Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,788 $427K 0.09% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,776 $425K 0.04% +2,176 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,775 $425K 0.31% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,770 $424K 0.05% +2,201 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,760 $423K 0.05% +2,337 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 2,751 $421K 0.02% +2,393 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,750 $421K 0.08% 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,740 $420K 0.39% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,734 $419K 0.01% +2,183 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,730 $418K 0.28% +2,299 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,730 $418K 0.15% +2,163 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,725 $417K 0.11% +2,180 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,715 $416K 0.02% +1,906 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,705 $414K 0.06% +2,193 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,705 $414K 0.19% +2,229 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,700 $414K 0.15% +2,325 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,697 $413K 0.06% +2,140 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,690 $412K 0.01% +2,120 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,690 $412K 0.03% +2,384 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,685 $411K 0.12% +1,597 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,685 $411K 0.41% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,680 $411K 0.08% +2,231 13F-HR/A Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,653 $406K 0.04% +2,072 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,650 $406K 0.1% +2,086 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,646 $405K 0.07% +2,370 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,640 $404K 0.04% +1,798 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,631 $403K 0.05% +2,102 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,626 $402K 0.17% +2,168 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,625 $402K 0.2% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,620 $401K 0.04% +946 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,620 $401K 0.11% +2,015 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,615 $401K 0.08% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,611 $400K 0.06% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,610 $400K 0.03% +2,061 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,592 $397K 0.08% +1,294 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,589 $397K 0.06% +2,067 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,580 $395K 0.05% +1,616 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,580 $395K 0.21% +2,091 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,575 $394K 0.09% +1,085 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,569 $394K 0.05% 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,553 $391K 0.03% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,552 $391K 0.03% +2,117 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,113 $390K 0.09% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,547 $390K 0.05% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,543 $390K 0.16% +2,039 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,842 $389K 0.02% +2,124 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,538 $389K 0.02% +1,861 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,525 $387K 0.02% +1,975 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,520 $386K 0.08% +1,942 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,517 $386K 0.02% +1,987 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,515 $385K 0.15% +1,997 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,500 $383K 0.07% +2,000 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,500 $383K 0.04% +1,752 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,498 $383K 0.09% +1,995 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,483 $380K 0.02% +2,093 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,480 $380K 0.11% +2,013 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,468 $378K 0.01% +2,175 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,465 $378K 0.06% +1,958 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,450 $375K 0.03% +1,960 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,444 $374K 0.05% +1,476 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,444 $374K 0.1% +1,968 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,435 $373K 0.04% +1,905 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,431 $372K 0.14% +1,685 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,430 $372K 0.09% +1,934 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,425 $371K 0.16% +1,809 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,417 $370K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,410 $369K 0.1% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,410 $369K 0.01% +2,036 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,410 $369K 0.07% new 13F-HR/A Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,400 $368K 0.16% +1,964 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 2,395 $367K 0.11% +1,925 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,390 $366K 0.1% +1,912 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,381 $365K 0.07% +1,904 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,618 $364K 0.32% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,369 $363K 0.04% +1,102 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,365 $362K 0.15% +1,976 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 2,365 $362K 0.28% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,345 $359K 0.11% +1,851 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 2,338 $358K <0.01% +1,859 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 2,335 $358K 0.12% +1,868 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,335 $358K 0.08% +1,505 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,335 $358K 0.02% +1,890 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,835 $355K 0.14% +2,236 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,316 $355K 0.92% +1,295 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,315 $355K 0.05% +1,829 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,300 $352K 0.07% +1,814 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,280 $349K 0.02% +1,644 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,265 $347K 0.03% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,256 $346K 0.11% +1,176 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,255 $345K 0.17% +1,802 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,252 $345K 0.18% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,251 $345K 0.07% +1,631 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,250 $345K 0.25% +1,800 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,249 $345K 0.11% +1,903 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,235 $342K 0.02% +1,799 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,230 $342K 0.05% +1,678 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,230 $342K 0.22% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,227 $341K 0.01% +1,798 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,226 $341K 0.01% -28,041 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 2,225 $341K 0.14% +1,723 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,220 $340K 0.01% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,213 $339K 0.11% +1,767 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,205 $338K 0.01% +1,837 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,203 $337K 0.03% +1,917 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,203 $337K 0.02% +1,823 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,200 $337K 0.17% +1,740 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,192 $336K 0.22% +1,830 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,185 $335K 0.1% +1,748 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,185 $332K 0.11% +1,791 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,165 $332K 0.19% +1,713 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,164 $331K <0.01% +1,549 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,155 $330K 0.03% +1,773 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,140 $328K 0.04% +1,708 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 2,135 $327K 0.19% +1,827 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,130 $326K 0.19% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,291 $325K 0.04% +1,755 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,120 $325K 0.32% 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,116 $324K 0.21% +1,687 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,108 $323K 0.92% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,090 $320K 0.05% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,086 $320K 0.06% +1,671 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,363 $319K 0.09% +2,126 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,080 $319K 0.06% +1,668 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,063 $316K 0.18% +1,662 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 2,056 $315K 0.32% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,050 $314K 0.1% +1,612 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,039 $312K 0.09% +1,630 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,035 $312K 0.01% +1,582 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,030 $311K 0.04% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,030 $311K 0.02% +1,600 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,028 $311K 0.19% 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,024 $310K 0.03% new 13F-HR/A Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,014 $309K 0.32% +1,250 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,011 $308K 0.05% +1,618 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,010 $308K 0.99% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,010 $308K 0.09% +1,608 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,005 $307K 0.11% +1,604 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 2,000 $306K 0.32% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,000 $306K 0.18% +1,630 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,000 $306K 0.18% +1,600 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,000 $306K 0.18% +1,600 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,995 $306K 0.04% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,990 $305K 0.03% +1,611 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,990 $305K 0.03% +1,587 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,990 $305K 0.02% +1,519 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,973 $302K 0.04% +1,606 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,965 $301K 0.07% +1,657 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,965 $301K 0.24% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 1,965 $301K 0.29% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,955 $299K 0.02% +1,510 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,950 $299K 0.2% +1,316 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,945 $298K 0.07% +1,566 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,945 $298K 0.04% +1,556 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,941 $297K 0.08% +1,577 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,940 $297K 0.02% +1,558 13F-HR Timeline Champlain Investment Partners, LLC More: the full row for Champlain Investment Partners, LLC 1,925 $295K <0.01% +1,625 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,925 $295K 0.07% +1,332 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 1,925 $295K 0.06% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,978 $294K 0.01% +1,554 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,920 $294K 0.16% +1,485 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,918 $294K 0.03% +1,461 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,915 $293K 0.23% +1,503 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,912 $293K 0.01% +798 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 1,910 $293K 0.05% +1,536 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,907 $292K 0.03% +1,593 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,900 $291K 0.01% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,897 $291K 0.07% +1,541 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,895 $290K 0.22% new 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,890 $290K 0.29% 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,880 $288K <0.01% +1,585 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,879 $288K 0.04% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,877 $288K 0.05% +1,521 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,872 $287K 0.02% +1,602 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,865 $286K 0.15% 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,861 $285K 0.24% +1,391 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,860 $285K 0.17% +1,488 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,859 $285K 0.14% 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,855 $284K 0.09% new 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,850 $283K 0.01% +1,480 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,847 $283K 0.05% +1,348 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,840 $282K 0.04% +1,443 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,840 $282K 0.01% +1,167 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,840 $282K 0.39% +1,472 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,827 $280K 0.01% +1,466 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,820 $279K 0.2% +1,456 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,815 $278K 0.08% +1,537 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,815 $278K 0.08% +1,442 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,810 $277K 0.14% +1,448 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,805 $277K 0.04% +1,443 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,805 $277K 0.05% +1,425 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,804 $276K 0.08% +1,050 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,800 $276K 0.05% +1,428 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,800 $276K 0.05% +1,471 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,800 $276K 0.04% +1,415 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,800 $276K 0.09% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,795 $275K 0.08% +1,271 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,795 $275K 0.08% +1,510 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,785 $273K <0.01% +1,418 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,784 $273K 0.04% +1,395 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,774 $272K 0.04% +1,436 13F-HR Timeline