Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,294 $255K <0.01% +111 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 1,292 $255K 0.01% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,271 $255K 0.04% new 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,289 $255K 0.22% 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,287 $254K 0.02% -410 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,282 $253K 0.2% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,273 $251K 0.01% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,273 $251K 0.01% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,273 $251K 0.04% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,270 $251K 0.08% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,268 $250K 0.03% +16 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,267 $250K 0.03% -892 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,266 $250K 0.02% +35 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,261 $249K 0.03% +4 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,260 $249K 0.07% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,255 $248K 0.02% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,253 $247K 0.05% -91 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,253 $247K <0.01% -57,331 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,252 $247K 0.02% -159 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,253 $247K 0.2% -30 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,246 $246K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,246 $246K 0.07% 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,242 $245K 0.14% 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,240 $245K 0.04% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,239 $245K 0.08% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,239 $245K 0.06% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,236 $244K 0.03% +50 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,234 $244K 0.06% -24 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,233 $244K 0.16% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,233 $244K 0.12% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,232 $243K 0.17% -80 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,222 $241K 0.04% new 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 1,219 $241K 0.08% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,218 $241K 0.07% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,218 $241K 0.17% 0 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 1,214 $240K 0.08% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 1,215 $240K 0.19% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,213 $240K 0.12% 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,206 $238K 0.13% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1,205 $238K 0.2% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,204 $238K 0.17% +3 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,201 $237K 0.06% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,200 $237K 0.02% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,200 $237K 0.03% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,195 $236K 0.16% -315 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,195 $236K 0.08% +7 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,192 $235K 0.13% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,190 $235K 0.13% -76 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,190 $235K 0.08% +247 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,187 $234K 0.07% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,182 $233K 0.06% new 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 1,179 $233K 0.16% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,179 $233K 0.1% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,178 $233K 0.17% 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,173 $232K 0.11% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,170 $232K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,172 $231K 0.02% -178 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 1,172 $231K 0.02% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,172 $231K 0.19% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,170 $231K 0.01% new 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 1,170 $231K 0.17% 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,174 $231K 0.04% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,166 $230K 0.06% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,104 $230K 0.16% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,160 $230K 0.09% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,162 $229K 0.16% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,158 $229K 0.19% new 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 1,155 $228K 0.16% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,130 $228K 0.22% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,153 $228K 0.11% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,150 $227K 0.02% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,150 $227K 0.07% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,148 $227K 0.01% -97 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,148 $227K 0.03% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,148 $227K 0.02% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,144 $226K 0.09% -36 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,144 $226K 0.05% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,141 $225K 0.04% 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,139 $225K 0.02% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,138 $225K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,138 $225K 0.06% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,137 $225K 0.06% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,136 $224K 0.01% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,134 $224K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,127 $223K 0.14% 0 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,125 $222K 0.05% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,123 $222K 0.03% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,123 $222K 0.04% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,013 $222K 0.03% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,121 $221K 0.04% new 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,121 $221K <0.01% -279 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,117 $221K 0.03% new 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,117 $221K 0.06% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,114 $220K 0.03% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,114 $220K 0.09% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,112 $220K 0.05% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,111 $220K 0.04% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,111 $219K 0.06% new 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,110 $219K 0.11% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,105 $218K 0.06% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,104 $218K <0.01% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,104 $218K 0.04% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,102 $218K 0.02% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,101 $217K 0.08% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,100 $217K 0.07% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,099 $217K <0.01% -771 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,098 $217K 0.03% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,098 $217K 0.17% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,097 $216K 0.12% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,093 $216K 0.13% new 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 1,093 $216K 0.19% 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,090 $215K 0.18% new 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 1,089 $215K 0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,087 $215K 0.03% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,086 $214K 0.08% -220 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,083 $214K 0.04% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,075 $212K 0.03% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,049 $211K 0.1% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,068 $211K 0.03% -8 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,068 $211K 0.07% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,065 $210K 0.07% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,062 $210K 0.07% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,061 $210K 0.09% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,057 $209K 0.03% -181 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,056 $209K 0.02% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,055 $208K 0.01% new 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,055 $208K 0.16% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,052 $208K 0.04% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,052 $208K 0.06% new 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 1,051 $208K <0.01% -625 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,050 $207K 0.16% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,047 $207K 0.04% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,046 $207K 0.04% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,044 $206K 0.03% new 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 1,038 $205K 0.07% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,037 $205K 0.08% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,037 $205K 0.04% new 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,037 $205K 0.08% new 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,037 $205K 0.08% -374 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,036 $205K 0.09% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,035 $204K 0.05% +152 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,034 $204K 0.11% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,032 $204K 0.03% -458 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,031 $204K 0.02% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,030 $203K 0.15% 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,030 $203K 0.18% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,028 $203K 0.02% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,023 $203K 0.02% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,018 $201K 0.02% -9,106 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 1,018 $201K 0.11% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,014 $200K 0.04% +219 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $197K 0.05% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,000 $197K 0.03% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,000 $197K 0.17% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 986 $195K 0.18% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 968 $191K 0.02% +69 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 959 $189K 0.1% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 950 $188K 0.01% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 947 $187K 0.03% 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 927 $183K 0.02% +25 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 923 $182K 0.18% 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 900 $178K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 900 $178K 0.02% -137 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 891 $176K 0.11% +56 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 890 $176K 0.01% +373 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 887 $175K 0.09% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 868 $171K 0.09% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 859 $170K 0.03% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 850 $168K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 843 $166K 0.01% -1,140 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 847 $163K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 819 $162K 0.04% +800 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 815 $161K 0.04% +82 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 810 $160K 0.14% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 804 $159K 0.09% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 804 $159K 0.04% -76 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 775 $153K 0.05% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 700 $138K 0.12% 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 700 $138K 0.06% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 688 $136K 0.05% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 679 $134K 0.12% -32 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 659 $130K 0.02% -58 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 655 $129K 0.01% -293 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 642 $127K 0.04% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 636 $126K 0.06% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 628 $124K 0.05% +108 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 595 $117K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 586 $116K 0.05% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 551 $109K 0.14% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 530 $105K 0.01% -530 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 525 $102K 0.05% 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 509 $101K 0.04% +9 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 509 $101K 0.05% 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 510 $100K 0.01% +500 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 500 $99K 0.05% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 500 $98.7K 0.06% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $98.7K 0.06% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 493 $97.4K 0.1% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 490 $96.8K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 481 $95K <0.01% +281 13F-HR Timeline