JSF Financial, LLC More: the full row for JSF Financial, LLC 1,843 $1.35M 0.32% +86 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,830 $1.34M 0.05% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,814 $1.33M 0.07% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,809 $1.33M 0.04% -3,702 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,806 $1.32M 0.05% +289 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,798 $1.32M 0.03% +61 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,800 $1.32M 0.04% -118 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,789 $1.31M 0.43% -164 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,787 $1.31M 0.3% -190 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,786 $1.31M 0.05% +1,104 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,779 $1.3M 0.8% -112 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,775 $1.3M 0.03% -142 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,767 $1.29M 0.12% -299 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 1,920 $1.29M 0.74% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,761 $1.29M 0.05% -119 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,760 $1.29M 0.36% -240 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,751 $1.28M 0.25% -475 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,752 $1.28M -326 Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,748 $1.28M 0.19% -326 13F-HR Timeline Group FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,742 $1.28M 0.22% -60 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,764 $1.27M 0.07% -24 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,729 $1.27M 0.03% -35 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 1,717 $1.26M 0.02% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,701 $1.25M 0.09% new 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,699 $1.24M 0.1% -51 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,683 $1.23M 0.32% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,652 $1.21M 0.01% +25 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,646 $1.21M 0.28% -536 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,634 $1.2M 0.36% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,614 $1.18M 0.16% +357 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,608 $1.18M -540 Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,600 $1.17M 0.51% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,600 $1.17M 0.88% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,598 $1.17M 0.08% +6 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,598 $1.17M 0.04% -117 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,586 $1.16M 0.08% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,586 $1.16M 0.13% +85 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,729 $1.16M 0.58% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,570 $1.15M 0.26% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,570 $1.15M 0.53% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,569 $1.15M 0.68% +1,092 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,568 $1.15M 0.09% -179 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,567 $1.15M 0.03% +53 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $1.14M 0.13% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,551 $1.14M 0.21% -1,294 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,548 $1.14M 0.11% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,548 $1.13M 0.01% -308 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,548 $1.13M 1.06% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,543 $1.13M 0.02% -262 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,542 $1.13M 0.03% +116 13F-HR/A Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,539 $1.13M 0.01% -38 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,536 $1.13M 0.08% -80 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,525 $1.12M 0.17% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,524 $1.12M 0.69% -11 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,515 $1.11M 0.03% +184 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,514 $1.11M 0.08% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,500 $1.1M 0.02% -40 13F-HR Timeline Group Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,488 $1.09M 0.83% +4 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,485 $1.09M 0.73% -490 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,484 $1.09M 0.18% +2 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,484 $1.09M 0.13% -34 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,482 $1.09M 0.05% +14 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,476 $1.08M 0.14% -43 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,475 $1.08M 0.02% -92 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,474 $1.08M 0.8% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,472 $1.08M 0.06% -72 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,471 $1.08M 0.12% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,471 $1.08M 0.08% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,507 $1.06M 0.04% +22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,452 $1.06M 0.03% +129 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,451 $1.06M 0.17% +771 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,451 $1.06M 0.08% -1,282 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,450 $1.06M 0.02% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,448 $1.06M 0.03% -42 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,444 $1.06M 0.01% -957 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 1,444 $1.06M 0.01% -163 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,443 $1.06M 0.08% -105 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,439 $1.05M 0.7% -321 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,436 $1.05M 0.67% +955 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,435 $1.05M 0.04% -70 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,427 $1.05M 0.36% +23 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,425 $1.04M 0.01% +406 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,422 $1.04M 0.67% new 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,422 $1.04M 0.33% -208 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,417 $1.04M 0.33% +13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,401 $1.03M 0.03% -916 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $1.03M 0.25% -400 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,400 $1.03M 0.45% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,400 $1.03M 0.39% 0 13F-HR Timeline 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 1,400 $1.03M 0.04% +200 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,393 $1.02M 0.04% -76 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,392 $1.02M 0.38% -5 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,392 $1.02M 0.27% -182 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,384 $1.01M 0.07% +141 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,514 $1.01M 0.26% -28 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,381 $1.01M 0.13% -10 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,380 $1.01M 0.76% +176 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,376 $1.01M 0.45% -32 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,370 $1M 1.47% +370 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,359 $996K 0.01% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,357 $994K 0.18% -90 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,352 $992K 0.02% +174 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,349 $989K <0.01% -40 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,341 $983K 0.04% +917 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,338 $980K 0.18% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,323 $969K 0.05% +340 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,320 $967K 0.26% -18 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,319 $967K 0.53% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,319 $967K 0.4% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,352 $962K 0.22% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,310 $960K 0.01% +56 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,307 $958K 0.41% +395 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,304 $956K 0.07% +143 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,301 $953K 0.28% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,298 $951K 0.57% -18 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,292 $946K 0.02% +169 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,290 $945K 0.06% -460 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,277 $936K 0.05% +2 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 1,270 $931K 0.05% +261 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,268 $929K 0.11% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,265 $927K 0.01% +430 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,261 $924K 0.04% -6 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,260 $923K 0.11% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,259 $923K 0.06% -55 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,257 $921K 0.16% +780 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,240 $908K 0.16% -38 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,232 $903K 0.57% -21 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,227 $899K 0.2% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,225 $898K 0.2% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,237 $898K 0.08% -212 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,223 $896K 0.05% +68 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,221 $895K 0.03% +55 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,222 $895K 0.35% -103 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,220 $894K 0.27% -12 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,215 $890K 0.32% -26 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,211 $888K 0.1% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,208 $885K 0.23% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,206 $884K 0.15% -997 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,203 $882K 0.47% -86 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,200 $879K 0.12% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,196 $876K 0.07% +89 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,191 $873K 0.06% +17 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,216 $871K 0.03% +309 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,185 $868K 0.12% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,182 $866K 0.02% +16 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,182 $866K 0.03% -471 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,185 $866K 0.02% -5,206 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,177 $862K 0.08% -120 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,170 $857K 0.03% +346 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,168 $856K 0.02% +106 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,165 $854K 0.18% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,146 $840K 0.07% -127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,136 $832K 0.44% -110 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,131 $829K 0.43% -1,025 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,130 $828K 0.08% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,129 $827K 0.02% -49 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,126 $825K 0.5% -115 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,121 $822K 0.07% -2 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,115 $817K 0.04% +213 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,110 $813K 0.36% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,109 $813K 0.08% -23 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,108 $812K 0.01% +98 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,108 $812K 0.63% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,104 $809K 0.01% -43 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,103 $808K 0.15% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,100 $806K 0.01% -50 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,083 $793K 0.01% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,076 $789K 0.64% +30 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,077 $789K 0.01% 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,075 $788K 0.03% new 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 1,069 $783K 0.28% +4 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,059 $776K 0.14% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,047 $767K 0.01% +72 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,045 $766K 0.08% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,044 $765K 0.2% +9 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,042 $764K 0.1% -17 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,069 $763K 0.02% +150 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,040 $762K 0.36% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,035 $758K 0.1% -25 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,030 $755K 0.04% -58 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,029 $754K 0.06% -54 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,026 $752K 0.15% -24 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,026 $752K 0.51% -81 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,018 $746K <0.01% +13 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,014 $743K 0.61% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,008 $739K 0.38% -95 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,007 $738K 0.1% -2 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,002 $734K 0.18% -280 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $733K 0.12% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 999 $732K 0.34% -11 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 992 $727K 0.09% +1 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 991 $726K 0.05% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 990 $725K 0.03% -8 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 989 $725K 0.01% +18 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 984 $721K 0.09% 0 13F-HR/A Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,155 $721K 0.02% -1,019 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 974 $714K 0.08% -31 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 971 $712K 0.14% -13 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 963 $706K 0.2% +10 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 960 $703K 0.53% 0 13F-HR Timeline