Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 74,976 $4.49M 0.3% -681 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 73,739 $4.49M 1.02% +622 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 74,631 $4.47M 0.1% +9,074 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 74,572 $4.47M 0.63% +36,032 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 74,514 $4.46M 0.13% +126 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 74,384 $4.46M 0.15% +14,603 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 73,586 $4.41M 0.09% +53,648 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 73,323 $4.39M 0.41% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 73,233 $4.39M 1.24% +12 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 73,189 $4.38M 1.85% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 71,845 $4.38M 1.33% +9,897 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 72,965 $4.37M 2.43% -1,758 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 72,839 $4.36M 0.18% +14,086 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 72,835 $4.36M 2.1% -351 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 72,657 $4.35M 0.02% +3,024 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 72,503 $4.34M 0.26% +2 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 72,488 $4.34M 0.74% +57,172 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 72,364 $4.34M 1.13% +3,111 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 72,324 $4.33M <0.01% +54,292 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 72,091 $4.32M 0.49% +1,343 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 72,015 $4.32M 0.89% -15 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 71,851 $4.31M 0.5% -61 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 71,609 $4.29M 0.23% -2,548 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 71,563 $4.29M 1.94% +3,759 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 71,192 $4.27M 1.6% +4,718 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 70,994 $4.25M 2.1% -160 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 70,800 $4.24M 1.71% 0 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 70,408 $4.22M 0.7% +13,505 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 70,368 $4.22M 0.29% +69,531 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 70,266 $4.21M 1.85% +199 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 70,204 $4.21M 1.6% -560 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 70,196 $4.21M 2.6% +362 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 70,095 $4.2M 2.1% -4,363 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 70,001 $4.19M 0.13% +4,291 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 69,960 $4.19M 0.01% +11,000 13F-HR Timeline Group Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 69,654 $4.17M 1.64% -13,596 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 69,405 $4.16M 1.43% -2,994 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 69,112 $4.14M 0.32% -365 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 69,079 $4.14M 0.38% +262 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 69,061 $4.14M 0.95% -367 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 68,928 $4.13M 0.43% 0 13F-HR Timeline Group Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 68,788 $4.12M 2.86% -397 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 68,401 $4.1M 1.1% +1,282 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 68,392 $4.1M 3.79% -187 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 68,364 $4.1M 2.19% -31,149 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 68,320 $4.09M 0.92% +4,274 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 67,932 $4.07M 2.57% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 67,532 $4.05M 0.07% -9,938 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 67,164 $4.02M 0.1% +1,411 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 66,972 $4.01M 1.31% +5,049 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 66,843 $4.01M 0.27% -2,586 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 66,820 $4M 1% -3,432 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 66,635 $3.99M 2.77% -2,329 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 66,513 $3.99M 1.34% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 66,414 $3.98M 0.4% -105 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 66,216 $3.97M 0.38% +288 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 66,120 $3.96M 1.02% -59 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 65,720 $3.94M 0.72% +122 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 65,583 $3.93M 2.22% -509 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 65,535 $3.93M 3.15% +290 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 64,973 $3.89M 3.33% +546 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 64,675 $3.88M 0.21% -1,119 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 64,485 $3.86M 0.09% -13,760 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 64,360 $3.86M 3.42% -659 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 63,894 $3.83M 1.1% +8,721 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 63,361 $3.8M 0.13% +1,208 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 63,339 $3.8M 0.38% +47,497 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 63,102 $3.78M 1.02% +281 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 63,051 $3.78M <0.01% -24,634 13F-HR Timeline Group CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 63,049 $3.78M 1.16% +4,747 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 62,780 $3.76M 0.23% -14,595 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 62,666 $3.75M 2.56% -5,145 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 62,626 $3.75M 0.64% +169 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 62,296 $3.73M 0.17% -22,801 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 62,095 $3.72M 0.05% -4,884 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 62,032 $3.72M 1.27% -99 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 61,836 $3.71M 0.57% -1,590 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 61,816 $3.7M 0.23% +3,282 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 61,615 $3.69M 0.44% +7,790 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 61,605 $3.69M 1.34% -4,956 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 60,905 $3.65M 0.88% +579 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 60,753 $3.64M 0.51% -1,290 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 60,606 $3.63M 1.84% +7,227 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 60,221 $3.61M 1.31% -1,186 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 59,896 $3.59M 0.19% +3,732 13F-HR Timeline Group Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 59,502 $3.57M 1.8% -313 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 59,488 $3.56M 0.27% -8 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 58,728 $3.52M 1.31% -1,378 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 58,582 $3.51M 1.58% +1,511 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 58,561 $3.51M 0.28% +4,145 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 58,519 $3.51M 0.49% 0 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 58,457 $3.5M 0.26% -1,852 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 58,433 $3.5M 2.74% -1,782 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 58,236 $3.49M 1.16% -283 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 58,086 $3.48M 0.17% +202 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 58,055 $3.48M 1.46% +14 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 57,747 $3.46M 1.92% +2,309 13F-HR Timeline ARIEL INVESTMENTS, LLC More: the full row for ARIEL INVESTMENTS, LLC 57,510 $3.45M 0.04% -188,029 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 57,400 $3.44M 0.14% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 