San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,983 $711K 0.15% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 8,607 $709K 0.08% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 8,942 $708K 0.14% -4,391 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 8,929 $707K 0.08% +1 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 8,921 $706K 0.08% +513 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 8,901 $705K 0.37% +5,122 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,899 $704K 0.11% +946 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,893 $704K 0.12% -4,157 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Hikari Tsushin, Inc. 8,812 $698K 0.05% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,729 $698K 0.15% -3,137 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 8,809 $697K 0.35% +5,481 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,792 $696K 0.31% -196 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 8,786 $696K 0.05% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 8,779 $695K 0.21% +25 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,770 $694K 0.42% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 8,764 $694K 0.61% -416 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,755 $693K 0.04% -1,645 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,754 $693K 0.08% +4,483 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 8,750 $693K 0.7% -1,750 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,703 $689K 0.06% -2,536 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,703 $689K 0.02% +634 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,686 $688K 0.4% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 8,662 $686K 0.05% -567 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,662 $686K 0.12% +580 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 8,633 $683K 0.06% +530 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,520 $682K 0.32% -295 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 8,607 $681K 0.09% +263 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,589 $680K 0.09% -4,809 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,583 $679K 0.05% -3,678 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 8,578 $679K 0.04% -540 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 8,569 $678K 0.19% 0 13F-HR Timeline Group MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 8,558 $677K 0.14% +200 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 8,549 $677K 0.26% -92 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 8,541 $676K 0.21% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,473 $671K 0.03% -1,108 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 8,471 $671K 0.53% 0 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 8,464 $670K 0.21% -784 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,440 $668K 0.13% +5,613 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 8,423 $667K 0.27% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 8,407 $666K 0.37% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 8,400 $665K 0.53% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 8,397 $665K 0.14% -250 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 8,397 $665K 0.11% +2,552 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,301 $664K 0.06% +35 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 8,380 $663K 0.32% -19 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 8,143 $663K 0.37% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 8,371 $663K 0.33% -137 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,365 $662K <0.01% -371,327 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,342 $660K 0.12% -726 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 8,325 $659K 0.6% +326 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 8,313 $658K 0.35% +179 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 8,304 $657K 0.01% -3,314 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,292 $656K 0.3% -7 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 8,280 $655K 0.08% -293 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,272 $655K 0.13% +4,420 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,269 $655K 0.07% -22,499 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 8,231 $652K 0.1% -1,296 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,228 $651K 0.1% +34 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,246 $651K 0.53% -505 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 8,168 $647K 0.35% -1,452 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 8,158 $646K 0.07% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,156 $646K 0.16% +199 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,150 $645K 0.11% new 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 8,149 $645K 0.08% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,143 $645K 0.27% -495 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 8,140 $644K 0.22% -1,981 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 8,140 $644K 0.57% +2,545 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,139 $644K 0.13% -1,618 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 8,118 $643K 0.13% +800 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,118 $643K 0.02% +773 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 8,026 $642K 0.41% -11,608 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 8,102 $641K 0.34% +478 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 8,101 $641K 0.13% -4 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,097 $641K 0.07% +2,630 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,085 $640K 0.04% +871 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,069 $639K 0.01% -3,058 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 8,056 $638K 0.13% -485 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 7,964 $637K 0.07% -7 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 8,045 $637K 0.03% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 8,012 $634K 0.04% -45 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 8,008 $634K 0.19% -18,750 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,996 $633K 0.33% +687 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 7,993 $633K 0.53% -24 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,973 $631K 0.03% -496 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,972 $631K 0.09% -794 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 7,968 $631K 0.24% -5,268 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,954 $630K 0.25% -7,742 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,953 $630K 0.42% +167 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,949 $629K 0.1% -568 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 7,948 $629K 0.04% +236 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 7,942 $629K 0.39% -258 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 7,942 $629K 0.16% -175 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,938 $628K 0.34% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,922 $627K 0.15% -295 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,911 $626K 0.1% -1,163 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 7,887 $624K 0.47% -699 