Ellevest, Inc. More: the full row for Ellevest, Inc. 10,358 $1.25M 0.07% +440 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 10,331 $1.25M 0.39% +637 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,348 $1.25M 0.09% +3,284 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,301 $1.24M 0.07% +4 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 10,283 $1.24M 0.42% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 10,225 $1.24M 1.06% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 10,221 $1.23M 0.17% +1,959 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,211 $1.23M 0.02% +1,297 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 10,179 $1.23M 0.63% -2,132 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 10,136 $1.22M 0.49% -233 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,048 $1.21M 0.12% +139 13F-HR Timeline Value Star Asset Management (Hong Kong)… More: the full row for Value Star Asset Management (Hong Kong) Ltd 10,000 $1.21M 3.81% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,975 $1.21M 0.03% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,902 $1.2M 0.03% +108 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9,896 $1.2M 0.43% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,876 $1.19M 0.23% +1 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 9,870 $1.19M 0.71% -195 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,774 $1.18M 0.13% -554 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 9,752 $1.18M 0.39% +136 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,751 $1.18M 0.04% -2,116 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 9,711 $1.17M 0.82% +2,654 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 9,684 $1.17M 0.57% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 9,702 $1.17M 1.07% +415 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,700 $1.17M 0.07% +742 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 9,677 $1.17M 0.11% -452 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,661 $1.17M 0.09% new 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,592 $1.16M 0.09% -260 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9,581 $1.16M 0.29% +35 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,537 $1.15M 0.16% +848 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 9,534 $1.15M 0.13% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,517 $1.15M 0.07% +664 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,481 $1.15M +141 Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 9,089 $1.14M 0.47% +7 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 9,444 $1.14M 0.61% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,435 $1.14M 0.29% -218 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 9,390 $1.13M -5,084 Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 9,385 $1.13M 0.82% +1,088 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,369 $1.13M 0.52% -14 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 9,328 $1.13M 0.44% +1,584 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 9,285 $1.12M 0.75% 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 9,216 $1.11M 0.06% +1,640 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 9,185 $1.11M 0.29% +570 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 9,147 $1.11M 0.4% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 9,155 $1.11M 0.06% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,151 $1.11M 0.04% +1,605 13F-HR/A Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 9,150 $1.11M 0.72% +200 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,134 $1.1M 0.07% +2,019 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,103 $1.1M 0.06% +177 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 9,100 $1.1M 0.04% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,036 $1.09M 0.07% +6,576 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,003 $1.09M 0.62% -129 13F-HR/A Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 8,980 $1.08M 0.25% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,961 $1.08M 0.99% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,960 $1.08M 0.04% +501 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 8,943 $1.08M 0.18% -401 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 8,920 $1.08M 0.38% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 8,893 $1.07M 0.23% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 8,864 $1.07M 0.61% +1 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 8,860 $1.07M 0.43% +10 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,804 $1.06M 0.24% -247 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 8,789 $1.06M 0.54% -54 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,785 $1.06M 0.03% -518 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,781 $1.06M 0.18% +644 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,778 $1.06M 0.1% +91 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 8,771 $1.06M 0.36% +16 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,763 $1.06M 0.08% -207 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 8,730 $1.06M 0.04% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,750 $1.06M 0.12% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,737 $1.06M 0.09% -250 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 8,728 $1.05M 0.7% -119 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 8,723 $1.05M 0.55% -8,779 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 8,686 $1.05M 0.06% +334 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,683 $1.05M 0.08% -118 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 8,612 $1.04M 0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,584 $1.04M 0.12% -11 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,579 $1.04M 0.24% +25 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,575 $1.04M 0.08% -16 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,554 $1.03M 0.27% +2,723 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,538 $1.03M 0.08% -74 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 8,538 $1.03M 0.44% -44 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,495 $1.03M 0.06% -150 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,481 $1.02M <0.01% +1,738 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 8,439 $1.02M 0.06% -1,325 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 8,432 $1.02M 0.26% -311 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,483 $1.02M 0.44% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8,420 $1.02M 0.15% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 8,404 $1.02M 0.08% +349 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,374 $1.01M 0.28% +1 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 8,359 $1.01M 0.08% -1,000 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,333 $1.01M 0.07% +21 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,304 $1M 0.3% -44 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,280 $1M 0.02% +1,289 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 8,276 $1000K 0.17% +329 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 8,275 $1000K 0.07% -65 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,263 $998K 0.04% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 8,260 $998K 0.49% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,241 $996K 0.04% +13 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 21,497 $995K 0.33% +1,363 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 