Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,801 $293K 0.15% +206 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,799 $293K 0.14% +1 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,781 $290K 0.05% +11 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,763 $287K 0.01% +285 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,761 $287K <0.01% +213 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,754 $286K 0.04% -273 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,750 $285K 0.01% -2 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,748 $285K 0.2% -35 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,745 $284K 0.16% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,744 $284K 0.11% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,736 $283K 0.01% +104 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,717 $280K 0.01% 0 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,718 $280K 0.1% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,698 $277K 0.06% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,700 $277K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,693 $276K 0.03% -35 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,691 $276K 0.14% +280 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,690 $275K 0.11% -219 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,685 $275K 0.04% -100 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,682 $274K 0.08% +241 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,676 $273K 0.02% +55 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,673 $273K 0.21% 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,670 $272K 0.01% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,669 $272K 0.07% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,667 $272K 0.1% -53 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,666 $271K <0.01% +8 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,663 $271K 0.02% -180 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,661 $271K 0.19% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,660 $270K 0.01% +11 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,658 $270K 0.01% -3,201 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,649 $269K 0.16% -101 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,645 $268K 0.01% +159 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,645 $268K 0.05% -126 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,642 $268K 0.05% -114 13F-HR/A Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,640 $267K 0.15% +10 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,633 $266K 0.01% +23 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,593 $265K 0.11% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,627 $265K 0.02% +364 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,619 $264K 0.06% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,608 $262K 0.03% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,607 $262K 0.03% +12 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,599 $261K 0.07% +375 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 1,598 $260K 0.1% -96 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,555 $260K 0.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,593 $260K 0.01% -85 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,591 $259K 0.43% 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,590 $259K 0.03% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,576 $257K 0.01% -59 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 1,576 $257K 0.07% +221 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,576 $257K 0.01% -2,421 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,572 $256K 0.07% -59 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,570 $256K 0.01% -269 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,567 $255K 0.17% -29 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,563 $255K 0.11% +239 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,562 $254K 0.07% +62 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,552 $253K 0.01% +370 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,543 $251K 0.02% -15 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,543 $251K 0.02% -26 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,540 $251K <0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,526 $249K 0.01% +32 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,523 $248K 0.16% +323 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,522 $248K 0.02% -1,218 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,520 $248K 0.11% -80 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,520 $248K 0.24% 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,512 $246K 0.09% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,511 $246K 0.02% +27 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,509 $246K 0.22% 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,507 $246K 0.07% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,499 $244K 0.04% +58 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,499 $244K 0.13% new 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,496 $244K 0.09% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,496 $244K <0.01% new 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,496 $244K 0.01% -240 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,481 $241K 0.11% -22 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,471 $240K 0.05% -823 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,458 $238K 0.09% -181 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,457 $237K 0.04% -130 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,456 $237K 0.06% -1,755 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,454 $237K 0.05% -860 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,454 $237K 0.04% +48 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 1,454 $237K 0.12% +1 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,453 $237K 0.06% -100 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,451 $236K 0.06% -125 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,442 $235K 0.15% -588 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,440 $235K 0.02% 0 13F-HR Timeline Group Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,434 $234K 0.15% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,431 $233K 0.03% +70 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,430 $233K 0.05% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,424 $232K 0.01% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,424 $232K 0.11% +387 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,423 $232K 0.06% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,421 $232K 0.01% -3,744 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,418 $231K 0.01% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,416 $231K 0.07% +222 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,414 $230K 0.01% -122 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,400 $228K 0.26% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,398 $228K 0.05% +370 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,388 $226K 0.11% -2,557 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,386 $226K 0.02% +69 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,386 $226K 0.02% -11,131 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 1,380 $225K 0.2% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,375 $224K 0.01% -535 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,373 $224K 0.01% +62 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,373 $224K 0.13% -24 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,371 $223K 0.11% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,369 $223K 0.03% +185 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,366 $223K 0.06% -2,619 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,365 $222K 0.04% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,363 $222K 0.01% -341 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,360 $222K 0.04% -62 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,356 $221K 0.04% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,349 $220K 0.2% 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 1,349 $220K 0.09% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,343 $219K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,341 $218K 0.01% -4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,337 $218K 0.03% +3 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,335 $218K 0.02% -79 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 1,335 $218K 0.03% +50 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,334 $217K <0.01% -1,049 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,334 $217K 0.22% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,330 $217K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,329 $217K <0.01% -263 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,327 $216K 0.05% +474 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,325 $216K 0.02% new 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,319 $215K 0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,317 $215K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,308 $213K 0.05% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,307 $213K 0.2% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,300 $212K 0.01% -288 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,300 $212K 0.02% +272 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,294 $211K 0.03% -440 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 1,200 $210K 0.16% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,290 $210K 0.05% -35 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,288 $210K 0.01% -59 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,283 $209K 0.12% -98 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 1,282 $209K 0.02% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,282 $209K 0.03% +70 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 1,282 $209K 0.23% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,281 $209K 0.02% +246 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,278 $208K 0.15% +247 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,273 $207K 0.04% +57 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,055 $206K 0.04% 0 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,262 $206K 0.04% -1 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,258 $205K <0.01% new 13F-HR Timeline Group Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 1,250 $204K 0.07% -152 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,248 $203K 0.05% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,242 $202K 0.05% -12 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,241 $202K 0.05% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,241 $202K 0.01% 13F-HR/A Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,162 $202K 0.15% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,236 $201K 0.05% +194 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,230 $200K 0.09% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,225 $200K 0.25% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,219 $199K 0.03% -741 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,216 $198K 0.03% -9 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,195 $195K 0.05% -104 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,182 $192K <0.01% +1,143 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,157 $189K 0.04% -19 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,144 $186K 0.09% -49 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,140 $186K 0.1% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,114 $182K 0.04% +449 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,101 $179K 0.08% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,097 $179K 0.01% -8 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,088 $177K 0.01% -35 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,075 $175K 0.03% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,075 $175K 0.04% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,050 $171K 0.11% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,050 $171K 0.01% +125 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,045 $170K 0.08% +65 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,045 $170K 0.07% -3,677 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,043 $170K 0.03% +413 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,041 $170K 0.02% 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,030 $168K 0.13% 0 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,025 $167K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 958 $164K 0.01% -974 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $163K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 997 $162K 0.02% +155 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 986 $161K 0.02% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 987 $160K 0.07% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 956 $156K 0.08% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 955 $156K 0.04% +2 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 955 $156K 0.08% +303 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 948 $154K 0.09% +158 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 914 $149K 0.03% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 866 $142K 0.08% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 824 $134K <0.01% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 799 $130K 0.13% 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 756 $123K 0.01% -2,473 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 750 $122K 0.27% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 748 $121K 0.03% +45 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 741 $121K 0.08% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 726 $118K 0.05% -5 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 685 $112K 0.01% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 680 $111K 0.03% +207 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 661 $108K 0.2% -249 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $106K 0.03% 0 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 651 $106K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 614 $100K 0.05% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 600 $97.8K 0.06% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 598 $97.4K 0.02% new 13F-HR Timeline