Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,406 $310K 0.24% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,404 $310K 0.02% +106 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,401 $309K <0.01% -192 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,400 $309K 0.02% +65 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,394 $308K 0.29% 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,380 $305K 0.11% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,379 $304K 0.1% -50 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,380 $304K 0.02% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,377 $304K 0.26% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,376 $304K 0.08% -42 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,372 $301K 0.13% -368 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,358 $300K 0.02% new 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,348 $298K 0.01% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,350 $298K 0.05% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,347 $297K 0.1% -61 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,345 $297K 0.04% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,345 $297K 0.02% -111 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,343 $296K 0.09% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,342 $296K 0.07% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,336 $295K 0.06% +37 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,335 $295K 0.05% -111 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,333 $294K 0.02% +26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,326 $293K 0.02% +66 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,323 $292K <0.01% -1,658 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,322 $292K 0.06% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,321 $292K 0.04% -815 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,200 $291K 0.04% +2 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,316 $290K 0.04% +47 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,306 $288K 0.09% 0 13F-HR/A Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 6,181 $287K 0.16% 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,300 $287K 0.49% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,298 $287K 0.27% +10 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,298 $287K 0.21% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,299 $286K 0.1% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,293 $285K <0.01% +1,041 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,292 $285K 0.01% +2 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,290 $285K <0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,287 $284K 0.01% +3 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,286 $284K 0.04% +48 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,286 $284K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,282 $283K 0.06% +6 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,282 $283K 0.19% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,277 $282K 0.01% +69 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,273 $281K 0.03% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,251 $276K 0.02% +145 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,250 $276K 0.03% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,243 $274K 0.08% -451 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,237 $273K 0.05% -867 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,230 $271K 0.06% +155 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,223 $270K 0.03% +224 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,223 $270K 0.15% -115 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,223 $270K 0.12% +34 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 1,222 $270K 0.06% -10 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,221 $270K 0.45% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,200 $265K 0.01% -19 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,196 $264K 0.18% +98 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,190 $263K 0.04% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,190 $263K 0.11% 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,187 $262K 0.03% -4 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,185 $262K 0.11% -48 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,183 $261K 0.01% +191 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,175 $259K 0.02% +44 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 1,174 $259K 0.02% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,170 $258K 0.05% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 1,170 $258K 0.21% 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,164 $257K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,224 $256K 0.12% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,156 $255K <0.01% +12 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,152 $254K 0.01% -40 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,150 $254K 0.04% +10 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,145 $253K 0.14% -57 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,144 $252K 0.2% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,142 $252K 0.02% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,141 $252K 0.1% +47 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,139 $251K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,130 $249K 0.03% +73 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,127 $249K 0.15% +4 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,126 $249K 0.01% -20 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,125 $248K 0.04% -310 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,122 $248K 0.05% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,120 $247K 0.04% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,117 $247K 0.04% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,114 $246K 0.03% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,111 $245K 0.15% -719 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,052 $245K 0.12% -1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,110 $245K 0.02% 0 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,159 $245K 0.02% +25 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 1,106 $244K 0.07% +42 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,104 $244K 0.06% +7 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,101 $243K 0.01% -327 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,098 $242K 0.09% -173 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,098 $242K 0.01% 0 13F-HR/A Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,095 $242K 0.07% +110 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,095 $242K <0.01% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,080 $238K 0.12% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,079 $238K 0.07% -76 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,078 $238K 0.01% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,077 $238K 0.09% 0 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,074 $237K 0.15% -47 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,074 $237K 0.07% +24 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,071 $236K 0.01% -327 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,070 $236K 0.12% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,066 $235K 0.01% -19 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,000 $235K 0.13% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,065 $235K 0.02% -200 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,059 $234K -559 Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,044 $230K 0.05% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,041 $230K 0.02% -155 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,042 $230K 0.05% -148 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,037 $229K 0.1% 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,027 $227K 0.21% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,025 $226K 0.07% new 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 1,025 $226K 0.05% -132 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,025 $226K 0.2% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,024 $226K 0.06% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 1,024 $226K 0.15% -5 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,023 $226K 0.11% -14 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,022 $226K 0.03% -81 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,021 $225K 0.02% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,014 $224K 0.15% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,013 $224K 0.01% -63 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,011 $223K 0.01% -125 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,009 $223K 0.01% +94 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,006 $222K 0.03% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 817 $221K 0.03% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,001 $221K 0.02% +16 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $221K 0.94% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,000 $221K 0.02% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,000 $221K 0.04% -2,363 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,000 $221K 0.13% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 997 $220K 0.14% -231 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,000 $220K 0.11% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 996 $220K 0.02% -4 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 994 $219K 0.14% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 994 $219K 0.07% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 994 $219K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 984 $217K 0.03% +56 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 984 $217K 0.02% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 982 $217K 0.12% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 981 $217K 0.01% -24 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 975 $215K 0.16% -255 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 974 $215K 0.04% +3 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 972 $215K 0.04% new 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 970 $214K 0.03% +736 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 969 $214K 0.02% +157 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 968 $214K 0.01% new 13F-HR/A Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 957 $211K 0.12% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 954 $211K 0.06% +88 13F-HR Timeline Trust Co More: the full row for Trust Co 955 $211K 0.02% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 950 $210K 0.01% new 13F-HR/A Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 950 $210K 0.09% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 882 $209K 0.09% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 945 $209K 0.06% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 944 $208K 0.12% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 944 $208K 0.13% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 939 $207K 0.21% -25 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 939 $207K 0.05% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 939 $207K 0.01% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 937 $206K 0.08% 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 927 $205K 0.08% -424 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 923 $204K 0.06% -189 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 922 $204K 0.06% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 920 $203K 0.02% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 920 $203K 0.03% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 914 $202K 0.03% +156 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 912 $201K 0.01% +304 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 912 $201K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 911 $201K 0.02% 0 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 911 $201K 0.12% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 911 $201K 0.06% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 911 $201K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 909 $201K 0.18% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 879 $194K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 879 $194K 0.07% +10 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 847 $187K 0.21% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 841 $186K 0.13% 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 830 $183K 0.1% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 818 $181K 0.02% -60 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 775 $181K 0.01% -2,536 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 809 $179K 0.05% +22 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 784 $173K 0.02% -111 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 783 $173K 0.02% -29,396 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 748 $165K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 742 $164K 0.01% +38 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 741 $164K 0.01% -164 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 732 $162K <0.01% +641 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 729 $161K 0.06% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 656 $145K 0.02% -588 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 642 $142K 0.05% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 637 $141K 0.01% +6 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 630 $139K 0.02% -2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 615 $136K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 591 $130K 0.02% -267 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 584 $129K 0.01% +13 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 561 $123K 0.07% +19 13F-HR/A Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 550 $121K 0.04% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 550 $121K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 522 $115K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 521 $115K 0.03% +49 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 521 $115K 0.14% 13F-HR Timeline