Income Insurance Ltd More: the full row for Income Insurance Ltd 2,820 $841K 0.5% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,809 $837K 0.27% -140 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,809 $837K 0.16% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,800 $835K 0.02% 0 13F-HR/A Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,797 $834K 0.65% -713 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,787 $831K 0.24% new 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,782 $829K 0.05% -62 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 2,782 $829K 0.21% -1,354 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,779 $828K 0.53% -372 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,761 $826K 0.18% +2,199 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,767 $825K 0.08% -3 13F-HR/A Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,767 $825K 0.14% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 2,762 $823K 0.08% +557 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,757 $822K 0.25% -349 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,753 $821K 0.5% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,750 $820K 0.18% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,741 $817K 0.25% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,685 $815K 0.08% +456 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 2,725 $812K 0.09% -1,498 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,722 $811K 0.13% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,708 $807K 0.09% -295 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,706 $806K 0.03% -261 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,696 $804K 0.08% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,694 $803K 0.11% -200 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,691 $802K 0.05% +857 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,687 $801K -9,636 Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,678 $798K 0.31% -67 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,674 $797K 0.01% new 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,672 $796K 0.02% +1,374 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,666 $795K 0.09% -2,820 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,657 $792K 0.07% +426 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,655 $791K 0.23% +123 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,635 $785K 0.04% +544 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,623 $782K 0.07% +50 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,621 $781K 0.33% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,621 $781K 0.05% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,616 $780K 0.04% +59 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,605 $777K 0.2% +382 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,604 $776K 0.08% +170 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 2,600 $775K 0.03% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,594 $773K 0.09% +760 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,592 $773K 0.32% +78 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,582 $770K 0.12% -14 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,582 $770K 0.14% +831 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,579 $769K 0.03% -95 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,579 $769K 0.12% +34 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,579 $769K 0.11% -13 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,566 $765K 0.01% new 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,565 $764K 0.15% +49 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,564 $764K 0.34% +264 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,548 $759K 0.02% +10 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,544 $758K 0.07% -63 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,536 $756K 0.39% +15 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,533 $755K 0.43% -657 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,531 $754K 0.11% +169 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,530 $754K 0.22% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,530 $754K 0.07% +1 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,527 $753K 0.18% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,525 $753K 0.13% +8 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,518 $751K 0.57% +530 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 2,659 $749K 0.4% 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,513 $749K 0.01% -266 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 2,513 $749K 0.21% new 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 2,507 $747K 0.66% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,506 $747K 0.06% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,495 $744K 0.41% +8 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,493 $743K 0.06% +359 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,491 $742K 0.4% -602 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,489 $742K 0.11% -85 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,486 $741K 0.05% +73 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,485 $741K 0.04% -7 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,485 $741K 0.32% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,484 $740K 0.24% +143 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2,480 $739K 0.09% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,478 $739K 0.42% -20 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,478 $739K 0.24% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,473 $737K 0.03% -140 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,464 $735K 0.23% -103 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,459 $733K 0.07% -283 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,457 $732K 0.04% +48 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,453 $731K 0.21% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,452 $731K 0.06% +18 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,442 $728K 0.04% +758 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,615 $726K 0.43% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,428 $724K 0.06% +174 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,426 $723K 0.01% +1,171 13F-HR Timeline Group Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,426 $723K 0.11% +1,112 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,423 $722K 0.28% +80 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,419 $721K 0.31% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,408 $718K 0.12% +38 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,404 $716K 0.06% -28 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,402 $716K 0.12% +93 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,400 $715K <0.01% +31 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,400 $715K 0.51% -1,196 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,400 $715K 0.08% -10,160 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,398 $715K 0.34% +1 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,394 $714K 0.04% +158 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 2,393 $713K 0.33% +134 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,651 $709K 0.02% 0 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,370 $706K 0.31% -150 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,410 $706K 0.05% -16 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,368 $706K 0.22% +50 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,368 $706K 0.05% +112 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,363 $704K 0.33% -156 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,360 $703K 0.18% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,359 $703K 0.25% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,353 $701K 0.44% +256 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,344 $699K 0.38% +1 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,342 $698K 0.04% +18 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,342 $698K 0.22% -5 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,339 $697K 0.19% +442 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,333 $696K 0.19% -165 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,323 $692K 0.38% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,305 $687K 0.04% -3,464 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,301 $686K 0.13% -176 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 2,300 $686K 0.29% +11 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,296 $684K 0.35% -3 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,292 $683K 0.1% -65 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,285 $681K 0.02% -304 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,284 $681K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,284 $681K 0.42% +50 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,283 $680K 0.01% -24 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,276 $678K 0.04% +860 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,269 $676K 0.18% +365 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,247 $670K 0.04% +576 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,246 $669K 0.08% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,244 $669K 0.11% +11 13F-HR Timeline ARISTOTLE INVESTMENT SERVICES, LLC group of 2 filers holding More: the full row for ARISTOTLE INVESTMENT SERVICES, LLC 2,240 $668K +890 Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 2,239 $667K 0.08% -224 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,237 $667K 0.08% -35 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,220 $662K 0.16% +296 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,217 $661K 0.07% +723 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,218 $661K 0.13% -307 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,215 $661K 0.18% -24 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,215 $660K 0.06% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,213 $660K 0.04% -1,103 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,209 $658K 0.23% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,208 $658K 0.07% +523 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,206 $657K 0.07% +226 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,205 $657K 0.04% +243 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,200 $656K 0.05% -45 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,200 $656K 0.48% -100 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,198 $655K 0.19% +220 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,190 $653K 0.08% +189 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,190 $653K 0.12% +37 13F-HR/A Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,187 $652K 0.08% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,181 $650K <0.01% -564 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,251 $650K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,175 $648K 0.03% +824 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,172 $647K 0.03% +8 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,167 $646K 0.06% -1,270 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,157 $643K 0.08% +422 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,153 $642K 0.05% -225 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,145 $639K 0.03% +15 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,138 $637K 0.04% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,132 $635K 0.19% +1 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,130 $635K 0.36% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,128 $634K 0.19% -50 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,127 $634K 0.06% +391 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,125 $633K 0.22% -78 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,125 $633K 0.31% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,124 $633K 0.17% +107 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 2,121 $632K 0.33% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,120 $632K 0.03% +518 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,113 $630K 0.38% -233 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,105 $627K 0.02% -191 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 2,104 $627K 0.02% -50 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,096 $625K 0.03% -183 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,083 $621K 0.48% +4 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,071 $618K 0.02% -521 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,071 $617K 0.01% +337 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,050 $611K 0.29% -96 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,045 $610K 0.12% +136 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,042 $609K 0.02% +275 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,935 $603K 0.11% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,019 $602K 0.03% +159 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,106 $601K 0.02% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,015 $601K 0.1% +328 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,012 $600K 0.11% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,011 $599K 0.24% -6 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,010 $599K 0.09% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,135 $599K 0.24% +369 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,004 $597K 0.22% +24 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 2,000 $596K 0.07% -1,776 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,000 $596K 0.07% new 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 2,000 $596K 0.44% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $596K 0.03% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,990 $593K 0.12% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,989 $593K 0.01% +572 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,984 $592K 0.26% +8 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,983 $591K 0.09% -247 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,973 $588K 0.07% +83 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,971 $587K 0.03% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,971 $587K 0.25% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,970 $587K 0.33% +103 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,966 $586K 0.03% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,965 $586K 0.06% -100 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,964 $586K 0.08% +27 13F-HR/A Timeline Creekside Partners More: the full row for Creekside Partners 1,962 $585K 0.21% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,955 $583K 0.01% +11 13F-HR Timeline