MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10,480 $973K 0.85% -649 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,450 $971K 0.46% +2 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,438 $969K 0.55% -510 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10,434 $969K 0.01% -512 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 10,421 $968K 0.34% -172 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 10,419 $968K 0.28% -16 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,419 $968K 0.07% +1,415 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 10,417 $968K 0.5% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,416 $967K 0.42% +2,265 13F-HR/A Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 10,412 $967K 0.41% +76 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 10,359 $962K 0.62% +168 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,351 $961K 0.22% -15 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 10,313 $958K 0.03% -45,877 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 10,280 $955K 0.04% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 10,262 $953K 0.36% -2,989 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,250 $952K 0.06% -1,249 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 10,250 $952K 0.23% 0 13F-HR Timeline Group Emissary Wealth LLC More: the full row for Emissary Wealth LLC 10,211 $948K 0.89% +542 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 10,184 $946K 0.04% +1,485 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,165 $944K 0.05% +1,374 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10,111 $939K 0.11% +2,582 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,101 $938K 0.41% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 10,100 $938K 0.09% -805 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,040 $933K 0.35% -2,543 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 10,022 $931K 0.21% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 10,011 $930K 0.71% -194 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 10,000 $929K 0.2% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 9,980 $927K 0.16% +188 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 9,923 $922K 0.15% -5,247 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 9,911 $921K 0.31% +4 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,904 $920K 0.33% +567 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 9,886 $918K 0.27% +1,540 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,877 $917K 0.02% +1,498 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 9,861 $916K 0.16% +34 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 9,857 $916K 0.38% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 9,847 $915K 0.57% new 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 9,844 $914K 0.38% +186 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 9,825 $913K 0.27% +6,200 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,811 $911K 0.06% -3,170 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,769 $907K 0.06% -300 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,766 $907K 0.04% -504 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 9,739 $905K 0.09% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,723 $903K 0.05% +935 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 9,717 $903K 0.24% -773 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 9,704 $901K 0.02% -363 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 9,681 $899K 0.81% -54 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,665 $898K 0.22% +42 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 9,659 $897K 0.11% -469 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,649 $896K 0.18% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 9,645 $896K 0.86% -306 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 9,606 $892K 0.1% -272 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 9,600 $892K 0.81% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 9,577 $890K 0.03% -1,537 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,444 $889K 0.11% +2,175 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 9,542 $886K 0.58% 0 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 9,538 $886K 0.29% +545 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 11,027 $885K 0.08% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 9,524 $885K 0.01% +59 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,516 $884K 0.05% -100 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 9,511 $883K 0.56% -20 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 9,498 $882K 0.7% +2,266 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 9,485 $881K 0.29% +143 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,464 $879K 0.01% +2,609 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 9,451 $878K 0.18% -8,357 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 9,430 $875K 0.16% -270 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,417 $875K 0.14% -756 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,361 $869K 0.1% +551 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,328 $866K 0.01% +1,627 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 9,308 $865K 0.19% +82 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 9,271 $861K 0.33% -204 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 9,277 $861K 0.21% -44 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 9,257 $860K 0.11% -50 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 9,248 $859K 0.06% -623 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,228 $857K 0.03% -204 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 9,210 $855K 0.73% +6,183 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 9,186 $853K 0.57% +90 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,181 $853K 0.1% -2,000 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 9,160 $851K 0.49% -500 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 9,155 $850K 0.1% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,144 $849K 0.12% +724 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 9,119 $847K 0.15% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 9,103 $845K 0.59% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 9,100 $845K 0.19% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,094 $845K 0.06% +642 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,074 $843K 0.07% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 9,026 $838K 0.16% +844 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 9,006 $836K 0.5% -350 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 9,002 $836K 0.3% +920 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 9,008 $836K 0.36% +322 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,963 $832K 0.02% -24 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 8,962 $832K 0.22% +1,037 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,503 $832K 0.43% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,949 $831K 0.13% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,914 $828K 0.03% -300 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 8,861 $823K 0.16% -189 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 8,854 $822K 0.85% -347 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8,850 $822K 0.1% -3,267 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 8,850 $822K 0.59% -272 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 8,828 $820K 0.04% +7,436 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,806 $818K 