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 7,869 $623K 0.04% -525 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,847 $621K 0.05% -8,998 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 7,832 $620K 0.52% -62 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 7,314 $620K 0.06% -1 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,802 $618K 0.07% +62 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,789 $617K 0.05% -72 13F-HR/A Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,774 $615K 0.08% -465 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,766 $615K 0.48% -1,716 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 7,745 $613K 0.03% -581 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,736 $612K 0.29% -405 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 7,718 $611K <0.01% 0 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 7,715 $611K 0.25% -203 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,699 $609K 0.51% 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,674 $608K 0.24% +512 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,672 $607K 0.06% -55 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,659 $606K 0.16% -520 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 7,658 $606K 1.06% -763 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,654 $606K 0.15% -362 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 7,649 $605K 0.46% -37 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,641 $605K 0.01% +4,457 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,640 $605K 0.27% -1,170 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,635 $604K 0.35% +930 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,626 $604K 0.32% -470 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 7,620 $603K 0.03% +1,205 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 7,590 $601K 0.28% +3,047 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,581 $600K 0.28% -189 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 7,578 $600K 0.2% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7,574 $600K 0.06% -236 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,546 $598K 0.06% +980 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,549 $598K 0.31% -923 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,544 $597K 0.05% -352 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,533 $596K 0.12% -50 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,531 $596K 0.2% +696 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,516 $595K 0.11% -37 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 7,440 $595K 0.35% -591 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,267 $595K 0.11% +521 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,495 $593K 0.11% -3,212 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,486 $593K 0.12% -771 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 7,099 $592K 0.21% +821 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 7,455 $590K 0.45% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 7,420 $587K 0.03% -97,579 13F-HR/A Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 7,420 $587K 0.07% -584 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7,408 $586K 0.36% -886 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,398 $586K 0.44% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 7,383 $584K 0.51% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,215 $584K 0.21% +234 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,336 $581K 0.79% -52 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 7,321 $580K <0.01% -138,113 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 7,300 $578K 0.23% -75 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 7,300 $578K 0.02% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 7,300 $578K 0.01% -82,845 13F-HR Timeline Group GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 7,267 $575K 0.11% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,185 $574K 0.21% +4,947 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,249 $574K 0.24% -680 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 7,245 $574K 0.34% +5 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 7,245 $574K 0.03% -428 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 7,235 $573K 0.09% +1,215 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,230 $572K 0.04% +351 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 7,226 $572K 0.18% -55 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,223 $572K 0.26% +330 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 7,215 $571K 0.33% -1,490 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,201 $570K 0.23% -767 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,195 $570K 0.23% +2,789 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,190 $569K 0.18% -2,141 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,174 $568K 0.18% -21 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,170 $568K 0.26% -682 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 7,156 $566K 0.02% -574 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,143 $565K 0.45% +694 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,140 $565K 0.05% +4,080 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7,055 $564K 0.47% +170 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 7,112 $563K 0.07% +560 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,096 $562K 0.1% +22 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 7,086 $561K 0.36% +3,410 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 7,076 $560K 0.55% -4,056 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 7,054 $558K 0.33% -80 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 7,047 $558K 0.19% +23 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 7,040 $557K 0.09% new 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 6,962 $557K 0.42% +762 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,029 $556K 0.28% -114 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,028 $556K 0.06% +288 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 7,027 $556K 0.06% +560 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,021 $556K 0.15% -46 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 7,003 $554K 0.1% -423 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,982 $553K 0.16% +349 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 6,979 $552K 0.25% -1,570 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,978 $552K 0.21% -184 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 6,975 $552K 0.09% -8 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,958 $551K 0.05% -84 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 6,957 $551K 0.31% -49 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,955 $551K 0.06% +758 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 6,937 $549K 0.14% -621 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,929 $548K 0.03% -11,592 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6,927 $548K 0.02% +287 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 6,906 $547K 0.1% -163 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 6,900 $546K 0.05% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 6,885 $545K 0.03% 0 13F-HR Timeline