Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,418 $1.04M 0.21% -247 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,405 $1.04M 0.35% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,398 $1.04M 0.06% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,388 $1.04M 0.13% +119 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,383 $1.04M 0.21% -32 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,365 $1.03M 0.51% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,333 $1.02M 0.43% +12 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,323 $1.02M 0.28% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,322 $1.02M 0.08% +30 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,306 $1.02M 0.54% -254 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,303 $1.02M 0.09% +875 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,294 $1.01M 0.13% +1 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,283 $1.01M 0.4% +78 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,267 $1.01M 0.09% -213 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,263 $1.01M 0.02% +1,472 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 4,260 $1.01M 0.06% +207 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,254 $1.01M 0.53% -568 13F-HR Timeline Barden Capital Management, Inc. 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Beadell Investment Counsel, Inc. 4,208 $994K 0.83% +9 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,200 $992K 0.26% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,192 $990K 0.08% +215 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,191 $990K 0.08% +227 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,182 $988K 0.49% -90 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,180 $987K 0.57% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,180 $987K 0.14% -96 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,180 $987K 0.08% +88 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 4,177 $987K 0.12% +233 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,172 $986K 0.13% +51 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,010 $947K 0.43% -36 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,004 $946K 0.11% +44 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,003 $946K 0.15% +2,470 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,971 $938K 0.15% +374 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,956 $935K 0.85% +35 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 3,940 $931K 0.15% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,940 $931K 0.04% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,933 $929K 0.06% -440 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,936 $929K 0.27% -23 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,917 $925K 0.45% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,916 $925K 0.1% +424 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,905 $923K 0.18% +30 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,895 $920K 0.13% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,874 $915K 0.09% +361 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,288 $914K 0.11% +43 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 3,867 $914K 0.11% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,862 $912K 0.15% new 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,858 $911K 0.06% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,854 $911K 0.07% +101 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 3,853 $910K 0.04% +5 13F-HR/A Timeline Group Knuff & Co LLC More: the full row for Knuff & Co LLC 3,844 $908K 0.3% -1,650 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,843 $908K 0.01% -43 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,824 $903K 0.04% -990 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 4,087 $899K 0.48% -3,246 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,807 $899K 0.18% -16 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,806 $899K 0.09% -181 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,805 $899K 0.25% -120 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,797 $897K 0.85% -4,002 13F-HR Timeline Maple Capital Management, Inc. 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W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,723 $880K 0.23% -565 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,984 $878K 0.37% +104 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,712 $877K 0.17% -340 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,967 $874K 0.53% +750 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,683 $870K 0.3% +108 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,675 $868K 0.08% +1,809 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,666 $866K 0.65% +359 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 3,648 $862K 0.02% -5 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,645 $861K 0.46% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,644 $861K 0.63% +4 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 3,643 $861K 0.05% -50,089 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,642 $860K 0.17% -180 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,640 $860K 0.14% -16 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,640 $860K 0.95% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,633 $858K 0.03% -11 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. INTEGRAL INVESTMENT ADVISORS, INC. 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More: the full row for Whitener Capital Management, Inc. 3,142 $742K 0.21% +150 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,138 $741K 0.32% +1,100 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,129 $739K 0.03% -807 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,124 $738K 0.07% +104 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 3,114 $736K 0.3% +1,397 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,111 $735K 0.22% +35 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. 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