Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 3,127 $1.06M 0.24% +28 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,118 $1.05M 1.57% +27 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,109 $1.05M 0.04% -20 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,105 $1.05M 0.15% +804 13F-HR Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 3,103 $1.05M 1.12% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,101 $1.05M 0.6% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,100 $1.05M 0.36% -309 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,098 $1.05M 0.25% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 3,095 $1.05M 1.14% +1,372 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,838 $1.04M 0.05% +3 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 3,086 $1.04M 0.69% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,083 $1.04M 0.28% -4 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,079 $1.04M 0.59% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,072 $1.04M 0.09% -962 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 3,054 $1.03M 0.27% +7 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 3,051 $1.03M 0.74% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,048 $1.03M 0.01% -148,493 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,048 $1.03M 0.04% +74 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,048 $1.03M 0.36% -316 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,044 $1.03M 0.32% -981 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,039 $1.03M 0.25% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,037 $1.03M 0.16% +330 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,037 $1.03M 0.19% +110 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,029 $1.02M 0.56% +220 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,027 $1.02M 0.26% -99 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,022 $1.02M 0.58% +5 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 3,018 $1.02M 0.02% new 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,001 $1.01M 0.36% -134 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,000 $1.01M 0.07% -300 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 3,000 $1.01M 0.42% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,997 $1.01M 0.07% +1,563 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,989 $1.01M 0.93% +2,205 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,986 $1.01M 0.06% +213 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,984 $1.01M 0.6% -580 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,978 $1.01M 0.77% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,971 $1M 0.23% +140 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,964 $1M 0.12% +213 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,961 $1M 0.23% -302 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,313 $998K 0.54% 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 2,942 $994K 0.23% +43 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,940 $993K 0.37% -790 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,934 $991K 0.63% new 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 2,930 $990K 0.24% -348 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,913 $984K 0.35% +1,368 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,911 $983K 0.03% -695 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,677 $980K 1.34% -60 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,893 $977K 0.08% +537 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,886 $975K 0.17% -586 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,886 $975K 0.14% -14,489 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,882 $974K 0.11% -499 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,877 $972K 0.14% -8,816 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,874 $971K 0.12% -53 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,871 $970K 0.05% +272 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,081 $969K 0.22% -27 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,866 $969K 0.03% +181 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,866 $968K 0.62% -92 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,860 $966K 0.13% -103 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,858 $966K 0.16% +1,488 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,858 $966K 0.35% +116 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,855 $965K 0.15% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,850 $963K 0.12% -2,192 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,844 $961K 0.81% +60 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,841 $960K 0.31% -90 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,832 $957K 0.11% -24 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,831 $957K 0.14% -2,871 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 2,824 $954K 0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,832 $954K 0.04% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,816 $951K 0.14% +156 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2,812 $950K 0.56% -312 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,809 $949K 0.28% -1,082 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,802 $947K 0.3% +681 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,794 $944K 0.1% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,782 $940K 0.17% +1,848 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,779 $939K 0.17% +2,000 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 2,775 $938K 0.6% +145 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,770 $936K 0.46% +152 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,770 $936K 0.13% -210 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 2,769 $935K 0.79% -3,649 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,769 $935K 0.15% -1,230 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,765 $934K 0.08% +1,752 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,761 $933K 0.47% 0 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,759 $932K 0.77% -53 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,750 $929K 0.33% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,747 $928K 0.19% +195 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,744 $927K 0.8% -73 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,737 $925K 0.04% -6,112 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 2,734 $924K 0.41% -2,265 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,724 $920K 0.02% -67 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 2,724 $920K 0.16% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,713 $917K 0.1% +842 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,712 $916K 0.31% +155 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 2,712 $916K 0.52% +790 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,705 $914K 0.43% +758 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,700 $912K 0.14% -332 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 2,700 $911K 0.18% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,689 $908K 0.1% +766 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,688 $908K 0.03% -2,541 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 2,681 $906K 0.88% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,670 $902K 0.12% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,669 $902K 0.12% +811 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,669 $902K 0.58% -916 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,664 $900K 0.06% -142 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 2,662 $899K 0.97% +8 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,734 $899K 0.06% +278 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,646 $894K 0.66% -384 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 2,628 $888K 0.53% +246 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,628 $888K 0.43% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,600 $878K 0.13% +675 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,600 $878K 0.85% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,596 $877K 0.24% +250 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,595 $877K 0.06% -2,633 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,879 $875K 0.12% new 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,589 $875K 0.69% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,586 $874K 0.1% -20 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,581 $872K 0.04% +429 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,569 $868K 0.29% -135 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,565 $867K 0.29% +1,600 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,556 $864K 0.69% +10 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,550 $862K 0.11% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 2,546 $861K 0.12% 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,544 $860K 0.06% +1,151 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,538 $857K 0.61% 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,536 $857K 0.33% +145 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,534 $856K 0.04% +507 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,534 $856K 0.12% +321 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,532 $855K 0.08% +114 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,524 $853K 0.05% +1,033 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,520 $852K 0.1% +46 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,518 $851K 0.76% +63 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,516 $850K 0.17% +11 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,506 $847K 0.09% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,500 $845K 0.18% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,500 $845K 0.05% -1 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,500 $845K 0.24% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,500 $845K 0.24% +471 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 2,496 $843K 0.58% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,492 $842K 0.2% +338 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,489 $841K 0.11% -991 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,489 $841K 0.16% +4 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,284 $840K 0.3% +84 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,485 $840K 0.49% +477 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,481 $838K 0.13% +8 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,480 $838K 0.09% +350 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,479 $838K 0.09% +750 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,476 $837K 0.11% +98 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 2,475 $836K 0.24% +179 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,467 $833K 0.08% +75 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,467 $833K 0.08% +1,375 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,466 $833K 0.37% +1,456 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,465 $833K 0.11% +778 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,465 $833K 0.6% -421 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,464 $832K 0.09% +723 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,463 $832K 0.43% -2,855 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,461 $831K 0.03% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,458 $830K 0.19% -177 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,458 $830K 0.07% -224 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,455 $829K +1,179 Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 2,451 $828K 0.65% -474 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,439 $824K 0.25% +55 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,437 $823K 0.51% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,437 $823K 0.56% +95 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,435 $823K 0.11% -211 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,431 $821K 0.3% +1,281 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,424 $819K 0.06% -990 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,421 $818K 0.3% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,421 $818K 0.15% +70 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,420 $818K <0.01% 0 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,417 $817K 0.26% +732 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,411 $815K 0.26% +400 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,411 $814K 0.1% +93 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,410 $814K 0.11% +446 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,398 $810K 0.22% +32 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,397 $810K 0.14% +1,101 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,000 $804K 0.32% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,376 $803K 0.16% -273 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,371 $801K 0.06% +632 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,357 $796K 0.11% +186 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,355 $796K 0.02% +195 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 2,352 $795K 0.23% -2,031 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,338 $790K 0.27% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,335 $789K 0.23% +362 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,330 $787K 0.03% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,320 $784K 0.07% +475 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,321 $784K 0.01% -307 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,318 $783K 0.04% +2,138 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,315 $782K 0.12% +88 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,315 $782K 0.18% -247 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,310 $780K 0.01% +957 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,310 $780K 0.18% +211 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,309 $780K 0.14% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,308 $780K 0.01% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,306 $779K 0.14% +468 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,304 $778K 0.16% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,303 $778K 0.13% +28 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,296 $776K 0.09% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,295 $775K 0.27% +134 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,292 $774K 0.03% -5 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,290 $774K 0.55% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,289 $773K 0.1% +360 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,286 $772K 0.31% +42 13F-HR Timeline