L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,950 $1.53M 0.2% +142 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,947 $1.53M 0.07% -190 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,932 $1.52M 1.06% -137 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,841 $1.5M 0.63% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,828 $1.5M 0.12% -160 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,821 $1.5M 0.11% +273 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,812 $1.49M 0.17% +4,383 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 5,806 $1.49M 0.12% +4,541 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 5,805 $1.49M 0.77% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,791 $1.49M 0.31% -145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 5,783 $1.49M -327 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,773 $1.48M 0.07% -2,461 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,761 $1.48M 0.04% +38 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,741 $1.48M 0.19% +107 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 5,739 $1.47M 0.19% 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 5,650 $1.45M 1.32% 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 5,638 $1.45M 0.3% -4,455 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,617 $1.44M 0.09% -42 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,609 $1.44M 0.08% +246 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,605 $1.44M 0.2% +850 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,596 $1.44M 0.51% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,464 $1.44M 0.04% -10,929 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,567 $1.43M 0.13% -599 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,558 $1.43M 0.91% -9 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,554 $1.43M 0.35% -49 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,809 $1.42M 0.03% -1,021 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,537 $1.42M 0.05% -166 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,718 $1.42M 0.15% +12 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5,517 $1.42M 0.11% 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,516 $1.42M 0.39% -235 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,513 $1.42M 0.19% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,506 $1.41M 0.87% +1 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,486 $1.41M 0.29% +83 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,478 $1.41M 0.2% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,471 $1.41M 0.06% -124 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,457 $1.4M 0.02% -9,407 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,651 $1.4M 0.18% -1,046 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,437 $1.4M 1.06% -100 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,392 $1.39M 0.47% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,389 $1.38M 0.32% -30 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 5,357 $1.38M 0.68% -72 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,350 $1.37M 0.48% -50 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 5,340 $1.37M 1.34% -2,781 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,331 $1.37M 0.11% +151 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,329 $1.37M 0.04% +89 13F-HR Timeline TOBAM More: the full row for TOBAM 5,303 $1.36M 0.33% +4,616 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 5,278 $1.36M 0.45% +815 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,267 $1.35M 1.63% -43 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 5,250 $1.35M 0.91% -10,907 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 5,246 $1.35M 0.59% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 5,243 $1.35M 0.79% +3,600 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,234 $1.35M 0.08% +592 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,224 $1.34M 0.84% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 5,175 $1.33M 0.49% -2,833 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,173 $1.33M 0.08% +2,995 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,372 $1.33M 0.53% +1,183 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 5,150 $1.32M 1.17% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,146 $1.32M 0.72% -2,064 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 5,131 $1.32M 0.09% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,042 $1.3M 0.1% -202 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,028 $1.29M 0.2% -75 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,028 $1.29M 0.47% 0 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 5,002 $1.29M 0.06% -153,142 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,997 $1.28M 0.06% -2,719 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,984 $1.28M 0.43% 0 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,312 $1.28M -799 Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,931 $1.27M 0.2% -33 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,925 $1.27M 0.26% -75 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,907 $1.26M 0.08% +15 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,892 $1.26M 0.14% -250 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 4,889 $1.26M 0.4% -672 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,882 $1.25M 0.94% -5 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,877 $1.25M 0.38% -294 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,873 $1.25M 0.26% -149 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,861 $1.25M 0.05% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,854 $1.25M 0.08% +128 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,835 $1.24M 0.22% +2,069 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,827 $1.24M 0.33% +18 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,821 $1.24M 0.12% -152 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,805 $1.23M 0.09% +201 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,788 $1.23M 0.07% +2,111 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,787 $1.23M 0.52% +223 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 4,778 $1.23M 0.51% +10 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,768 $1.23M 0.69% -433 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,767 $1.23M 0.14% -132 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,760 $1.22M 0.02% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,740 $1.22M 0.15% +58 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,720 $1.21M 0.43% +35 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 4,714 $1.21M 0.8% 0 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 4,500 $1.21M 0.81% +1,000 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,688 $1.2M 0.28% -1,482 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,670 $1.2M 0.01% +1,596 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4,667 $1.2M 0.71% -163 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,615 $1.19M 0.07% +2,888 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,613 $1.19M 0.64% -996 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,612 $1.19M 0.12% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 4,607 $1.18M 0.29% -34 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,603 $1.18M 0.41% +3,377 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,584 $1.18M 0.27% +1,984 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,582 $1.18M 0.13% +34 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,561 $1.17M 1.1% -7,990 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 4,560 $1.17M 1.46% 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,891 $1.17M 0.28% -2,442 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,557 $1.17M 0.36% -350 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,540 $1.17M 0.33% -15 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,540 $1.17M 0.09% -106 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,521 $1.16M 0.57% +48 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,519 $1.16M 0.22% new 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,517 $1.16M 0.1% -25 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,496 $1.16M 0.18% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,415 $1.15M 0.02% +1,509 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,473 $1.15M 0.3% +8 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,462 $1.15M 0.12% +352 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,459 $1.15M 0.19% -20 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,458 $1.15M 0.18% +589 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,441 $1.14M 0.08% +17 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,439 $1.14M 0.21% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,438 $1.14M 0.58% +70 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,427 $1.14M 0.16% +20 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,415 $1.13M 0.08% +989 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,407 $1.13M 0.93% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,406 $1.13M 0.28% +2 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,401 $1.13M 0.09% +444 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,385 $1.13M 0.92% -65 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,375 $1.12M 1.65% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,358 $1.12M 0.06% -137 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,346 $1.12M 0.03% +1,008 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 4,341 $1.12M 0.29% 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,396 $1.12M 0.37% +277 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,308 $1.11M 0.25% +189 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,304 $1.11M 0.18% -344 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,288 $1.1M 0.04% -13 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,286 $1.1M 0.12% +1 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,278 $1.1M 0.29% -1,088 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,262 $1.1M 0.19% +59 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 4,262 $1.1M 0.18% -273 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,254 $1.09M 0.28% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 4,250 $1.09M 1.05% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,243 $1.09M 0.02% +549 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,241 $1.09M 0.08% -13 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,234 $1.09M 0.24% -7,261 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,741 $1.09M 0.29% +1,882 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 4,227 $1.09M 0.48% +33 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,221 $1.08M 0.17% -1,560 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,212 $1.08M 0.07% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,205 $1.08M 0.27% +918 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,196 $1.08M 0.14% -29,283 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,194 $1.08M 0.68% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,193 $1.08M 0.06% -465 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 4,187 $1.08M 0.06% -2,288 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,179 $1.07M 0.25% -100 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,173 $1.07M 0.04% +268 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,171 $1.07M 0.25% -90 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,160 $1.07M 0.05% +137 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,157 $1.07M 0.08% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,151 $1.07M 0.09% -175 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,152 $1.07M 0.08% -731 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,150 $1.07M 0.06% +1,384 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,160 $1.06M 0.1% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,111 $1.06M 0.15% -253 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,099 $1.05M 0.04% -14 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,096 $1.05M 0.01% +38 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,084 $1.05M 0.29% -698 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,084 $1.05M 0.14% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 4,078 $1.05M 0.82% -1,197 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,070 $1.05M 0.05% +152 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,068 $1.05M 0.05% +410 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,178 $1.04M 0.7% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,046 $1.04M 0.12% +10 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 4,043 $1.04M 0.27% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,039 $1.04M 0.59% -1,065 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,000 $1.04M 0.14% +265 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 4,033 $1.04M 0.31% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 4,024 $1.03M 0.6% +8 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,010 $1.03M 0.17% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,968 $1.02M 0.11% +531 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,960 $1.02M 0.78% -165 13F-HR Timeline City State Bank More: the full row for City State Bank 3,957 $1.02M 0.28% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3,940 $1.01M 0.55% -100 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,933 $1.01M 0.74% -70 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,924 $1.01M 0.02% +16 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,919 $1.01M 0.05% -327 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 3,062 $1.01M 0.51% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,903 $1M 0.05% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,902 $1M 0.1% -429 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,846 $988K 0.09% +2,681 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,845 $988K 0.1% +6 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,811 $979K 0.02% +125 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,805 $978K 0.15% +360 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,061 $975K 0.83% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 3,791 $974K 0.55% -345 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,790 $974K 1.45% 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,780 $971K 0.03% -1,700 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,780 $971K 0.22% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,775 $970K 0.14% -60 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,727 $970K new Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,762 $967K 0.03% -73 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,745 $962K 0.25% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,742 $962K 0.26% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,736 $960K 0.2% -55 13F-HR Timeline