Invst, LLC More: the full row for Invst, LLC 17,518 $1.68M 0.19% -1,644 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 17,500 $1.68M 1.18% -2,150 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 17,374 $1.67M 0.99% +3,292 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 17,341 $1.67M 0.3% +2,953 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 17,210 $1.65M 0.67% +266 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 17,200 $1.65M 0.13% +3,500 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,167 $1.65M 0.17% +2,845 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 17,159 $1.65M 0.46% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 17,121 $1.65M 0.01% +4,228 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 17,097 $1.64M 0.15% +2,329 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 17,093 $1.64M 0.11% -2,147 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 17,086 $1.64M 0.47% -299 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,021 $1.64M 0.32% +1,585 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 17,020 $1.64M 0.76% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 17,019 $1.64M 0.23% +4,543 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 17,000 $1.63M 0.24% 0 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 16,944 $1.63M 0.08% +1,810 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 16,858 $1.62M 0.37% -4,039 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 16,856 $1.62M 0.27% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,834 $1.62M 0.61% +525 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 16,799 $1.62M 0.04% -5,395 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 16,750 $1.61M 0.11% +665 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 16,720 $1.61M 0.54% +40 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 16,700 $1.61M 1.16% +7,600 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,694 $1.61M 0.33% +3,027 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 16,665 $1.6M 0.88% +4,005 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 16,650 $1.6M 0.24% +1,379 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 16,645 $1.6M 0.75% -3,520 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 16,638 $1.6M 1.47% +4,846 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 16,589 $1.6M 1.1% -101 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 16,583 $1.59M 0.29% -1,508 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 16,554 $1.59M 0.01% -3,485 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 16,550 $1.59M 1.44% +80 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 16,531 $1.59M 0.59% -2,327 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 16,524 $1.59M 0.12% -86 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 16,516 $1.59M 0.87% +3,468 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 16,497 $1.59M 0.05% -31,333 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 16,463 $1.58M 0.4% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 16,434 $1.58M 0.15% -266 13F-HR/A Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 16,400 $1.58M 0.02% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 16,400 $1.58M 0.42% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 16,382 $1.58M 0.09% +1,599 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 16,375 $1.57M 0.12% +954 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 16,357 $1.57M 1.45% +2,069 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 16,343 $1.57M 1.06% -593 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 16,330 $1.57M 0.02% -406 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 16,304 $1.57M 0.73% +442 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 16,301 $1.57M 0.1% -2,450 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 16,294 $1.57M 0.05% +8,269 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 16,284 $1.57M 0.01% +4 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 16,275 $1.56M 0.64% +6,125 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 16,235 $1.56M 0.08% -1,071 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 16,230 $1.56M 0.53% +9,380 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 16,211 $1.56M 0.27% -50 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 16,210 $1.56M 0.18% +3,448 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 16,199 $1.56M 0.61% -1,613 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 16,194 $1.56M 0.05% -7,188 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 16,194 $1.56M 0.19% +1,273 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 16,187 $1.56M 0.8% +12 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 16,181 $1.56M 0.46% +535 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 16,110 $1.55M 0.12% -1,548 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 16,100 $1.55M 0.01% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 16,047 $1.54M 0.05% -197 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 16,022 $1.54M 0.17% +573 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 16,010 $1.54M 0.16% -4,085 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 16,000 $1.54M 1.81% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 15,980 $1.54M 0.16% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 15,940 $1.53M 0.14% +11,332 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 15,915 $1.53M 0.87% +15,775 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 15,910 $1.53M 0.56% +4,430 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 15,890 $1.53M 0.82% +1,302 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,877 $1.53M 0.28% +264 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 15,834 $1.52M 0.2% +5,288 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 15,805 $1.52M 0.43% -957 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 15,794 $1.52M 0.29% +3,906 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 15,792 $1.52M 0.13% -116 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 15,759 $1.52M 0.22% +553 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 15,747 $1.51M 0.35% +1,883 13F-HR/A Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 15,743 $1.51M 0.08% +372 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 15,730 $1.51M 0.55% 0 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 15,657 $1.51M 0.51% +566 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 15,610 $1.5M 1.04% +5,090 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 15,582 $1.5M 0.66% -485 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 15,569 $1.5M 0.66% -3,312 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 15,566 $1.5M 0.25% +497 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 15,549 $1.5M 0.48% +1,499 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 15,530 $1.49M 0.83% +7,550 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 15,525 $1.49M 0.1% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15,488 $1.49M 0.09% +363 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,410 $1.48M 0.17% +465 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 15,374 $1.48M 0.53% +2,134 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 15,363 $1.48M 0.24% +5,992 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 15,360 $1.48M 0.17% -141 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 15,353 $1.48M 0.48% +8,530 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 15,350 $1.48M 0.95% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 