Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 7,354 $840K 0.05% -2,559 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,331 $837K 0.05% -608 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 7,321 $836K 0.04% -1,199 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,313 $835K 0.05% -2 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,289 $832K 0.1% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,243 $827K 0.05% +1,733 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 7,190 $821K 0.89% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,188 $821K 0.06% -1,455 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,170 $819K 0.01% -86 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,096 $810K 0.15% -24 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,096 $810K 0.05% -819 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,080 $808K 0.06% -225 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,073 $808K 0.01% -1,535 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 7,049 $805K <0.01% -6,675,474 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,047 $805K 0.01% +2,474 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 7,037 $803K 0.02% +2,148 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 7,035 $803K 0.05% -701 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 7,034 $803K 0.04% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,020 $802K 0.04% -1,807 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,017 $801K 0.18% +3,779 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,989 $798K 0.03% -3,545 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,963 $795K 0.01% +844 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,959 $795K <0.01% +1,876 13F-HR Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,953 $794K 0.11% -246 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,949 $793K 0.03% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,949 $793K 0.18% +4,241 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,932 $791K 0.05% +257 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,906 $789K 0.5% +688 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,902 $788K 0.08% +298 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,888 $787K 0.05% +505 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,888 $786K 0.07% +1,650 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 6,884 $786K 0.42% +962 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,842 $781K 0.06% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,827 $780K 0.17% +2,554 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 6,821 $779K 0.21% +2,732 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,813 $778K 0.08% +305 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,807 $777K 0.09% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,782 $774K 0.06% +533 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,689 $764K 0.06% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,679 $763K 0.01% -7,098 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,640 $758K 0.03% +272 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,631 $757K 0.17% -28 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,615 $755K 0.27% +256 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,280 $754K 0.02% -844 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,599 $753K 0.15% +59 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,590 $752K 0.33% +262 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,580 $751K 0.09% +1,170 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,555 $748K 0.25% +2,363 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,506 $743K 0.13% -732 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,501 $742K 0.05% -122 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,465 $738K 0.04% -21 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,450 $736K <0.01% +540 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 6,417 $733K 0.01% -23 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 6,416 $733K 0.06% 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 6,402 $731K 0.18% -507 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,398 $731K 0.02% -710 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 6,397 $730K 0.1% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,371 $727K 0.02% -194 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,361 $726K 0.13% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,349 $725K <0.01% -8,617 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 6,346 $725K 0.02% -51 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,339 $724K 0.01% +289 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,327 $722K 0.13% -16 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,326 $722K 0.23% -50 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 6,323 $722K 0.08% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,321 $722K 0.02% +193 13F-HR Timeline NBH Bank More: the full row for NBH Bank 6,317 $721K 0.3% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,315 $721K 0.02% +1,335 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 6,311 $721K 0.05% -29 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 6,303 $720K 0.93% -33 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,282 $717K 0.36% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,258 $715K 0.4% -600 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 6,254 $714K 0.26% +969 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,224 $711K 0.03% +1,895 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,184 $706K 0.04% -89 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,888 $705K 0.01% +30 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 6,150 $702K 0.02% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,143 $701K 0.04% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,130 $700K 0.21% -720 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,114 $698K 0.19% +1,858 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,080 $694K 0.06% +80 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 6,077 $694K 0.04% -3,597 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,039 $690K 0.04% +612 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 6,031 $689K 0.56% +520 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,022 $688K 0.04% -45 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,013 $687K 0.04% +95 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,950 $679K 0.31% -800 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,906 $674K 0.02% -412 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,903 $674K 0.03% +25 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,892 $673K 0.38% -883 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,863 $669K 0.01% +532 13F-HR/A Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 5,810 $663K 0.54% -1,670 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,806 $663K 0.15% +506 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 5,797 $662K 0.02% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 5,796 $662K 0.33% -385 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 5,761 $658K 0.27% new 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,729 $654K 0.26% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,676 $648K +3,849 Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,673 $648K 0.01% +112 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,653 $645K 0.01% -1,114 