APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 8,417 $214K 0.01% -51 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,375 $213K <0.01% -191 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,355 $213K 0.01% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 8,352 $213K 0.03% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 8,329 $212K 0.11% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 8,318 $212K 0.08% -61 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 8,312 $212K 0.06% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,289 $211K 0.03% -33,533 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 8,283 $211K 0.02% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,270 $211K 0.15% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,257 $210K 0.06% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,219 $210K 0.03% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 8,225 $210K 0.1% -597 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 8,221 $209K 0.08% +7,000 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,202 $209K 0.08% -17,479 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 8,200 $209K 0.2% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,199 $209K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,188 $209K 0.02% -363 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,172 $208K 0.01% new 13F-HR/A Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,170 $208K 0.11% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 8,162 $208K 0.04% +20 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,150 $208K 0.02% +723 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 8,144 $208K 0.11% new 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 8,141 $207K 0.06% new 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 8,137 $207K 0.11% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 8,127 $207K 0.15% -799 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 8,126 $207K 0.12% -993 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 8,124 $207K 0.08% -1,527 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,099 $206K 0.04% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,097 $206K 0.09% -299 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 8,062 $205K 0.76% -202 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 8,051 $205K 0.1% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 8,041 $205K 0.05% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,037 $205K 0.05% -573 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8,035 $205K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 8,025 $204K 0.09% -548 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,024 $204K 0.14% -2,564 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 8,015 $204K 0.04% -1,638 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 8,012 $204K 0.13% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 8,003 $204K 2.92% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 7,710 $204K 0.04% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,996 $204K 0.02% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 7,970 $203K 0.02% -3,925 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,965 $203K 0.06% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 7,944 $202K 0.05% -1,143 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,931 $202K 0.19% -15 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,930 $202K 0.06% -863 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 7,920 $202K 0.12% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 7,911 $202K 0.03% -6,010 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,910 $202K 0.05% -972 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 7,892 $201K <0.01% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 7,881 $201K 0.04% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 7,876 $201K 0.12% +2,124 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,837 $200K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7,818 $199K 0.03% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,797 $199K 0.04% -83 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7,751 $198K 0.02% -150 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 7,731 $197K 0.17% -493 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,654 $195K <0.01% -1,498 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,635 $195K 0.07% -184 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7,286 $186K 0.04% -195 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,156 $182K 0.01% -1,764 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7,108 $181K 0.07% -492 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,088 $181K <0.01% -108,303 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7,036 $179K 0.03% -808 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,870 $175K 0.01% +4,490 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6,691 $170K 0.17% -6,576 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,429 $164K 0.04% -100 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,392 $163K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 6,374 $162K 0.01% +1,842 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 18,212 $162K 0.01% +1,507 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,286 $160K 0.18% +45 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,241 $158K <0.01% +220 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6,072 $155K 0.14% -1,000 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,997 $153K 0.08% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 5,950 $152K 0.07% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,912 $151K 0.1% +116 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 201 $149K 0.11% -5,419 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 5,825 $148K 0.47% -2,729 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 5,713 $146K 0.06% -814 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,641 $144K 0.01% -1,272 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,625 $143K 0.03% +21 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,392 $137K <0.01% +63 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5,321 $136K 0.08% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,124 $131K 0.01% new 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,119 $130K 0.12% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,118 $130K 0.04% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5,111 $130K 0.05% +4 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5,104 $130K 0.07% -500 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,070 $129K 0.01% -1,625 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 5,015 $128K 0.02% -303 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 5,000 $127K 0.1% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 4,983 $127K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,952 $126K 0.08% +190 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,948 $126K 0.03% +697 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4,923 $125K <0.01% +460 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,919 $125K 0.04% -681 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,854 $124K 0.02% -653 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,833 $123K 0.11% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,780 $122K 0.04% -1,300 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,770 $122K 0.02% +757 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,746 $121K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,729 $120K 0.07% -1,570 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,528 $115K 0.01% +3,569 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,521 $115K 0.03% +482 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 4,533 $115K 0.01% +1,672 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 4,512 $115K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 4,503 $115K 0.03% +8 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,363 $111K 0.03% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,359 $111K 0.03% +695 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,303 $110K 0.01% -124 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 4,281 $109K 0.05% +32 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 4,280 $109K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,188 $107K 0.07% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,170 $106K 0.01% -13,950 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,161 $106K 0.01% -1,500 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,147 $106K 0.05% +162 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,054 $103K 0.05% -41 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,052 $103K 0.08% +2,191 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 4,000 $102K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3,900 $99.4K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,825 $97.5K 0.01% -432 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,819 $97.3K 0.12% -300 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,735 $95.2K <0.01% 0 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,705 $94.4K 0.03% -2,399 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,686 $93.9K 0.04% +337 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,661 $93.3K 0.01% +99 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,402 $93.1K 0.01% +3,081 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,643 $92.8K 0.02% +814 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,574 $91.1K 0.01% -112 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,554 $91K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,568 $90.9K 0.01% -7,746 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,540 $90.2K 0.03% -431 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,538 $90.1K 0.05% -1,100 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,486 $88.8K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,458 $88.1K 0.03% +2,484 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,446 $87.8K 0.02% +261 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 3,396 $86.5K 0.05% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,367 $85.8K 0.01% -1,284 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,353 $85.4K 0.04% -1,720 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,306 $84.2K 0.06% -521 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,280 $83.6K 0.06% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3,248 $82.8K 0.07% +14 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,200 $81.5K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,269 $81.2K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3,183 $81.1K 0.04% -104 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,128 $79.7K 0.05% -329 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,123 $79.6K 0.05% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,112 $79.3K 0.04% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,034 $77.3K 0.02% 0 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,971 $75.7K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,950 $75.2K 0.03% +100 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,942 $75K 0.03% -98 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,934 $74.8K 0.02% -258 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,849 $72.6K 0.02% +1,107 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,825 $72K 0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2,765 $70.4K 0.06% +628 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,755 $70.2K 0.04% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,726 $69.5K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,550 $69.4K 0.03% +1,411 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,684 $68.4K 0.06% +46 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 2,659 $68K 0.03% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2,637 $67.2K 0.03% +2,363 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,630 $67K 0.02% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,536 $64.6K 0.04% new 13F-HR/A Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,535 $64.6K 0.04% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,522 $64.3K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,511 $64K 0.02% -37 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,500 $63.7K 0.04% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,495 $63.6K 0.03% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,434 $62K 0.12% -22,601 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,391 $60.9K 0.08% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,356 $60K 0.02% -2,116 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,305 $58.7K 0.01% -2,609 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,240 $57.1K 0.03% +3 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,228 $56.8K 0.05% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,210 $56.3K 0.02% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2,173 $55.4K 0.02% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,119 $55.1K 0.04% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,121 $54K 0.03% -670 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,096 $53.4K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,047 $52.2K 0.02% -163 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,960 $50K 0.01% -91 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,907 $48.6K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,907 $48.6K 0.01% +10 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,775 $48K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,855 $47.3K 0.02% -1,939 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,824 $46.5K 0.03% +10 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,820 $46.4K 0.03% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,813 $46.2K 0.03% +30 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,784 $45.5K 0.03% +118 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,763 $44.9K 0.02% -196 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,752 $44.7K 0.02% -99 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,730 $44.1K <0.01% -1,193 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,714 $43.7K 0.02% -701 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,700 $43.3K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,688 $43K <0.01% -6 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 1,684 $42.9K 0.01% -1,989 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,674 $42.6K 0.03% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,664 $42.4K 0.03% -500 13F-HR Timeline