15,325 $1.47M 0.27% -9,485 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 15,315 $1.47M 0.27% -135 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 15,292 $1.47M 0.14% +7,355 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 15,290 $1.47M 0.36% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 15,276 $1.47M 0.04% +7,771 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 15,275 $1.47M 0.76% +2,381 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 15,274 $1.47M 0.5% new 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 15,241 $1.47M 0.33% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 15,220 $1.46M 0.46% 0 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 15,149 $1.46M 1.37% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,112 $1.45M 0.08% +5,316 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 15,074 $1.45M 0.36% +805 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 15,070 $1.45M 0.33% -75 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 15,038 $1.45M 0.39% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 15,030 $1.45M 0.23% -46,424 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,018 $1.44M 0.19% +2,769 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 15,000 $1.44M 0.3% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14,981 $1.44M 0.11% -12,760 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,928 $1.44M 0.3% +176 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 14,800 $1.42M 0.11% +1,500 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 14,795 $1.42M 0.69% -63 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 14,790 $1.42M 0.22% -257 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,790 $1.42M 0.29% +2,121 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,783 $1.42M 0.45% -4,317 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 14,702 $1.41M 1.12% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,697 $1.41M 0.11% +2,676 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,693 $1.41M 0.1% -2,145 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,573 $1.4M 0.06% +1,155 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. 14,560 $1.4M 0.12% -1,260 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 13,164 $1.4M 0.58% +1,909 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,529 $1.4M 0.12% -48,200 13F-HR Timeline Group Fosun International Ltd More: the full row for Fosun International Ltd 14,526 $1.4M 0.35% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,489 $1.39M 0.27% +1,085 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 14,493 $1.39M 0.34% +821 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 14,109 $1.39M 0.75% -115 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 14,840 $1.39M 0.09% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 14,435 $1.39M 0.34% +1,315 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 14,435 $1.39M 0.49% -1,389 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 14,432 $1.39M 1.08% +11,420 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 14,420 $1.39M 0.58% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 14,410 $1.39M 0.22% +3,790 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,377 $1.38M 0.14% +596 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 14,357 $1.38M 0.22% +8,131 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 14,346 $1.38M 0.97% +5,018 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 14,341 $1.38M 0.11% +59 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 14,306 $1.38M 1.43% 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 14,280 $1.37M 0.51% -250 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 14,249 $1.37M 0.21% +3,999 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 14,245 $1.37M 0.45% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 14,224 $1.37M 0.14% -12,185 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 14,205 $1.37M 0.02% +3,260 13F-HR Timeline Group Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 14,201 $1.37M 0.02% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,191 $1.36M 0.11% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14,171 $1.36M 0.06% -1,789 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 14,166 $1.36M 0.26% -253 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 14,135 $1.36M 0.59% -46 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13,173 $1.36M 0.26% -70 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14,096 $1.36M 0.27% -41 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 14,085 $1.35M 0.13% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,077 $1.35M 0.15% -1,990 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 14,070 $1.35M 0.89% -220 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 14,023 $1.35M 0.65% +357 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 13,999 $1.35M 0.45% -62,975 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,990 $1.35M 0.76% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13,990 $1.35M 0.54% +109 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 13,989 $1.35M 0.51% -164 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 13,963 $1.34M 0.13% +433 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 13,960 $1.34M 0.68% +3,195 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,945 $1.34M 0.13% +2,310 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,893 $1.34M 0.22% +3,021 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 14,300 $1.33M 0.21% -20 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 13,866 $1.33M 0.28% +42 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 13,865 $1.33M 0.6% +1,075 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 13,799 $1.33M 0.17% -3,622 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 13,736 $1.32M 1.18% +254 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 13,700 $1.32M 0.56% +1,590 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 13,696 $1.32M 0.47% -649 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 13,638 $1.31M 0.3% -1,574 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 13,710 $1.31M 0.66% -104 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 13,614 $1.31M 0.14% +3,984 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 13,612 $1.31M 1.33% -3,426 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,611 $1.31M 0.16% -383 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,957 $1.31M 0.2% +12,624 13F-HR Timeline CNB Bank More: the full row for CNB Bank 13,609 $1.31M 0.55% -527 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 13,566 $1.3M 0.39% +207 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 13,560 $1.3M 0.19% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 13,514 $1.3M 0.45% -18 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,473 $1.3M 0.05% -5,400 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 13,468 $1.29M 1.1% +4,891 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 13,457 $1.29M 0.11% +1,624 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 13,436 $1.29M 0.05% +5,741 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 13,410 $1.29M 0.12% +670 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 13,393 $1.29M 0.69% +10,073 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,354 $1.28M 0.36% -156 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 13,318 $1.28M 0.08% +546 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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