57,213 $3.43M 0.68% +33,796 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 57,182 $3.43M 0.19% +1,621 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 56,999 $3.42M 2.85% +9 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 56,778 $3.4M 0.06% -1,070 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 56,561 $3.39M 0.73% +4,680 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 56,518 $3.39M 0.77% -1,362 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 56,480 $3.38M 0.9% -310 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 56,475 $3.38M 1.07% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 56,289 $3.37M 2.07% -5,287 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 56,219 $3.37M 0.61% +14,601 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 56,153 $3.36M 0.14% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 56,059 $3.36M 0.5% -27,012 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 55,895 $3.35M 1.26% +773 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 55,579 $3.33M 1.83% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 55,496 $3.33M 0.46% -315 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 55,389 $3.32M 0.28% +144 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 55,385 $3.32M 0.06% -761 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 55,159 $3.31M 0.98% +12,267 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 54,882 $3.29M 1.38% -1,587 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 54,739 $3.28M 2.27% +1,721 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 54,691 $3.28M 0.02% +3,375 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 54,045 $3.24M 3.2% -3,562 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 53,967 $3.23M 1.9% +1,480 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 53,895 $3.23M 0.32% +120 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 53,877 $3.23M 0.86% +1,566 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 53,551 $3.21M 0.22% 0 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 53,231 $3.19M 2.53% +35,444 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 53,131 $3.18M 0.14% +889 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 52,776 $3.16M 1.7% +40,957 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 52,742 $3.16M 2.71% -6,271 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 52,672 $3.16M 0.28% +2,913 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 52,644 $3.15M 0.43% -48,844 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 52,651 $3.15M 1.33% +11,366 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 52,559 $3.15M 0.17% +731 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 52,485 $3.14M 0.3% +2,204 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 52,463 $3.14M 1.13% -3,497 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 52,366 $3.14M 0.13% +32,354 13F-HR/A Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 51,935 $3.11M 0.48% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 51,898 $3.11M 1.23% -1,788 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 51,826 $3.11M 0.17% +1,313 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 51,722 $3.1M 2.72% +47 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 51,823 $3.09M 1.18% -11 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 51,406 $3.08M 0.45% -230 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 51,135 $3.06M 0.2% +1,473 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 51,118 $3.06M 1.01% +181 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 51,108 $3.06M 2.73% -7,480 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 50,917 $3.05M 1.48% +216 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 50,793 $3.04M 1.17% +3,338 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 59,805 $3.04M 0.25% -499 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 50,712 $3.04M 0.39% -55,096 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 50,586 $3.03M 1.26% +204 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 49,912 $2.99M 0.02% +398 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 49,664 $2.98M 0.1% +8,370 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 49,344 $2.96M 1.25% +448 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 49,320 $2.96M 0.42% -186 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 49,320 $2.96M 0.2% -15 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 47,896 $2.95M 0.17% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 49,270 $2.95M 0.6% +324 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 49,228 $2.95M 0.86% -126 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 49,220 $2.95M 1.77% +8,123 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 49,094 $2.94M 0.04% -525 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 48,959 $2.93M 0.99% -168 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 48,840 $2.93M 0.23% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 48,834 $2.93M 1.92% -30,169 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 48,669 $2.92M 0.17% +1,409 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 48,383 $2.9M 1.6% +3,441 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 48,377 $2.9M 0.09% +5,808 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 48,354 $2.9M 3.5% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 48,198 $2.89M 0.46% -2,287 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 48,023 $2.88M 1.23% +228 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 48,018 $2.88M 0.11% +1,325 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 48,000 $2.88M 0.36% 0 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 47,817 $2.87M 0.92% +836 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 47,817 $2.87M 1.13% +20,009 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 46,980 $2.82M 1.55% -1,210 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 46,709 $2.8M 0.42% +2,160 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 46,555 $2.79M 0.33% -2,832 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 46,402 $2.78M 0.08% -3,736 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 46,374 $2.78M 0.27% +2,734 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 46,359 $2.78M 0.88% -2,791 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 45,184 $2.77M 0.72% +11,488 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 46,077 $2.76M 0.24% +1,097 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 46,073 $2.76M 1.18% +8,205 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 46,067 $2.76M 2.37% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 45,948 $2.75M 0.1% +38,718 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 45,827 $2.75M 0.33% -133 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 45,701 $2.74M 1.63% +195 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 45,589 $2.73M 0.47% +3,166 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 45,575 $2.73M 0.64% +535 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 45,532 $2.73M 0.22% +3,973 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 45,519 $2.73M 1.66% +611 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 45,301 $2.71M 2.03% +8,255 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 45,222 $2.71M 0.74% +3,111 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 44,936 $2.69M 1.67% -221 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 44,926 $2.69M 0.09% -1,970 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 44,908 $2.69M 0.84% -117 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 44,877 $2.69M 0.24% -3,706 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 44,809 $2.68M 0.32% +1,258 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 44,767 $2.68M -25,956 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 44,743 $2.68M 0.02% -209 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 44,736 $2.68M <0.01% -2,550 13F-HR/A Timeline Group