Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,000 $246K 0.03% 0 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,000 $246K 0.01% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,000 $246K 0.1% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,000 $246K 0.04% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 999 $246K 0.01% -365 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 997 $245K 0.03% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Stronghold Wealth Management L.L.C. 953 $235K 0.31% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 950 $234K 0.07% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 950 $234K 0.09% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 950 $234K 0.09% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 935 $234K 0.03% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 944 $232K 0.03% new 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 943 $232K 0.07% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 942 $232K <0.01% -1,563 13F-HR/A Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 941 $232K 0.12% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 940 $231K 0.14% -396 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 940 $231K 0.18% new 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 940 $231K 0.09% new 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 939 $231K 0.08% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 938 $231K 0.02% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 937 $231K 0.07% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 935 $230K 0.13% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 935 $230K 0.04% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 933 $230K 0.01% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 932 $229K 0.14% -66 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 928 $228K 0.01% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 928 $228K 0.15% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 924 $228K 0.06% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 923 $227K 0.05% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 919 $226K 0.09% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 917 $226K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 913 $225K 0.06% +7 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 891 $224K 0.08% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 907 $223K 0.12% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 905 $223K 0.01% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 901 $222K 0.02% new 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 900 $222K 0.08% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 899 $221K 0.01% -1,060 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 899 $221K 0.19% -141 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 896 $221K 0.13% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 894 $220K 0.02% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 893 $220K 0.13% -85 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 891 $219K 0.03% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 890 $219K 0.01% -201 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 889 $219K 0.01% new 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 888 $219K 0.06% +302 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 887 $218K 0.06% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 885 $218K 0.16% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 882 $217K 0.07% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 880 $217K 0.1% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 880 $217K 0.1% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 879 $216K 0.06% new 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 878 $216K 0.12% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 875 $216K 0.09% +19 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 875 $215K <0.01% -6 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 874 $215K 0.03% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 872 $215K <0.01% -2,184 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 870 $214K 0.06% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 868 $214K 0.06% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 865 $213K <0.01% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 865 $213K 0.16% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 864 $213K 0.03% -43 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 862 $212K 0.02% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 828 $211K 0.13% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 856 $211K 0.01% -142 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 855 $211K 0.03% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 855 $211K 0.05% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 855 $210K 0.07% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 854 $210K <0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 851 $209K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 845 $208K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 844 $208K 0.13% -35 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 842 $207K 0.05% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 840 $207K 0.1% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 839 $207K 0.02% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 839 $207K 0.07% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 838 $206K 0.06% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 838 $206K 0.08% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 829 $204K 0.03% new 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 825 $203K 0.03% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 975 $203K 0.03% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 824 $203K 0.03% new 13F-HR/A Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 824 $203K 0.05% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 824 $203K 0.04% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 822 $202K 0.08% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 821 $202K 0.39% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 821 $202K 0.01% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 818 $201K 0.01% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 818 $201K <0.01% new 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 817 $201K 0.01% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 816 $201K 0.08% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 813 $200K 0.02% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 804 $198K 0.08% new 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 747 $190K 0.08% 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 753 $185K 0.07% -210 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 752 $185K 0.09% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 723 $178K 0.02% -112 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 718 $177K 0.02% +73 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 701 $173K 0.02% new 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 700 $172K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 697 $172K 0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 650 $160K 0.5% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 635 $156K 0.04% -7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 624 $154K 0.01% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 598 $150K 0.01% -42 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 610 $150K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 595 $147K 0.01% +27 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 591 $146K 0.06% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 585 $144K 0.02% +90 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 585 $144K 0.01% +135 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 574 $141K 0.08% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 571 $141K 0.02% +166 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 569 $140K 0.01% +2 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 564 $139K 0.04% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 560 $138K 0.02% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 550 $135K 0.05% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 527 $130K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 510 $126K 0.04% +100 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 509 $125K 0.08% +100 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 507 $125K <0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 506 $125K 0.01% +368 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 504 $124K 0.07% +34 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 503 $124K <0.01% -156 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 494 $122K 0.04% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 489 $120K 0.01% -300 13F-HR Timeline BAYBAN More: the full row for BAYBAN 484 $119K 0.09% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 480 $118K 0.08% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 477 $117K 0.09% -1 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 465 $114K 0.1% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 462 $114K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 449 $111K 0.01% -465 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 447 $110K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 444 $109K 0.01% -8 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 437 $108K 0.09% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 436 $107K 0.13% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 430 $106K 0.06% +390 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 428 $105K 0.02% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 409 $101K 0.04% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 402 $99K 0.03% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 398 $98.8K 0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 397 $97.7K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 388 $95.5K 0.01% +49 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 389 $94.5K 0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 380 $93.6K 0.02% -2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 363 $91.4K 0.04% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 370 $91.1K 0.01% +6 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 367 $90.4K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 365 $89.9K 0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 361 $88.9K 0.02% -374 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 356 $87.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 352 $86.7K <0.01% +38 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 347 $85.6K <0.01% -3 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 335 $82.5K 0.02% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 335 $82.5K 0.05% 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 330 $81.3K <0.01% -975 13F-HR Timeline Group Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 324 $79.9K 0.05% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 323 $79.4K 0.02% -17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 319 $78.5K 0.01% +123 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 315 $77.6K 0.02% -110 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 311 $76.6K 0.01% +37 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 308 $75.8K 0.06% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 293 $72.1K 0.01% +27 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 291 $71.6K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 288 $70.9K 0.01% +97 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 338 $70.3K 0.05% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 280 $68.9K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 278 $68.4K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 272 $67K 0.04% +60 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 270 $66.5K 0.06% +118 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 266 $65.5K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 260 $64K <0.01% +39 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 258 $63.5K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 255 $62.8K 0.01% +6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 298 $62K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 254 $62K 0.01% +10 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 245 $60.3K 0.04% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 243 $59.8K 0.01% +20 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 234 $58K 0.04% +2 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 227 $55.9K <0.01% +55 13F-HR Timeline