Grove Bank & Trust More: the full row for Grove Bank & Trust 3,419 $1.2M 0.13% -2,012 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,412 $1.19M 0.52% +286 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,408 $1.19M 0.02% -759 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,398 $1.19M 0.08% +847 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,397 $1.19M 0.03% -228 13F-HR Timeline TOBAM More: the full row for TOBAM 3,392 $1.19M 0.29% +3,378 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,391 $1.19M 0.54% +359 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,363 $1.18M 0.08% -562 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,875 $1.17M 0.22% +193 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,347 $1.17M 0.09% -714 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,346 $1.17M 0.08% -115 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,336 $1.17M 0.02% -68 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,330 $1.17M 0.26% -6,648 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,321 $1.16M 0.01% -239 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,872 $1.16M 0.3% +897 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,313 $1.16M 0.14% +809 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 3,305 $1.16M 0.97% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,296 $1.15M 0.02% +1,306 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,270 $1.15M 0.32% -97 13F-HR/A Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 3,285 $1.15M +1,885 Timeline CTC LLC More: the full row for CTC LLC 3,281 $1.15M 0.11% -20,181 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,268 $1.14M 0.08% -514 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,267 $1.14M 0.84% -234 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,237 $1.13M 0.08% -711 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,236 $1.13M 0.09% +563 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,230 $1.13M 0.05% -12 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,224 $1.13M 0.02% +1,024 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,208 $1.12M 0.01% -442 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,207 $1.12M 0.46% +2,294 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 3,200 $1.12M 0.12% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,182 $1.11M +720 Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,178 $1.11M 0.15% -13 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,177 $1.11M 0.82% -240 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,147 $1.1M 0.69% -1,283 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,120 $1.09M 0.06% +300 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,115 $1.09M 0.05% -112 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,097 $1.08M 0.02% -3,408 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,096 $1.08M 0.26% -2,926 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,092 $1.08M 0.01% -199 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,092 $1.08M 0.03% -741 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,092 $1.08M 0.67% 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,087 $1.08M 0.1% -632 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,085 $1.08M 0.18% +119 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,067 $1.07M 0.05% +532 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,065 $1.07M 0.3% -886 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,063 $1.07M 0.04% -65 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,057 $1.07M 0.05% -119 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,055 $1.07M 0.03% -15 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,046 $1.07M 0.05% +913 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,046 $1.07M 0.63% +13 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,040 $1.06M 0.16% -7 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,036 $1.06M 0.1% -1,127 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,169 $1.06M 0.26% -527 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,014 $1.05M 0.16% -23 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,002 $1.05M 0.25% +122 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,000 $1.05M 0.06% -236 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 3,000 $1.05M 0.07% 0 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 2,957 $1.03M 0.48% -684 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,954 $1.03M 0.01% -536 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,947 $1.03M 0.34% -64 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,935 $1.03M 0.01% -86 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,933 $1.03M 0.1% -363 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 2,920 $1.02M 0.28% +418 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,910 $1.02M <0.01% -63,165 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,910 $1.02M 0.03% -900 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,337 $1.01M 0.09% -79 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,896 $1.01M 0.07% +743 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,892 $1.01M 0.25% +27 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,891 $1.01M 0.29% -82 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,891 $1.01M 0.16% -7 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,887 $1.01M <0.01% +205 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,885 $1.01M 0.82% +2,087 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,873 $1.01M 0.04% -152 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,871 $1M 0.08% -720 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,856 $1000K 0.4% -51 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 2,849 $997K 0.2% -100 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 2,842 $995K 0.12% -4,111 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,832 $991K 0.29% 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,832 $991K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,831 $990K 0.04% -291 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,828 $990K 0.25% -1,412 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,820 $987K 0.25% -853 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,819 $987K 0.01% -265 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,339 $982K 0.06% +391 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,801 $980K 0.3% +181 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,798 $979K 0.04% -294 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,788 $976K 0.51% +167 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,787 $975K 0.07% +148 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,777 $972K 0.04% -19,087 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,777 $972K 0.28% -4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,776 $971K 0.19% +150 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,752 $963K 0.06% -1,005 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,750 $962K 0.06% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,749 $962K 0.28% +433 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,740 $959K 0.11% +977 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,723 $953K 0.04% -78 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,721 $952K 0.1% -435 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,714 $950K 0.07% -273 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,710 $948K 0.04% -685 