Themes Management Co LLC More: the full row for Themes Management Co LLC 7,349 $1.5M 0.92% -2,246 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 7,330 $1.49M 0.69% +2,828 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,303 $1.49M 0.06% +5,539 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 7,284 $1.48M 0.15% +2,838 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 7,266 $1.48M 0.23% -128 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 7,261 $1.48M 0.19% +73 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,254 $1.48M 0.04% -8 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 7,226 $1.47M 0.25% +226 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 7,224 $1.47M 0.31% +1,321 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,222 $1.47M 1.69% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,221 $1.47M 1.09% -126 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 7,216 $1.47M 0.1% +21 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,213 $1.47M 0.76% +225 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 7,210 $1.47M 0.37% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7,201 $1.46M 0.3% +3,084 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,195 $1.46M 0.02% +2,060 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,193 $1.46M 0.12% -292 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,187 $1.46M 0.18% +5,328 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,186 $1.46M 0.53% +65 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 7,150 $1.46M 0.19% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7,135 $1.45M 0.23% +1,066 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 7,121 $1.45M 1.27% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,119 $1.45M 0.14% -163 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,112 $1.45M 0.4% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 7,101 $1.44M 0.31% +848 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 7,101 $1.44M 0.55% new 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 7,098 $1.44M 0.85% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,051 $1.43M 0.09% +53 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,050 $1.43M 0.11% -2,637 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. White Wing Wealth Management More: the full row for White Wing Wealth Management 7,025 $1.43M 0.86% +136 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 7,023 $1.43M 0.03% -3 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,019 $1.43M 0.1% +621 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,011 $1.43M 0.06% +495 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,004 $1.42M 0.24% -315 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,531 $1.42M 0.31% +742 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 6,980 $1.42M 0.16% +2,992 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 6,974 $1.42M 0.51% +118 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,950 $1.41M 0.49% +506 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,935 $1.41M 0.05% -378 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,911 $1.41M 0.09% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 6,887 $1.4M 0.27% +97 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,883 $1.4M 0.17% +513 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,881 $1.4M 0.22% +451 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 6,879 $1.4M 1.29% -68 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,877 $1.4M 0.14% +1,415 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,869 $1.4M 0.53% -617 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 6,868 $1.4M 0.55% -912 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,866 $1.4M 0.14% +513 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 6,850 $1.39M 1.02% +2,525 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 6,848 $1.39M 0.59% -29 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,846 $1.39M 0.09% +634 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,829 $1.39M 0.03% -3,128 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,804 $1.38M 0.05% +827 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,795 $1.38M 0.1% +907 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,792 $1.38M 0.02% +354 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,776 $1.38M 0.22% -393 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,611 $1.37M 0.01% -100 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,741 $1.37M 0.39% +1,523 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 6,736 $1.37M 0.14% new 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 6,729 $1.37M 0.3% -2,213 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,728 $1.37M 0.01% +6,525 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,726 $1.37M 0.21% +2,523 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6,717 $1.37M 0.6% +3,714 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 6,705 $1.36M 0.7% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,694 $1.36M 0.08% +533 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,679 $1.36M 0.07% +263 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,664 $1.36M 0.27% -3,518 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,663 $1.36M 0.02% -387 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,659 $1.35M 0.35% -4,100 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 6,656 $1.35M 0.01% 0 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 6,631 $1.35M 1.03% -175 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,630 $1.35M 0.52% 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,618 $1.35M 0.12% +459 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,617 $1.35M 0.07% +633 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 5,485 $1.34M 0.04% +54 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,600 $1.34M 0.41% +3,600 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,730 $1.34M 0.18% +2,601 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,573 $1.34M 0.08% 0 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 6,569 $1.34M 0.72% -41 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,565 $1.34M 1.11% +163 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,542 $1.33M 0.28% +106 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 6,541 $1.33M 1.09% -9,015 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,541 $1.33M 0.26% +3,216 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,519 $1.33M 0.05% -88 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 6,519 $1.33M 0.04% 0 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 6,510 $1.32M 1.22% +934 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,501 $1.32M 0.43% +360 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,484 $1.32M 0.31% -66 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,469 $1.32M 0.13% +164 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,444 $1.31M 0.25% -125 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,414 $1.3M 0.44% +49 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,407 $1.3M 0.13% -1,094 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,392 $1.3M 0.47% 0 13F-HR Timeline Group Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 6,370 $1.3M 1.57% -2,724 