SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,549 $325K 0.03% -138 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,544 $324K 0.11% +11 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,544 $324K 0.07% -247 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,532 $322K 0.01% +7 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,526 $321K 0.25% -9 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,525 $320K 0.22% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,507 $317K 0.01% +75 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,592 $316K 0.01% +178 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,488 $313K 0.09% +101 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,480 $311K 0.03% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,467 $308K 0.05% +403 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,458 $306K 0.12% +337 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,450 $305K 0.07% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,447 $304K 0.09% new 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 1,444 $303K 0.42% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,439 $302K 0.03% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 1,435 $301K 0.15% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,469 $300K 0.06% +679 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,428 $300K 0.19% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,426 $300K 0.31% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,423 $299K 0.1% -16 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,413 $297K 0.01% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,413 $297K 0.2% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,387 $297K 0.02% -41 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,405 $295K 0.07% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,401 $294K 0.01% +21 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,382 $290K <0.01% -300 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,379 $290K 0.02% -36 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,377 $289K 0.26% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,378 $289K 0.07% +4 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,375 $289K 0.03% +9 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,370 $288K 0.01% -81 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,475 $287K 0.1% +7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,359 $285K 0.03% +306 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,443 $285K 0.13% +16 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 1,349 $283K 0.15% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,348 $283K <0.01% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,343 $282K 0.02% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,343 $282K 0.06% -105 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,343 $282K 0.1% +290 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,331 $280K 0.04% -111 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,328 $279K 0.06% +171 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,314 $276K 0.04% +3 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,309 $275K 0.06% +41 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,305 $274K 0.03% -30 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,303 $274K 0.02% +298 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,303 $274K 0.32% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,302 $273K 0.01% +314 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,294 $272K 0.01% -400 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,321 $270K 0.17% -76 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,276 $268K <0.01% -10 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,275 $268K 0.01% +107 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,266 $266K 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,264 $266K 0.01% +173 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,261 $265K 0.01% +353 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,259 $264K 0.01% new 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,255 $264K 0.03% -121 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,255 $264K 0.1% -5 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,252 $263K 0.07% +112 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,252 $263K 0.15% +14 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,252 $263K 0.01% +142 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,237 $260K 0.01% +155 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,234 $259K 0.09% -67 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,233 $259K 0.02% -67 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,231 $259K <0.01% -999 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,262 $258K 0.22% -120 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,262 $258K 0.02% +172 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,226 $257K 0.07% -246 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,224 $257K 0.01% -531 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,198 $256K 0.09% -317 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,219 $256K 0.09% +940 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,216 $255K 0.06% +14 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,212 $255K 0.02% -30 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,210 $254K 0.01% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,209 $254K 0.01% -375 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,208 $254K 0.03% +2 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,206 $253K 0.08% -50 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,202 $253K 0.02% +22 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,202 $252K 0.01% new 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,200 $252K 0.04% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,197 $251K 0.08% -1,023 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,194 $251K 0.01% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,191 $250K 0.04% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,191 $250K 0.08% +180 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,189 $250K 0.13% -24 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,186 $249K 0.06% +71 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,186 $249K 0.11% -38 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,182 $249K 0.01% -268 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,175 $247K 0.03% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,170 $246K 0.09% +4 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 1,170 $246K 0.17% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,167 $245K 0.13% -8,495 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,166 $245K 0.02% -14 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,164 $244K 0.03% +34 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,164 $244K 0.06% +133 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,163 $244K 0.04% +16 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,163 $244K 0.02% -51 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,163 $244K 0.06% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,160 $244K 0.04% -32 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,152 $242K 0.07% +134 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,151 $242K 0.01% -74 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,137 $239K 0.17% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,136 $239K 0.04% +363 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,127 $237K 0.03% -727 13F-HR Timeline Group Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,124 $236K 0.14% +70 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,123 $236K 0.03% -116 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,121 $235K 0.05% -22 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,115 $234K 0.16% -1,154 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,114 $234K 0.02% -1,603 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,113 $234K <0.01% -51 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,101 $231K 0.1% -157 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,100 $231K 0.07% -266 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,091 $229K 0.03% -19 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,086 $228K 0.01% -10 13F-HR Timeline American Trust More: the full row for American Trust 1,084 $228K 0.02% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,082 $227K 0.13% -465 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,080 $227K 0.03% -445 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,078 $226K 0.18% +339 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,078 $226K 0.03% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,073 $225K 0.03% -1 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,071 $225K 0.03% +7 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,070 $225K 0.01% -1,092 13F-HR Timeline Trust Co More: the full row for Trust Co 1,070 $225K 0.02% +38 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,068 $224K 0.11% -205 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,059 $222K 0.03% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,058 $222K 0.03% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,054 $221K 0.02% 0 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,053 $221K 0.16% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,047 $220K 0.08% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,047 $220K 0.05% +20 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 1,044 $219K 0.17% -140 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,044 $219K 0.1% -116 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,038 $218K 0.02% -34 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,034 $217K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,030 $216K 0.01% -29 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,028 $216K 0.01% +277 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,025 $215K 0.12% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,024 $215K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,024 $215K 0.06% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,024 $215K 0.03% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,020 $214K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,018 $214K -59 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,017 $214K 0.01% -275 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,016 $213K 0.02% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,012 $213K 0.01% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,010 $212K 0.1% +3 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,010 $212K 0.01% 0 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,009 $212K 0.1% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,006 $211K 0.04% -14,228 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,005 $211K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,110 $211K 0.09% new 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $210K 0.49% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,000 $210K 0.14% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,000 $210K 0.09% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 994 $209K 0.01% -7 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 994 $209K 0.01% -354 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 989 $208K 0.06% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 985 $207K 0.05% -74 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 985 $207K 0.06% -888 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 982 $206K 0.07% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,494 $206K 0.02% -994 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 980 $206K 0.01% new 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 980 $206K 0.12% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 978 $205K 0.07% -458 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 978 $205K 0.01% 0 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 975 $205K <0.01% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 973 $204K 0.12% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 972 $204K 0.04% -108 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 972 $204K 0.03% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 972 $204K 0.05% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 969 $204K 0.02% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,053 $203K 0.19% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 965 $203K 0.08% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 961 $202K 0.06% +889 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 959 $201K 0.04% -91 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 957 $201K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 955 $201K 0.01% -144 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 954 $200K 0.11% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 954 $200K 0.07% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 948 $199K 0.12% -3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 946 $199K 0.01% +111 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 945 $198K 0.09% -43 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 924 $194K 0.01% -16 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 922 $194K 0.04% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 915 $192K 0.1% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 914 $192K 0.06% +369 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 904 $190K 0.03% -588 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 902 $190K 0.02% -59 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 900 $189K <0.01% 0 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 897 $188K 0.15% +171 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 886 $186K 0.01% -131 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 873 $183K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 851 $179K 0.09% +417 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 823 $173K 0.02% -312 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 802 $168K 0.01% -731 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 772 $162K 0.02% -157 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 769 $162K 0.01% -17 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 749 $157K 0.05% +78 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 724 $152K 0.03% -101 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 711 $149K 0.29% 0 13F-HR Timeline