First PREMIER Bank More: the full row for First PREMIER Bank 4,661 $861K 0.14% -1,590 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,649 $859K 0.13% -10,996 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,646 $859K 0.27% -94 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,643 $858K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. North Forty Two & Co. More: the full row for North Forty Two & Co. 4,636 $857K 0.73% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,628 $855K 0.05% -1 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,620 $854K 0.08% -18 13F-HR/A Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,614 $853K 0.36% -10,576 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,613 $852K 0.17% 0 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,610 $852K 0.4% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,607 $851K 0.06% -223 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,605 $851K 0.11% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,593 $849K 0.07% +103 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 5,285 $848K 0.53% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,584 $847K 0.12% -3,650 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,583 $847K 0.04% +149 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,569 $844K 0.12% -2,225 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4,556 $842K 0.17% -1,234 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,545 $840K 0.11% +258 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,535 $838K 0.16% +437 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,519 $835K 0.05% -402 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 4,518 $835K 0.28% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,510 $833K 0.33% +1,985 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,501 $832K 0.56% +39 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 4,500 $832K 0.08% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,500 $832K 0.06% -135 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 4,488 $829K 0.1% +217 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,482 $828K 0.42% -348 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,481 $828K 0.46% -77 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,475 $827K 0.05% -4,195 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,475 $827K 0.11% -307 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,471 $826K 0.02% -167 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,460 $824K 0.2% +1,262 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,458 $824K 0.38% +33 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,451 $822K 0.04% -35 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,445 $821K 0.05% +1,026 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,445 $821K 0.26% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,440 $820K 0.1% +139 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,440 $820K 0.1% -670 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,438 $820K 0.26% +1,647 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,417 $816K 0.77% +170 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,409 $815K 0.26% +3 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,404 $814K 0.15% +21 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 4,401 $813K 0.02% 0 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,401 $813K 0.15% +525 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,400 $813K 0.2% -21 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,432 $813K 0.1% +1,314 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,385 $810K 0.02% -890 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,375 $808K 0.33% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,378 $808K 0.04% +24 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 4,367 $807K 0.42% new 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 4,365 $807K 0.57% -3,450 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 4,360 $806K 0.17% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,347 $803K 0.07% +87 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,343 $803K 0.08% -2,022 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,336 $801K 0.3% +46 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,332 $801K 0.07% -19 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,231 $798K 0.61% -1,133 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4,365 $796K 0.19% +467 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,300 $795K 0.15% +250 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,283 $792K 0.09% +1,504 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,281 $791K 0.18% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4,252 $786K 0.16% +2,956 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,247 $785K 0.1% -53,595 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,246 $785K 0.3% -389 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,240 $784K 0.04% +48 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,223 $780K 0.57% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,217 $779K 0.02% +1,288 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,209 $778K 0.22% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,209 $778K 0.16% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,205 $777K 0.08% -102 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,204 $777K 0.04% -171 13F-HR Timeline FORMULA GROWTH LTD More: the full row for FORMULA GROWTH LTD 4,200 $776K 0.27% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,200 $776K 0.31% 0 13F-HR Timeline Group JM2 Capital Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 4,191 $774K 0.28% +163 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,188 $774K 0.04% +181 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,186 $774K 0.37% -50 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,186 $773K 0.05% -6 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,178 $772K 0.22% -764 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,175 $771K 0.07% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,173 $771K 0.05% -2,500 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,173 $771K 0.29% -50 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,164 $769K 0.27% -364 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 4,058 $766K 0.08% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,144 $766K 0.19% -375 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 4,135 $764K 0.67% -90 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,131 $763K 0.15% -189 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 4,122 $762K 0.47% +16 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,114 $760K 0.04% +46 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,073 $759K 0.07% +985 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,105 $759K 0.07% -14 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,101 $758K 0.18% +120 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,100 $758K 0.06% 0 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,100 $758K 0.15% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,097 $757K <0.01% +166 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,092 $756K 0.23% +314 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,092 $756K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,085 $755K 0.01% -3,180 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,067 $752K 0.6% -126 