MidFirst Bank More: the full row for MidFirst Bank 4,690 $1.46M 0.12% 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 4,680 $1.45M 1.36% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,675 $1.45M 0.28% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,660 $1.45M 0.09% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,658 $1.45M 0.15% -219 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,650 $1.44M 0.32% -39 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,643 $1.44M 0.64% +389 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,628 $1.44M 0.08% +926 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,627 $1.44M 0.04% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,573 $1.42M 0.05% +1,830 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 4,571 $1.42M 0.43% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,550 $1.41M 0.03% +7 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,545 $1.41M 0.02% +5 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,406 $1.41M 0.15% +2,182 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,534 $1.41M 0.05% +3 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,228 $1.4M 0.29% -413 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,486 $1.39M 0.23% -17 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,469 $1.39M 0.38% +690 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,425 $1.38M 0.41% 0 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,432 $1.37M 0.55% -55 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 4,428 $1.37M 0.01% 13F-HR/A Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,407 $1.37M 1.19% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,391 $1.36M 0.26% -426 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,390 $1.36M 0.05% +43 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,386 $1.36M 0.11% +841 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,366 $1.35M 0.43% -1,838 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,327 $1.34M 0.11% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,306 $1.34M 0.16% +138 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,296 $1.33M 0.01% +501 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,291 $1.33M 0.06% +27 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,261 $1.32M 0.11% +5 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,238 $1.31M 0.03% -160 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,208 $1.31M 0.04% -19 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,135 $1.28M 0.45% -30 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 4,130 $1.28M 0.36% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,123 $1.28M 0.02% +431 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,120 $1.28M -702 Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,000 $1.26M 0.1% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,038 $1.25M 0.46% +37 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,028 $1.25M 0.11% -301 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,014 $1.25M 0.07% +31 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,894 $1.24M 0.04% +179 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,981 $1.24M 0.01% +244 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,717 $1.22M 0.15% +3 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,922 $1.22M 0.07% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,922 $1.22M 0.03% +780 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,920 $1.22M 0.04% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,900 $1.21M 0.35% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,898 $1.21M 0.03% +323 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,869 $1.2M 0.09% -265 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,869 $1.2M 0.06% -4,233 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,861 $1.2M 0.47% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,857 $1.2M 0.13% +1,006 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 3,848 $1.19M 0.08% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,833 $1.19M 0.04% -1,980 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,823 $1.19M 0.07% +5 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,820 $1.19M 0.01% +247 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 3,812 $1.18M 0.03% +8 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,801 $1.18M 0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,794 $1.18M 0.2% +96 13F-HR/A Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,765 $1.17M 0.19% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,716 $1.15M 0.02% +847 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,706 $1.15M 0.82% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,691 $1.15M 0.06% -326 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,637 $1.13M 0.04% +751 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,631 $1.13M 0.01% +1,571 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,615 $1.12M 0.19% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,612 $1.12M 0.11% +1,684 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,611 $1.12M 0.13% -1,037 13F-HR/A Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,605 $1.12M 0.02% +370 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,591 $1.11M 0.02% -4,509 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,586 $1.11M 0.02% -397 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,580 $1.11M 0.01% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,580 $1.11M 0.31% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,579 $1.11M 0.12% +56 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,575 $1.11M 0.3% -75 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,318 $1.11M 0.03% -194 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,522 $1.11M 0.41% +128 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,563 $1.11M 0.01% +216 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,561 $1.1M 0.03% -420 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,560 $1.1M 0.04% -27 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,558 $1.1M 0.07% +226 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,534 $1.1M 0.07% +43 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,531 $1.1M 0.6% +28 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,520 $1.09M 0.11% +937 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,504 $1.09M 0.38% 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 3,500 $1.09M 0.01% -1,000 13F-HR Timeline Group Claar Advisors LLC More: the full row for Claar Advisors LLC 3,498 $1.09M 0.32% +9 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,488 $1.08M 0.03% -114 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,384 $1.08M 0.3% +7 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,485 $1.08M 0.78% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,475 $1.08M 0.01% new 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,471 $1.08M 0.68% -59 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,463 $1.07M 0.14% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,453 $1.07M 0.09% -25 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,451 $1.07M 0.02% -4 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 3,443 $1.07M 0.03% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,434 $1.07M 0.31% +23 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,428 $1.06M 0.09% +114 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,418 $1.06M 0.02% +1,570 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,382 $1.05M 0.23% +2 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 3,369 $1.05M 0.19% -6,031 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,364 $1.04M 1.64% +2,149 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,347 $1.04M 0.49% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,324 $1.03M 0.46% +228 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,315 $1.03M 0.01% +8 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,315 $1.03M 0.04% -4 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,225 $1.02M 0.45% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,277 $1.02M 0.01% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,277 $1.02M 0.01% +32 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,240 $1.01M 0.01% -5,910 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,226 $1M 0.1% -16 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,217 $998K 0.2% -97 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,213 $997K 0.03% +612 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,203 $994K 0.46% +6 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,200 $993K 0.07% new 13F-HR/A Timeline Security National Bank More: the full row for Security National Bank 3,187 $989K 0.14% +1,459 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,174 $985K 0.1% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,160 $980K 0.02% +19 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,137 $973K 0.03% -29,520 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,131 $971K 0.03% +106 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $962K 0.04% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,069 $952K 0.01% -1,090 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 3,017 $946K 0.24% -197 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,033 $941K 0.02% +111 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,015 $935K 0.06% -144 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,952 $935K 0.11% +1 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,006 $933K 0.01% -8,568 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,988 $927K 0.01% +206 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,978 $924K 0.03% -17 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,976 $923K 0.55% +176 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,959 $918K 0.19% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,948 $915K 0.01% -47 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,235 $908K 0.07% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,899 $899K 0.07% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,891 $897K 0.02% +49 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,888 $896K <0.01% -1,062 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,878 $893K 0.43% -175 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,873 $891K 0.02% +16 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,404 $891K 0.33% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,870 $890K 0.04% -37 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,867 $889K 0.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,863 $888K 0.08% +31 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,859 $887K 0.03% +260 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,852 $885K 0.26% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,849 $884K 0.2% -246 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,840 $881K 0.11% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,819 $875K 0.01% -83 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,817 $874K 0.03% -237 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,814 $873K 0.16% -33 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,802 $869K 0.01% -12 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,458 $868K 0.05% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,799 $868K 0.16% -75 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,797 $868K 0.01% 13F-HR/A Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,793 $866K 0.36% -94 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,788 $865K 0.07% +1,776 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,775 $861K 0.05% -310 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,775 $861K 0.05% +17 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,774 $861K 0.03% -3,747 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,770 $860K 0.02% -123 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,766 $858K 0.08% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,752 $854K 0.32% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,740 $850K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,728 $846K 0.01% +260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JB Capital LLC More: the full row for JB Capital LLC 2,720 $844K 0.03% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,718 $843K 0.38% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,703 $839K 0.06% +42 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,687 $834K 0.05% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,654 $823K 0.1% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,649 $822K 0.01% -38 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,643 $820K 0.02% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,274 $817K 0.36% +4 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,629 $816K 0.04% +352 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,600 $807K 0.09% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,594 $805K 0.26% +167 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,583 $801K 0.23% +10 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,572 $798K 0.47% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,571 $798K 0.05% -99 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,555 $793K 0.02% +1,048 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 2,550 $791K 0.08% -1,117 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,427 $791K 0.03% +768 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,549 $791K 0.01% +77 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,531 $785K 0.05% +7 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,523 $783K 0.14% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,690 $779K 0.05% -1,049 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,510 $779K 0.27% -500 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,490 $772K 0.02% +28 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,490 $772K 0.19% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,486 $771K 0.04% -188 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,478 $769K 0.25% +152 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,427 $762K 0.07% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,442 $758K 0.15% +5 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,442 $758K 0.01% -1,079 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,436 $756K 0.02% +104 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,435 $755K 0.56% -2,300 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,430 $754K 0.19% -300 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,430 $754K 0.11% +7 13F-HR/A Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,420 $751K 0.05% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,414 $749K 0.04% +2 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,404 $746K 0.15% -14 13F-HR Timeline