Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 14,736 $1.18M 0.11% +217 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,645 $1.18M 0.12% -5,425 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 14,627 $1.17M 0.48% +2,126 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 14,572 $1.17M 0.14% +306 13F-HR Timeline 111 Capital More: the full row for 111 Capital 14,568 $1.17M 0.26% -15,782 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 14,551 $1.17M 1.22% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 14,524 $1.17M 0.34% -95 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 14,515 $1.17M 0.01% -353 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,514 $1.17M 0.11% +748 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 14,480 $1.16M 0.24% +503 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 14,443 $1.16M 0.34% +652 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,441 $1.16M 0.18% +5,013 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 14,412 $1.16M 0.05% -1,061 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 14,367 $1.15M 0.02% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 14,307 $1.15M 0.26% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 14,306 $1.15M 0.17% +191 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,265 $1.15M 0.06% +97 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 14,239 $1.14M 0.61% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 14,203 $1.14M 0.24% +230 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 14,197 $1.14M 0.15% -44 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 14,164 $1.14M 0.35% +3 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,124 $1.13M 0.25% -799 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 14,105 $1.13M 0.25% +114 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 14,097 $1.13M 0.04% -800 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,062 $1.13M 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 14,057 $1.13M 0.75% -136 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 14,012 $1.12M 0.17% -755 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 14,008 $1.12M 0.01% +1,747 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 13,973 $1.12M 0.03% +180 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 13,972 $1.12M 0.14% +246 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 13,956 $1.12M 0.03% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 13,933 $1.12M 0.29% -101 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,916 $1.12M 0.05% -1,472 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,903 $1.12M 0.33% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 13,899 $1.12M 0.06% +437 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 13,822 $1.11M 0.33% +99 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 13,821 $1.11M 0.21% +499 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 13,806 $1.11M 0.06% +12,143 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,785 $1.11M 0.04% +305 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 13,762 $1.1M 0.24% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 13,748 $1.1M 0.38% +9,319 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 13,740 $1.1M 0.76% +34 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,744 $1.1M 0.05% +1,201 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,700 $1.1M 0.25% -100 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 13,697 $1.1M 0.16% +6 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 13,658 $1.1M 0.46% +142 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,636 $1.09M 0.07% -28 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 13,620 $1.09M 0.01% +4,854 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 13,619 $1.09M 0.03% -55,402 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,611 $1.09M 0.07% +710 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 13,603 $1.09M 0.46% +54 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,586 $1.09M 0.4% -6,680 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 13,581 $1.09M 0.34% -5,746 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,561 $1.09M 0.1% +6,465 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 13,486 $1.09M 0.01% -2,492 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,484 $1.08M 0.31% -715 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,461 $1.08M 0.03% +9,359 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 12,475 $1.08M 0.23% -612 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,339 $1.07M 0.05% -904 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 13,298 $1.07M 0.06% +3,064 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 13,271 $1.07M 0.14% +2,298 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 13,251 $1.06M 0.37% -659 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 13,247 $1.06M 0.18% +652 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,244 $1.06M 0.04% +7,004 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,212 $1.06M 0.06% -282 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 13,198 $1.06M 0.29% +559 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 13,141 $1.05M 0.22% -275 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 13,141 $1.05M 0.33% -4,111 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,204 $1.05M 0.54% +1,346 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 13,130 $1.05M 0.12% +121 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 13,111 $1.05M 0.23% -155 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 13,091 $1.05M 0.92% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 13,091 $1.05M 0.44% +73 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 13,009 $1.04M 0.35% +3,800 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 13,000 $1.04M 0.3% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 12,984 $1.04M 0.26% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12,981 $1.04M 0.07% +1,699 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,980 $1.04M 0.06% +788 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,970 $1.04M 0.12% +13 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,949 $1.04M 0.07% +469 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 12,907 $1.04M 0.08% +859 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 12,887 $1.03M 0.69% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 12,795 $1.03M 0.34% -445 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,775 $1.03M 0.8% -652 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 12,772 $1.03M 0.01% -553 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 12,734 $1.02M 0.43% +207 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,718 $1.02M 0.08% +422 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 12,660 $1.02M 0.62% +44 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,652 $1.02M 0.11% +409 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,630 $1.01M 0.04% +2,684 13F-HR Timeline Group Fire Capital Management LLC More: the full row for Fire Capital Management LLC 12,600 $1.01M 0.5% +177 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,583 $1.01M 0.36% -484 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 12,538 $1.01M 0.81% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 12,487 $1M 0.77% -1,088 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 12,345 $994K 0.09% -2,651 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,342 $991K 0.04% 0 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 12,341 $991K 0.67% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 12,321 $989K 0.23% -138 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,320 $989K 