ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,229 $387K 0.2% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,225 $385K 0.03% +962 13F-HR/A Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,224 $385K 0.04% -28 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,223 $385K 0.08% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,221 $384K 0.12% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,219 $383K 0.02% +2 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,213 $382K 0.07% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,213 $382K 0.31% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,212 $381K 0.06% +6 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,212 $381K 0.02% +96 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,209 $380K 0.21% +5 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,208 $380K 0.25% -32 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,206 $379K 0.01% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,206 $379K 0.1% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,205 $379K 0.02% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,205 $379K 0.13% -25 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,204 $379K 0.03% +283 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,204 $379K 0.14% -23 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,200 $378K <0.01% +250 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,200 $378K 0.24% -161 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,195 $376K 0.07% -39 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,195 $376K 0.02% +54 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,193 $375K 0.07% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,184 $372K 0.01% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,184 $372K 0.1% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,184 $372K <0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,181 $372K 0.02% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,180 $371K 0.02% -16 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 1,169 $368K 0.14% +672 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,168 $367K 0.02% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,166 $367K 0.02% +4 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,165 $366K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,165 $366K 0.06% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,163 $366K 0.06% -58 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,162 $366K 0.05% +149 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,157 $364K 0.04% +195 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,155 $363K 0.02% +113 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,155 $363K 0.01% -193 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,155 $363K 0.08% +1 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,152 $362K 0.02% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,150 $362K 0.07% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,148 $361K 0.06% +8 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,142 $359K 0.08% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,141 $359K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,138 $358K 0.02% -6 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,131 $356K 0.09% +1 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,106 $353K 0.07% +33 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,120 $352K 0.05% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,103 $347K 0.27% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,103 $347K 0.03% -991 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,102 $347K 0.12% +135 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,100 $346K 0.05% -35 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,100 $346K 0.04% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,100 $346K 0.11% 0 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,100 $346K 0.14% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,096 $345K 0.01% -71 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,091 $343K 0.01% -636 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 1,088 $342K 0.07% -18 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,085 $341K 0.02% -5 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,084 $341K 0.05% -24 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,082 $340K 0.02% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,082 $340K 0.02% +16 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 1,078 $339K 0.16% +6 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,071 $337K 0.15% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,069 $336K 0.04% 0 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,065 $335K 0.01% -421 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,061 $334K 0.04% +3 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,057 $333K 0.03% +46 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,055 $332K 0.01% +24 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,053 $331K 0.06% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,052 $331K 0.04% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 987 $331K 0.17% +13 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,050 $330K 0.22% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,050 $330K 0.1% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,047 $329K 0.15% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,042 $328K 0.09% -15 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,042 $328K 0.05% +1 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,040 $327K 0.15% +1 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,036 $326K 0.04% +8 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,036 $326K 0.02% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,030 $324K 0.19% -81 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 1,030 $324K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,025 $322K 0.01% +15 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,022 $322K 0.12% +919 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 1,021 $321K 0.11% +16 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 1,021 $321K 0.11% 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,019 $321K 0.02% +67 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,019 $321K <0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,012 $318K 0.02% -368 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,011 $318K 0.02% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,011 $318K 0.04% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,009 $317K 0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,009 $317K 0.09% -1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,001 $315K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,001 $315K 0.01% +74 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,000 $315K 0.24% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,000 $315K 0.03% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,000 $315K 0.16% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,000 $315K 0.2% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,000 $315K 0.15% new 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 1,000 $315K 0.22% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 999 $314K 0.02% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 998 $314K 0.02% +2 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 991 $312K 0.03% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 975 $311K 0.05% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 988 $311K 0.02% +21 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 987 $311K 0.02% -693 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 987 $310K <0.01% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 972 $310K 0.04% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 986 $310K <0.01% +23 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 983 $309K 0.11% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 982 $309K 0.02% -71 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 980 $308K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 980 $308K 0.01% -643 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 978 $308K 0.01% +35 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 975 $307K 0.08% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 975 $307K 0.08% -125 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 975 $307K 0.09% +4 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 972 $306K 0.08% -197 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 969 $305K 0.16% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 967 $304K 0.02% +147 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 964 $303K 0.04% -30 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 964 $303K 0.03% +10 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 959 $302K 0.07% -694 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 957 $301K 0.02% -301 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 956 $301K 0.07% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 952 $299K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 952 $299K 0.14% +201 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 950 $299K 0.03% -134 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 943 $297K 0.01% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 940 $296K 0.04% -90 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 935 $294K 0.04% -85 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 935 $294K 0.15% -1,762 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 934 $294K 0.01% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 884 $293K 0.08% +130 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 867 $292K 0.02% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 925 $291K 0.23% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 925 $291K 0.02% 0 13F-HR Timeline Group Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 925 $291K 0.06% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 925 $291K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 923 $290K 0.03% +373 13F-HR/A Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 922 $290K 0.09% -73 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 921 $290K 0.07% -77 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 917 $289K 0.02% +2 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 916 $288K 0.16% 0 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 913 $287K 0.05% -150 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 908 $286K 0.03% +86 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 908 $286K <0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 908 $286K 0.04% -83 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 907 $285K 0.13% +4 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 905 $285K 0.09% -1 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 849 $284K 0.03% +2 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 891 $284K <0.01% +73 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 901 $284K 0.01% +167 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 900 $283K 0.13% -607 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 900 $283K 0.1% 0 13F-HR/A Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 900 $283K 0.12% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 900 $283K 0.08% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 900 $283K 0.06% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 899 $283K 0.15% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 896 $282K 0.01% -17 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 895 $282K 0.01% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 892 $281K 0.04% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 891 $280K 0.12% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 888 $279K 0.05% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 881 $277K 0.05% +12 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 881 $277K 0.15% -476 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 876 $276K 0.13% +20 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 875 $275K 0.05% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 875 $275K 0.07% -20 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 875 $275K 0.05% -259 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 875 $275K 0.02% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 873 $275K 0.1% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 869 $273K 0.02% +5 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 864 $272K 0.05% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 864 $272K 0.02% +23 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 862 $271K 0.09% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 863 $271K 0.1% +6 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 861 $271K 0.05% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 859 $270K 0.01% -188 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 858 $270K 0.01% -514 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 857 $270K 0.07% -4 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 856 $269K 0.02% -200 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 856 $269K 0.02% +25 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 850 $267K 0.07% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 850 $267K 0.07% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 850 $267K 0.03% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 849 $267K 0.05% -127 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 846 $266K 0.02% +19 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 846 $266K 0.04% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 790 $265K 0.07% 0 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 842 $265K 0.15% +2 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 838 $264K 0.51% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 837 $263K 0.08% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 835 $263K 0.02% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 836 $263K 0.02% -22 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 834 $262K 0.04% 0 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 833 $262K 0.14% -2 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 831 $261K 0.02% +4 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 829 $261K <0.01% new 13F-HR Timeline Group