Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,271 $558K 0.01% +903 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,263 $557K 0.26% +1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,262 $557K 0.05% -82 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,250 $555K 0.26% 0 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 4,220 $551K 0.19% -43,215 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,192 $548K 0.15% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4,186 $547K 0.03% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,184 $546K 0.02% -783 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 4,182 $546K 0.44% -124 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,328 $546K 0.18% -4,062 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,499 $545K 0.09% -328 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,173 $545K 0.05% +54 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,167 $544K 0.23% new 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 4,161 $543K 0.53% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,158 $543K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,139 $541K 0.03% +362 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,132 $540K 0.12% +890 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 4,128 $539K 0.24% +18 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,106 $536K 0.12% -210 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,096 $535K 0.03% -93 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,093 $535K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,086 $534K 0.02% +1,612 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,059 $530K 0.12% +7 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,058 $530K 0.07% +101 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 4,056 $530K 0.31% -464 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,033 $527K 0.42% -197 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,023 $525K 0.06% -9 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,015 $524K 0.1% -660 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,012 $524K 0.09% +292 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,009 $524K 0.14% +915 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,002 $523K 0.01% -420 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,000 $522K 0.03% -30 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,999 $522K 0.01% +274 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,979 $520K 0.08% +141 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,953 $516K 0.01% -10,135 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 3,942 $515K 0.04% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 3,942 $515K 0.43% +94 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,941 $515K 0.05% +50 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,940 $515K 0.06% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,939 $514K 0.05% new 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,938 $514K 0.13% -58 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,935 $514K 0.22% -110 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,927 $512K 0.09% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,913 $511K 0.25% +107 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,912 $511K 0.01% +745 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,903 $510K 0.18% +260 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,896 $509K 0.16% -127 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,884 $507K 0.31% -11 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,870 $505K 0.02% -271 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,848 $503K 0.01% +69 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,847 $503K 0.12% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,840 $502K 0.27% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,839 $501K <0.01% -8,833 13F-HR Timeline Group Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 3,824 $499K 0.48% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,781 $494K 0.01% +273 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,776 $493K 0.08% +227 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,777 $493K 0.01% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,765 $492K 0.3% +74 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,762 $491K 0.24% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,737 $488K 0.12% -5 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,636 $487K 0.37% +1,737 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 3,075 $487K 0.21% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,690 $482K 0.06% -1,276 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,688 $482K 0.07% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,681 $481K 0.02% -2,841 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,674 $480K 0.06% -311 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,668 $479K 0.08% +245 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,662 $478K <0.01% +163 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,660 $478K 0.08% -392 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,945 $478K 0.01% -5,573 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,643 $476K 0.01% +1,408 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,636 $475K 0.12% -2 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,636 $475K 0.01% +932 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,635 $475K 0.02% -122 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,627 $474K 0.08% +456 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 3,617 $472K 0.05% -130 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,613 $472K 0.01% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,265 $471K 0.04% -817 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,590 $469K 0.04% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,587 $468K 0.04% -1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,582 $468K 0.07% +565 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,466 $467K 0.01% +1,164 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,575 $467K <0.01% -39,994 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bank & Trust Co More: the full row for Bank & Trust Co 3,553 $464K 0.29% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,499 $463K 0.05% +3,067 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,094 $462K 0.03% +495 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,533 $461K 0.05% -973 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,526 $461K 0.08% +14 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,523 $460K 0.02% +240 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,517 $459K 0.02% -1,443 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,500 $457K 0.14% +1 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,923 $455K 0.02% +258 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,470 $453K 0.09% -28 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 3,467 $453K 0.17% -356 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,459 $452K 0.22% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3,457 $452K 0.03% -841 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,452 $451K 0.27% -1,983 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,439 $449K 0.01% +646 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,428 $448K 0.01% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,404 $445K 0.03% +292 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,391 $443K 0.06% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,369 $440K 0.03% -26 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,368 $440K 0.02% +83 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,359 $439K 0.02% -262 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 3,356 $438K 0.13% -334 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,355 $438K 0.15% +27 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,355 $438K +550 Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,348 $437K 0.06% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,339 $436K 0.01% -900 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,333 $435K 0.06% -378 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,332 $435K 0.02% -100 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,331 $435K 0.01% +105 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,853 $434K 0.13% +2 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,323 $434K 0.11% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,321 $434K 0.02% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,297 $431K 0.15% +402 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,297 $431K 0.06% -20 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,289 $430K 0.02% -126 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,283 $429K 0.11% -54 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,265 $426K 0.01% +74 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,179 $426K 0.02% -178 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,235 $423K 0.01% +330 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,214 $420K 0.01% +1,057 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 3,219 $419K 0.09% +25 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,203 $418K 0.02% -373 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,183 $416K 0.04% +20 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,163 $413K 0.04% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,157 $412K 0.18% -9 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,154 $412K 0.19% -6 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,144 $411K <0.01% +1,454 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 3,135 $409K 0.16% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,139 $409K 0.18% +35 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,112 $407K 0.21% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,105 $406K 0.03% -55 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,098 $405K 0.02% -199 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,093 $404K 0.06% -331 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,087 $403K 0.04% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,076 $402K 0.02% +125 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,069 $400K 0.21% -120 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,057 $399K 0.03% +14 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,052 $399K 0.04% +357 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,050 $398K 0.31% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,042 $397K 0.08% +810 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,042 $397K 0.08% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,038 $397K 0.01% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,031 $396K 0.08% -45 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,020 $394K 0.02% +436 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,013 $394K 0.02% +113 13F-HR/A Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,012 $393K 0.04% +29 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,003 $392K 0.13% +276 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,978 $391K 0.08% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,990 $391K 0.01% +845 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,984 $390K 0.15% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,050 $389K 0.01% -2,214 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,973 $388K 0.01% -87 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,964 $387K 0.07% +177 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,956 $386K <0.01% -17,170 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,950 $385K 0.21% -50 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,948 $385K 0.05% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,943 $384K 0.02% +1,655 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,929 $383K 0.02% +1,143 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,921 $382K 0.02% -711 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,913 $380K 0.1% -164 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 2,912 $380K 0.09% -7,005 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,908 $380K 0.13% +177 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,907 $380K 0.02% +2 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,906 $380K 0.07% +70 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,904 $379K 0.05% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,895 $378K 0.05% +128 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,524 $377K 0.02% +2 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,875 $376K 0.2% -29 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,870 $375K 0.06% -172 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,861 $374K 0.03% +253 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,857 $373K <0.01% -1,359 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,857 $373K 0.28% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,856 $373K 0.1% -361 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,848 $372K 0.03% -150 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,846 $372K 0.11% -406 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,835 $370K 0.11% -215 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,818 $368K 0.01% +29 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,811 $367K <0.01% +316 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,808 $367K 0.02% -1,416 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,800 $366K 0.03% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 2,798 $365K 0.28% +75 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 2,796 $365K 0.02% 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,775 $362K 0.04% +60 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,758 $360K 0.02% +560 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,756 $360K 0.08% +1 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,751 $359K 0.01% -203 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,740 $358K -44 Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,737 $357K 0.05% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,734 $357K 0.03% +685 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,731 $357K 0.02% -200 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,721 $355K 0.02% +5 13F-HR/A Timeline Sentry LLC More: the full row for Sentry LLC 2,720 $355K 0.1% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,719 $355K 0.24% +33 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,707 $354K 0.02% +156 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,704 $353K 0.01% -140 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,698 $352K 0.01% -1,072 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,695 $352K 0.04% -468 13F-HR Timeline