HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 215 $489K 0.13% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 215 $489K 0.3% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 214 $487K 0.02% -118 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 213 $484K 0.1% -146 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 210 $477K 0.01% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 210 $477K 0.27% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 210 $477K 0.17% -150 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 209 $475K 0.04% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 208 $473K 0.06% new 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 207 $471K 0.07% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 206 $468K 0.05% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 206 $468K 0.05% new 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 206 $468K 0.04% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 205 $466K 0.05% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 205 $466K 0.16% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 204 $465K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 204 $464K 0.06% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 204 $464K 0.11% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 202 $459K 0.01% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 201 $457K 0.05% new 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 201 $457K 0.4% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 200 $455K 0.36% new 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 200 $455K 0.97% new 13F-HR Timeline Group EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 200 $455K 0.19% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 200 $455K 0.09% new 13F-HR/A Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 200 $455K 0.27% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 200 $455K 0.06% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 200 $455K 0.32% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 199 $452K 0.01% new 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 196 $446K 0.04% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 310 $445K 0.15% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 195 $443K 0.09% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 195 $443K 0.06% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 195 $443K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 194 $441K 0.04% -173 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 194 $441K 0.05% -16 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 193 $439K <0.01% -260 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 192 $437K 0.03% -60,808 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 192 $437K 0.05% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 191 $434K 0.19% -39 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 190 $432K 0.1% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 190 $432K 0.02% +17 13F-HR/A Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 190 $432K 0.1% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 189 $430K 0.01% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 189 $430K 0.83% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 188 $428K 0.23% +68 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 188 $427K 0.13% +17 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 188 $427K 0.02% -2,812 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 187 $425K 0.02% +95 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 187 $425K 0.14% -218 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 186 $423K 0.02% +4 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 186 $423K 0.04% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 186 $423K 0.2% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 189 $422K 0.05% new 13F-HR Timeline Penn Capital Management Company, LLC More: the full row for Penn Capital Management Company, LLC 185 $421K 0.03% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 310 $421K 0.11% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 185 $421K 0.19% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 184 $419K 0.09% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 184 $418K 0.06% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 184 $418K 0.23% +131 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 184 $418K 0.16% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 183 $416K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 183 $416K <0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 183 $416K 0.02% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 183 $416K 0.32% -187 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 182 $414K 0.01% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 182 $414K 0.09% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 182 $413K 0.05% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 181 $412K 0.03% +45 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 180 $409K 0.16% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 180 $409K <0.01% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 179 $407K 0.31% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 178 $405K 0.05% new 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 178 $405K 0.15% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 177 $404K 0.23% +54 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 177 $402K 0.08% -1,316 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 177 $402K 0.89% -642 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 176 $400K 0.1% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 176 $400K 0.1% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 176 $400K 0.07% new 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 175 $398K 0.28% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 175 $398K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 175 $398K 0.04% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 175 $398K 0.27% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 175 $397K 0.06% +34 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 174 $396K 0.03% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 174 $396K 0.11% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 173 $393K 0.02% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 173 $393K 0.08% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 173 $393K 0.29% +2 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 172 $391K 0.06% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 171 $389K 0.02% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 171 $389K 0.27% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 171 $389K 0.18% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 170 $387K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 169 $384K 0.04% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 169 $384K 0.12% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 187 $383K 0.01% -1,594 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 167 $380K 0.27% new 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 167 $380K 0.06% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 167 $380K 0.22% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 166 $378K 0.02% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 166 $377K 0.04% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 166 $377K 0.08% new 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 166 $377K 0.05% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 166 $377K 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 166 $377K 0.03% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 166 $377K 0.09% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 166 $377K 0.24% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 166 $377K 0.17% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 165 $375K 0.01% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 165 $375K 0.09% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 165 $375K 0.05% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 164 $373K 0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 164 $373K 0.01% -980 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 164 $373K 0.08% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 164 $373K 0.23% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 164 $373K 0.17% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 164 $373K 0.2% new 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 163 $371K 0.35% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 163 $371K 0.05% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 163 $371K 0.1% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 273 $369K 0.01% +31 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 162 $368K 0.12% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 162 $368K 0.23% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 161 $366K 0.22% -248 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 160 $364K 0.15% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 160 $364K 0.03% new 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 160 $364K 0.03% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 160 $364K 0.03% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 159 $362K 0.15% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 159 $362K 0.11% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 158 $359K 0.04% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 158 $359K 0.19% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 157 $357K 0.06% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 157 $357K 0.07% +16 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 156 $355K 0.05% -1 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 155 $352K 0.05% -513 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 154 $350K 0.04% +43 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 154 $350K <0.01% 0 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 153 $348K 0.04% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 153 $348K 0.13% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 153 $348K 0.04% -551 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 152 $346K 0.03% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 150 $341K 0.02% new 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 149 $339K 0.03% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 148 $337K 0.03% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 220 $337K 0.02% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 148 $337K <0.01% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 148 $337K 0.09% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 148 $337K 0.21% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 147 $335K 0.01% -187 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 147 $334K 0.05% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 147 $334K 0.12% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 147 $334K 0.14% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 146 $332K 0.75% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 146 $332K 0.03% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 146 $331K 0.08% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 145 $330K <0.01% +17 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 145 $330K 0.1% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 145 $330K 0.03% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 145 $330K 0.03% new 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 145 $330K 0.36% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 144 $328K 0.03% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 188 $328K 0.01% new 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 144 $327K 0.03% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 143 $325K <0.01% new 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 143 $325K 0.12% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 143 $325K 0.24% -288 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 143 $325K 0.21% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 143 $324K 0.11% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 142 $323K 0.09% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 141 $321K 0.16% -194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 141 $321K 0.03% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 140 $318K 0.03% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 139 $316K 0.03% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 139 $316K 0.15% +5 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 138 $314K 0.06% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 138 $314K 0.06% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 137 $312K 0.04% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 137 $312K 0.04% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 137 $312K 0.05% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 137 $312K 0.07% new 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 137 $312K 0.14% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 137 $312K 0.14% +3 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 136 $309K 0.06% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 136 $309K 0.1% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 135 $307K 0.02% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 135 $307K 0.13% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 135 $307K 0.06% -226 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 140 $305K <0.01% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 134 $305K 0.01% new 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 134 $305K 0.09% -230 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 133 $302K 0.08% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 133 $302K 0.04% +57 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 133 $302K <0.01% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 133 $302K 0.06% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 133 $302K 0.08% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 133 $302K 0.04% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 132 $300K 0.01% new 13F-HR Timeline