Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,883 $908K 0.01% -1,652 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,878 $906K 0.1% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,878 $906K 0.03% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,877 $906K 0.02% +1,658 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 2,865 $902K 0.27% +276 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 2,801 $896K 0.3% +191 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,828 $893K 0.07% 0 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,797 $883K 0.62% +996 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,794 $880K 0.09% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,789 $878K 0.19% +34 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,760 $869K 0.04% -280 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,739 $862K 0.07% +231 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,729 $859K 0.02% +1 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,724 $858K 0.07% -81 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,712 $854K 0.2% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,710 $853K 0.21% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,587 $852K 0.08% +261 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,704 $851K 0.15% -68 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,709 $851K 0.09% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,695 $848K 0.6% -225 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,693 $848K 0.55% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,692 $847K 0.27% -1,752 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,691 $847K 0.26% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,682 $844K 0.02% -603 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,680 $844K 0.05% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,677 $843K 0.03% -571 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,668 $842K 0.03% -135 13F-HR Timeline Group Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 2,668 $840K 0.5% +1,650 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,667 $840K 0.02% +750 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,556 $835K 0.09% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 2,649 $834K 0.27% -46 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,586 $834K 0.12% +447 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,423 $827K 0.04% +449 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,623 $826K 0.07% -312 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,617 $824K 0.1% -61 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,604 $822K 0.04% +618 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,607 $821K 0.19% +72 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,598 $818K 0.04% -163 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,579 $812K 0.01% +437 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,573 $810K 0.05% -413 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,570 $809K 0.29% +69 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,606 $808K 0.18% +1 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,558 $805K 0.14% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,539 $802K 0.02% +454 13F-HR Timeline Group NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,544 $801K 0.17% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,537 $799K 0.01% -162 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,535 $798K 0.59% +18 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,528 $796K 0.09% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,515 $794K 0.03% -200 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,490 $784K 0.21% +793 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,488 $783K 0.04% +268 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 2,480 $781K 0.46% -103 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,475 $779K 0.13% +84 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,459 $774K 0.25% +960 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,447 $770K 0.38% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,446 $770K 0.54% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,445 $770K 0.01% -78 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,442 $769K 0.51% -454 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,456 $768K 0.03% -425 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,439 $768K 0.08% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,437 $767K 0.04% +630 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 2,436 $767K 0.17% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,430 $765K 0.04% +402 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,426 $764K 0.05% -40 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,419 $764K 0.16% +2 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,417 $761K <0.01% -234 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,417 $761K 0.01% +1,228 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 2,415 $760K 0.41% +20 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,414 $760K 0.61% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,409 $758K 0.44% +140 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,398 $755K 0.2% -114 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,381 $752K 0.11% -5,260 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,381 $750K 0.23% -6 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,372 $747K 0.04% -45 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,371 $746K 0.19% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,371 $746K 0.19% +1,425 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,365 $745K 0.35% -115 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,364 $744K 0.03% +176 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,353 $741K 0.07% +170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,348 $739K 0.04% +1 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,342 $737K 0.05% -599 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,330 $734K 0.13% -223 13F-HR/A Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,344 $729K 0.44% new 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 2,307 $726K 0.35% -46 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,291 $721K 0.04% +134 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,284 $721K 0.03% -24 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,287 $720K 0.07% +11 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,286 $720K 0.04% -418 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,263 $714K 0.12% +11 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,266 $713K 0.04% -85 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,265 $713K 0.05% -10 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 2,250 $708K 0.01% +540 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,250 $708K 0.34% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,247 $707K 0.02% +62 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,247 $707K 0.02% +137 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,242 $706K 0.04% -430 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,238 $704K 0.11% +411 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,232 $703K -172 Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,232 $703K 0.04% -169 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,231 $703K 0.22% -59 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,230 $702K 0.03% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,229 $702K 0.01% +1,521 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,229 $702K 0.03% -27 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,228 $701K 0.02% +467 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,228 $701K 0.04% -61 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,215 $697K 0.07% -28 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,213 $697K 0.18% -117 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 2,206 $696K 0.42% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,196 $691K 0.08% -873 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,193 $690K 0.15% +4 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 2,191 $690K 0.48% +418 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,190 $690K 0.02% +839 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,182 $685K 0.08% +95 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,175 $685K 0.08% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,163 $681K 0.04% -603 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,162 $681K 0.01% +48 13F-HR Timeline Group NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 2,160 $680K 0.83% 0 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 2,154 $678K 0.04% +981 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 2,150 $677K 0.05% -500 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,147 $676K 0.02% -38 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,146 $676K 0.02% -20 13F-HR Timeline Group Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 2,140 $674K 0.07% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,136 $672K 0.2% +130 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,128 $670K 0.46% -40 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,128 $670K 0.01% -1,070 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 2,126 $669K 0.5% -56 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,122 $668K 0.51% -62 13F-HR/A Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,122 $668K 0.04% -63 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,117 $667K 0.04% -6,030 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,108 $664K 0.08% +843 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,098 $661K 0.3% -1,276 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 2,083 $658K 0.26% -78 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,086 $657K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,085 $656K 0.05% +489 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,084 $656K 0.07% +197 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,080 $655K 0.03% +135 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,075 $653K 0.07% +605 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,074 $653K 0.04% +98 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,070 $652K 0.11% -40 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,063 $650K 0.05% +653 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 2,063 $650K 0.13% +117 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,060 $649K 0.25% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,053 $646K 0.04% +259 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,040 $644K 0.04% +16 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,041 $643K 0.27% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,029 $639K 0.01% +248 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,025 $638K 0.08% -19 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,023 $637K 0.23% +215 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,020 $636K 0.33% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,019 $636K 0.02% -462 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,019 $636K 0.02% +888 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,017 $635K 0.02% -20 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,014 $634K 0.12% +541 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,013 $634K 0.04% +1,869 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,001 $630K 0.07% +195 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 2,000 $630K 0.03% new 13F-HR Timeline Group Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,000 $629K 0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,995 $628K 0.02% -90 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,991 $627K 0.46% -9 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,973 $621K 0.06% -73 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,973 $621K 0.16% +30 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,969 $620K 0.33% -100 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,967 $619K 0.1% -921 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,966 $619K 0.04% -71 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,958 $618K 0.06% -1,125 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,962 $618K 0.02% -1,019 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 1,959 $617K 0.19% +67 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,958 $616K 0.43% -804 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,957 $616K 0.04% -1,333 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,191 $615K 0.07% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,946 $613K 0.01% -31 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,946 $613K 0.05% -1,819 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,944 $612K 0.17% +1,240 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,944 $612K 0.07% +513 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,943 $612K 0.02% -112 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,939 $610K 0.27% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,933 $609K 0.03% +143 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,930 $608K 0.03% -120 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,930 $608K 0.05% +383 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,928 $607K 0.02% -32,674 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,921 $605K 0.01% -107 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,918 $604K 0.19% +808 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,915 $603K 0.12% 0 13F-HR/A Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,914 $603K 0.07% +4 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,906 $600K 0.05% +45 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,904 $599K 0.06% -369 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,896 $597K 0.06% +477 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,893 $596K 0.06% -81 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,888 $594K 0.28% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,872 $591K 0.02% -149 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,877 $591K 0.18% -160 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,865 $587K 0.45% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,861 $586K 0.15% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,859 $585K 0.32% +175 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,859 $585K 0.01% +16 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,857 $585K 0.09% +3 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,853 $583K 0.05% -156 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,851 $583K 0.1% +152 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,844 $580K 0.03% -3 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,838 $579K 0.08% +3 13F-HR Timeline