0.28% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 12,316 $989K 0.51% +2 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 12,281 $986K 0.06% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 12,280 $986K 0.12% +7,938 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 12,277 $986K 0.47% +392 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,271 $985K 0.39% +50 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 12,224 $981K 0.4% +99 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 12,219 $981K 0.3% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 12,203 $980K 0.56% +396 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 12,100 $979K 0.17% -400 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 12,182 $978K 0.32% +274 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,134 $974K 0.05% +4,762 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 12,131 $974K 0.33% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 12,123 $973K 0.47% +321 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12,117 $973K 0.12% -50 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 12,096 $971K 0.81% +9,259 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 12,058 $968K 0.19% +904 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12,046 $967K 0.11% +99 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,024 $965K 0.21% +2,905 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 12,012 $964K 0.23% +941 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 12,011 $964K 0.19% -251 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 12,000 $963K 2.24% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12,000 $963K 0.16% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 11,994 $963K 0.06% +542 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,989 $963K 0.1% -2,814 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,981 $962K 0.28% -29 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,969 $961K 0.06% +96 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,947 $959K 0.29% -4,315 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 11,941 $959K 0.09% +956 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,934 $958K 0.15% +240 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 11,918 $957K 0.44% +200 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 11,916 $957K 0.34% -2,100 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 11,902 $955K 0.05% -86 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 11,900 $955K 0.06% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 11,898 $955K 0.08% +1,463 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 10,857 $954K 0.11% +10 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,878 $954K 0.02% -3,896 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11,872 $953K 0.31% +4,796 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 11,873 $953K 0.45% +39 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 11,861 $952K 0.65% +534 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 11,811 $948K 0.08% +498 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 11,807 $948K 0.23% +5,381 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 11,780 $946K 0.3% +322 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 11,656 $941K 0.22% 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,715 $940K 0.09% +46 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,690 $938K 0.07% -771 13F-HR Timeline Bell Bank More: the full row for Bell Bank 11,662 $936K 0.04% -173 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 11,659 $936K 0.32% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,655 $936K 0.22% +147 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 11,637 $934K 0.5% -6 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 11,917 $934K 0.09% -248 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 10,143 $932K 0.16% +3,892 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,600 $931K 0.36% -498 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 11,598 $931K 0.27% -424 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,592 $931K 0.03% -876 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 11,567 $929K 0.01% -252 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 11,515 $924K 0.31% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 11,499 $923K 0.04% +1,891 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 11,472 $921K 0.58% +86 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,449 $919K 0.12% -2,878 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,448 $918K 0.41% +3 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 11,410 $916K 0.04% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 11,387 $914K 0.32% +229 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,364 $912K 0.14% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,358 $912K 0.05% -84 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,333 $910K 0.72% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 11,313 $908K 0.1% -1,029 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 11,294 $907K 0.54% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 11,286 $906K 0.75% +789 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 11,224 $901K 0.33% -8 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 11,217 $901K 0.74% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 11,192 $898K 0.23% +11,069 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,181 $898K 0.1% -500 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 11,148 $895K 0.42% -21 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 11,129 $893K 0.75% +2,826 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,115 $892K 0.07% -3,420 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,114 $892K 0.03% -2,497 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 11,100 $891K 0.12% +25 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,086 $890K 0.05% +1,917 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 11,027 $885K -12,781 Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 11,010 $884K 0.29% -350 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 11,000 $883K 1.3% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 10,993 $883K 0.16% +6,044 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 10,964 $880K 0.05% +288 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10,946 $879K 0.01% +4,168 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,948 $879K 0.53% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,935 $878K 0.01% -20,927 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $877K 0.37% -10,929 13F-HR Timeline Amount filed as zero, left out of ratios. Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 10,910 $876K 0.34% -3,993 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 10,905 $875K 0.08% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,788 $866K 0.01% -380 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,785 $866K 0.25% +687 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,779 $865K 0.17% +33 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 10,741 $862K 0.08% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,740 $862K 0.02% +115 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,671 $857K 0.01% -651 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 10,659 $856K 0.11% +829 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,652 $855K 0.04% +44 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,617 $852K 0.05% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,608 $852K 0.12% -596 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,593 $850K 0.29% -1,201 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 10,557 $848K 0.26% -402 13F-HR Timeline