BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,986 $253K 0.04% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,986 $252K 0.01% -627 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 3,979 $252K 0.02% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,977 $252K 0.14% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,973 $252K 0.05% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,969 $251K 0.01% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,964 $251K 0.02% -1,380 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 3,956 $251K 0.08% -23 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,947 $250K 0.05% +5 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,934 $249K 0.03% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,153 $249K 0.05% +33 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,919 $248K 0.13% +4 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,848 $248K 0.01% +6 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,909 $248K 0.08% +59 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,906 $247K 0.08% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,882 $246K 0.07% -3,160 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,881 $246K 0.07% +231 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 3,877 $246K 0.08% +628 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,870 $245K 0.01% -202 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,854 $244K 0.15% +21 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,840 $243K 0.01% +6 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,837 $243K 0.05% -4,148 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,833 $243K 0.05% +27 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,832 $243K 0.02% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,823 $242K 0.05% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,810 $241K 0.09% +35 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,805 $241K <0.01% -277 13F-HR Timeline Group Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,799 $241K 0.1% +254 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,795 $240K 0.04% -1,522 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,784 $240K 0.01% -11 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,783 $240K 0.02% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,773 $239K 0.01% +46 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,766 $239K 0.01% +399 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,763 $238K 0.03% -25 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 3,761 $238K 0.17% -250 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,757 $238K 0.14% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,747 $237K 0.12% -390 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,737 $237K 0.04% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,731 $236K 0.04% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,720 $236K 0.01% -443 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,703 $235K 0.09% +3 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,701 $234K 0.05% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,698 $234K 0.01% -115 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,697 $234K 0.1% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,690 $234K <0.01% -47,030 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 3,689 $234K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,676 $233K <0.01% +374 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,670 $232K 0.11% -49 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,646 $231K 0.03% -293 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,653 $231K 0.03% +660 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,640 $231K 0.13% -17 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 3,637 $230K 0.02% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,615 $229K 0.1% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,605 $228K 0.07% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,593 $228K 0.12% -81 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,585 $227K 0.01% -258 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 3,583 $227K 0.16% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,562 $226K 0.06% -9 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,560 $226K 0.02% +110 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 3,553 $225K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 3,549 $225K 0.2% +400 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,323 $224K 0.02% +232 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,537 $224K 0.01% +79 13F-HR Timeline Group Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,534 $224K 0.05% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,492 $223K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,490 $221K 0.02% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,490 $221K 0.08% -81 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,481 $221K 0.01% +254 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 3,472 $220K 0.02% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,471 $220K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,465 $220K 0.02% -4,252 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,455 $219K 0.05% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,742 $217K 0.08% new 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 3,426 $217K 0.19% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,420 $217K 0.03% +41 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,419 $217K 0.03% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,413 $216K 0.01% -2,832 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,409 $216K 1.59% -21,057 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 3,400 $215K 0.07% -3,650 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 3,400 $215K 0.14% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,385 $214K 0.02% -469 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,380 $214K 0.03% +50 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,352 $212K 0.05% +6 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,342 $212K 0.09% +4 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,318 $210K 0.04% -303 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,302 $209K 0.1% -702 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,296 $209K 0.01% +92 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,293 $209K 0.09% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,286 $208K 0.03% -1 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 3,278 $208K 0.04% +25 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,273 $207K 0.01% -146 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,264 $207K 0.02% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,263 $207K 0.04% -138 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,262 $207K 0.05% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,258 $206K 0.13% +117 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,258 $206K 0.02% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,250 $206K 0.05% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,224 $204K 0.02% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 3,220 $204K 0.15% new 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,215 $204K <0.01% +25 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,210 $203K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,210 $203K 0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,202 $203K 0.02% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,194 $202K 0.09% -1,800 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,490 $202K 0.08% -68 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,500 $202K 0.07% 0 13F-HR Timeline Kore Advisors LP More: the full row for Kore Advisors LP 3,185 $202K 0.23% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,179 $201K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,086 $195K 0.07% -1,381 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,082 $195K 0.01% -612 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,016 $192K 0.13% -824 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,000 $190K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,955 $187K 0.03% +29 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,962 $187K 0.03% -40,062 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,945 $187K 0.01% +471 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,792 $177K 0.07% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,593 $164K 0.01% +1,791 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 2,582 $164K 0.2% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,525 $160K 0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,483 $157K 0.05% -2,326 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,458 $156K 0.01% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,425 $154K 0.03% +200 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,350 $149K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,277 $144K <0.01% +334 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,268 $143K 0.01% +3 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,234 $142K 0.03% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,191 $139K 0.08% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,169 $137K 0.01% +176 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,136 $135K 0.07% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,133 $135K 0.09% +1,422 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,092 $133K 0.04% -1,617 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,056 $130K 0.04% +1,406 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,043 $129K 0.03% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,016 $127K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $127K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,000 $127K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,944 $123K 0.02% -51 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,942 $123K 0.21% -81 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,914 $121K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,891 $120K <0.01% +8 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,855 $118K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,802 $114K 0.01% -243 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,779 $113K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,709 $108K 0.01% -21,341 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,700 $108K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,699 $108K 0.07% -538 13F-HR Timeline MOTCO More: the full row for MOTCO 1,683 $107K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,657 $105K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,644 $104K 0.04% +609 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,611 $102K 0.01% +225 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,600 $101K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,600 $101K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,590 $101K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,558 $98.7K 0.04% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 1,453 $92K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,400 $88.7K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,330 $84.3K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,327 $84K 0.01% +13 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,323 $83.8K 0.04% -129 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,322 $83.7K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,218 $77.6K 0.03% +202 13F-HR Timeline TOBAM More: the full row for TOBAM 1,216 $77K 0.03% +140 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 1,215 $77K 0.05% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,184 $75K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,177 $74.6K 0.05% -68 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,167 $73.9K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,160 $73.5K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,126 $71.3K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,124 $71.2K 0.01% +293 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,120 $71K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,114 $70.6K 0.02% +908 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,077 $68.2K 0.01% +96 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,038 $65.8K 0.04% +61 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,021 $64.7K 0.07% +129 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,000 $63.4K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,000 $63.4K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,000 $63.4K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,000 $63.4K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 987 $62.5K 0.05% -680 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 956 $60.5K <0.01% -437 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 946 $59.9K 0.02% new 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 939 $59.5K <0.01% -14 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 925 $58.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 918 $58.2K 0.03% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 900 $57K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 890 $56.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 843 $53.4K 0.01% +2 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 840 $53.2K 0.03% +232 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 803 $51K <0.01% +18 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 800 $50.7K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 788 $49.9K 0.04% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 759 $48.1K 0.02% +6 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 756 $47.9K <0.01% +147 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 752 $47.6K 0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 734 $46.5K 0.01% +5 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 723 $46K 0.03% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 729 $46K 0.01% -61 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 726 $46K <0.01% new 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 725 $45.9K 0.04% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 702 $44.5K <0.01% +2 13F-HR Timeline