DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 8,895 $1.63M 0.34% +498 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,890 $1.63M 0.13% -631 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,888 $1.63M 0.58% +740 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,868 $1.62M 0.95% -164 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,853 $1.62M 0.51% -517 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,829 $1.62M 0.04% +72 13F-HR/A Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 8,813 $1.61M 0.2% -4,480 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,807 $1.61M 0.03% +162 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,754 $1.6M 0.01% +342 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,753 $1.6M 0.05% +822 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 8,711 $1.59M 1.3% +3,200 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,701 $1.59M 0.02% -221 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,620 $1.58M 0.05% -839 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 8,566 $1.57M 0.27% +317 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,559 $1.57M 0.11% +367 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 8,543 $1.56M 0.19% -9 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,516 $1.56M 0.54% +889 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,516 $1.56M 0.1% +1,420 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,389 $1.54M 0.49% +75 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 8,385 $1.54M 0.17% 0 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 8,321 $1.52M 0.04% +3,994 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,297 $1.52M 0.03% +1,875 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 8,295 $1.52M 0.23% -80 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 8,280 $1.52M 0.03% -11,215 13F-HR Timeline Group Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 8,263 $1.51M 1.74% +1,055 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 8,255 $1.51M 1.46% -90 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 8,250 $1.51M 0.12% -750 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 8,250 $1.51M 0.1% +650 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,236 $1.51M 0.06% +806 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,219 $1.5M 0.55% -145 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,201 $1.5M 0.07% -13 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,190 $1.5M 0.8% +85 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,126 $1.49M 0.17% +1,725 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,114 $1.49M 0.12% +236 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,039 $1.47M 0.01% -662 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 8,020 $1.47M 0.08% +1,000 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,019 $1.47M 0.29% +248 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,961 $1.46M 0.02% +4,767 13F-HR Timeline Group TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 7,961 $1.46M 0.65% -160 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,956 $1.46M 0.05% -440 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,951 $1.46M 0.25% -251 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,937 $1.45M 0.32% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,929 $1.45M 0.08% +724 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,911 $1.45M 0.05% +2,285 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,907 $1.45M 0.06% -3,111 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,825 $1.43M 0.15% -167 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,804 $1.43M 0.05% -502 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 7,800 $1.43M 0.01% -8,800 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,766 $1.42M 0.18% -271 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 7,766 $1.42M 0.01% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,725 $1.41M 0.45% +3,534 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,708 $1.41M 0.06% +5,286 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,698 $1.41M 0.05% +858 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,684 $1.41M 0.02% +836 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,672 $1.4M 0.72% -36 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,655 $1.4M 0.13% -639 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,645 $1.4M 0.06% -87 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,626 $1.4M 0.52% -17,731 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 7,619 $1.4M 0.6% -1,476 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,620 $1.39M 0.07% -33 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,603 $1.39M 0.02% +241 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,602 $1.39M 0.02% -3 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,596 $1.39M 0.34% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 7,584 $1.39M 0.27% +2,247 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,391 $1.38M 0.04% +518 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,526 $1.38M 0.59% +5,188 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,519 $1.38M 0.1% -330 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,505 $1.37M 0.09% +31 13F-HR Timeline Group ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,501 $1.37M 0.29% +826 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,500 $1.37M 0.3% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,500 $1.37M 0.48% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 7,485 $1.37M 0.17% -1,795 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,480 $1.37M 0.34% +125 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,479 $1.37M 0.22% -1,324 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,545 $1.36M 0.25% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,402 $1.36M 0.17% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 7,390 $1.35M 0.49% +125 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,358 $1.35M 0.02% -215 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 7,334 $1.34M 1.02% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,328 $1.34M 0.11% +4 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 7,318 $1.34M 0.4% +365 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 7,314 $1.34M 0.93% -50 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,303 $1.34M 0.17% -40 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,300 $1.34M 0.52% -261 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,278 $1.33M 0.11% -2,148 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,273 $1.33M 0.14% -827 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,261 $1.33M 0.02% +152 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,227 $1.32M 0.06% -19 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,166 $1.31M 0.17% +1,093 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,580 $1.31M 0.25% +3,784 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,134 $1.31M 0.05% -8 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,092 $1.3M 0.45% +600 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,084 $1.3M 0.95% -101 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7,042 $1.29M 0.47% +2,752 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,029 $1.29M 