SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,295 $392K 0.04% -180 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,271 $390K 0.06% -60 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,267 $389K 0.03% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 4,263 $389K 0.19% -332 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 4,252 $388K 0.2% +31 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,455 $388K 0.43% 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 4,246 $387K 0.21% -50 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 4,244 $387K 0.05% -249 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,240 $387K 0.33% +96 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,948 $386K 0.02% -401 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,226 $386K 0.1% -56 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,224 $385K 0.16% +27 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,218 $385K 0.23% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,206 $384K 0.01% -458 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,201 $383K 0.18% +13 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,198 $383K 0.29% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,196 $383K 0.06% -50 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,176 $381K 0.06% +114 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,175 $381K 0.21% -817 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,173 $381K 0.08% -17 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,170 $380K 0.05% +95 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 4,168 $380K 0.34% 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,166 $380K 0.18% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,166 $380K 0.03% -200 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,162 $380K <0.01% new 13F-HR Timeline Group Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,160 $380K 0.31% 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,154 $379K 0.3% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,152 $379K 0.16% +240 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,143 $378K 0.17% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,138 $378K 0.1% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 4,133 $377K 0.23% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 4,131 $377K 0.06% +114 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,124 $376K 0.55% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 3,850 $376K 0.21% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4,118 $376K 0.1% -41 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,116 $376K 0.37% -505 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,116 $376K 0.02% -133 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,103 $374K 0.07% -17 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. 4,102 $374K 0.04% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,056 $374K 0.16% -13 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,093 $373K 0.1% +47 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,068 $371K 0.06% -227 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,058 $370K 0.04% 0 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 4,050 $370K 0.31% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,048 $369K 0.13% -7 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,045 $369K 0.02% -19 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,038 $369K 0.08% -391 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,035 $368K 0.01% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,032 $368K 0.04% +119 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 4,029 $368K 0.16% -993 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,023 $367K 0.14% -311 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,021 $367K 0.11% -177 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,014 $366K 0.01% +804 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 4,001 $365K 0.02% +350 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 4,000 $365K <0.01% 0 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 4,000 $365K 0.02% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 4,000 $365K 0.34% 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 4,000 $365K 0.18% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3,991 $364K 0.04% -1,169 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,991 $364K 0.31% +355 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,975 $363K 0.15% -237 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,971 $362K 0.36% -1,918 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,969 $362K 0.16% -150 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,969 $362K 0.19% -530 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,968 $362K 0.02% +250 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,942 $360K 0.15% -322 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 3,934 $359K 0.15% +44 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,933 $359K 0.23% +451 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,910 $357K 0.27% -375 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,902 $356K 0.09% 0 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 3,901 $356K 0.03% +480 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 3,892 $355K 0.33% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,890 $355K 0.17% -6,652 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,884 $354K 0.09% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,873 $353K 0.31% +147 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,865 $353K 0.3% -139 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,861 $352K 0.06% -375 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,852 $351K 0.33% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,849 $351K 0.18% -1,165 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,845 $351K 0.07% -7,573 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,834 $350K 0.2% +200 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,105 $349K 0.04% -612 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,820 $349K 0.07% +20 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,553 $348K 0.02% +827 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,808 $348K 0.21% +1,457 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 3,802 $347K 0.32% 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,792 $346K 0.08% +193 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,792 $346K 0.02% -538 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,785 $345K 0.37% 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,775 $344K 0.13% +32 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,765 $344K 0.13% 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,761 $343K 0.04% -78 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,760 $343K 0.22% +560 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,750 $342K 0.16% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,748 $342K 0.23% +73 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,746 $342K 0.06% -28,983 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,740 $341K 0.19% -23 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,727 $340K 0.03% -20 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,720 $339K 0.33% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,709 $338K 0.03% +21 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,700 $338K 0.07% -161 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,696 $337K 0.06% -2,000 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,691 $337K 0.07% 0 13F-HR/A Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 3,679 $336K 0.11% +1,000 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,668 $335K 0.11% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,665 $334K 0.09% +852 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,660 $334K 0.33% -459 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 3,649 $333K 0.05% 0 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 3,648 $333K 0.08% -5 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,645 $333K 0.07% -120 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,623 $331K 0.07% -324 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,610 $329K 0.25% 0 13F-HR/A Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,603 $329K 0.05% 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,603 $329K 0.35% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,597 $328K 0.08% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,592 $328K 0.06% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,589 $327K 0.01% +181 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,583 $327K 0.06% +768 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,580 $327K <0.01% -103 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 3,580 $327K 0.02% -303 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,573 $326K 0.16% -100 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,565 $325K 0.09% +82 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,559 $325K 0.16% -100 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,557 $325K 0.11% +64 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,552 $324K 0.06% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,549 $324K 0.07% -42 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,541 $323K 0.05% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,540 $323K 0.02% -48 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 3,531 $322K 0.09% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,529 $322K 0.12% -184 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,522 $321K 0.01% -100 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,507 $320K 0.19% -268 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 3,502 $320K 0.17% +1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,500 $319K 0.06% +77 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,497 $319K 0.04% +361 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,496 $319K 0.03% -1,395 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,476 $317K 0.11% -43 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,472 $317K 0.08% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,461 $316K 0.03% -6,525 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,455 $315K 0.02% -42 13F-HR Timeline Group Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,447 $315K 0.2% +577 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,452 $315K 0.12% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 3,445 $314K 0.07% +290 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,441 $314K 0.02% +172 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,439 $314K 0.14% -504 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,835 $313K 0.02% -3,109 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 3,421 $312K 0.04% +89 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,420 $312K 0.1% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,406 $311K 0.02% +135 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,402 $310K 0.27% 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,397 $310K 0.21% +30 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,395 $310K 0.22% +2 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,393 $310K 0.14% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 3,389 $309K 0.1% -99 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,387 $309K 0.07% -463 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 3,377 $308K 0.37% -1,098 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,380 $308K <0.01% +659 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 3,373 $308K 0.08% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,370 $308K 0.19% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,365 $307K 0.21% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,365 $307K 0.14% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,363 $307K 0.06% -264 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,357 $306K 0.61% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,351 $306K 0.1% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,337 $305K 0.07% 0 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 3,333 $304K 0.08% -28 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,325 $303K 0.03% +912 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,323 $303K 0.14% -10 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,319 $303K 0.07% +1,234 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 3,318 $303K 0.18% -257 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 3,317 $303K 0.03% +44 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,316 $303K <0.01% +1,161 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,310 $302K 0.16% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,310 $302K 0.01% -59 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,308 $302K 0.33% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,308 $302K <0.01% +3,070 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,307 $302K 0.36% 13F-HR Timeline MOTCO More: the full row for MOTCO 3,307 $302K 0.03% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 3,304 $301K 0.05% +22 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,301 $301K 0.06% -137 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,300 $301K 0.27% 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,290 $300K 0.04% -222 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,278 $299K 0.04% +669 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,275 $299K 0.04% -139 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,274 $299K 0.06% -404 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 3,271 $298K 0.59% +19 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,269 $298K 0.02% -56 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,267 $298K 0.17% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,260 $298K 0.3% 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,253 $297K 0.17% -10,612 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,248 $296K 0.26% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,247 $296K 0.15% -163 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,240 $296K 0.04% -769 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,236 $295K 0.02% +338 13F-HR Timeline Group Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 3,232 $295K 0.04% -2,676 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,223 $294K 0.02% new 13F-HR Timeline Group KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,218 $294K 0.03% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,217 $294K 0.04% +12 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,215 $293K 0.14% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,199 $292K 0.27% 0 13F-HR Timeline