First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,950 $768K 0.01% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,936 $765K 0.21% -1,000 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,930 $763K 0.46% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,923 $761K 0.08% -150 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,911 $758K 0.15% +1,551 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 2,906 $757K 0.47% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,896 $754K 0.04% +616 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,193 $752K 0.47% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,887 $752K 0.01% +841 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,874 $749K 0.25% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,888 $748K 0.04% +235 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,850 $742K 0.01% -3 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,843 $740K 0.06% -782 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,746 $740K 0.32% +311 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,840 $740K 0.17% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,815 $733K 0.01% +16 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,810 $732K 0.13% +72 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,800 $729K 0.25% +454 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 2,800 $729K 0.07% -2,004 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,800 $729K 0.06% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,797 $728K 0.36% -277 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,773 $722K 0.09% -145 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 2,756 $718K 0.22% -1,221 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,742 $714K 0.08% +200 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,650 $714K 0.04% -1,842 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,739 $713K 0.22% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,735 $712K 0.14% 0 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 2,733 $712K 0.09% +12 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,723 $709K 0.03% +18 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,722 $709K 0.04% +627 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,713 $707K 0.24% -35 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,711 $706K 0.06% +560 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,708 $705K 0.19% -1,117 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,708 $705K 0.02% -317 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,707 $705K 0.01% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,706 $705K 0.15% +6 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,705 $705K 0.09% -1,049 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 2,634 $701K <0.01% +85 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,692 $701K 0.33% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,690 $701K 0.05% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,683 $699K 0.09% -26 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,677 $697K 0.37% -776 13F-HR/A Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,665 $694K 0.06% +258 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,665 $694K 0.25% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,650 $690K 0.03% -37 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,647 $689K 0.04% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,633 $686K 0.03% +9 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,630 $685K 0.3% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,618 $682K 0.12% -550 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,618 $682K 0.04% -162 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,618 $682K 0.01% +95 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,615 $681K 0.06% +10 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 2,602 $678K 0.35% 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,600 $677K 0.48% +357 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,600 $677K 0.07% +122 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 2,600 $677K 1.04% new 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 2,586 $674K 0.15% -2,367 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,583 $673K 0.07% -38 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,580 $672K 0.25% -253 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,555 $665K 0.07% +532 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,541 $662K 0.07% -1,023 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,539 $661K 0.01% -47 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,520 $656K 0.06% -52 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,517 $656K 0.14% +1,568 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,510 $654K 0.15% -147 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,505 $652K 0.47% -556 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,407 $651K 0.19% +7 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 2,496 $650K 0.29% -631 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,490 $648K 0.1% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,484 $647K 0.5% +34 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,484 $647K 0.04% +917 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,474 $644K 0.01% +1,248 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,470 $643K 0.22% +57 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,463 $641K 0.05% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,459 $640K 0.03% -331 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,457 $640K 0.13% -100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,456 $640K 0.01% -37 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,456 $640K 0.04% +1,542 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,452 $639K 0.07% -91 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,441 $636K 0.21% -581 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,439 $635K 0.03% +10 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,432 $633K 0.02% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,425 $632K 0.32% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,418 $630K 0.14% -99 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,417 $629K 0.17% -2,905 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,411 $628K 0.09% +1,547 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,409 $627K 0.09% -76 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,406 $627K 0.08% +250 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 2,400 $625K 0.27% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,349 $612K 0.04% -39 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,345 $611K 0.04% +187 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,175 $610K 0.06% +138 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,334 $608K 0.02% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,334 $608K 0.32% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,319 $604K 0.03% +991 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,315 $603K 0.03% -382 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,309 $601K 0.02% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,307 $601K 0.06% +247 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,306 $601K 0.07% +164 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,282 $594K 0.03% +525 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,277 $593K 0.11% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,275 $593K 0.15% +18 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 2,270 $591K 0.38% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,261 $589K 0.02% +1,755 13F-HR Timeline Group Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 2,251 $586K 0.04% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 2,241 $584K 0.01% new 13F-HR Timeline Group EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,188 $583K 0.01% -9,901 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,798 $582K 0.18% -127 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 2,219 $578K 0.19% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,216 $577K 0.11% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,214 $577K 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,214 $576K 0.01% -504 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,208 $575K 0.11% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 7,773 $575K 0.13% +6,369 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,165 $575K 0.03% +708 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,202 $574K 0.14% new 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,200 $573K 0.06% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,200 $573K 0.2% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,197 $572K 0.01% +494 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 2,189 $570K 0.31% +2 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,184 $569K 0.46% -16 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,183 $569K 0.09% +99 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,182 $568K 0.01% -259 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,180 $568K 0.45% -116 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,180 $568K 0.03% -410 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,179 $567K 0.18% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,147 $559K 0.05% -437 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,125 $553K 0.03% -20 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,115 $551K <0.01% -76 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,106 $548K 0.16% +1,205 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,100 $547K 0.03% -189 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 2,100 $547K 0.4% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,083 $542K 0.09% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,070 $539K 0.02% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,067 $538K 0.01% -103,749 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,058 $536K 0.02% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,778 $536K 0.04% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,167 $535K 0.09% -45 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,053 $535K 0.25% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,046 $533K 0.02% +20 13F-HR/A Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,040 $531K 0.27% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,040 $531K 0.11% +10 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,038 $531K 0.32% 0 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,031 $529K 0.11% -300 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,031 $529K 0.01% +1,185 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,027 $528K 0.06% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,014 $525K 0.01% +82 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,011 $524K 0.02% +4 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,000 $521K 0.1% 0 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 2,000 $521K 0.3% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,000 $521K 0.09% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 2,000 $521K 0.21% -100 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,987 $517K 0.03% +103 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,980 $516K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,966 $512K 0.05% +235 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1,948 $507K 0.1% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,947 $507K 0.05% +511 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,940 $505K 0.09% -50 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,937 $504K 0.08% -50 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,934 $504K 0.05% -561 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,912 $498K 0.34% -4,122 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,909 $497K 0.16% +124 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,904 $496K 0.13% -161 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,898 $494K 0.03% +1,037 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,896 $494K 0.07% +492 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,895 $494K 0.04% +40 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,860 $492K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,885 $491K 0.05% -199 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,883 $491K 0.03% -257 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,879 $489K 0.01% +555 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,877 $489K 0.13% -22 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,863 $485K 0.12% +2 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 1,857 $484K 0.16% +10 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,850 $482K 0.04% -5 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,850 $482K 0.01% +7 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,838 $479K 0.06% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,837 $478K 0.08% +439 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,833 $478K 0.05% +633 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 1,833 $477K 0.25% -230 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,832 $477K 0.02% -466 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,824 $475K 0.07% +396 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,824 $475K 0.04% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,820 $474K 0.01% 0 13F-HR/A Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,821 $474K 0.05% -40 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,816 $473K 0.15% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,815 $473K 0.05% +22 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,814 $472K 0.01% +353 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 1,806 $470K 0.03% +11 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,799 $469K 0.07% -57 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,798 $468K 0.14% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,796 $468K 0.03% +272 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,796 $468K 0.1% -1,714 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,796 $468K 0.14% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,794 $467K 0.01% +762 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,791 $466K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,747 $465K 0.03% +246 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,782 $464K 0.35% +116 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,782 $464K 0.06% -147 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,783 $464K 0.01% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,781 $464K 0.02% +5 13F-HR Timeline