CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,792 $853K 0.06% +11 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,792 $853K 0.01% +42 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,781 $850K 0.36% +208 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,772 $847K 0.56% -79 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,765 $845K 0.06% +269 13F-HR/A Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,755 $842K 0.13% +88 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,752 $841K 0.14% +39 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 2,750 $840K 0.14% -2,150 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,746 $839K 0.57% -185 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,744 $839K 0.04% +89 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,741 $838K 0.31% -33 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,568 $836K 0.41% +431 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,730 $834K 0.8% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,727 $834K 0.06% -3 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,727 $833K 0.3% -210 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,723 $832K 0.31% -151 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,720 $831K 0.04% -431 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,718 $831K 0.27% -109 13F-HR Timeline Granite Harbor Advisors, Inc. 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More: the full row for Holland Advisory Services, Inc. 2,510 $767K 1.04% +1 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,510 $767K 0.07% +108 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,509 $767K 0.13% -610 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,503 $765K 0.32% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,502 $765K 0.65% -437 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,500 $764K 0.54% +125 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,498 $763K 0.07% -1 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,494 $762K 0.23% +110 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,491 $761K 0.33% +47 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,489 $761K 0.7% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,487 $760K 0.12% -96 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,485 $760K 0.97% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,466 $760K 0.7% -10 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,482 $758K 0.1% -179 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,474 $756K 0.01% +337 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,465 $753K 0.11% -171 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,464 $753K 0.23% +1 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,460 $752K 0.17% -56 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,458 $751K 0.25% -124 13F-HR Timeline Ballast, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,429 $742K 0.44% +22 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,277 $742K 0.29% +9 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,427 $742K 0.25% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,425 $741K 0.24% +56 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 2,424 $741K 0.15% -44 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,423 $741K 0.14% -835 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,422 $740K 0.06% -52 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,419 $739K <0.01% +308 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,415 $738K 0.37% +44 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,415 $738K 0.66% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,413 $738K 0.34% +12 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,412 $737K 0.16% +268 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,409 $736K 0.24% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,406 $735K 0.3% -2 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,405 $735K 0.29% -98 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,401 $734K 0.13% -14 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,400 $734K 0.21% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,394 $732K 0.08% +262 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,444 $729K 0.08% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,384 $729K 0.34% -20 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,384 $729K 0.07% new 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,379 $727K 0.09% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,378 $727K 0.11% +284 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,261 $726K 0.16% -130 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,373 $725K 0.64% +100 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,386 $724K 0.28% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,364 $723K 0.06% -11 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,360 $721K 0.06% +22 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,358 $721K 0.01% -1,442 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,352 $719K 0.48% +179 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,351 $719K 0.08% -404 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,350 $718K 0.21% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,350 $718K 0.1% -93 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,349 $718K 0.26% -86 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,349 $718K 0.13% +430 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,345 $717K 0.1% -19 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,207 $714K 0.2% +36 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,333 $713K 0.31% -165 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,178 $713K 0.03% +246 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,328 $712K 0.32% +4 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,327 $711K 0.25% 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,304 $711K 0.11% +1 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 2,159 $711K 0.48% +25 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,326 $711K 0.07% +11 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,315 $708K 0.1% 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,312 $707K 0.11% +420 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 2,312 $706K 0.32% 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,310 $706K 0.7% -20 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,297 $702K 0.18% 0 13F-HR Timeline Group BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,296 $702K 0.47% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,295 $701K 0.29% -43 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,291 $700K 0.29% -147 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,283 $698K 0.3% -24 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,282 $697K 0.08% +200 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2,281 $697K 0.1% -43 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,278 $696K 0.12% +69 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,278 $696K 0.12% +32 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,261 $691K 0.37% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,258 $690K 0.17% +314 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,252 $688K 0.2% -49 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,241 $685K 0.24% +170 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,239 $684K 0.29% -306 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,237 $684K 0.05% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 2,234 $683K 0.43% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,232 $682K 0.38% +15 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,228 $681K 0.46% +97 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,224 $680K 0.02% +13 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 2,222 $679K 0.19% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,220 $678K 0.14% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,215 $677K 0.14% +6 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,209 $675K 0.21% +457 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,205 $674K 0.03% -229 13F-HR/A Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,203 $673K 0.49% +152 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,202 $673K 0.16% -111 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,202 $673K 0.22% -50 13F-HR Timeline American Trust More: the full row for American Trust 2,201 $673K 0.06% 0 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 2,199 $672K 0.33% -73 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,199 $672K 0.01% -237 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,198 $672K 0.11% +9 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,193 $670K 0.07% +5 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,192 $670K 0.09% +969 13F-HR Timeline Financial Insights, Inc. 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