LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,675 $529K 0.07% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 6,667 $528K 0.29% +423 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,650 $527K 0.05% -5,882 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 6,638 $526K 0.22% -213 13F-HR Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 6,607 $524K 0.45% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,576 $521K 0.04% +2,857 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,575 $521K 0.03% -2,437 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 6,575 $521K 0.45% +124 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,494 $520K 0.08% -94 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,474 $513K 0.04% +1,076 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 6,472 $513K 0.2% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,422 $509K 0.44% new 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 6,316 $501K +2,688 Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 6,297 $499K 0.22% +776 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,231 $494K 0.19% -475 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 6,209 $492K 0.04% +9 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,188 $490K 0.03% +202 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,184 $490K 0.04% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 6,134 $486K 0.3% -1,098 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,133 $486K 0.05% +424 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,131 $486K 0.04% -2,847 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,081 $482K 0.33% +2,731 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 6,064 $481K 0.02% -1,016 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 6,061 $480K 0.34% -741 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,033 $478K 0.01% +2,449 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,032 $478K 0.02% +131 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 6,030 $478K 0.24% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,008 $476K 0.01% new 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,982 $474K 0.02% -1,015 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,960 $472K 0.07% +27 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 5,884 $466K 0.16% -19 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,879 $466K 0.07% +996 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,862 $465K 0.1% +2,237 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 5,848 $464K 0.02% +42 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,835 $463K 0.01% +1,160 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,781 $458K 0.2% -128 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,721 $454K 0.06% -420 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,722 $454K <0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,716 $453K 0.02% -19 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5,693 $451K 0.11% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Security Financial Services, INC. 5,619 $445K 0.07% +349 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,615 $445K <0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,614 $445K 0.01% -31 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 5,595 $444K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,576 $442K 0.01% -22 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 5,538 $439K 0.08% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,407 $429K 0.11% -38 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,376 $426K 0.08% +30 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,355 $424K 0.03% +590 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 5,352 $424K 0.4% +34 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,333 $423K 0.01% -1,446 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,298 $420K 0.29% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 5,289 $419K 0.41% +407 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,283 $419K 0.07% +996 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 5,250 $416K 0.19% +6 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,267 $416K 0.11% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,200 $413K 0.27% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,191 $411K 0.02% +115 13F-HR Timeline Anson Capital, Inc. 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P. 4,825 $382K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,821 $382K 0.07% +2,106 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,816 $382K 0.03% +33 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,795 $380K 0.06% -153 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,785 $379K 0.08% -29 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,775 $379K 0.15% 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,774 $378K 0.31% 0 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 4,734 $378K 0.35% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,758 $377K 0.03% -1,676 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,742 $376K 0.02% +917 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4,741 $376K 0.22% +2 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,739 $376K 0.01% +225 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 4,734 $375K 0.29% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,733 $375K 0.07% +13 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,725 $375K 0.07% -79 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,703 $373K 0.23% -105 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,683 $371K 0.16% -130 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4,677 $371K 0.19% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,675 $371K 0.06% +34 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,649 $369K 0.03% +1,793 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,647 $368K 0.04% +683 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,631 $367K 0.11% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,628 $367K 0.06% +8 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,617 $366K 0.02% +18 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 4,607 $365K 0.28% -121 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 4,601 $365K 0.14% -12 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 4,598 $365K 0.1% -142 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,578 $363K 0.19% +1,669 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 4,562 $362K 1.3% -111 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,555 $361K 0.22% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,536 $359K 0.07% -806 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,454 $353K 0.15% -124 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,452 $353K 0.05% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,400 $349K 0.24% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,396 $348K 0.05% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,396 $348K 0.07% -482 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 4,395 $348K 0.06% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,393 $348K 0.03% -448 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,351 $345K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,332 $343K 0.05% -21 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,329 $343K 0.02% -286 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,308 $342K 0.1% +23 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,304 $341K 0.04% -365 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 4,311 $341K 0.38% -1,328 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,294 $340K 0.02% -584 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,250 $337K 0.18% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,233 $336K 0.14% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,215 $334K 0.01% -356 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,215 $334K 0.03% +825 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,213 $334K 0.04% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,223 $334K 0.02% +2,450 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,169 $330K 0.14% +32 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,152 $329K 0.04% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,141 $328K 0.04% +99 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 4,133 $328K 0.05% +649 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,131 $327K 0.18% +605 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,126 $327K 0.11% +1 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,108 $326K 0.01% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,103 $325K 0.13% -13 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,071 $323K 0.15% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,056 $322K 0.01% +122 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 4,034 $320K 0.11% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 4,028 $319K <0.01% 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,014 $318K 0.23% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,008 $318K 0.1% +198 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,000 $317K 0.14% 0 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 3,956 $314K 0.24% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,949 $313K 0.04% +7 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,945 $313K 0.01% -2,431 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,942 $312K 0.01% -221 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,900 $309K 0.03% -940 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,885 $308K 0.01% +24 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,875 $307K 0.14% +234 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,859 $306K 0.04% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,858 $306K 0.02% new 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,850 $305K 0.16% 0 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,827 $303K 0.02% 0 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 3,809 $302K 0.16% +3,132 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,798 $301K <0.01% -924 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,795 $301K 0.04% +418 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,770 $299K 0.03% -549 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,766 $299K 0.06% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,764 $297K 0.01% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,749 $297K 0.2% -195 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,719 $295K <0.01% new 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 3,711 $294K 0.08% -31 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,666 $291K 0.02% -349 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,671 $291K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,668 $291K 0.02% -4,116 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,661 $290K 0.12% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,646 $289K <0.01% +113 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,632 $288K 0.12% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,623 $287K 0.05% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,610 $286K 0.07% -5,248 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 3,597 $285K 0.15% +647 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,592 $285K 0.03% -245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CERTUITY, LLC More: the full row for CERTUITY, LLC 3,581 $284K 0.02% -129 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,577 $284K 0.03% -1,541 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,526 $279K 0.01% +169 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 3,507 $278K 0.26% +365 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,487 $276K 0.03% -19 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,472 $275K 0.09% +3,270 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,457 $274K 0.01% new 13F-HR Timeline Group Strid Group, LLC More: the full row for Strid Group, LLC 3,452 $274K 0.03% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,438 $273K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,372 $267K 0.03% -1,200 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,364 $267K 0.03% -88 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,330 $264K 0.04% +3,157 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,315 $263K 0.13% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,300 $262K 0.06% +20 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,299 $262K 0.02% +23 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,297 $261K 0.03% +19 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,256 $258K 0.01% -59 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 3,256 $258K 0.13% -57 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,254 $258K 0.01% -796 13F-HR/A Timeline