FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,434 $287K 0.02% +908 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,430 $287K 0.19% -200 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,423 $286K 0.02% +909 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,421 $286K 0.03% -158 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 3,414 $285K 0.18% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,392 $284K 0.01% -841 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,386 $283K 0.03% +804 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,386 $283K 0.04% -400 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,384 $283K 0.04% -262 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,372 $282K 0.03% +897 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,355 $280K 0.01% +999 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,353 $280K <0.01% -841 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 3,303 $278K 0.2% +109 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,312 $277K 0.09% -381 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,297 $275K 0.02% -681 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,296 $275K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,294 $275K 0.21% -14 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,272 $273K 0.24% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,260 $272K 0.04% -1,332 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,218 $272K 0.1% -7 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,690 $272K 0.07% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,241 $271K 0.01% -19,683 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,237 $270K 0.13% -1,644 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,228 $270K 0.02% +234 13F-HR Timeline Group Accuvest Global Advisors More: the full row for Accuvest Global Advisors 3,207 $268K 0.17% +603 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,435 $268K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,206 $268K 0.01% +331 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,206 $268K 0.03% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,198 $267K 0.02% -538 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,197 $267K 0.04% -179 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,194 $267K 0.08% -600 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,193 $267K 0.09% +320 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,192 $267K 0.06% -4 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,188 $266K 0.02% -647 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,173 $265K 0.05% +248 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,172 $265K 0.13% +100 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,168 $265K 0.2% -99 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,160 $264K 0.06% -602 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,154 $263K 0.22% +222 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,145 $263K 0.01% new 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,139 $262K 0.02% -2,965 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,134 $262K 0.05% -70 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,042 $262K 0.02% +38 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,120 $261K 0.01% -700 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,115 $260K 0.24% -1,225 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 3,100 $259K 0.09% -114 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,089 $258K 0.11% -375 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,089 $258K 0.02% -1,029 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,083 $258K 0.14% -145 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,070 $256K 0.01% -2,446 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,070 $256K 0.06% new 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 3,060 $256K 0.19% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,052 $255K 0.01% +268 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,047 $255K 0.06% -438 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,047 $255K 0.03% -1,531 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,045 $254K 0.03% -19 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,044 $254K 0.1% +2,431 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,037 $254K 0.01% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,035 $254K 0.12% +267 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,035 $254K 0.21% +13 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,032 $253K 0.01% -2,648 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,020 $252K 0.03% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,020 $252K 0.17% -1,769 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,001 $251K 0.25% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,000 $251K 0.24% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,000 $251K 0.05% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,860 $248K 0.02% -464 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 2,966 $248K 0.18% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,956 $247K 0.06% -136 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,955 $247K 0.1% -3 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,953 $247K 0.01% -76 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,953 $247K 0.13% -1,451 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,951 $246K <0.01% -3,086 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,555 $246K 0.03% +2,455 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,940 $246K 0.03% -7,200 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,936 $245K 0.06% +273 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,928 $245K 0.13% +142 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,927 $244K 0.14% +36 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 2,926 $244K 0.25% -1,324 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 2,917 $244K 0.1% +39 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,829 $243K 0.05% -181 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,908 $243K 0.04% -1,971 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,893 $242K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,889 $241K 0.02% new 13F-HR/A Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,887 $241K 0.11% +650 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,773 $241K 0.07% new 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,880 $241K 0.06% new 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 2,878 $240K 0.07% -2,378 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,875 $240K 0.09% +68 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,873 $240K 0.07% -16 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,872 $240K 0.01% -1,147 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,870 $240K 0.01% -110 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,858 $239K 0.07% new 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $238K 0.1% -2,849 13F-HR Timeline Amount filed as zero, left out of ratios. Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,845 $238K 0.03% +45 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,841 $237K 0.03% -66 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,838 $237K 0.08% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,825 $236K 0.04% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,796 $234K 0.02% +313 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,477 $233K 0.1% +4 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,781 $232K 0.04% -9 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,798 $232K 0.02% -2,793 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,765 $231K 0.01% +665 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,759 $230K 0.02% -1,796 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,757 $230K 0.1% +500 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,755 $230K 0.04% -363 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,753 $230K 0.09% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,751 $230K 0.07% -579 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,744 $229K <0.01% -284 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,981 $229K 0.07% +49 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,739 $229K 0.02% -4 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,725 $228K <0.01% +333 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 2,717 $227K 0.08% -3,733 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,712 $227K 0.01% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,710 $226K 0.11% -363 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 2,707 $226K 0.02% -395 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,706 $226K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,704 $226K 0.02% -3,384 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,688 $225K 0.1% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,691 $225K 0.09% -38 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,678 $224K 0.19% -398 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,677 $224K 0.01% -217 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,677 $224K 0.02% -960 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,663 $222K 0.03% -478 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,657 $222K 0.02% -209 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,652 $222K 0.01% 0 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,652 $222K 0.02% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,623 $221K 0.03% -60,185 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,648 $221K <0.01% -35 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,648 $221K 0.09% new 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,645 $221K 0.15% -20 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,639 $220K 0.02% -217 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 2,626 $219K 0.1% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,624 $219K 0.03% -285 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,614 $218K 0.05% -1,584 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,614 $218K 0.02% +1,262 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,505 $218K 0.02% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,258 $217K 0.2% -75 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,600 $217K 0.16% -74 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,598 $217K 0.04% +477 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,596 $217K <0.01% -3,294 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,590 $216K 0.1% new 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 2,588 $216K 0.1% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,584 $216K 0.02% -306 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 2,584 $216K 0.08% -45 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,581 $216K 0.01% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,575 $215K 0.07% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 2,571 $215K 0.05% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,571 $215K 0.03% +355 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,570 $215K 0.04% -106 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,569 $215K 0.05% -300 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,562 $214K 0.03% -95 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,558 $214K 0.02% +112 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,550 $213K 0.04% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,545 $213K 0.06% +12 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,543 $212K 0.02% -177 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,542 $212K 0.06% -113 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,539 $212K 0.11% +157 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,535 $212K 0.12% -300 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,533 $212K 0.2% -78 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,551 $211K 0.07% +90 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,466 $211K 0.02% -156 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,523 $211K 0.05% -293 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,525 $211K 0.01% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,522 $211K 0.01% +506 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,520 $210K 0.12% 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,515 $210K 0.13% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,514 $210K 0.02% -1,531 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,510 $210K 0.07% +459 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,505 $209K 0.04% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,501 $209K 0.01% -56 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,498 $209K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,482 $207K 0.02% -149 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,475 $207K 0.01% -1,181 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 2,472 $207K 0.01% -1,500 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,463 $206K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,456 $205K <0.01% -209 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,450 $205K 0.05% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,439 $204K 0.04% +190 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,437 $204K 0.1% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,435 $203K 0.11% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,435 $203K 0.03% +388 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,433 $203K 0.11% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,430 $203K 0.09% +364 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,425 $203K 0.05% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,404 $201K 0.04% +515 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 225 $199K 0.15% -1,522 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,300 $192K <0.01% -447 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,300 $192K 0.12% -45 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,247 $188K 0.01% +477 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,240 $187K 0.02% +590 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,232 $186K 0.01% -85 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,200 $184K 0.01% +618 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 2,147 $179K 0.09% +200 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,057 $172K 0.14% -1,820 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,038 $170K 0.13% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,028 $169K <0.01% -1,497 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,998 $167K 0.11% +72 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,886 $165K 0.02% -6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,967 $164K 0.02% -603 13F-HR Timeline