SFMG, LLC More: the full row for SFMG, LLC 5,373 $1.18M 0.07% +200 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 5,363 $1.18M -1,426 Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,353 $1.18M 0.03% +426 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 5,340 $1.18M 0.14% -386 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,334 $1.18M 0.02% -5,483 13F-HR Timeline Group St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,325 $1.17M 0.3% -75 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for ARVEST INVESTMENTS, INC. 5,024 $1.11M 0.13% -17 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 5,019 $1.11M 0.12% +262 13F-HR Timeline Waterfront Wealth Inc. 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Inc. 4,836 $1.07M 0.43% -25 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,831 $1.07M 0.01% +4,677 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,812 $1.06M 0.07% +435 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,805 $1.06M 0.02% -56 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 4,797 $1.06M 0.07% -6,979 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,794 $1.06M 0.05% +10 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,792 $1.06M 0.04% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,791 $1.06M 0.04% -1,150 13F-HR Timeline Astoria Portfolio Advisors LLC. 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Mason LLC More: the full row for S.A. Mason LLC 4,179 $921K 0.28% -40 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,177 $921K 0.41% +96 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,147 $914K 0.05% -84 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,146 $914K 0.33% +104 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,144 $914K 0.33% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,139 $913K 0.28% +220 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 4,138 $912K 0.52% +915 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Citadel Investment Advisory, Inc. 4,026 $888K 0.4% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,026 $888K 0.09% +1,012 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,023 $887K 0.12% -300 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 4,022 $887K 0.46% +1,625 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,016 $885K 0.05% -737 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,011 $884K 0.13% -287 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 3,969 $875K 0.4% 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 3,948 $870K 0.73% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,946 $870K 0.02% -1,122 13F-HR Timeline Aldebaran Financial Inc. 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More: the full row for Nicholas Hoffman & Company, LLC. 3,874 $854K 0.02% +3 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,866 $852K 0.3% -411 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 3,994 $851K 0.38% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,855 $850K 0.13% -417 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,848 $849K 0.18% +175 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,840 $847K 0.18% +115 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,829 $844K 0.03% +1 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,819 $842K 0.01% -566 13F-HR Timeline Westchester Capital Management, Inc. 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More: the full row for Pacific Excel Wealth Advisors, Inc. 3,813 $841K 0.33% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,813 $841K 0.32% -2,064 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,811 $840K 0.04% -122 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,806 $839K 0.02% -487 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 3,800 $838K 0.16% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,793 $836K 0.34% -205 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,788 $835K 0.36% -1,467 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,787 $835K 0.12% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,787 $835K 0.22% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,785 $835K 0.1% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,781 $834K 0.27% -50 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,749 $827K 0.37% -16 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 3,743 $825K 0.12% -27 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,739 $824K 0.04% -608 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,736 $824K 0.11% +32 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,743 $823K 0.01% +15 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,729 $822K 0.19% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,473 $821K 0.03% +1,009 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,709 $818K 0.53% +877 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,706 $817K 0.15% +620 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 3,700 $816K 0.1% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,696 $815K 0.26% -47 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 3,691 $814K 0.1% -201 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,677 $811K 0.09% -4,416 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,676 $811K 0.08% -316 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,669 $809K 0.03% +88 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,652 $805K 0.06% +1 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,638 $802K 0.2% +51 13F-HR Timeline SMITH, MOORE & CO. 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Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,466 $764K 0.43% +681 13F-HR Timeline