Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,297 $637K 0.05% -227 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,296 $637K 0.08% -39 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,297 $637K 0.04% -16 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,294 $636K 0.15% -29 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,284 $631K 0.04% +103 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,274 $626K 0.06% +379 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,257 $618K 0.02% -14 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,257 $618K 0.1% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,255 $617K 0.01% -21 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,250 $615K 0.21% -808 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,248 $614K 0.26% +104 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,248 $613K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,247 $613K 0.02% +272 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,094 $612K 0.08% -10,709 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,244 $611K 0.11% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,243 $611K 0.05% -83 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,241 $610K 0.01% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,239 $610K 0.04% -59 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,240 $610K 0.02% -101 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,239 $609K 0.1% -74 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,364 $608K 0.23% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,235 $607K 0.01% +147 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,232 $606K 0.06% -8 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,225 $602K 0.07% -307 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,225 $602K 0.1% +103 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,224 $602K 0.05% -158 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,224 $602K 0.02% +92 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,223 $601K 0.03% +611 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,216 $598K 0.06% -458 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,215 $597K 0.02% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,212 $596K 0.02% -198 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,210 $595K 0.1% -155 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,209 $594K 0.15% +102 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,209 $594K 0.24% +93 13F-HR Timeline TFR Capital, LLC. 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More: the full row for Trilogy Capital Inc. 1,179 $580K 0.03% -150 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,173 $577K 0.03% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,172 $576K 0.17% -218 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,171 $576K 0.07% +220 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,171 $576K 0.39% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,168 $574K 0.29% -13 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,166 $573K 0.18% +108 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,164 $572K 0.33% -95 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,163 $572K 0.04% -271 13F-HR Timeline Accredited Investors Inc. 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LLC 1,021 $502K 0.06% +968 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,020 $501K 0.05% -150 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,019 $501K <0.01% -300 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,018 $500K 0.11% -59 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,016 $499K 0.12% -351 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,015 $499K 0.04% +638 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,002 $498K 0.06% +126 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 1,010 $496K 0.01% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,010 $496K 0.19% new 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,008 $495K 0.24% -205 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,007 $495K 0.03% -34 13F-HR Timeline Banco BTG Pactual S.A. 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LLC 924 $454K 0.02% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 917 $451K 0.24% -5 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 915 $450K 0.13% -8 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 912 $448K 0.04% +8 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 912 $448K 0.17% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 910 $448K 0.22% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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