 2,829 $1.37M 1.03% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,828 $1.37M 0.58% +197 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 2,828 $1.37M +307 Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,812 $1.36M 0.02% 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,811 $1.36M 0.18% +117 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,809 $1.36M 0.8% -32 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,808 $1.36M 0.08% +301 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,802 $1.36M 0.14% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,789 $1.35M 0.02% +13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,787 $1.35M 0.14% +7 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,784 $1.35M 0.57% +133 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,781 $1.35M 0.43% -18 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,779 $1.34M 0.05% -513 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,772 $1.34M 0.02% -785 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,770 $1.34M 0.14% +1,413 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,754 $1.33M 0.81% +14 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,750 $1.33M 0.14% +23 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,075 $1.32M 0.28% -407 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,724 $1.32M 0.02% -103 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,718 $1.31M 0.35% -67 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,717 $1.31M 0.21% -135 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,714 $1.31M 0.86% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,706 $1.31M 0.05% -104 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,703 $1.31M 0.08% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,701 $1.31M 0.03% -76 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,700 $1.31M 0.17% +31 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,699 $1.31M 0.39% -28 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,696 $1.3M 0.31% +21 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,691 $1.3M 0.47% -35 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,683 $1.3M 0.06% -8 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,671 $1.29M 0.13% -8 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,671 $1.29M 0.18% +1 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,634 $1.27M 0.29% +14 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,634 $1.27M 0.3% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,620 $1.27M 0.14% +5 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,618 $1.27M 0.12% +10 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,590 $1.26M 0.05% +73 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,608 $1.26M 0.19% -15 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,601 $1.26M 0.23% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,600 $1.26M 0.06% +721 13F-HR/A Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,587 $1.25M 0.54% -2,317 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,583 $1.25M 0.06% -200 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 2,575 $1.25M 0.11% -59,560 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,371 $1.24M +23 Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 2,556 $1.24M 0.13% +51 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,535 $1.23M 0.03% -541 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,535 $1.23M <0.01% -383 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,527 $1.22M 0.17% 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 1,853 $1.22M 0.83% +149 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,517 $1.22M 0.21% -47 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,515 $1.22M 0.85% +17 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,514 $1.22M 0.57% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,510 $1.21M 0.51% -104 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 2,169 $1.21M 0.5% -120 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,500 $1.21M <0.01% +291 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,502 $1.21M 0.41% +15 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,501 $1.21M 0.5% +486 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,497 $1.21M 0.24% -24 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,489 $1.2M 0.1% -45 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,485 $1.2M 0.09% +2,079 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,483 $1.2M 0.07% -111 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,477 $1.2M 0.1% -218 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,475 $1.2M 0.3% +353 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,472 $1.2M 0.13% -55 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,468 $1.19M 0.02% +637 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,452 $1.19M 0.24% 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,451 $1.19M 0.27% -7 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,448 $1.18M 0.06% +874 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,445 $1.18M 0.12% -85 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,441 $1.18M 0.27% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,440 $1.18M 0.29% -154 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,431 $1.18M 0.11% +2,176 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,419 $1.17M 0.04% +42 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,417 $1.17M 0.33% +6 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,416 $1.17M 0.1% +96 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,415 $1.17M 0.36% -14 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 2,415 $1.17M 0.89% -104 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 2,402 $1.16M 1.25% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,137 $1.16M 0.15% +57 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,397 $1.16M 0.1% -233 13F-HR Timeline Group X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,388 $1.16M 0.38% +7 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 2,395 $1.15M 0.01% +715 13F-HR Timeline Group Triton Financial Group Inc More: the full row for Triton Financial Group Inc 2,386 $1.15M 0.76% +114 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,385 $1.15M 0.08% +9 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,383 $1.15M 0.16% +71 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,374 $1.15M 0.13% -242 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,372 $1.15M 0.56% -1,323 13F-HR Timeline City State Bank More: the full row for City State Bank 2,368 $1.15M 0.31% -19 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,367 $1.14M 0.33% -13 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 2,364 $1.14M 1.11% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,358 $1.14M 0.08% +237 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,355 $1.14M 0.07% -51 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,353 $1.14M 0.04% +4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,353 $1.14M 0.11% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,339 $1.13M 0.5% +74 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,339 $1.13M 1.1% 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,337 $1.13M 0.3% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,321 $1.12M 0.74% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,320 $1.12M 0.07% -33 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,307 $1.12M 0.14% -13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,305 $1.11M 0.08% -2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,303 $1.11M 0.16% -103 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,299 $1.11M 0.15% -12 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,297 $1.11M 0.06% -1 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,296 $1.11M 0.03% +189 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,292 $1.11M 0.03% +574 13F-HR/A Timeline Group