FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 6,271 $1.28M 0.05% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,265 $1.28M 0.25% +348 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 6,260 $1.28M 0.18% -612 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,254 $1.28M 0.09% -2,321 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,238 $1.28M 0.08% -47 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 6,191 $1.27M 0.76% -575 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,158 $1.26M 0.44% +496 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,148 $1.26M 0.53% -110 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,147 $1.26M 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,107 $1.25M 0.5% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,093 $1.25M 0.06% +489 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 6,070 $1.24M 0.76% -224 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,057 $1.24M 0.07% -424 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,054 $1.24M <0.01% -2,044 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,042 $1.24M 0.04% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,003 $1.23M 0.15% +664 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 6,000 $1.23M 0.09% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,988 $1.23M 1.31% +32 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,968 $1.22M 0.2% -210 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,957 $1.22M 0.01% +507 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,953 $1.22M 0.03% -582 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,950 $1.22M 0.17% -194 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,948 $1.22M 0.15% -776 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,946 $1.22M 0.1% -8,097 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,943 $1.22M 0.31% -1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,880 $1.21M 0.16% +3,724 13F-HR/A Timeline RENASANT BANK More: the full row for RENASANT BANK 5,912 $1.21M 0.81% +2,796 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 3,536 $1.21M 0.4% +3,478 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 5,888 $1.2M 0.31% 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,866 $1.2M 0.68% 0 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,864 $1.2M 0.05% +96 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,857 $1.2M 0.08% +1,952 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,845 $1.2M 0.43% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,793 $1.19M 0.03% +193 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5,792 $1.19M 0.92% +1,862 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,788 $1.18M 0.95% -192 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,787 $1.18M 0.49% -2,967 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,786 $1.18M 0.03% +20 13F-HR/A Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,740 $1.17M 0.11% -70 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,722 $1.17M <0.01% +368 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,705 $1.17M 0.09% +35 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 5,700 $1.17M 0.07% -1,250 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,693 $1.17M 0.05% +1,300 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,634 $1.15M 0.14% +880 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,632 $1.15M 0.28% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,613 $1.15M 0.03% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,601 $1.15M 0.17% -4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,587 $1.14M 0.43% +1,178 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,577 $1.14M 0.24% +4,289 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,564 $1.14M 0.46% +1,182 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,540 $1.13M 0.67% +220 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,528 $1.13M 0.06% +264 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,524 $1.13M 0.05% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,511 $1.13M 0.45% +288 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,470 $1.12M 0.2% +60 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,455 $1.12M 0.42% +3,384 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,453 $1.12M 0.09% +750 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5,434 $1.11M 0.49% +3,015 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,378 $1.1M 0.05% 0 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,372 $1.1M 0.09% +3,201 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 5,338 $1.09M 0.53% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,334 $1.09M 0.62% -215 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,304 $1.09M 0.01% -1,586 13F-HR/A Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 5,266 $1.08M 0.43% +222 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,254 $1.08M 0.38% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,248 $1.07M 0.03% +432 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,202 $1.06M 0.15% -33 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,154 $1.05M 0.08% +1,444 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,135 $1.05M 0.12% +1,565 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,127 $1.05M 0.13% +2 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,110 $1.05M 0.02% +1,603 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,103 $1.04M 0.01% -13,557 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,100 $1.04M 0.22% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,100 $1.04M 0.06% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,126 $1.03M 0.19% +122 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 5,033 $1.03M 0.21% +442 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,993 $1.02M 0.63% +302 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,987 $1.02M 0.08% +185 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,979 $1.02M 0.28% +2,244 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,968 $1.02M 0.48% -880 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,962 $1.02M 0.15% -43 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,952 $1.01M +620 Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,918 $1.01M 0.03% +274 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,914 $1.01M 0.2% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 4,908 $1M <0.01% -85,192 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,905 $1M 0.14% -553 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,905 $1M 0.4% +1,062 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 4,900 $1M 0.22% new 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,898 $1M 0.46% +2,445 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,890 $1M 0.07% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,869 $996K 0.77% +310 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,868 $996K 0.03% +82 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,863 $995K 0.11% -5,595 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,852 $993K 0.17% -1,811 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,984 $993K 0.03% +969 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,838 $990K 0.46% -113 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,823 $987K <0.01% -11,592 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,800 $982K 0.77% -150 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,773 $977K 0.69% +275 