Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 500 $405K <0.01% 0 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 500 $405K 0.09% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 500 $405K 0.09% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 500 $405K 0.32% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 499 $404K 0.01% -33 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 499 $404K 0.21% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 498 $403K 0.01% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 497 $402K 0.26% 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 425 $399K 0.09% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 490 $396K 0.13% +15 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 490 $396K 0.02% -3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 487 $394K 0.02% +13 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 485 $393K 0.01% 0 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 484 $392K 0.43% 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 479 $388K 0.02% 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 476 $385K 0.37% 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 475 $384K 0.01% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 470 $380K 0.25% +120 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 470 $380K 0.2% +180 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 467 $378K 0.05% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 467 $378K 0.01% 0 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 460 $372K 0.25% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 460 $372K 0.08% -187 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 474 $370K 0.04% -9 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 456 $369K 0.12% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 455 $368K 0.12% -2 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 453 $367K 0.03% +10 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 452 $366K 0.03% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 452 $366K 0.12% -32 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 449 $363K <0.01% -2 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 449 $363K 0.02% -62 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 447 $362K 0.09% -3 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 442 $358K 0 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 440 $356K 0.01% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 407 $354K 0.34% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 436 $353K 0.18% -2 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 435 $352K 0.04% +1 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 434 $351K 0.12% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 433 $350K 0.04% -7 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 433 $350K 0.13% +23 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 432 $350K 0.02% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 430 $348K 0.26% -11 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 377 $347K 0.08% +43 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 428 $346K 0.26% 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 428 $346K 0.04% -38 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 428 $345K 0.03% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 426 $345K 0.05% +39 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 425 $344K 0.09% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 424 $344K 0.01% -13 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 424 $343K 0.14% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 423 $342K 0.03% -214 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 422 $342K 0.22% 0 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 422 $342K 0.04% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 420 $340K 0.13% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 420 $340K 0.2% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 418 $338K 0.12% +33 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 417 $338K 0.02% -37 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 416 $337K 0.08% +6 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 415 $336K 0.04% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 410 $332K 0.04% -77 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 410 $332K 0.15% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 408 $330K 0.05% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 408 $330K 0.14% -2,212 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 408 $330K 0.01% +52 13F-HR Timeline Group Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 404 $327K 0.22% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 403 $326K 0.08% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 400 $324K 0.16% +150 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 400 $324K 0.01% -20 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 399 $323K 0.03% +7 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 398 $322K 0.21% +5 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 397 $321K <0.01% +2 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 396 $321K 0.1% +15 13F-HR Timeline DeDora Capital, Inc. 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Safra Sarasin Holding AG 387 $313K 0.01% +111 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 386 $312K 0.06% new 13F-HR Timeline HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 385 $312K 0.12% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 384 $311K <0.01% +73 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 383 $310K 0.13% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 382 $309K 0.11% 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 381 $308K 0.02% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 377 $305K 0.02% 0 13F-HR Timeline Group Twin Tree Management, LP More: the full row for Twin Tree Management, LP 377 $305K 0.03% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 377 $305K 0.25% 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 375 $303K 0.03% -200 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 374 $303K 0.04% +1 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 373 $302K 0.06% +26 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 372 $301K 0.1% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 371 $301K 0.01% +37 13F-HR Timeline Bell Bank More: the full row for Bell Bank 371 $300K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 371 $300K 0.01% +156 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 371 $300K 0.02% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 371 $300K 0.11% -1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 371 $300K 0.11% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 371 $300K 0.16% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 370 $299K 0.03% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 369 $299K 0.03% -22 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 368 $298K 0.03% +1 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 424 $298K 0.01% -5 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 368 $298K 0.02% +9 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 367 $297K <0.01% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 367 $297K 0.16% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 365 $295K 0.18% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 364 $295K 0.02% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 364 $295K 0.04% +68 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 364 $295K 0.11% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 363 $294K 0.02% -7 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 362 $293K 0.02% -57 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 361 $292K 0.1% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 361 $292K 0.21% +1 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 361 $292K 0.01% -69 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 361 $292K 0.02% +19 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 360 $291K 0.07% -240 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 358 $290K 0.02% +121 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 355 $287K 0.13% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 355 $287K 0.05% -18 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 353 $286K 0.02% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 353 $286K 0.03% +40 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 352 $285K 0.08% +78 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 352 $284K <0.01% -603 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 350 $283K 0.04% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 350 $283K 0.1% 0 13F-HR/A Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 348 $282K 0.03% 0 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 348 $281K 0.14% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 346 $280K 0.04% -56 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 346 $280K 0.24% 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 345 $279K 0.19% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 342 $277K 0.01% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 341 $276K 0.03% +21 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 338 $274K 0.05% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 336 $273K 0.08% 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 336 $272K <0.01% -27 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 335 $271K <0.01% +21 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 335 $271K 0.04% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 334 $270K 0.02% -25 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 334 $270K 0.13% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 334 $270K 0.09% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 332 $269K 0.04% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 332 $269K 0.14% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 331 $268K 0.04% +7 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 330 $267K 0.01% +30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 329 $266K <0.01% +15 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 329 $266K 0.02% +6 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 329 $266K 0.1% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 328 $266K 0.21% -8 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 328 $265K 0.03% -7 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 327 $265K 0.21% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 327 $265K 0.01% +102 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 325 $263K 0.02% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 325 $263K 0.11% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 324 $262K 0.07% +1 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 322 $261K 0.19% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 322 $260K 0.04% +12 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 320 $259K 0.06% +15 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 320 $259K 0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 319 $258K 0.03% +18 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 318 $257K <0.01% new 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 317 $257K 0.07% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 310 $251K 0.03% -4 13F-HR Timeline Group ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 309 $250K 0.07% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 309 $250K 0.03% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 308 $249K 0.02% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 308 $249K 0.05% +5 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 305 $247K 0.24% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 304 $246K 0.03% -30 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 304 $246K 0.01% 0 13F-HR/A Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 303 $245K 0.02% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 303 $245K 0.06% -19 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 303 $245K 0.21% 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 302 $245K 0.18% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 301 $244K 0.06% 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 300 $243K 0.09% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 300 $243K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 300 $243K 0.06% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 300 $243K 0.05% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 298 $241K 0.01% +20 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 297 $240K 0.04% -242 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 296 $240K 0.01% -685 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 296 $240K 0.01% -4 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 296 $240K 0.07% 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 294 $238K 0.03% +2 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 291 $236K 0.01% -594 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 291 $236K 0.14% +5 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 302 $235K 0.08% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 290 $235K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 289 $234K 0.01% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 288 $233K 0.04% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 288 $233K 0.07% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 289 $233K <0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 287 $232K 0.01% +54 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 287 $232K 0.03% +107 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 282 $228K 0.01% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 282 $228K 0.08% +7 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 281 $227K 0.06% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 281 $227K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 280 $227K 0.11% -194 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 280 $227K 0.04% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 279 $226K 0.01% -30 13F-HR Timeline