Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,535 $738K 0.08% +3 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,519 $736K 0.02% +50 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,504 $733K 0.09% +513 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,489 $731K 0.1% +62 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,475 $728K 0.02% -71 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,459 $726K 0.04% -243 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,439 $723K 0.08% +40 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,433 $721K 0.06% 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,395 $715K 0.4% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,368 $715K 0.05% +676 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,384 $714K 0.02% +48 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,373 $712K 0.17% -608 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,359 $710K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,356 $709K 0.04% -55 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,354 $709K 0.01% +1,975 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,341 $707K 0.23% -563 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,338 $706K 0.02% -468 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,335 $706K 0.17% -34 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,285 $698K 0.02% +5 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,276 $696K 0.02% -484 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,258 $693K 0.04% -187 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,253 $692K 0.05% -131 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4,249 $692K 0.03% +2,037 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,240 $690K 0.02% +222 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,169 $687K 0.01% +118 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,219 $687K 0.36% 0 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 4,166 $687K new Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,200 $684K 0.08% 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 4,172 $679K 2.5% -1,262 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,143 $674K 0.03% +619 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 4,132 $673K 0.09% -236 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,132 $673K 0.11% 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,118 $670K 0.05% +400 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,106 $668K 0.01% +316 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,100 $667K 0.21% -75 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,098 $667K 0.18% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,098 $667K 0.04% +72 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,086 $665K 0.07% +126 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,071 $663K 0.02% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,067 $662K 0.2% -630 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,021 $655K 0.05% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,013 $653K 0.26% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,010 $653K 0.03% -199 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,005 $652K 0.16% +5 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 4,000 $651K 0.34% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,985 $649K 0.21% +37 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,983 $648K 0.17% +5 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,982 $648K 0.02% +98 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,962 $645K 0.01% +213 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,958 $644K 0.07% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,945 $642K 0.03% +117 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,930 $640K 0.13% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,920 $638K 0.18% +145 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,909 $636K 0.1% +54 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,891 $633K 0.04% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,887 $633K <0.01% -12,157 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,884 $632K 0.24% -11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,869 $630K 0.05% +126 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,844 $626K 0.03% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,128 $624K 0.38% +28 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 3,825 $623K 0.22% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,815 $621K 0.07% -58 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,802 $619K 0.01% -6,515 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,801 $619K 0.03% +930 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,797 $618K 0.09% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,789 $617K +1,943 Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,778 $615K 0.01% +195 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 3,777 $615K 0.6% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,775 $615K 0.07% +1,247 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,739 $609K 0.02% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,736 $608K 0.01% -229 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,731 $607K 0.35% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,719 $605K 0.08% -93 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,651 $594K 0.01% +1,164 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,645 $593K 0.01% +405 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,638 $592K 0.22% -48 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,630 $591K 0.02% -151 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,612 $588K 0.01% -101 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,585 $584K 0.09% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,555 $579K 0.14% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,555 $579K 0.34% -87 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,551 $578K 0.02% -1,337 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,532 $575K 0.02% -95 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,483 $567K 0.02% +1,158 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,477 $566K 0.14% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,477 $566K 0.01% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,450 $562K 0.06% +16 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,446 $561K 0.07% +66 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,443 $561K 0.05% +5 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,439 $560K 0.14% +1 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,435 $559K 0.2% -37 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,434 $559K 0.31% -16 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,427 $558K 0.01% -84 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,412 $555K 0.22% new 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 3,400 $553K 0.38% -112 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,396 $553K 0.03% -96 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,386 $551K 0.08% +3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,378 $550K 0.05% -3 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,375 $549K 0.52% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,366 $548K 0.05% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,355 $546K 0.06% -246 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,354 $546K 0.05% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,347 $545K 0.02% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,346 $545K 0.2% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,328 $542K 0.02% +54 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,312 $539K 0.07% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,300 $537K 0.12% +100 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,260 $531K 0.1% -2 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,260 $531K 0.54% -25 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,246 $528K 0.41% +191 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,239 $527K 0.42% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,233 $526K 0.1% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,231 $526K 0.2% -417 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,227 $525K 0.04% -836 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 3,169 $516K 0.27% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,159 $514K 0.03% -85 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 3,145 $512K 0.38% +145 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,142 $511K 0.01% new 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 3,135 $510K 0.21% +12 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,133 $510K 0.11% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,123 $508K 0.07% -262 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,802 $505K 0.11% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,067 $499K 0.36% -401 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,045 $496K 0.15% 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,038 $495K <0.01% -752 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,003 $489K 0.06% +1,226 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,000 $488K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,000 $488K 0.01% +493 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,981 $485K 0.4% -124 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,976 $484K <0.01% +351 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,928 $483K 0.01% +86 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,676 $482K 0.04% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,960 $482K 0.08% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,959 $482K 0.46% 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,958 $482K 0.01% +1,112 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,954 $481K 0.07% -68 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,950 $480K 0.01% -25 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,945 $479K 0.08% +62 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,892 $479K 0.23% -112 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,942 $479K 0.03% +157 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,930 $477K 0.32% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,920 $475K 0.01% -62 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 2,903 $473K 0.38% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,876 $468K 0.04% -8 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,345 $468K 0.21% -4 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,873 $468K 0.03% +22 13F-HR Timeline Group Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,857 $465K 0.18% -77 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,856 $465K +78 Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,840 $462K 0.11% +340 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,838 $462K 0.08% -405 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,815 $458K 0.02% +78 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,815 $458K 0.08% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,811 $458K <0.01% new 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,810 $457K 0.21% -1,041 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,813 $457K 0.27% +9 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,807 $457K 0.02% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,802 $456K 0.05% +273 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,800 $456K 0.04% 0 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,355 $453K 0.39% +19 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,779 $452K 0.03% +11 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,657 $452K 0.12% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,758 $449K 0.02% +72 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,700 $447K 0.02% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,744 $447K 0.01% -16,409 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,735 $445K 0.1% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,730 $444K 0.01% -61 13F-HR/A Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,713 $442K 0.05% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,709 $441K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,708 $441K 0.07% +17 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,706 $441K 0.01% -1,399 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,705 $440K 0.21% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,391 $440K 0.15% +11 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 2,700 $440K 0.02% -1,250 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,700 $440K 0.12% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,692 $438K 0.24% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,687 $437K 0.25% 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,673 $435K 0.42% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,665 $434K 0.18% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,654 $432K 0.12% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,650 $431K 0.12% -21 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,648 $431K 0.03% +45 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,646 $431K 0.05% +11 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,631 $428K 0.1% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,630 $428K 0.22% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,627 $428K <0.01% +92 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,620 $427K 0.01% -536 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,612 $425K 0.09% 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,605 $424K 0.02% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,602 $424K 0.14% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,601 $423K 0.01% 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,599 $423K <0.01% +524 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,581 $420K 0.04% -4 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,575 $419K 0.05% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,574 $419K 0.16% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,573 $419K 0.03% +76 13F-HR/A Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,572 $419K 0.05% -171 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,562 $417K 0.06% +68 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,560 $417K 0.03% +136 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,542 $414K 0.05% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,515 $409K 0.24% -65 13F-HR Timeline