EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,596 $794K 0.44% -820 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 5,550 $788K 0.18% -732 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,549 $787K 0.09% +1,884 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,537 $786K 0.18% -250 13F-HR/A Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,529 $785K 0.05% +1,000 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,525 $784K 0.09% +1,025 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,507 $781K 0.02% -5,911 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 5,501 $781K 0.05% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,488 $779K 0.01% +459 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,479 $777K 0.12% +547 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,476 $777K 0.03% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,470 $776K 0.01% -1,020 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,470 $776K 0.28% +75 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,450 $773K 0.01% +2,022 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,606 $773K 0.24% +1,685 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,422 $769K 0.2% +847 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 5,420 $769K 0.4% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,416 $769K 0.23% +5,112 13F-HR Timeline City State Bank More: the full row for City State Bank 5,406 $767K 0.24% -341 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 5,400 $766K 0.14% -54 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,400 $766K 0.45% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,400 $766K 0.12% +25 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 5,397 $766K 0.09% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,367 $762K 0.06% +198 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,356 $760K 0.07% +3,311 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,350 $759K 0.63% -640 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,344 $758K 0.26% +2,970 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,331 $756K 0.05% +1,376 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,328 $756K 0.15% +1,545 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,323 $755K 0.25% +404 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,318 $755K 0.1% -80 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,316 $754K 0.22% -112 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,298 $752K 0.06% +300 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 1,248 $751K 0.13% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,296 $751K 0.2% -178 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,274 $748K 0.07% +2,343 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,273 $748K 0.06% -68 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,430 $748K 0.41% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,264 $747K 0.07% -26,500 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,258 $746K 0.07% +379 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,253 $745K 0.4% +3,729 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,251 $745K 0.45% +581 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,228 $742K 0.38% +133 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,226 $742K 0.01% -941 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,218 $740K 0.03% +1,010 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,214 $740K 0.11% +1,680 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,214 $740K 0.5% +105 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,207 $739K 0.06% +3,059 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,189 $736K 0.23% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,406 $736K 0.26% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,337 $736K 0.35% +2,550 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,181 $735K 0.03% +2,390 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,155 $731K 0.2% -2,357 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,155 $731K 0.22% +1 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,149 $731K 0.19% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,221 $730K 0.27% +2,074 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,143 $730K 0.27% +2,443 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,130 $728K 0.12% -10,625 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,127 $728K 0.03% -1,957 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,110 $725K 0.33% +160 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,105 $724K 0.03% -2,134 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,097 $723K 0.22% -99 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,093 $723K 0.05% +802 13F-HR Timeline Group IMS Capital Management More: the full row for IMS Capital Management 5,091 $722K 0.34% -410 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,072 $720K 0.06% +1,904 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,068 $719K 0.08% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,054 $717K 0.06% +103 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,040 $715K 0.58% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,020 $712K 0.06% +2,252 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,010 $711K 0.03% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $710K 0.25% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,993 $709K 0.18% -952 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,986 $708K 0.36% +177 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,977 $706K 0.13% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,976 $706K 0.44% +573 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,974 $705K <0.01% +2,967 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,969 $705K 0.73% -176 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,967 $705K 0.03% +114 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 4,961 $704K 0.33% +81 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,958 $704K 0.11% -617 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,949 $702K 0.3% +24 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,931 $700K 0.05% -74 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,902 $696K 0.18% +601 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,868 $691K 0.06% +803 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 4,860 $690K 0.08% -758 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,862 $689K 0.29% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,840 $687K 0.35% +13 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,837 $686K 0.1% +602 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,834 $686K 0.02% +398 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,830 $685K 0.17% -1,711 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,827 $685K 0.02% +106 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 4,821 $684K 0.55% +109 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,797 $681K 0.39% +1,005 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 4,796 $681K 0.05% -121,868 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,791 $680K 0.03% new 13F-HR/A Timeline Summit X, LLC More: the full row for Summit X, LLC 4,778 $678K 0.13% -186 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,774 $677K 0.23% +42 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,770 $677K 0.01% -191 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,738 $672K 0.02% +437 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,683 $665K 0.05% -216 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,680 $664K 0.01% +383 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,672 $663K 0.09% +93 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,670 $663K 0.01% -335 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,666 $662K 0.02% -145 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,665 $662K 0.01% -1,341 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,663 $662K 0.25% +290 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,498 $659K 0.24% -16 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 4,637 $658K 0.45% +1,386 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,635 $658K 0.1% +870 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,633 $657K 0.01% +394 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,620 $656K 0.43% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,601 $653K 0.14% +1,403 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,560 $647K 0.15% +671 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,555 $646K 0.29% -807 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,549 $646K 0.12% -10 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,538 $644K 0.14% +481 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,522 $642K 0.14% +1,179 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,519 $641K 0.04% -300 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,732 $638K 0.02% -33 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,494 $638K 0.08% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,472 $635K 0.07% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,471 $634K 0.15% +311 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,639 $631K 0.11% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,437 $630K 0.01% +483 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,403 $625K 0.12% +631 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,394 $624K 0.29% -1,331 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,336 $623K 0.1% +522 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,576 $623K 0.24% -11,201 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,385 $622K 0.2% -200 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,383 $622K 0.04% -3,170 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,362 $619K 0.03% -2,829 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,361 $619K 0.03% +907 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,360 $619K 0.1% +357 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,349 $617K 0.04% -15,381 13F-HR Timeline Group Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,346 $617K 0.7% -6,905 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,485 $616K 0.28% -30 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,315 $612K 0.27% +2,011 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,302 $610K 0.11% -565 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,300 $610K 0.56% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,297 $610K 0.06% -182 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,297 $610K 0.19% +1,055 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,285 $608K 0.04% +1,871 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,286 $608K 0.44% -48 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,284 $608K 0.2% +4 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,278 $607K 0.55% -729 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,271 $606K 0.07% +57 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,261 $605K 0.04% +10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,247 $603K 0.06% -705 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,237 $601K 0.12% -1,885 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,234 $601K 0.32% -462 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 4,227 $600K 0.16% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,224 $599K 0.16% -1,278 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,220 $599K 0.45% +725 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,216 $598K 0.06% +1,013 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,205 $597K 0.04% new 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,200 $596K 0.41% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,195 $595K 0.05% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,189 $594K 0.07% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,185 $594K 0.58% -108 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,179 $593K 0.48% -2,551 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,561 $593K 0.17% -50 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,325 $589K 0.13% -195 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,145 $588K 0.02% -3,164 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,136 $587K 0.13% +100 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,129 $586K 0.02% -290 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,087 $580K 0.07% -428 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,084 $579K 0.22% +510 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,069 $577K 0.4% +183 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,053 $575K 0.19% -859 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,049 $575K 0.2% +157 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,045 $574K 0.05% -1,013 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,034 $572K 0.07% -2,514 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 4,034 $572K 0.02% +154 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,031 $572K 0.11% +603 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,028 $572K 0.21% -270 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,006 $568K 0.07% +879 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,004 $568K 0.05% +1,194 13F-HR Timeline SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT… in group SUMMIT PARTNERS PUBLIC ASSET … More: the full row for SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 4,000 $568K 0.02% new 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,000 $568K 0.09% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 4,000 $568K 0.13% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,000 $568K 0.14% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,999 $567K 0.2% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,993 $567K 0.52% +211 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,990 $566K 0.25% +185 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,965 $563K 0.42% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,964 $562K 0.06% -5 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,937 $559K 0.52% -29 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,935 $558K 0.04% +665 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,917 $556K 0.05% +1,679 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,910 $555K 0.18% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 3,908 $555K 0.13% +1,191 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,895 $553K 0.01% -955 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,000 $552K 0.09% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,882 $551K 0.06% +248 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,874 $550K 0.06% -100 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,862 $548K 0.47% -75 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 3,820 $547K 0.51% new 13F-HR/A Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,850 $546K 0.08% +867 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,844 $545K 0.07% +347 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,840 $545K 0.12% 0 13F-HR Timeline