Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,542 $414K 0.04% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,541 $413K 0.03% -4,929 13F-HR Timeline Group Notis-McConarty Edward More: the full row for Notis-McConarty Edward 1,541 $413K 0.19% -1,000 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,532 $411K 0.02% -60 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,530 $410K 0.02% -3,290 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,527 $410K 0.03% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,517 $407K 0.03% -380 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,515 $407K 0.06% -770 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,513 $406K 0.08% -13 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,512 $406K 0.07% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,510 $405K 0.22% -20 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,509 $405K 0.31% -1,391 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,509 $405K 0.09% -78 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,504 $404K 0.19% 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,503 $403K 0.03% +1 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,500 $402K 0.01% new 13F-HR Timeline Group AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,500 $402K 0.2% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 1,500 $402K 0.2% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,497 $402K 0.18% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,492 $400K 0.1% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,491 $400K 0.08% -200 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,488 $399K 0.23% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,485 $398K 0.04% -67 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,475 $396K 0.26% +385 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,472 $395K 0.04% +1,048 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,472 $395K 0.03% +90 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,471 $395K 0.01% -16 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,469 $394K 0.02% -112 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,468 $394K 0.14% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,468 $394K 0.09% -155 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,464 $394K 0.03% -53 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,466 $393K 0.02% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,463 $393K 0.02% 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,462 $392K 0.12% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 1,462 $392K 0.3% 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,452 $390K 0.02% -59 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,449 $389K 0.03% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,446 $388K 0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,442 $387K 0.04% +46 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,439 $386K 0.07% -96 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,439 $386K 0.03% -15 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,439 $386K 0.04% -85 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,435 $385K 0.05% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,428 $385K 0.05% -8,284 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,433 $384K 0.04% +44 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,425 $382K 0.04% +256 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 1,421 $381K 0.05% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,421 $381K 0.04% -459 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,414 $379K 0.03% +143 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,414 $379K 0.03% -21,414 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,411 $379K 0.17% +112 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,410 $378K 0.02% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,402 $376K 0.05% -17 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,402 $376K 0.04% +500 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,400 $376K 0.12% -234 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,399 $375K 0.08% -4,798 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,398 $375K 0.02% -156 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,395 $374K 0.25% -75 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,388 $372K 0.07% -62 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,383 $371K 0.29% -571 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,381 $371K 0.16% -299 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,374 $369K 0.11% -76 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,372 $368K 0.14% -198 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,370 $368K 0.01% +8 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,369 $367K 0.1% -131 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,365 $366K 0.22% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,360 $365K 0.07% +123 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,358 $364K 0.02% +37 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,352 $363K 0.03% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,350 $362K 0.05% -119 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,350 $362K 0.12% -377 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,350 $362K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,349 $362K 0.13% +12 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,348 $362K 0.06% +5 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,346 $361K 0.03% -16 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,346 $361K 0.08% +299 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,345 $361K 0.04% +141 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,344 $361K 0.12% +10 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,342 $360K 0.18% +13 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,341 $360K 0.05% +16 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,340 $360K 0.08% 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,339 $359K 0.1% +276 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,337 $359K 0.05% -47 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,331 $357K 0.04% +290 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,330 $357K 0.13% -216 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,328 $356K 0.02% -215 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,318 $356K 0.14% -122 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,325 $356K 0.04% +15 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 1,334 $354K 0.22% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,318 $354K 0.03% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,318 $354K 0.28% +442 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,341 $354K 0.05% +121 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,316 $353K 0.2% -50 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,315 $353K 0.05% -145 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,314 $353K 0.05% -27 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,304 $350K 0.18% +73 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,302 $349K 0.07% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,300 $349K 0.27% 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,300 $349K 0.05% -129 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,297 $348K 0.21% -43 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,296 $348K 0.1% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,295 $347K 0.09% +65 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,295 $347K 0.25% +2 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,293 $347K 0.17% -122 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,291 $346K 0.09% 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,291 $346K 0.26% 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,290 $346K <0.01% -99 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,290 $346K 0.24% +150 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,282 $344K 0.08% -70 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,279 $343K 0.24% +43 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,273 $342K 0.01% -214 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,268 $340K 0.2% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,267 $340K 0.36% -599 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 1,267 $340K 0.21% +340 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,263 $339K 0.06% -767 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 1,260 $338K 0.16% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,260 $338K 0.13% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,257 $338K 0.06% -161 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,256 $337K 0.01% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,256 $337K 0.04% +14 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,252 $336K 0.05% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,250 $335K 0.05% +375 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,391 $335K 0.09% -210 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,244 $334K 0.02% -1 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,242 $333K 0.01% +119 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,242 $333K 0.18% +79 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,241 $333K 0.04% -23 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,239 $332K 0.35% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,235 $331K 0.04% -812 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,233 $331K 0.05% +309 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,226 $329K 0.01% -3,683 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,225 $329K 0.05% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,225 $329K 0.14% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,222 $328K 0.06% +88 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,219 $327K 0.08% -5 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,203 $323K 0.07% -325 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,203 $323K 0.08% 0 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,201 $322K 0.09% 0 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,200 $322K 0.15% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,200 $322K 0.07% +100 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,196 $321K 0.22% -34 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,192 $320K 0.1% +416 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,188 $319K 0.11% -1,721 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,187 $318K 0.15% -100 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,185 $318K 0.03% +260 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,184 $318K <0.01% -148 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,180 $317K 0.06% +61 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,178 $316K 0.18% 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,176 $316K 0.05% -16,874 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,148 $315K 0.03% +34 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,169 $314K 0.01% -108 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,168 $314K 0.13% +53 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,167 $313K 0.19% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,165 $313K 0.01% +2 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,165 $313K 0.27% -18 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,161 $311K 0.08% -7 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,160 $311K 0.07% -1,356 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,160 $311K 0.11% -44 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,155 $310K 0.1% +56 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,155 $310K 0.51% +53 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,153 $309K 0.01% -190 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,152 $309K 0.01% -766 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,149 $308K 0.02% -44 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,148 $308K 0.01% +71 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 1,145 $307K 0.09% -60 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,143 $307K 0.04% +50 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,144 $307K 0.16% new 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 1,139 $306K 0.1% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,136 $305K 0.37% +25 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,135 $305K 0.08% -14 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,134 $304K 0.12% -193 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,130 $303K 0.04% +112 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,129 $303K 0.03% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,129 $303K 0.17% +17 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,127 $302K 0.01% +280 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 1,162 $302K 0.08% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,118 $300K 0.12% -568 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 1,116 $299K 0.36% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,113 $299K 0.02% +242 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,112 $298K 0.09% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,112 $298K 0.04% +115 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 1,110 $298K 0.03% -1,298 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,108 $297K 0.01% -377 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,106 $297K 0.09% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,104 $296K 0.26% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,103 $296K 0.24% -16 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,095 $294K 0.03% 0 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,095 $294K 0.19% +32 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,093 $293K 0.07% -467 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,088 $292K 0.05% +982 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 1,085 $291K 0.08% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,076 $289K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,077 $289K 0.1% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,075 $288K 0.25% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,074 $288K 0.03% -575 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,073 $288K 0.19% +59 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,068 $287K <0.01% -299 13F-HR Timeline Group Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,068 $287K 0.1% -575 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,068 $287K 0.2% -14 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 1,067 $286K 0.22% new 13F-HR Timeline