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,756 $973K 0.09% -2,628 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,737 $969K 0.17% +1,142 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,714 $965K 0.04% -50 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,706 $963K 0.6% +2,287 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,704 $963K 0.04% +599 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,680 $958K 0.28% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,668 $955K 0.33% +53 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,663 $954K 0.57% -514 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,662 $954K 0.72% +432 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,651 $952K 0.2% +160 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,650 $952K 0.45% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,631 $948K 0.18% -4,419 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,692 $947K 0.33% +289 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,468 $945K 0.27% +50 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,617 $945K 0.07% -751 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,588 $939K 0.09% +9 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,563 $934K 0.56% -60 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,559 $933K 0.07% +36 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,529 $927K 0.07% -393 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 4,522 $925K 2.67% -742 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,510 $923K 0.26% +150 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,505 $922K 0.49% -43 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,500 $921K 0.39% 0 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,484 $918K 0.1% -255 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,466 $914K 0.06% +535 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,440 $913K 0.1% -71,730 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,447 $910K 0.39% +15 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,440 $909K 0.16% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,434 $907K 0.05% -3,049 13F-HR/A Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 4,419 $904K 0.06% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,416 $904K 0.01% +519 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,402 $901K 0.46% +462 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,398 $900K 0.07% +249 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 4,388 $898K -206 Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,380 $896K 0.04% -100 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,366 $893K 0.09% -113 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,360 $892K 0.51% +476 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,344 $889K 0.29% +25 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,342 $889K 0.03% +1,666 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 4,317 $883K 0.22% +841 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 4,315 $883K 0.84% -257 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,302 $880K 0.08% +1,150 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,297 $879K 0.28% -62 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,295 $879K 0.11% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,287 $877K 0.07% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,282 $876K 0.69% 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,275 $875K 0.31% -1,365 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,272 $874K 0.09% +871 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,260 $872K <0.01% -528 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,258 $871K 0.05% +774 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,250 $870K 0.55% +1,993 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,235 $867K 0.4% +692 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,226 $865K 0.04% -152 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,068 $865K 0.14% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,215 $863K 0.06% +508 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,212 $862K 0.03% +783 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,206 $861K 0.05% -2 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,200 $859K 0.56% -258 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,179 $855K 0.32% +68 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,175 $854K 0.08% -71 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,166 $853K 0.41% +963 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,152 $850K 0.13% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,147 $849K 0.02% +677 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,141 $847K 0.89% -1,383 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,129 $845K 0.42% +241 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 4,101 $839K 0.7% +1,263 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,096 $838K 0.19% +85 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,088 $837K 0.29% +350 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,071 $833K 0.02% -175 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,052 $829K 0.34% -156 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,038 $826K <0.01% 0 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,001 $819K 0.45% +1 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,000 $819K 0.75% +266 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,995 $818K 0.55% +22 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,994 $817K 0.31% -813 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,779 $817K 0.38% +328 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,991 $817K 0.27% -3,355 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 3,941 $806K 0.68% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 3,936 $805K 0.01% +2,635 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,075 $805K 0.43% +24 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,917 $802K 0.23% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,915 $801K 0.34% -331 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,893 $797K 0.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 3,889 $796K 0.27% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,887 $796K 0.25% -727 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,879 $794K 0.01% +403 13F-HR Timeline Group 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,874 $793K 0.46% +490 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,870 $792K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,869 $792K 0.06% +291 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,848 $787K 0.2% -109 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,830 $784K 0.09% +16 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,823 $782K 0.2% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,819 $782K 0.03% +500 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,818 $781K 0.05% +851 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,810 $780K 1.37% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,804 $778K 0.02% -254 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 3,801 $778K 0.44% +248 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,800 $778K 0.07% -94 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,795 $777K 0.29% +496 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,791 $776K 0.04% -25 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,790 $776K 0.23% +152 13F-HR Timeline