0.09% -851 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 8,789 $816K 0.34% -257 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,777 $815K 0.17% -236 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,765 $814K 0.11% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,729 $811K 0.25% -1,737 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,647 $803K 0.59% +138 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,637 $802K 0.08% +447 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 8,634 $802K 0.31% -1,279 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,632 $802K 0.08% +210 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8,590 $798K 0.26% -238 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 8,565 $796K 0.05% -1,050 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 8,549 $794K 0.11% -216 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 8,523 $792K 0.03% new 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,482 $788K 0.05% -1,021 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,454 $785K 0.26% +63 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,448 $784K 0.04% -23,565 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,444 $784K 0.01% -80 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 8,436 $784K 0.09% +87 13F-HR Timeline Capital International Investors group of 3 filers holding More: the full row for Capital International Investors 8,425 $783K -2,387,833 Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,422 $782K 0.27% +3,353 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,414 $782K 0.06% -3,276 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 8,361 $777K 0.11% +7 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 8,350 $776K 0.46% -33 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 8,316 $772K 0.39% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 8,314 $772K 0.82% +119 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 8,301 $771K 0.05% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,289 $770K 0.24% -3,583 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,288 $770K 0.01% +199 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,287 $770K 0.12% -1,569 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8,284 $769K 0.08% +561 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,268 $768K 0.06% +105 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 8,263 $767K 0.55% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,246 $766K 0.54% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,810 $764K 0.12% +102 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,177 $759K 0.3% -138 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 8,172 $759K 0.46% +3,055 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,170 $759K 0.27% 0 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,150 $757K 0.05% -504 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 8,148 $757K 0.53% -2,408 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,135 $756K 0.1% -250 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 8,121 $754K 0.77% +525 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,115 $754K 0.31% +449 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 8,107 $753K 0.05% +920 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 8,095 $752K 0.51% -180 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 8,091 $751K 0.24% +5 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 8,087 $751K 0.72% +964 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 7,929 $749K 0.37% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,063 $749K 0.57% +63 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,057 $748K 0.16% -619 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,049 $748K 0.46% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 8,039 $747K 0.08% +1,434 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,016 $745K 0.33% +13 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 8,000 $743K 0.13% 0 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,000 $743K 0.15% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,993 $742K 0.17% +391 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 7,992 $742K 0.18% -6 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,936 $737K 0.09% -199 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 7,918 $735K 0.05% +267 13F-HR/A Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,905 $734K 0.09% -88 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,901 $734K 0.26% +361 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,883 $732K 0.21% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 7,876 $732K 0.62% -100 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,854 $729K 0.01% -5 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 7,845 $729K 0.36% +77 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,840 $728K 0.26% -82 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,837 $728K 0.1% +2,000 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,830 $727K 0.19% -126 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,804 $725K 0.01% -18 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,800 $724K 0.26% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 7,777 $722K 0.19% -792 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 7,771 $722K 0.03% -10 13F-HR Timeline ANB BANK More: the full row for ANB BANK 7,769 $722K 0.29% +567 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 7,756 $720K 0.79% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,753 $720K 0.06% -338 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,753 $720K 0.08% +86 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 7,750 $720K 0.61% -325 13F-HR Timeline BANK OZK More: the full row for BANK OZK 7,741 $719K 0.25% -865 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,729 $718K 0.02% -5,890 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 7,711 $716K 0.18% +921 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,698 $715K +2,532 Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,690 $714K 0.04% -14 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 8,262 $714K 0.07% -1,437 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 7,679 $713K 0.15% +28 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,674 $713K 0.36% +4 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 7,665 $712K 0.15% +18 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,654 $711K 0.02% 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,635 $709K 0.67% +3,347 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 7,607 $707K 0.66% -100 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,586 $705K 0.16% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,581 $704K 0.06% +64 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,579 $704K 0.05% +283 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,564 $703K 0.05% +4,779 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 7,632 $702K 0.08% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,558 $702K 0.06% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,484 $695K 0.37% +572 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,483 $695K 0.06% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,469 $694K 0.16% -461 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 7,444 $691K 0.46% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,432 $690K 0.03% -55,807 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 7,418 $689K 0.35% +30 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,402 $688K 0.17% +742 13F-HR Timeline