Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,958 $1.16M 0.49% -476 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 6,950 $1.16M 0.03% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,830 $1.15M 0.3% +290 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,926 $1.15M 0.07% +1,173 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,915 $1.15M 0.26% +880 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,910 $1.15M 0.25% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,898 $1.15M 0.05% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,884 $1.15M 0.33% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,878 $1.14M 0.39% +40 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,849 $1.14M 0.02% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,819 $1.13M 0.33% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,811 $1.13M 0.05% +116 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,796 $1.13M 0.14% +110 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 6,765 $1.13M 0.68% -23 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,764 $1.13M 0.03% -612 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 6,755 $1.12M 0.31% -6 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,743 $1.12M 0.07% +965 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,738 $1.12M 0.09% -100 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,726 $1.12M 0.09% -199 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,690 $1.11M 0.16% +162 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,685 $1.11M 0.4% -32 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,653 $1.11M 0.07% -6 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 6,154 $1.11M 0.23% +2,092 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6,632 $1.1M 0.68% +67 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,620 $1.1M 0.08% -9,994 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,590 $1.1M 0.2% +1,012 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,559 $1.09M 0.13% +451 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,538 $1.09M 0.19% -27 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,530 $1.09M 0.25% -183 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,523 $1.09M 0.04% +1,185 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 6,522 $1.08M 1.11% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 6,521 $1.08M 0.32% +279 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,505 $1.08M 0.21% +3,541 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 6,504 $1.08M 0.45% +29 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,493 $1.08M 0.24% -2,671 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 6,443 $1.07M 0.77% +169 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,343 $1.07M 0.08% +206 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,439 $1.07M 0.06% -1,958 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,611 $1.07M 0.14% -5,255 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 6,424 $1.07M 0.68% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,424 $1.07M 0.39% +385 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6,417 $1.07M 0.17% +30 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,412 $1.07M 0.04% -34 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 6,405 $1.07M 0.16% -118,417 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,405 $1.07M 0.04% +616 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 6,393 $1.06M 0.09% +474 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 6,237 $1.06M 0.71% -93 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 6,383 $1.06M 0.14% -566 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 6,370 $1.06M 0.77% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,365 $1.06M 0.31% +210 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 6,344 $1.06M 0.79% 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,340 $1.05M 0.02% -15 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 6,338 $1.05M 0.55% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,337 $1.05M 0.24% -355 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 6,327 $1.05M 0.6% -295 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,312 $1.05M 0.15% +314 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 6,305 $1.05M 0.34% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,296 $1.05M 0.18% -57 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,288 $1.05M 0.27% -55 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,288 $1.05M 0.01% +5,603 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,564 $1.05M 0.05% +363 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 6,283 $1.05M 0.12% -146 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,280 $1.04M 0.07% -17 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,271 $1.04M 0.32% +207 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,271 $1.04M 0.45% +357 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 6,234 $1.04M 0.01% -99 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,194 $1.03M 0.06% +999 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,189 $1.03M 0.12% -572 13F-HR/A Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 6,187 $1.03M 0.04% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,182 $1.03M 0.03% +90 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,165 $1.03M 0.35% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,152 $1.02M 0.05% +1,026 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,107 $1.02M 0.16% +947 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,110 $1.02M 0.78% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,063 $1.01M 0.05% +882 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,057 $1.01M 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6,047 $1.01M 0.99% +199 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,944 $1M 0.03% +690 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,024 $1M 0.66% +100 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,021 $1M -47 Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,014 $1M 0.34% +238 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,014 $1M 0.15% -11 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,000 $998K 0.37% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,993 $997K 0.05% -35 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,980 $995K 0.05% new 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,930 $986K 0.36% -1,047 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,912 $984K 0.14% -328 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,909 $983K 0.15% 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 5,907 $983K 0.28% -56 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,905 $982K 0.07% -361 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,872 $977K 0.27% +223 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,883 $972K 0.06% -1,077 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,839 $971K 0.32% -965 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,836 $971K 0.01% +649 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,835 $971K 0.06% -1,175 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 5,830 $970K 0.14% -6,165 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,829 $970K 0.07% +349 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,809 $966K 0.55% -299 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,807 $966K 0.12% +108 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 5,797 $964K 1.07% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,783 $962K 0.16% -1,213 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,781 $962K 0.29% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 5,766 $959K 0.16% +111 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,757 $958K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,725 $957K 0.34% +1,972 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 5,745 $956K 0.14% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,715 $951K 0.48% +25 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,713 $950K 0.24% -123 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,787 $950K 0.02% +172 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,704 $949K 0.5% +26 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 5,699 $948K 0.15% -558 13F-HR Timeline Measured Risk Portfolios, Inc. 