NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 807 $346K 0.01% -10,911 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 882 $346K 0.02% -853 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 882 $346K 0.03% +63 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 878 $344K 0.06% -80 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 873 $342K 0.04% +1 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 867 $340K 0.03% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 863 $338K 0.03% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 863 $338K 0.06% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 850 $333K 0.09% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 850 $333K 0.09% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 849 $333K <0.01% 0 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 848 $332K 0.09% +54 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 846 $331K 0.01% -3,718 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 845 $331K <0.01% +55 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 845 $331K 0.01% +29 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 841 $329K 0.03% -5 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 721 $329K 0.01% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 840 $329K 0.05% -39 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 839 $329K 0.04% +6 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 839 $329K 0.02% +85 13F-HR Timeline Trust Co More: the full row for Trust Co 835 $327K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 833 $326K 0.01% -6 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 826 $324K 0.02% +1 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 822 $322K 0.27% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 821 $322K 0.73% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 820 $321K 0.02% +17 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 820 $321K 0.13% -222 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 818 $320K 0.02% -50 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 817 $320K 0.02% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 815 $319K 0.13% +39 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 813 $319K 0.04% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 812 $318K 0.05% -7 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 811 $318K 0.11% 0 13F-HR Timeline Group TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 810 $317K 0.29% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 810 $317K 0.04% new 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 803 $315K 0.09% +3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 803 $315K 0.06% +692 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 743 $314K 0.01% new 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 800 $313K 0.05% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 799 $313K 0.03% new 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 797 $312K 0.04% 0 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 796 $312K 0.35% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 808 $311K 0.04% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 791 $310K 0.05% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 788 $310K 0.01% -308 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 718 $308K 0.04% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 784 $307K 0.02% -32 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 779 $305K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 776 $304K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 774 $303K 0.02% -85 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 774 $303K 0.21% +2 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 767 $300K <0.01% -17 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 767 $300K 0.02% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 767 $300K 0.15% +9 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 828 $300K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 766 $300K 0.14% +48 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 764 $300K 0.26% -72 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 764 $299K 0.1% -908 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 762 $299K 0.05% -183 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 759 $297K 0.04% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 754 $295K 0.08% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 752 $295K 0.1% -10 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 750 $294K 0.07% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 750 $294K 0.07% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 750 $294K 0.06% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 750 $294K 0.3% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 744 $292K 0.06% +742 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 745 $292K 0.01% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 745 $292K 0.04% +18 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 744 $291K 0.19% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 742 $291K 0.08% +12 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 739 $290K 0.06% -45 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 739 $289K <0.01% -27 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 738 $289K 0.03% -120 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 738 $289K 0.09% new 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 735 $288K 0.11% -1,030 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 568 $286K 0.01% new 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 726 $284K 0.24% new 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 726 $284K 0.24% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 723 $283K 0.05% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 718 $281K 0.05% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 713 $279K 0.1% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 708 $278K 0.01% new 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 709 $278K 0.02% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 706 $277K 0.22% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 704 $276K 0.01% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 705 $276K 0.05% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 701 $275K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 700 $274K <0.01% -879 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 694 $272K 0.04% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 695 $272K 0.12% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 694 $272K 0.11% -10 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 692 $271K 0.01% -579 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 691 $271K 0.06% -1,005 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 689 $270K 0.02% -14,311 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 689 $270K 0.01% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 683 $268K 0.18% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 683 $268K 0.04% -230 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 678 $266K 0.01% +46 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 677 $265K 0.24% new 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 675 $264K 0.13% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 675 $264K 0.04% new 13F-HR Timeline City State Bank More: the full row for City State Bank 673 $264K 0.07% -17 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 673 $264K 0.12% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 669 $262K 0.06% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 668 $262K 0.02% -754 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 668 $262K 0.03% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 667 $261K <0.01% -144 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 665 $261K 0.05% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 661 $259K 0.04% -814 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 661 $259K 0.21% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 660 $259K 0.09% new 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 656 $257K 0.21% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 708 $257K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 649 $255K 0.02% new 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 650 $255K 0.24% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 647 $253K 0.01% new 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 646 $253K 0.23% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 598 $252K 0.16% +39 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 642 $252K 0.05% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 640 $251K 0.09% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 636 $250K <0.01% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 634 $248K 0.07% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 633 $248K 0.08% -630 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 633 $248K 0.11% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 630 $247K 0.04% new 13F-HR Timeline Group Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 629 $246K 0.03% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 628 $246K 0.11% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 627 $246K 0.17% -365 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 626 $246K 0.01% -275 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 623 $245K 0.03% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 621 $244K 0.04% new 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 620 $243K 0.03% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 620 $243K 0.19% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 620 $243K 0.15% -15 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 619 $242K 0.08% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 618 $242K 0.04% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 618 $242K 0.16% -235 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 616 $241K 0.03% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 615 $241K 0.11% -542 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 615 $241K 0.03% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 663 $240K 0.14% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 611 $239K 0.03% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 610 $239K 0.02% -210 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 609 $239K 0.04% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 608 $238K 0.02% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 473 $238K 0.02% -318 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 607 $238K 0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 433 $237K <0.01% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 433 $237K 0.02% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 604 $237K 0.03% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 351 $236K 0.02% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 600 $235K 0.09% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 596 $233K 0.07% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 590 $231K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 585 $229K 0.02% +150 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 585 $229K <0.01% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 583 $228K 0.01% -579 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 581 $228K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 579 $227K 0.13% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 580 $227K 0.01% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 580 $227K 0.02% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 579 $227K 0.02% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 577 $226K 0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 574 $225K 0.03% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 572 $224K 0.1% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 571 $224K 0.01% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 571 $224K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 566 $222K 0.01% +81 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 563 $221K 0.07% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 562 $220K 0.02% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 561 $220K 0.1% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 561 $220K 2.05% new 13F-HR Timeline Group VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 560 $219K 0.06% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 559 $219K 0.05% +55 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 637 $218K 0.07% -214 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 556 $218K 0.1% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 555 $218K 0.02% new 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 554 $217K 0.12% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 553 $217K <0.01% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 553 $217K 0.01% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 552 $216K 0.06% new 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 550 $215K 0.2% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 550 $215K 0.01% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 549 $215K 0.14% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 544 $213K 0.04% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 539 $211K 0.01% new 13F-HR/A Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 539 $211K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 537 $210K 0.08% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 534 $209K 0.01% -1,501 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 531 $208K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 530 $208K 0.07% new 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 527 $206K 0.06% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 525 $206K 0.12% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 525 $206K 0.08% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 525 $206K <0.01% -21 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 523 $205K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 522 $204K 0.01% -441 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 519 $203K 0.15% -256 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 517 $203K 0.01% new 13F-HR Timeline