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,058 $750K 0.14% +1,002 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,045 $748K 0.07% -31 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,045 $747K 0.16% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,044 $747K 0.16% +70 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,041 $747K 0.08% +1,959 13F-HR/A Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 4,040 $747K 0.01% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,037 $746K 0.23% -1,831 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,022 $743K 0.13% -970 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,016 $742K 0.24% +209 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,001 $739K 0.09% +193 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $739K <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 3,994 $738K 0.04% -138 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,989 $737K 0.05% -275 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,989 $737K 0.11% -41 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,984 $736K 0.04% +315 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 3,975 $735K 0.56% -51 13F-HR/A Timeline First Washington CORP More: the full row for First Washington CORP 3,973 $734K 0.18% -1,325 13F-HR/A Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,970 $734K 0.08% +371 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 3,961 $732K 0.11% -186 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,952 $730K 0.47% +336 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,951 $730K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,945 $729K 0.14% +21 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,940 $728K 0.05% 0 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,930 $726K 0.15% -85 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,918 $724K 0.02% 0 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 3,916 $724K 0.19% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,905 $722K 0.09% -117 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 3,900 $721K 0.56% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,896 $720K 0.43% -109 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,880 $717K 0.09% -3,972 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,873 $716K 0.13% +32 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,873 $716K 0.09% -280 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,854 $712K 0.29% -1,689 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,851 $712K 0.13% +194 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,850 $711K 0.39% +100 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,847 $711K 0.03% -62 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,842 $710K 0.04% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,834 $708K 0.12% +403 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,832 $708K 0.22% +79 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,817 $705K 0.1% -1,571 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,805 $703K 0.09% -5,519 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 3,796 $702K 0.09% +18 13F-HR/A Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,793 $701K 0.29% +1,107 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,761 $695K 0.38% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,749 $693K 0.16% +1,384 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,743 $692K 0.1% +114 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,741 $691K 0.04% +350 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,740 $691K 0.1% +26 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,733 $690K 0.62% -7,511 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 3,732 $690K 0.28% +1 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,732 $690K 0.03% -51 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,715 $687K 0.17% +417 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,706 $685K 0.04% +71 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,703 $684K 0.04% +86 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,701 $684K 0.19% +344 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,687 $681K 0.2% -156 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,672 $679K 0.01% +625 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,670 $678K 0.18% +221 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,667 $678K 0.06% -33,996 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,663 $677K 0.04% +1,492 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,660 $676K 0.05% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 3,658 $676K 0.38% -469 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,646 $674K 0.21% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,643 $673K 0.02% -587 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 3,640 $673K 0.15% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,631 $671K 0.13% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,629 $671K 0.04% -301 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,606 $669K 0.03% -294 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,615 $668K 0.03% -142 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,611 $667K -2,371 Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,601 $665K 0.29% +474 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,592 $664K 0.02% +389 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,589 $663K 0.08% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,584 $662K 0.03% +395 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,583 $662K 0.02% -426 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,581 $662K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,581 $662K 0.04% +22 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 3,575 $661K 0.02% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,575 $661K 0.04% +439 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 3,567 $659K 0.02% -633 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,566 $659K 0.03% -20,726 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,566 $659K 0.08% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,556 $657K 0.29% +133 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,552 $656K 0.01% -732 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,549 $656K 0.06% +85 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,549 $656K 0.04% +145 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,813 $655K 0.61% -1,642 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 3,541 $654K 0.58% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,535 $653K 0.04% +520 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,534 $653K 0.13% -683 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,534 $653K 0.9% +125 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,525 $651K 0.44% -450,425 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,525 $651K 0.03% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,522 $651K 0.02% -132 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,522 $651K 0.02% +293 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 3,514 $649K 0.36% +3,514 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 3,513 $649K 0.03% new 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,512 $649K 0.29% -373 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,509 $649K 0.02% -296 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,506 $648K 0.25% -1,050 13F-HR Timeline