Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,110 $500K 0.09% -2,063 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,106 $499K 0.03% -12,202 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,072 $497K 0.16% -46 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 6,051 $495K 0.38% -41,419 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,014 $492K 0.06% +285 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,991 $490K 0.01% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 5,968 $488K 0.2% +2,061 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,890 $482K 0.1% -38 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,884 $481K 0.26% +189 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,848 $478K 0.18% +114 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,787 $473K 0.01% -4,433 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,715 $467K 0.02% -206,739 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,685 $465K 0.05% -773 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,673 $464K 0.01% -961 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 5,621 $460K 0.25% -340 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,612 $459K 0.05% -2,177 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,576 $456K 0.1% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 5,542 $453K 0.2% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,530 $452K 0.04% 0 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,529 $452K 0.25% +2,274 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 5,504 $450K 0.21% -1,459 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,485 $448K <0.01% -107 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,469 $447K 0.07% -249 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,392 $441K 0.27% -773 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,375 $439K 0.02% -2,859 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,350 $437K 0.08% -98 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,315 $435K 0.57% +1,102 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,305 $434K 0.03% +22 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,292 $433K 0.04% +170 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 5,234 $428K 0.63% -1,117 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,226 $427K 0.02% -1,964 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,223 $427K 0.28% -270 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,218 $427K 0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,206 $426K 0.14% +207 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 5,202 $425K 0.28% -4,744 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,188 $423K <0.01% -1,412 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,112 $418K 0.25% -423 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,050 $413K <0.01% +135 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,005 $409K 0.52% new 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,000 $409K 0.07% +720 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,902 $401K 0.09% -1,035 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,804 $393K 0.13% -85 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,798 $392K <0.01% -1,571 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,790 $392K <0.01% +673 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,765 $390K 0.11% +250 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,835 $388K 0.27% +499 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,744 $388K 0.07% -2,626 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,733 $387K 0.05% +2,382 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,734 $387K 0.03% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,727 $386K 0.15% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4,711 $385K 0.33% +34 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,711 $385K 0.03% +34 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,708 $385K 0.16% +35 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,625 $378K 0.03% -41 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,564 $373K 0.06% +22 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,557 $373K 0.31% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,537 $371K 0.02% -39 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,521 $370K 0.01% +529 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,511 $369K 0.03% -220 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,508 $369K 0.01% +1,201 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,447 $364K 0.03% -825 13F-HR/A Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,395 $359K 0.01% +500 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,393 $359K 0.07% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 4,386 $359K 0.05% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,385 $359K 0.04% +285 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,421 $358K 0.05% +38 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 4,367 $357K 0.04% -6,700 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,357 $356K 0.02% +24 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,350 $356K 0.03% +13 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,344 $355K 0.32% +8 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,298 $351K 0.28% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 4,273 $349K 0.13% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 4,330 $349K 0.08% -114,747 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,264 $349K 0.08% +120 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 4,256 $348K 0.48% +635 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,248 $347K 0.04% +422 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,246 $347K 0.02% -30 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,271 $347K 0.19% +125 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,241 $347K 0.04% +227 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,233 $346K 0.04% new 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,213 $344K 0.13% +47 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,169 $341K 0.02% -569 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,168 $341K <0.01% -300 13F-HR Timeline Group McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 4,130 $338K 0.22% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 4,123 $337K 0.03% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,121 $337K 0.07% +30 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,119 $337K 0.01% 0 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,115 $336K 0.08% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,113 $336K <0.01% +306 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 4,113 $336K 0.03% -8,318 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,084 $334K 0.03% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 4,072 $333K 0.05% -25 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,069 $332K 0.03% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,060 $332K <0.01% -1,800 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,057 $332K 0.01% +26 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,056 $332K 0.12% +67 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,038 $330K 0.22% +450 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,035 $330K 0.09% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,025 $329K 0.19% -323 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $328K 0.12% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 4,008 $328K 0.19% +29 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,006 $328K 0.16% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,980 $325K 0.03% +38 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,957 $324K 0.11% -3 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,931 $321K 0.04% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,849 $315K 0.01% +36 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 3,828 $313K 0.23% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,826 $313K 0.06% +601 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,800 $311K 0.3% +13 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,769 $308K 0.07% 0 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,750 $307K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,750 $307K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,689 $302K 0.04% +26 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,667 $300K 0.13% +245 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,659 $299K 0.01% -3,865 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,647 $298K 0.01% -74 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 3,609 $295K 0.21% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,608 $295K 0.03% +271 13F-HR/A Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,601 $294K 0.02% 0 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,600 $294K 0.16% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,649 $293K 0.1% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,588 $292K 0.12% +532 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,573 $292K 0.01% -24 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 3,561 $291K 0.23% +15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,543 $290K 0.02% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,518 $288K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,500 $286K 0.04% +160 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,521 $286K 0.01% -2,239 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,441 $281K 0.37% -305 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,439 $281K 0.08% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,426 $280K 0.3% -94 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,427 $280K 0.07% +10 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,420 $280K 0.14% -1,600 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 3,506 $279K 0.23% -1,294 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,402 $278K 0.08% +41 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,395 $278K <0.01% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,382 $277K <0.01% new 13F-HR/A Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,375 $276K 0.03% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,368 $275K 0.02% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,365 $275K 0.15% +3,265 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 3,328 $272K 0.53% -215 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,306 $270K 0.01% -5,451 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,288 $269K 0.06% -134 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,274 $268K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,274 $268K 0.01% -364 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,269 $267K 0.06% +3 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,237 $265K 0.11% +122 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,227 $264K 0.11% +28 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,259 $263K 0.01% -42 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,200 $262K 0.02% +69 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,198 $261K <0.01% +214 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,185 $261K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,187 $261K <0.01% -7,528 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,155 $258K 0.01% +11 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 3,140 $257K 0.14% -83 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 3,126 $256K 0.22% +23 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,125 $255K 0.17% -541 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,098 $253K 0.07% +8 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 3,091 $253K 0.17% +124 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,070 $251K 0.02% -1,110 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 3,069 $251K 0.03% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,009 $246K 0.13% +22 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,004 $246K 0.01% +2,472 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,992 $245K 0.03% -8 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 2,986 $242K 0.04% -4,034 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,952 $241K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,942 $241K 0.04% -16 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 2,939 $240K 0.02% -98 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,932 $240K 0.03% -519 13F-HR/A Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,922 $239K 0.01% +345 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,918 $239K 0.02% +3 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 2,912 $238K 0.12% +21 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,911 $238K 0.02% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 2,900 $237K 0.24% +1,550 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,893 $237K 0.01% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,876 $235K 0.07% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,869 $235K 0.04% +5 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,836 $232K 0.02% +133 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,823 $231K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,819 $230K 0.08% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,794 $228K 0.04% -7,371 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,786 $228K 0.05% -447 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,785 $228K 0.06% +1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,761 $226K 0.01% 0 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,745 $224K 0.05% new 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,809 $223K 0.01% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,721 $222K <0.01% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,707 $221K 0.05% -200 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,702 $221K 0.03% +1,269 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,673 $219K 0.21% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,668 $218K 0.05% -1,355 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,641 $216K 0.05% -568 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,636 $216K 0.04% -181 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,627 $215K 0.15% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,617 $214K 0.02% -190 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,610 $213K <0.01% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,608 $213K 0.05% new 13F-HR/A Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,602 $213K 0.13% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,593 $212K <0.01% -522 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,578 $211K 0.08% 0 13F-HR Timeline