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,359 $1.29M 0.52% -61 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,351 $1.29M 0.12% -9,082 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,865 $1.29M 0.08% +431 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 6,345 $1.29M 0.13% -940 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,345 $1.29M 0.19% +75 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,537 $1.28M 0.75% +610 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,277 $1.28M 0.02% -420 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,272 $1.28M 0.08% -4,217 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,266 $1.27M 0.02% +266 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 6,219 $1.27M 0.13% +3,648 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,212 $1.26M 0.06% +2,734 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 6,210 $1.26M 0.82% +330 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,826 $1.26M 0.12% +476 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 6,181 $1.26M 1.12% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,167 $1.25M 0.15% -32 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,148 $1.25M 0.21% -449 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,133 $1.25M 0.07% -848 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,121 $1.25M 0.06% +1,250 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,118 $1.24M 0.09% +378 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 6,116 $1.24M 0.98% -5,674 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,105 $1.24M 0.09% -14 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,097 $1.24M 0.42% +1,200 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,094 $1.24M 0.16% -229 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,090 $1.24M 0.09% +869 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,697 $1.24M 0.93% -233 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,079 $1.24M 0.09% +100 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,486 $1.24M 0.23% +1,185 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,067 $1.23M 0.23% +2,800 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,066 $1.23M 0.39% -1,271 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,055 $1.23M 0.12% +35 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,046 $1.23M 0.06% -6 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 6,044 $1.23M 0.81% -74 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,024 $1.23M 0.38% -839 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 6,248 $1.22M 0.05% +5,806 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,017 $1.22M 0.15% -133 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,011 $1.22M 0.51% -1,578 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,004 $1.22M 0.14% -19 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 6,000 $1.22M 1.24% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,940 $1.21M 0.41% -563 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,915 $1.2M 0.07% +286 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,915 $1.2M 0.11% -42 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,895 $1.2M 0.22% +4,068 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,891 $1.2M 0.52% -235 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,880 $1.2M 0.08% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,872 $1.19M 0.24% +199 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 5,871 $1.19M 0.71% +611 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,866 $1.19M 0.64% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,862 $1.19M 0.55% +740 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,850 $1.19M 0.09% -104 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,850 $1.19M 0.06% +4,519 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,833 $1.19M 0.52% +91 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 5,823 $1.18M 0.28% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 5,817 $1.18M 0.15% +354 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,805 $1.18M 0.56% +1,476 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,797 $1.18M 0.2% -2,863 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,794 $1.18M 0.63% -1,072 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,787 $1.18M 0.06% +825 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 5,074 $1.18M 0.94% -2,100 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 5,777 $1.18M 0.57% +1,409 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,769 $1.17M 0.02% +160 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,769 $1.17M 0.23% -1,200 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 5,762 $1.17M 1.09% -39 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 5,728 $1.17M 1.03% -796 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,726 $1.16M 0.21% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,717 $1.16M 0.08% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,716 $1.16M 0.4% -305 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 5,710 $1.16M 0.36% +1,162 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,380 $1.16M 0.15% -25,160 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 5,679 $1.16M 0.5% -233 13F-HR Timeline City State Bank More: the full row for City State Bank 5,677 $1.15M 0.3% +45 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,668 $1.15M 0.18% -235 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 5,652 $1.15M 0.84% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,652 $1.15M 0.24% +5 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,647 $1.15M 0.21% -599 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,625 $1.14M 0.09% -16 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,617 $1.14M 0.73% +214 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 5,608 $1.14M 0.56% +1,224 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,604 $1.14M 0.56% +780 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,376 $1.14M 0.07% -7 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,590 $1.14M 0.06% +141 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,581 $1.14M 0.63% +3,897 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 5,564 $1.13M 1.25% -257 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 5,558 $1.13M 0.74% -1,500 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,556 $1.13M 0.98% -24 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,541 $1.13M 0.62% -4,749 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,536 $1.13M 0.52% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 5,534 $1.13M 0.35% +1,000 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,533 $1.13M 0.14% +57 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,523 $1.12M 0.13% +243 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,498 $1.12M 0.16% +630 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 5,468 $1.11M 1.14% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,456 $1.11M 0.09% +1,052 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,430 $1.1M 0.15% -462 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,698 $1.1M 0.69% +718 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. 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