Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,224 $384K 0.08% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,199 $382K 0.1% -683 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,162 $379K 0.01% -131 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,019 $375K 0.04% +573 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,094 $372K +3,116 Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,011 $369K 0.21% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $364K 0.1% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,965 $361K <0.01% -207 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,940 $358K 0.03% -3,773 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,922 $357K 0.07% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,919 $357K 0.02% -24 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,908 $356K 0.04% -84 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,929 $353K 0.02% -269 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,874 $352K 0.25% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,849 $350K 0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,766 $343K 0.12% -699 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,766 $343K 0.07% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,754 $342K <0.01% -430 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,716 $338K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,664 $337K 0.02% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,690 $337K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,733 $335K 0.02% -228 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 5,108 $334K 0.21% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,648 $332K 0.23% -400 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,678 $330K 0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,624 $330K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,608 $328K 0.21% -483 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,574 $325K 0.23% -1,568 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,570 $325K 0.23% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,563 $324K 0.21% -560 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,552 $323K 0.06% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,498 $318K 0.32% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 3,497 $318K 0.31% +98 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,481 $317K 0.04% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,458 $315K 0.14% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,454 $314K 0.01% +278 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,354 $313K 0.02% new 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,430 $312K 0.08% 0 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,381 $308K 0.21% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,364 $307K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,344 $304K 0.01% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,343 $304K 0.3% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,341 $304K <0.01% -518 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,330 $304K 0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,320 $302K 0.01% +73 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,316 $302K 0.03% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,300 $300K 0.15% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,294 $300K 0.01% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,284 $299K 0.15% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,278 $298K 0.02% -303 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,257 $296K 0.01% -2,674 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,256 $296K 0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,159 $294K <0.01% 0 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,355 $292K 0.02% -288 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,203 $291K 0.07% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,184 $290K 0.01% -911 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,148 $290K 0.1% -2,410 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,165 $288K 0.01% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,147 $286K 0.16% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,145 $286K 0.15% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,139 $286K 0.01% -1,401 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,140 $286K 0.01% new 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,136 $285K 0.02% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,124 $284K 0.05% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,116 $283K 0.02% -1,665 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,103 $282K 0.02% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,016 $281K 0.22% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,088 $281K <0.01% -2,038 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,008 $280K 0.02% -306 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,067 $279K <0.01% new 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 3,059 $278K 0.1% -69 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,003 $278K 0.01% -177 13F-HR/A Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,050 $277K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,043 $277K 0.1% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,978 $276K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,022 $275K 0.03% +206 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,021 $275K 0.08% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,000 $273K 0.08% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,994 $272K 0.09% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,990 $272K 0.03% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,981 $271K 0.01% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,980 $271K 0.09% -385 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,957 $269K 0.02% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,914 $268K 0.13% -1,756 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,922 $266K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,916 $265K 0.24% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,912 $265K 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. 2,906 $264K 0.02% new 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,800 $261K 0.06% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,867 $261K 0.04% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,840 $260K 0.01% new 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,791 $260K 0.03% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,858 $260K 0.04% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,848 $259K 0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,840 $258K 0.01% -1,396 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,833 $258K 0.11% -759 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 2,831 $258K 0.27% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,828 $257K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,816 $256K 0.01% +800 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,788 $254K 0.14% -388 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,752 $250K <0.01% -583 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 2,736 $249K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,704 $247K <0.01% +1,200 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,703 $246K 0.18% new 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,700 $246K 0.14% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,604 $243K 0.07% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,665 $242K 0.07% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,662 $242K 0.19% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,648 $241K 0.01% -1,503 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,625 $239K 0.04% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,621 $238K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,613 $238K 0.03% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,608 $237K 0.21% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,600 $237K 0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,538 $237K 0.02% new 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,565 $235K 0.11% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,583 $235K <0.01% -650 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,532 $230K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,510 $230K 0.01% -3,557 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,525 $230K <0.01% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,517 $229K 0.05% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,512 $229K 0.01% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,509 $228K 0.02% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,507 $228K 0.09% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,446 $228K <0.01% new 13F-HR/A Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,504 $228K 0.08% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,496 $227K 0.01% new 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,431 $227K 0.04% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,481 $226K 0.02% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,454 $225K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,467 $224K 0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,370 $221K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,423 $220K 0.01% +325 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,416 $220K 0.01% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 2,414 $220K 0.07% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,407 $219K 0.04% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,341 $218K 0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,388 $217K <0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,385 $217K 0.12% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,385 $217K 0.01% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,359 $215K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,354 $214K 0.04% -6,683 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,323 $214K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,335 $212K 0.07% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,333 $212K 0.01% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,333 $212K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,279 $212K 0.01% 0 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,321 $211K 0.02% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,313 $210K 0.02% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,309 $210K 0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,303 $210K 0.03% new 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,300 $209K 0.01% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,280 $207K 0.04% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,274 $207K 0.05% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,264 $206K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,258 $205K 0.01% +41 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,250 $205K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,221 $202K 0.01% -409 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,218 $202K 0.07% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,212 $201K 0.01% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,211 $201K 0.18% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,210 $201K 0.06% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,200 $200K 0.01% new 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 2,200 $200K 0.07% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,150 $196K 0.05% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,067 $188K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,978 $183K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,901 $173K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,857 $169K 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,808 $164K <0.01% -2,419 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,580 $144K 0.05% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,530 $139K <0.01% -17 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,512 $139K 0.01% +82 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,512 $138K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,459 $133K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,459 $133K <0.01% +276 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,398 $128K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,400 $127K 0.13% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,374 $125K <0.01% -54 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,368 $124K 0.02% +17 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,334 $123K 0.01% +360 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,334 $123K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,350 $123K 0.05% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,325 $121K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,312 $119K <0.01% -182 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,277 $116K <0.01% +62 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,273 $116K 0.01% +13 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,269 $115K -3 Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,212 $110K 0.01% +276 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,151 $105K 0.01% -44 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,109 $103K 0.09% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,125 $102K 0.03% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,090 $102K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,055 $96K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,018 $93.6K <0.01% new 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,000 $93.2K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,005 $91.4K <0.01% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $91K 0.02% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,000 $91K 0.06% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 992 $90.3K 0.02% new 13F-HR Timeline Group