FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,093 $431K <0.01% +36 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,945 $428K 0.06% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,076 $427K 0.14% -243 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,072 $426K 0.04% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,055 $423K 0.1% -70 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,032 $418K 0.06% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,094 $417K 0.02% -75 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2,021 $416K 0.01% +370 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,019 $415K 0.02% -300 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 2,365 $415K 0.28% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,854 $414K 0.21% +120 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,000 $412K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,999 $411K 0.05% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,997 $411K 0.07% -546 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,996 $411K 0.01% -57 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,791 $411K 0.05% +1 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,993 $410K 0.01% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,991 $410K 0.02% +91 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,988 $409K 0.14% +40 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,981 $407K 0.01% +16 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 1,966 $405K 0.01% +4 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,964 $404K 0.02% -46 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,960 $403K 0.07% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,959 $403K <0.01% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,948 $401K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,942 $400K <0.01% +561 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,937 $399K 0.01% +234 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,934 $398K 0.01% -9 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,931 $397K 0.05% +45 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,924 $396K <0.01% +7 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,725 $396K 0.04% 0 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 1,909 $393K 0.35% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,900 $391K 0.03% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,894 $390K 0.12% +3 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,889 $389K 0.04% -131 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,880 $387K <0.01% +645 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 1,883 $387K 0.31% -3 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,859 $383K 0.07% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,853 $381K 0.09% -98 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,850 $381K 0.03% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,818 $374K 0.17% -9 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,813 $373K 0.07% -413 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,809 $372K <0.01% +190 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 1,806 $372K 0.32% +37 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,804 $371K 0.02% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,800 $370K 0.04% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,795 $369K 0.14% +115 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,789 $368K 0.04% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,781 $367K <0.01% +273 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,775 $365K 0.01% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,760 $362K 0.22% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 1,758 $362K 0.09% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,755 $361K 0.01% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,725 $361K 0.12% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,729 $360K 0.08% +3 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,748 $360K 0.03% +119 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,747 $360K 0.05% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for Accredited Investors Inc. 1,730 $356K 0.02% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,715 $353K 0.08% -1,715 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,705 $351K <0.01% -5,402 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,700 $350K 0.16% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,700 $350K 0.01% 0 13F-HR/A Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,692 $348K 0.32% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,687 $347K 0.05% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,675 $345K 0.02% +509 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,673 $344K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,670 $344K <0.01% +157 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,668 $343K 0.12% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,658 $341K 0.2% new 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,658 $341K 0.1% +1,039 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,651 $340K 0.28% -45 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,650 $340K 0.16% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,639 $337K 0.05% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,630 $335K 0.04% +24 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 1,627 $335K 0.21% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,609 $333K 0.01% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,608 $331K 0.02% +5 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 1,607 $331K 0.23% new 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,606 $331K 0.06% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,601 $330K 0.01% -1 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,595 $328K <0.01% new 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,591 $327K 0.28% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,590 $327K 0.13% -14 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,589 $327K 0.06% +309 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,584 $326K 0.02% -205 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,583 $326K 0.01% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,583 $326K 0.15% +1 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,580 $325K <0.01% -41 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,575 $324K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,571 $323K 0.01% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,570 $323K 0.02% -1,200 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,566 $322K 0.02% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,561 $321K 0.08% -194 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,549 $319K 0.2% -63 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,406 $318K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,538 $317K 0.06% -11 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 1,532 $315K 0.12% +5 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,517 $312K 0.03% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,373 $312K 0.01% -10,788 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,515 $312K 0.04% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,514 $312K 0.01% +40 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,509 $311K 0.04% +9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,508 $310K 0.05% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,500 $309K 0.17% +24 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,492 $307K 0.2% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,492 $307K 0.04% 0 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,487 $306K 0.15% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,487 $306K 0.03% +115 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,487 $306K 0.11% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,483 $305K 0.03% 0 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 1,479 $304K 0.22% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,477 $304K 0.25% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,476 $304K 0.07% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,467 $302K 0.04% -276 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,461 $301K 0.04% -62 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,461 $301K 0.03% +133 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,456 $300K 0.29% +20 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,443 $297K <0.01% -384 13F-HR/A Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 1,440 $296K 0.07% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,436 $296K 0.01% +60 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,426 $293K <0.01% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,237 $292K 0.03% -255 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,420 $292K <0.01% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,397 $288K 0.17% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,393 $287K 0.14% -245 13F-HR/A Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,392 $286K 0.15% 0 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,385 $285K 0.04% +27 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,375 $283K 0.15% +3 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,370 $282K 0.11% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,365 $281K 0.01% 0 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,359 $280K 0.04% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,358 $279K 0.02% +7 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,357 $279K 0.02% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,355 $279K <0.01% +99 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,344 $277K 0.02% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,334 $275K 0.1% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,328 $273K <0.01% +197 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,327 $273K 0.03% -531 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,316 $271K 0.02% 0 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 1,312 $270K 0.23% +1 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 1,301 $268K 0.25% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,395 $267K 0.07% +63 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 1,296 $267K 0.14% +5 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,295 $267K 0.08% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,293 $266K 0.02% +67 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,292 $266K <0.01% 0 13F-HR Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,290 $266K 0.05% -10 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,287 $265K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,282 $264K 0.09% +56 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,280 $263K 0.05% +4 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,272 $262K 0.02% -17 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,179 $262K +142 Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,266 $261K 0.06% +71 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,266 $260K <0.01% +197 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,263 $260K 0.06% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,261 $260K 0.01% -44 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,258 $259K 0.01% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 1,256 $258K 0.08% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,125 $254K 0.02% -932 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,234 $254K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,109 $251K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,209 $249K 0.06% -35 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,201 $247K 0.06% -207 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 1,200 $247K 0.24% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,198 $247K 0.15% 0 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 1,178 $242K 0.15% -131 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,174 $242K 0.06% +39 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,170 $241K 0.01% +1 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,170 $241K 0.01% new 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 1,167 $240K 0.05% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,162 $239K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,146 $236K <0.01% new 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,143 $235K 0.16% -50 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,141 $235K 0.04% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,139 $234K <0.01% new 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,138 $234K 0.07% 0 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 1,133 $233K 0.15% +3 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,128 $232K 0.08% +99 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,124 $231K 0.05% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,121 $231K <0.01% -14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,099 $226K 0.01% +175 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,097 $226K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,091 $225K 0.01% +19 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,089 $224K 0.02% +1 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 1,088 $224K 0.1% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,084 $223K 0.04% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,079 $222K 0.02% -26 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,076 $221K <0.01% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,075 $221K 0.03% -246 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 1,075 $221K 0.13% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,072 $221K 0.03% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,062 $219K 0.08% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,062 $219K 0.07% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,062 $219K 0.02% +23 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,061 $218K 0.26% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,050 $216K 0.01% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 941 $216K 0.03% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,036 $213K <0.01% +21 13F-HR Timeline Group