8,202 $991K 0.43% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,201 $991K -1,894 Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 8,180 $988K 0.74% +760 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 8,152 $985K 0.19% +3,753 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,094 $978K 0.59% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 8,081 $976K 0.05% +635 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,065 $974K 0.4% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,280 $971K 0.06% +2,114 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 8,017 $969K 0.28% -394 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 8,012 $968K 0.1% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 8,010 $968K 0.22% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,007 $967K 0.33% -170 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,000 $966K 0.78% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,249 $966K <0.01% +501 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,953 $961K 0.05% +401 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,949 $960K 0.16% -209 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,915 $956K 0.64% -1,200 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,890 $955K 0.05% +16 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,855 $949K 0.24% +3,345 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,839 $947K 0.07% -24,794 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,820 $945K 0.73% -25 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,811 $944K 0.02% +400 13F-HR/A Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,791 $941K 0.47% -21 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 7,788 $941K 0.05% -417 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,772 $939K 0.05% +1,388 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,761 $938K 0.12% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,760 $937K 0.07% +319 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,705 $932K 0.26% +188 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,696 $930K 0.19% +91 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,672 $927K 0.06% -41 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,663 $926K 0.01% +392 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 7,639 $923K 0.37% +1 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,465 $920K 0.09% +4,917 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,592 $917K 0.02% +372 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,525 $909K 0.49% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,501 $906K 0.15% -425 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 7,425 $897K 0.44% +9 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,396 $893K 0.06% +2,053 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,323 $885K 0.1% -18,669 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,302 $882K 0.45% +1,450 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 7,301 $882K 0.12% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 7,285 $880K 0.28% -254 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,097 $871K 0.04% -917 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,162 $865K 0.17% -3,320 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 7,156 $865K 0.16% -165 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 7,148 $864K 0.9% 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,088 $856K 0.37% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 7,044 $851K 0.43% +607 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,039 $850K 0.08% -578 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,010 $847K 0.08% -363 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,004 $846K 0.46% -786 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $846K 0.31% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,998 $845K 0.02% -488 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,970 $842K 0.05% -460 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,959 $841K 0.31% +231 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 6,936 $838K 0.24% +2,382 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,926 $837K 0.12% +290 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 6,910 $835K 0.27% -175 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,901 $834K 0.46% 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,901 $834K 0.11% new 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 6,900 $834K 0.01% +2,169 13F-HR/A Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,868 $830K <0.01% -132,489 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,866 $830K 0.03% +427 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,834 $826K 0.22% -199 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,820 $824K 0.18% +115 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,817 $824K 0.24% -121 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,788 $820K 0.11% -391 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,771 $818K 0.05% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 6,802 $815K 0.41% new 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 6,743 $815K 0.05% +1,279 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,737 $814K 0.01% 0 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,736 $814K 0.07% +685 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,732 $813K 0.18% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,724 $812K 0.33% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6,666 $805K 0.06% +4,570 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 6,623 $800K 0.26% -62 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,606 $798K 0.4% +164 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 6,554 $792K 0.01% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,540 $790K 0.01% -19 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,516 $790K 0.02% +2,222 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,524 $788K 0.72% +78 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 6,465 $781K 0.16% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,444 $779K 0.04% -14 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,439 $778K 0.08% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,437 $778K 0.55% +39 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,419 $775K 0.08% +1,604 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,402 $773K 0.19% +391 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,400 $773K 0.33% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,402 $773K 0.21% 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,394 $772K 0.7% 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,371 $770K 0.15% -15 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,368 $769K 0.62% -147 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,330 $765K 0.49% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 6,324 $764K 0.08% 0 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,321 $764K 0.25% +220 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,300 $761K 0.07% -700 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,300 $761K 0.1% -229 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 6,274 $758K 0.16% -2,000 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 6,262 $757K 0.19% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,251 $755K 0.07% -59 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,208 $750K 0.17% +3,193 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 6,199 $749K 0.12% 0 13F-HR Timeline