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,698 $944K 0.1% +578 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,697 $944K 0.52% -110 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,685 $940K 0.01% +638 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,674 $936K 0.64% +150 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,664 $932K 0.03% +873 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,657 $930K 0.31% -935 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,656 $930K 0.13% -6,872 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,654 $929K 0.41% -65 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,643 $925K 0.07% -78 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,642 $925K 0.13% +264 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,640 $924K 0.34% +722 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,638 $923K 0.09% +484 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,635 $922K 0.03% -1,563 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,627 $919K 0.38% -98 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,620 $917K 0.08% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,615 $915K 0.67% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,609 $913K 0.15% -2,861 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,737 $912K 0.22% -404 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,601 $910K 0.06% -434 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,596 $909K 0.37% -277 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,590 $906K 0.05% +270 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,583 $904K 0.05% -969 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,583 $904K 0.12% +88 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 2,693 $899K 0.58% 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,568 $899K 0.13% -1,832 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,564 $897K 0.26% -510 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,562 $897K 0.05% +243 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,540 $889K 0.22% +143 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,534 $887K 0.73% 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,522 $883K 0.72% 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,516 $881K 0.6% +703 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,484 $869K 0.42% -191 13F-HR Timeline TLWM More: the full row for TLWM 2,480 $868K 0.16% -63 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,476 $867K 0.11% +640 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,475 $866K 0.03% -173 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 2,464 $862K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,463 $862K 0.03% +1,353 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,457 $860K 0.12% -8 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,447 $856K 0.04% +30 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,256 $855K 0.15% +244 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,428 $850K 0.64% +93 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,425 $849K 0.1% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,409 $847K 0.11% -3,854 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,418 $846K 0.02% +22 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,416 $846K 0.17% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,415 $845K 0.57% -168 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,412 $844K 0.1% -1,812 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,406 $842K 0.01% +1,729 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,402 $841K 0.03% +1,517 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,402 $841K 0.53% +135 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,396 $839K 0.18% -1,862 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,392 $837K 0.13% +72 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,391 $837K 0.04% -700 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,373 $831K 0.02% -989 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,368 $829K 0.11% -160 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,366 $828K 0.15% +26 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,360 $826K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,346 $821K 0.14% -269 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,329 $815K 0.02% -38 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,329 $815K 0.18% +1,083 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,326 $814K 0.1% -1,571 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,313 $808K 0.01% -2,968 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,306 $807K 0.03% -647 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 2,293 $803K 0.35% +78 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 2,291 $802K <0.01% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,286 $800K 0.1% +7 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,281 $798K 0.4% -186 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,276 $797K 0.8% -181 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,273 $796K 0.24% -10 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,259 $791K 0.11% 0 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,258 $790K 0.22% +10 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,247 $786K 0.05% -851 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,246 $786K 0.02% -14,203 13F-HR/A Timeline Group Boit C F David More: the full row for Boit C F David 2,350 $785K 0.34% +50 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,229 $780K 0.18% +192 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 2,212 $774K 0.1% new 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 2,205 $772K 0.3% -3,465 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,202 $771K 0.07% +1,355 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,202 $771K 0.03% -20 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,201 $770K 0.06% +29 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,199 $770K 0.11% +214 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,189 $766K 0.77% +86 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,183 $764K 0.1% 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,175 $761K 0.21% -69 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 2,171 $760K 0.31% +267 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,167 $758K 0.34% 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,161 $756K 0.16% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,155 $754K 0.17% +680 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,153 $754K 0.21% -620 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,148 $752K 0.02% -606 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,145 $751K 0.08% -48 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,142 $750K 0.09% -92 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,137 $748K 0.16% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,132 $746K 0.49% -35 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,131 $746K 0.39% +122 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,130 $745K 0.22% -328 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,130 $745K 0.14% +16 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,107 $737K 0.02% +81 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,107 $737K 0.57% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,104 $736K 0.14% +1,296 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 2,100 $735K 0.51% 0 13F-HR Timeline