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,640 $644K 0.03% 0 13F-HR/A Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 5,624 $642K 0.36% +712 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,560 $635K 0.01% -642 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,551 $634K 0.2% +3,631 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,521 $630K 0.03% -75 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,511 $629K 0.08% -153 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,499 $628K <0.01% +106 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 5,448 $622K 0.34% +1,450 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,423 $619K 0.06% -387 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,903 $619K 0.03% +370 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,740 $618K 0.05% +95 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,405 $617K 0.02% -32 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,385 $615K 0.07% -96 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,385 $615K 0.02% +980 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,366 $613K 0.04% +109 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,350 $611K 0.53% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,345 $610K 0.25% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,344 $610K 0.19% +353 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,324 $608K 0.01% -908 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,286 $604K 0.19% -55 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,269 $602K 0.03% -817 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,262 $601K 0.2% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,244 $599K 0.01% -447 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,236 $598K 0.03% -377 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,201 $594K 0.01% +1 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,157 $589K 0.27% -295 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,129 $586K 0.02% -60 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 3,889 $585K <0.01% -13,536 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,123 $585K 0.03% -926 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,100 $582K 0.04% -13,833 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,091 $581K 0.01% -394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,081 $580K 0.07% +46 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,074 $579K 0.52% +2,560 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,068 $579K 0.22% -2,526 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,063 $578K 0.41% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 5,063 $578K 0.05% -5 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,060 $578K 0.19% +1,250 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,050 $577K 0.4% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 5,023 $574K 0.03% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,008 $572K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,004 $571K <0.01% -509 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,994 $570K 0.05% -807 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,993 $570K 0.42% +1,193 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,975 $568K 0.01% -339 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 4,971 $568K 0.41% -249 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 4,958 $566K 0.21% -738 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,944 $565K 0.2% -41 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,930 $563K 0.14% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,924 $562K 0.1% -960 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,885 $558K 0.26% +110 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,878 $557K 0.45% +1,843 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,868 $556K 0.09% -191 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,864 $555K <0.01% -2,384 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 4,821 $550K 0.01% +535 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,816 $550K 0.15% -1,150 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,800 $549K 0.24% -5,500 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,727 $540K 0.21% -1,001 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,714 $538K 0.24% -1,946 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,695 $536K 0.05% -458 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,681 $534K 0.08% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,673 $534K <0.01% -310 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,286 $533K 0.3% +150 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,664 $533K 0.03% 0 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,664 $533K 0.78% +1,530 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 4,345 $532K 0.19% +259 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,663 $532K 0.1% -248 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,659 $532K 0.02% -1,875 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,657 $532K 0.02% -2,088 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,654 $531K 0.03% -34 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,652 $531K 0.03% -25 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,649 $531K 0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,645 $530K 0.02% new 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,632 $529K 0.02% +355 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,629 $529K 0.35% +172 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,425 $528K 0.06% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,552 $520K 0.03% -1,015 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,523 $516K 0.05% -549 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,495 $513K 0.28% +2,551 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,495 $513K 0.21% +171 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,487 $512K <0.01% +2,542 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,486 $512K 0.07% -238 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,480 $511K 0.02% -1,016 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,397 $507K 0.02% +1,160 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,400 $503K 0.06% +1,600 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,395 $502K 0.01% +535 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 4,389 $501K 0.33% -34 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,378 $500K 0.14% +25 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,028 $498K 0.44% +539 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,346 $496K 0.15% +1,893 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,312 $492K 0.27% -100 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 3,033 $492K 0.01% 0 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,300 $491K 0.02% -172,770 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,271 $488K 0.15% -22 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4,258 $486K 0.03% -100 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,257 $486K 0.08% +931 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,241 $484K 0.02% -13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,239 $484K 0.01% +45 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,233 $483K <0.01% -1,423 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,212 $481K 0.13% -507 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,205 $480K 0.01% +169 13F-HR Timeline