Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 3,200 $242K 0.16% new 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3,200 $242K 0.17% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,371 $242K 0.02% -209,149 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,206 $241K 0.01% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,186 $241K 0.12% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,179 $240K 0.19% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,176 $240K 0.02% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 3,174 $240K 0.15% 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,172 $240K 0.01% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,169 $240K 0.1% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,168 $240K 0.03% new 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 3,150 $238K 0.04% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,150 $238K 0.05% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,143 $238K 0.07% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,136 $237K 0.06% 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,386 $237K 0.05% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,125 $236K 0.18% 13F-HR/A Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,124 $236K 0.1% +15 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,121 $236K 0.07% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,115 $236K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,110 $235K 0.05% -2,257 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,090 $234K 0.07% new 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,082 $233K 0.1% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,045 $230K 0.11% new 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 3,040 $230K 0.06% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,032 $229K 0.15% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,028 $229K 0.02% new 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 3,022 $229K 0.56% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,020 $228K 0.04% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,020 $228K 0.2% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 3,013 $228K 0.07% -1,329 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,012 $228K 0.06% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,011 $228K 0.11% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,005 $227K 0.05% new 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 3,000 $227K 0.1% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,000 $227K <0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,000 $227K 0.06% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,000 $227K 0.13% new 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,000 $227K 0.14% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,000 $227K 0.06% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,000 $227K 0.23% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,000 $227K 0.16% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,000 $227K 0.13% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,989 $226K 0.17% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,988 $226K <0.01% new 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,981 $225K 0.1% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,980 $225K 0.01% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,979 $225K 0.08% -6,351 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,974 $225K 0.07% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,973 $225K 0.07% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,968 $224K 0.08% 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,956 $224K 0.03% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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More: the full row for Wellington Wealth Strategies, LLC. 1,845 $218K 0.2% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,234 $218K 0.05% new 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,867 $217K 0.07% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,860 $216K 0.12% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,855 $216K 0.21% 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,854 $216K 0.14% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,851 $216K 0.04% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,846 $215K 0.39% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,843 $215K 0.07% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,833 $214K 0.07% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,826 $214K 0.08% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,787 $211K 0.02% new 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 2,787 $211K 0.05% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,484 $211K 0.1% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,778 $210K 0.06% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,775 $210K 0.18% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,775 $210K 0.03% new 13F-HR/A Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 2,765 $209K 0.1% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,763 $209K 0.04% +1,190 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,760 $209K 0.06% +330 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,758 $209K 0.04% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,751 $208K 0.06% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,750 $208K <0.01% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,740 $207K 0.05% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,732 $207K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,729 $206K 0.02% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,725 $206K 0.07% +500 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,719 $206K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,718 $206K 0.06% new 13F-HR Timeline STRAIGHTLINE GROUP LLC More: the full row for STRAIGHTLINE GROUP LLC 2,714 $205K 0.13% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,714 $205K 0.08% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,701 $204K 0.03% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,695 $204K 0.07% new 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 2,677 $202K 0.09% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 2,675 $202K 0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,670 $202K 0.1% 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,670 $202K 0.03% +98 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 2,663 $201K 0.09% new 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,654 $201K 0.04% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,650 $200K 0.02% -40 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,650 $200K 0.02% -4,040 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,605 $200K 0.11% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,643 $200K 0.14% +554 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,635 $199K 0.03% +1,982 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,565 $194K 0.14% -310 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,548 $193K 0.01% +114 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,536 $192K 0.07% +342 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,500 $189K 0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,500 $189K 0.03% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,500 $189K 0.11% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 2,490 $188K 0.04% 0 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 2,465 $186K <0.01% -21 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,386 $180K 0.3% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,375 $180K 0.06% +200 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,376 $179K 0.1% +432 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,340 $177K 0.01% +1,340 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,315 $175K 0.11% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,272 $172K 0.01% +1,172 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,138 $162K 0.02% +20 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,115 $160K 0.01% +1,389 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 2,100 $159K 0.08% -500 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,065 $156K <0.01% +65 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,015 $152K 0.04% +415 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $151K 0.04% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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More: the full row for Cullen/Frost Bankers, Inc. 1,696 $128K <0.01% +1,657 13F-HR Timeline Group INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,624 $123K 0.31% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,600 $121K 0.03% +80 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,531 $116K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,520 $115K 0.01% -314 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,500 $113K 0.03% -312 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,450 $110K 0.04% -300 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,440 $109K 0.02% new 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,415 $107K 0.01% +234 13F-HR Timeline Ashburton (Jersey) Ltd More: the full row for Ashburton (Jersey) Ltd 1,410 $107K 0.05% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,400 $106K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,400 $106K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,377 $104K 0.01% +1,150 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,350 $102K 0.08% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,330 $101K 0.08% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,303 $101K 0.01% +346 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,306 $98.8K 0.07% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,304 $98.6K 0.01% +393 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,300 $98.3K 0.03% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,256 $95K 0.03% +1,044 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,250 $94.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,245 $94.2K <0.01% -409 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,232 $93.2K 0.12% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,230 $93K 0.02% +260 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,211 $91.6K 0.08% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,191 $90.1K <0.01% +377 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,175 $89K 0.04% +900 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,150 $87K 0.02% -3,550 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,140 $86.2K 0.03% -69 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,120 $84.7K 0.02% -20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,106 $83.6K 0.03% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,100 $83.2K 0.03% -1,100 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,087 $82.2K 0.05% +787 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 741 $82.1K 0.05% +241 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 741 $82.1K 0.05% +241 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,075 $81.3K 0.04% -475 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,070 $80.9K 0.02% -110 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,055 $80K 0.05% -185 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,050 $79.4K 0.05% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,035 $78.3K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,027 $78K <0.01% +1,011 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 964 $76.1K 0.03% +852 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,000 $75.6K 0.03% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,000 $75.6K 0.07% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 986 $74.6K 0.05% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 972 $73.5K 0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 970 $73.4K 0.04% -196 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 967 $73.1K 0.08% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 964 $72.9K <0.01% +49 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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