Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 901 $257K 0.02% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $257K 0.06% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 900 $257K 0.06% new 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 900 $257K 0.11% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 900 $257K 0.02% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 898 $256K 0.02% new 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 895 $256K 0.07% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 895 $255K 0.23% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 892 $255K 0.08% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 889 $254K 0.04% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 889 $254K 0.05% new 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 888 $253K 0.06% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 883 $252K 0.04% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 882 $252K 0.18% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 881 $251K 0.02% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 726 $251K 0.06% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 876 $250K 0.13% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 875 $250K 0.09% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 875 $250K 0.17% -42 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 874 $249K 0.2% 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 873 $249K 0.1% 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 870 $248K 0.05% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 869 $248K 0.09% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 869 $248K 0.01% -142 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 868 $248K 0.02% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 868 $248K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 868 $248K 0.06% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 866 $247K 0.14% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 862 $246K 0.03% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 860 $245K 0.01% 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 858 $245K 0.06% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 858 $245K 0.11% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 858 $245K 0.06% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 857 $245K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 855 $244K 0.07% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 855 $244K 0.22% new 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 851 $243K 0.25% 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 850 $243K 0.14% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 849 $242K 0.02% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 849 $242K 0.07% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 846 $241K 0.02% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 846 $241K 0.08% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 845 $241K 0.06% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 844 $241K 0.02% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 841 $240K 0.14% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 842 $240K 0.03% +124 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 841 $240K 0.01% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 840 $240K 0.02% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 840 $240K 0.01% new 13F-HR/A Timeline Rinkey Investments More: the full row for Rinkey Investments 838 $239K 0.06% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 835 $238K 0.24% 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 833 $238K <0.01% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 752 $237K 0.21% new 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 830 $237K 0.11% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 828 $236K 0.03% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 827 $236K 0.15% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 823 $235K 0.02% -725 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $235K 0.14% 13F-HR Timeline Amount filed as zero, left out of ratios. Fjell Capital, LLC More: the full row for Fjell Capital, LLC 820 $234K 0.18% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 819 $234K 0.13% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 816 $233K 0.01% new 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 814 $232K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 813 $232K 0.03% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 813 $232K <0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 812 $232K 0.02% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 811 $231K 0.13% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 811 $231K 0.12% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 809 $231K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 808 $231K 0.01% +742 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 807 $230K 0.04% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 806 $230K 0.04% -615 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 805 $230K 0.08% new 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 805 $230K 0.17% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 804 $229K 0.07% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 802 $229K 0.13% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 802 $229K 0.07% +422 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 800 $228K 0.03% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 800 $228K 0.04% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 800 $228K 0.12% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 800 $228K 0.08% new 13F-HR/A Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 800 $228K 0.14% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 800 $228K 0.01% 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 799 $228K 0.03% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 797 $227K 0.07% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 797 $227K 0.04% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 793 $226K 0.11% -508 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 790 $225K 0.06% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 789 $225K 0.1% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 788 $225K 0.03% new 13F-HR/A Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 787 $225K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 787 $225K 0.01% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 787 $225K 0.1% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 786 $224K 0.21% 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 785 $224K 0.05% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 784 $224K 0.19% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 782 $223K 0.07% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 780 $223K 0.01% +10 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 779 $222K 0.04% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 776 $222K 0.09% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 776 $221K 0.1% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 774 $221K 0.06% new 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 773 $221K 0.08% new 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 771 $220K 0.38% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 770 $220K 0.02% +305 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 767 $219K 0.03% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 766 $219K 0.05% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 765 $218K 0.21% 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 763 $218K 0.04% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 763 $218K 0.16% -436 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 760 $217K 0.01% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 759 $217K 0.04% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 755 $215K 0.01% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 755 $215K 0.18% new 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 754 $215K 0.1% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 752 $215K 0.04% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 750 $214K 0.1% -300 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 750 $214K 0.02% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 749 $214K 0.03% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 748 $214K 0.03% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 747 $213K 0.04% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 746 $213K 0.1% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 746 $213K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 619 $213K <0.01% -130 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 744 $212K 0.15% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 744 $212K 0.02% -9 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 743 $212K 0.05% new 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 740 $211K 4.46% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 740 $211K 0.18% new 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 739 $211K 0.03% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 738 $211K 0.03% new 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 737 $210K 0.02% new 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 735 $210K 0.04% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 735 $210K 0.06% new 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 734 $209K 0.18% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 729 $208K 0.1% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 728 $208K 0.01% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 726 $207K 0.07% -102 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 726 $207K 0.04% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 725 $207K 0.12% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 724 $207K 0.02% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 723 $206K 0.03% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 723 $206K 0.04% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 521 $206K 0.08% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 720 $205K 0.02% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 720 $205K 0.11% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 720 $205K 0.2% new 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 719 $205K 0.01% new 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 718 $205K 0.03% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 717 $205K 0.16% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 716 $204K 0.06% new 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 713 $203K 0.06% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 713 $203K 0.07% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 712 $203K 0.09% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 712 $203K 0.03% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 710 $203K 0.12% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 709 $202K 0.06% 0 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 709 $202K 0.14% new 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 709 $202K 0.07% 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 708 $202K 0.05% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 705 $201K 0.02% +400 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 704 $201K <0.01% -500 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 704 $201K 0.11% new 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 702 $200K 0.11% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 702 $200K 0.04% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 701 $200K 0.15% +260 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 700 $200K 0.03% -11 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 694 $198K 0.06% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 689 $197K 0.15% -23 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 686 $196K 0.02% +636 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 674 $192K 0.07% +671 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 435 $189K 0.03% +40 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 653 $186K 0.09% +53 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 648 $185K 0.05% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 641 $183K 0.07% -310 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 633 $181K 0.01% -114 13F-HR/A Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 609 $174K 0.03% +119 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 605 $172K 0.18% +465 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 602 $172K 0.07% +104 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 600 $171K 0.04% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 599 $171K 0.05% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 588 $168K 0.07% +342 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 581 $166K 0.05% +61 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 571 $163K 0.06% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 508 $159K 0.01% +92 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 550 $157K 0.05% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 541 $154K 0.02% +90 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 531 $151K 0.01% +265 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 504 $144K 0.13% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 503 $144K 0.02% +48 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $143K 0.07% +25 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 500 $143K 0.06% +200 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $143K 0.02% +400 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 500 $143K 0.04% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,959 $141K 0.01% 0 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 490 $140K 1.71% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 485 $138K 0.02% +88 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 483 $138K 0.08% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 480 $137K 0.25% +112 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 477 $136K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 474 $135K 0.08% 0 13F-HR Timeline