ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,532 $246K 0.01% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,528 $246K 0.09% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,519 $245K 0.08% -82 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,509 $245K <0.01% -145 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,500 $244K 0.04% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,488 $243K 0.03% -45 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,482 $243K 0.03% -83 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,475 $242K 0.24% -4,010 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,465 $242K 0.02% -458 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,451 $241K 0.1% -164 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,450 $241K 0.15% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,447 $240K 0.04% -426 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,431 $239K 0.01% -717 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,423 $239K 0.02% -18 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,416 $238K 0.15% -600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,917 $238K 0.04% -45 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 3,408 $238K 0.09% +3,112 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,408 $238K 0.05% -350 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,406 $237K 0.02% +40 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,399 $237K 0.09% +20 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,114 $236K 0.05% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,372 $235K 0.06% +31 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 3,366 $235K 0.16% 0 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,364 $235K 0.03% +8 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,360 $234K 0.07% -170 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,445 $234K 0.17% +277 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,347 $233K 0.08% 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,306 $231K 0.08% -57 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,297 $230K 0.02% +18 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,262 $229K 0.01% +1,111 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,281 $229K 0.15% +124 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,260 $227K 0.08% -31 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,246 $226K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,237 $226K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,236 $226K 0.03% +90 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,235 $226K 0.05% -192 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,227 $225K 0.03% -54 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 3,226 $225K 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,225 $225K 0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,217 $224K 0.07% +314 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,215 $224K 0.02% -2 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,203 $223K 0.06% +6 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 3,200 $223K 0.05% -185 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,190 $222K 0.06% -416 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,184 $222K 0.06% +17 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,164 $222K 0.12% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,184 $222K 0.03% -3 13F-HR Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,176 $221K 0.06% +120 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,153 $220K 0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,140 $219K 0.06% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,139 $219K 0.06% -5 13F-HR/A Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,127 $218K 0.03% -342 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,125 $218K 0.02% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,122 $218K 0.18% -122 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 3,103 $216K <0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,130 $216K 0.02% +252 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 3,098 $216K 0.06% -173 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,089 $215K 0.17% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,075 $214K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,062 $214K 0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,156 $213K 0.02% -91 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,043 $212K 0.04% -500 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 3,040 $212K 0.03% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,038 $212K 0.04% new 13F-HR Timeline Group NCP Inc. More: the full row for NCP Inc. 3,036 $212K 0.16% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,019 $210K 0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,010 $210K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,009 $210K 0.06% +30 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,007 $210K 0.01% -182 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 3,000 $209K 0.03% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,000 $209K 0.06% -133 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 3,000 $209K 3.66% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,000 $209K 0.08% -1,389 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 3,000 $209K 0.15% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,000 $209K <0.01% 0 13F-HR Timeline Group EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,966 $207K 0.06% +25 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,962 $207K 0.1% -90 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,927 $205K 0.05% -304 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,938 $205K 0.14% +55 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,931 $204K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,953 $204K 0.14% -1,068 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,920 $204K 0.07% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,917 $203K 0.1% -45,407 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,915 $203K 0.06% +85 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,913 $203K 0.02% +1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,881 $201K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,880 $201K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,806 $196K 0.02% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,800 $195K 0.09% -480 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,792 $195K 0.15% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,590 $192K 0.1% -4 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,725 $190K 0.08% -1,000 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,699 $188K 0.04% -35 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,603 $182K 0.01% +1,111 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 2,595 $181K 0.08% -79 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 2,469 $172K 0.08% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,367 $165K 0.01% -84 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,332 $163K 0.02% -46 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,325 $162K 0.12% new 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,296 $160K 0.02% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,295 $160K 0.03% -32 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,265 $158K 0.02% +103 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,252 $157K 0.02% -375 13F-HR/A Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,248 $157K 0.11% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,242 $156K 0.07% +990 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,232 $156K 0.07% -158 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,174 $152K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,113 $147K 0.02% +156 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,080 $145K <0.01% +180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elgethun Capital Management More: the full row for Elgethun Capital Management 2,002 $145K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,025 $141K 0.01% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 2,021 $141K 0.07% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $139K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,986 $138K 0.27% -19,438 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,960 $137K 0.05% -6,826 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,936 $136K 0.03% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1,939 $135K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,914 $133K 0.02% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,792 $133K 0.04% +37 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,873 $131K 0.07% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,871 $130K 0.01% -975 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,863 $130K 0.02% -1,211 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,795 $125K 0.05% -209 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,731 $121K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,706 $119K 0.03% +1,492 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,667 $116K <0.01% -958 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,600 $112K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,512 $106K <0.01% -3,242 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,514 $106K 0.01% -54 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $105K 0.02% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,500 $105K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,485 $104K 0.05% +3 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,432 $99.9K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,424 $99.3K 0.04% +1,217 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,427 $99K 0.03% +2 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,379 $96.2K 0.03% -188 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,370 $95.5K 0.03% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,357 $94.6K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,349 $94.1K <0.01% -272 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,290 $90K 0.05% -418 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,245 $89.5K 0.01% -330 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,270 $88.6K 0.02% +1,267 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,264 $88.2K 0.01% +189 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,246 $86.9K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,241 $86.5K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,236 $86.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,219 $85K 0.05% +120 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,200 $84.7K 0.07% -1,663 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,207 $84.6K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,205 $84K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,202 $83.8K 0.06% +147 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,156 $80.6K 0.01% -30 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,147 $79.9K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,129 $79K <0.01% +88 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,130 $78.8K 0.06% +496 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,116 $78.3K 0.03% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,120 $78.1K 0.03% +6 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,101 $76.8K 0.03% +5 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,100 $76.7K 0.07% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,080 $75.3K 0.01% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 1,077 $75.1K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,052 $73.4K 0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,048 $73.1K <0.01% 0 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,048 $73K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,042 $72.6K 0.03% +30 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,005 $70.1K <0.01% +5 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,016 $70K 0.01% -23,970 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 998 $69.9K 0.03% -290 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,000 $69.7K 0.03% 0 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 985 $68.7K 0.03% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 960 $66.9K 0.05% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 956 $66.7K 0.04% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 950 $66.3K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 930 $64.9K 0.02% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 912 $63.6K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 912 $63.6K 0.06% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 900 $62.8K 0.03% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 894 $62.3K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 882 $61.5K 0.06% -22 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 875 $61K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 871 $60.7K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 839 $58K 0.01% +246 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 826 $57.9K <0.01% -5,080 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 819 $57.1K 0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 800 $55.8K 0.02% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 787 $54.9K <0.01% -192 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 786 $54.8K <0.01% -308 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 772 $53.8K 0.02% +38 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 750 $52.3K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 750 $52.3K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 746 $52.3K 0.01% +6 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 698 $51.8K 0.01% -12 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 717 $50K <0.01% -348 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 707 $49.3K 0.02% -134 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 700 $48.8K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $48.8K 0.03% -140 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 699 $48.8K 0.01% -645 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 691 $48.2K <0.01% +23 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 642 $47.6K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 679 $47.3K 0.01% -140 13F-HR Timeline