SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 11,320 $390K 0.04% +101 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,304 $389K 0.01% +380 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 11,259 $387K 0.25% +3,181 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 11,217 $386K 0.03% -4 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 11,025 $380K 0.01% -2,155 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 10,981 $378K 0.02% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,950 $377K 0.03% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 10,576 $377K 0.01% -3,892 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 10,886 $375K 0.22% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,874 $375K 0.15% +763 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10,848 $372K <0.01% +3,499 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 10,757 $369K 0.17% +213 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,740 $369K 0.04% -16,090 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 10,647 $367K 0.31% +4,389 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,592 $365K <0.01% -639 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,552 $363K 0.14% 13F-HR/A Timeline Jain Global LLC More: the full row for Jain Global LLC 10,500 $362K <0.01% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,423 $359K 0.16% +133 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,326 $356K <0.01% +15 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,306 $355K 0.08% -586 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,219 $352K 0.02% -362 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,675 $346K 0.02% +274 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,874 $340K 0.01% +914 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,850 $339K 0.04% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 9,828 $338K 0.22% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,742 $336K 0.01% new 13F-HR/A Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 9,657 $333K 0.04% +3,697 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,477 $326K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,429 $325K 0.03% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 9,424 $325K 0.03% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,418 $324K <0.01% +1,072 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,381 $323K <0.01% +2,359 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,371 $323K <0.01% +977 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,350 $322K 0.09% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,343 $322K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,285 $320K 0.01% +2,398 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 9,279 $320K 0.01% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,225 $318K <0.01% +2,100 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 9,158 $315K 0.08% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 9,079 $313K 0.03% +3,526 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9,064 $312K 0.04% -6,686 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,941 $308K 0.04% +168 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 8,929 $308K -113 Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,926 $307K 0.01% -250 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,869 $305K <0.01% -2,101 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,815 $304K <0.01% +607 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,764 $302K 0.05% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,753 $301K 0.01% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,733 $301K 0.2% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,703 $300K <0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 8,647 $298K 0.03% -102 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,641 $298K 0.21% +46 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 8,529 $294K 0.06% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,470 $292K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,426 $290K <0.01% +339 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8,423 $290K 0.06% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,414 $290K 0.04% -7 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 8,383 $289K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,381 $289K <0.01% -361 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,337 $287K 0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,325 $287K 0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 8,296 $286K 0.02% +821 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,284 $285K <0.01% +58 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,016 $276K 0.05% 0 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,014 $276K <0.01% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 8,000 $276K 0.13% 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 7,957 $274K 0.27% -4,734 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,050 $274K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,867 $274K <0.01% +126 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,865 $271K <0.01% +113 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,848 $270K 0.02% -595 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,833 $270K 0.01% -3,520 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,789 $267K <0.01% +443 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,607 $262K <0.01% +52 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 7,560 $260K 0.07% -7,845 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,692 $260K 0.02% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,497 $258K 0.1% +66 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 7,487 $258K 0.03% +565 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,480 $258K 0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,478 $258K 0.03% -634 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 7,469 $257K 0.03% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,395 $255K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,340 $253K <0.01% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 6,579 $251K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,200 $248K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,348 $247K 0.01% -951 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,173 $247K 0.05% +35 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,148 $246K 0.01% -322 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,106 $245K 0.03% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,100 $245K 0.1% -14 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,097 $244K 0.01% -111 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,077 $244K 0.01% -97 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 6,955 $240K 0.49% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,950 $239K <0.01% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,940 $239K 0.14% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,923 $238K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,901 $238K 0.01% +18 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,900 $238K 0.02% -100 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,872 $237K 0.05% +108 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 6,867 $236K 0.16% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,812 $235K 0.11% -21 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,794 $234K 0.01% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 4,810 $232K 0.1% -830 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,745 $232K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,731 $232K <0.01% 0 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,661 $229K 0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,642 $229K 0.05% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,610 $228K <0.01% -16,854 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 6,605 $227K <0.01% new 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,548 $226K <0.01% -58,946 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 6,526 $225K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,500 $224K 0.01% -1,500 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,498 $224K 0.01% +1 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 6,600 $224K 0.27% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,462 $223K 0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 6,403 $221K <0.01% +267 13F-HR Timeline Group McHugh Group, LLC More: the full row for McHugh Group, LLC 6,400 $220K 0.13% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,367 $219K 0.08% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 6,367 $219K 0.15% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,341 $218K 0.04% -510 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,340 $218K 0.01% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,300 $217K 0.01% +30 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,288 $217K 0.04% -112 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,264 $216K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,251 $215K 0.01% +23 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,233 $215K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,195 $213K 0.04% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,192 $213K 0.01% +317 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,085 $210K 0.01% -546 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,060 $209K 0.14% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,044 $208K 0.09% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,036 $208K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,024 $207K <0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,376 $207K 0.04% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,000 $207K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,000 $207K 0.03% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 5,963 $205K 0.04% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5,951 $205K 0.06% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,877 $204K 0.04% +347 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,862 $202K <0.01% -9,220 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,851 $202K 0.01% +3,451 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,817 $200K 0.07% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,323 $183K <0.01% -639 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,143 $177K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,134 $177K 0 Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,093 $175K 0.01% +3,417 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,063 $174K 0.04% 0 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 4,939 $170K 0.01% +1,064 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,930 $170K 0.02% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,900 $169K <0.01% +2,787 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,768 $164K 0.09% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,733 $163K 0.04% -290 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,628 $159K 0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,552 $157K 0.01% -383 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,308 $148K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,912 $135K <0.01% -9,333 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,450 $119K 0.06% +659 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,210 $111K 0.01% +2,050 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,121 $107K 0.01% +23 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,955 $102K 0.52% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,931 $101K <0.01% -15 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,822 $97.2K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,829 $97K <0.01% -181 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 2,749 $94.7K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,709 $93.3K <0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,650 $91.3K <0.01% -27 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,600 $89.3K 0.01% -2,100 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,543 $87.6K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,502 $86.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,500 $86.1K 0.25% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2,477 $85.3K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,460 $84.7K 0.03% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,101 $84K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,422 $83.4K 0.01% -48 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,389 $82.3K <0.01% -5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,347 $81.9K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,318 $79.8K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,296 $79.1K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,298 $79K <0.01% -5,318 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,278 $78.5K <0.01% +2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,215 $76.3K 0.02% +2 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,000 $74.6K 0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,000 $73K 0.05% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,105 $72.5K 0.01% -35 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,093 $72.1K 0.01% -310 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,078 $71.6K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,014 $69.4K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,000 $68.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,928 $66.4K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,894 $65.2K 0.03% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,887 $65K 0.01% -8,724 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,868 $64.3K <0.01% -321 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,839 $63.3K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,305 $62.5K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,766 $60.8K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,743 $60K 0.01% +100 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,740 $59.9K 0.02% -93 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,659 $57.1K <0.01% -134 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,190 $57K 0.02% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,650 $56.8K 0.02% 13F-HR Timeline