0.12% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 7,028 $1.29M 0.58% -3 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 7,014 $1.28M 0.02% -98,745 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 7,010 $1.28M 0.19% -10 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,002 $1.28M 0.02% +2,717 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,982 $1.28M 0.08% -810 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,970 $1.28M 0.24% +406 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,967 $1.28M 0.02% -133 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,963 $1.27M 0.04% -2,725 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,949 $1.27M 0.15% +402 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,948 $1.27M 0.24% +5,418 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,909 $1.26M 0.05% -3,272 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,895 $1.26M 1.22% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,871 $1.26M 0.1% +3,941 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 6,854 $1.25M 0.04% +609 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,851 $1.25M 0.53% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,261 $1.25M 0.06% -2,523 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,792 $1.24M 0.08% -676 13F-HR/A Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,766 $1.24M 0.2% -1,230 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,763 $1.24M 0.27% +56 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,947 $1.24M 0.11% +1,621 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,712 $1.23M 0.17% +3,076 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,198 $1.23M 0.69% +9 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,692 $1.23M 0.01% +388 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,657 $1.22M 0.05% -911 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,615 $1.21M 0.5% +180 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 6,610 $1.21M 0.74% +682 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,608 $1.21M 0.09% +4,880 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,603 $1.21M 0.3% 0 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 6,602 $1.21M 0.3% +806 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 9,290 $1.21M 0.27% -212 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,582 $1.21M 0.23% +465 13F-HR Timeline Bell Bank More: the full row for Bell Bank 6,568 $1.2M 0.06% +206 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,500 $1.19M 0.93% -275 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,486 $1.19M 0.11% -24 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,445 $1.18M 0.58% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,443 $1.18M 0.09% +161 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,442 $1.18M 0.02% +1,092 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,416 $1.17M 0.25% -126 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,402 $1.17M 0.72% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,369 $1.17M 0.03% +621 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 6,358 $1.16M 0.78% +1,254 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 6,304 $1.15M 0.34% -272 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 6,294 $1.15M 0.87% +1,271 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,271 $1.15M 0.08% -152 13F-HR Timeline Group HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 6,246 $1.14M 0.06% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 6,233 $1.14M 0.82% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,226 $1.14M 0.06% +13 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,225 $1.14M 0.06% -795 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,200 $1.14M 0.13% +51 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,196 $1.13M 0.03% +86 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,100 $1.13M 0.03% +186 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 6,185 $1.13M 0.13% -27,820 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,179 $1.13M 0.29% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,712 $1.13M 0.17% +147 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,174 $1.13M 0.03% +66 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 6,167 $1.13M 0.01% -112,500 13F-HR/A Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,144 $1.12M 0.11% +1,913 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,115 $1.12M 0.08% +23 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,128 $1.12M 0.9% +1,718 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,124 $1.12M 0.45% +1,000 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,118 $1.12M 0.22% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,113 $1.12M 0.04% +11 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,060 $1.11M 0.24% +134 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 6,039 $1.11M 0.38% +1,452 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,017 $1.1M 0.07% +294 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,015 $1.1M 0.02% +53 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 6,000 $1.1M <0.01% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,988 $1.1M 0.1% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,963 $1.09M 0.03% -7,135 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,962 $1.09M <0.01% +456 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,934 $1.09M 0.91% -615 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,895 $1.08M 0.07% -425 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,869 $1.07M 0.26% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,844 $1.07M <0.01% -2,367 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,831 $1.07M 0.81% +201 13F-HR Timeline SWS Partners More: the full row for SWS Partners 5,829 $1.07M 0.29% +176 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 5,829 $1.07M 0.26% +196 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,820 $1.07M 0.2% +473 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,810 $1.06M 0.07% +1,125 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,804 $1.06M 0.11% +340 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 7,400 $1.06M 0.31% +2,532 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 5,774 $1.06M 0.04% -67,709 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,756 $1.05M 0.19% -665 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,735 $1.05M 0.13% +3,657 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,688 $1.04M 0.22% -205 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,440 $1.04M 0.39% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 5,623 $1.03M 0.43% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,621 $1.03M 0.06% +491 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,609 $1.03M 0.54% -4 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,595 $1.02M 0.11% +487 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 5,580 $1.02M 0.89% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,579 $1.02M 0.14% +443 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,567 $1.02M 0.03% -76 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,560 $1.02M 0.16% +318 13F-HR Timeline Fingerlakes Wealth Management, Inc. 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