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More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,657 $941K 0.46% -68 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,638 $938K 0.73% +117 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,636 $938K 0.23% +10 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,632 $937K 0.09% +1,176 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,622 $935K 0.39% -560 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,618 $935K 0.01% -299 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,615 $934K 0.28% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,596 $931K 0.08% -48 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,591 $930K 0.06% -14,259 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,572 $927K 0.16% +23 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,557 $924K 0.5% -67 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 5,556 $924K 0.48% +95 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,543 $922K 0.24% +4,051 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 5,541 $922K 0.08% -356 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,535 $921K 0.13% -194 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,532 $920K 0.18% +24 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,518 $918K 0.41% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,514 $917K 0.49% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,510 $917K 0.04% +790 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,504 $916K 0.09% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,500 $915K 0.09% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 5,491 $913K 0.02% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 120,144 $905K 0.25% +115,253 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,431 $904K 0.22% +1,070 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,427 $903K 0.02% +2,264 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,417 $901K 0.35% -1,030 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,416 $901K 0.04% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,414 $901K 0.07% -1,704 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,406 $899K 0.36% -521 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,400 $898K 0.18% +600 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 5,389 $897K 0.11% -480 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,387 $896K 0.62% 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 5,386 $896K 0.34% +229 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,382 $895K 0.09% +1,632 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,360 $892K 0.46% -200 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,343 $889K 0.06% -490 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,341 $889K 0.05% -2,634 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,336 $888K 0.17% -291 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,905 $887K 0.52% +920 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,323 $886K 0.17% -21 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 5,317 $885K 0.07% +190 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,311 $883K 0.06% -183 13F-HR/A Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,303 $882K 0.06% -49 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,303 $882K 0.33% +10 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 5,298 $881K 0.24% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 5,285 $879K 0.57% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,265 $876K 0.15% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,252 $874K 0.1% +2,574 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,250 $873K 0.54% -77 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,232 $870K 0.42% +67 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,217 $868K 0.27% 0 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 5,214 $867K 0.1% -109 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 5,212 $867K 0.59% -8 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,204 $866K 0.39% +258 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,198 $865K 0.09% +813 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,179 $862K 0.34% +284 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,178 $861K 0.3% -65 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,155 $858K 0.76% +1,600 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 5,142 $855K 0.43% -1,085,880 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,124 $852K 0.01% +370 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,102 $849K 0.19% -822 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,101 $849K 0.56% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,097 $848K 0.39% -406 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,070 $844K 0.11% +99 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,070 $843K 0.07% +926 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,042 $839K 0.06% -63 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,041 $839K 0.03% +1,443 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,029 $837K 0.33% -294 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,028 $836K 0.12% new 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $832K 0.17% 0 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 5,000 $832K 0.8% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,997 $831K 0.07% -8 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,994 $831K 0.05% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 4,986 $830K 0.06% -363 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,978 $828K 0.35% 0 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,956 $824K 0.26% +17 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,930 $820K 0.18% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,916 $818K 0.03% -5,260 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,913 $817K 0.37% -148 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 4,904 $816K 0.48% +10 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,903 $816K 0.65% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,900 $815K 0.75% -60 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,899 $815K 0.19% +70 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,891 $814K 0.06% -269 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,888 $813K 0.05% -9 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,880 $812K 0.09% -57 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,856 $808K 0.56% +248 13F-HR Timeline