All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,573 $1.71M 0.67% +192 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,528 $1.7M 1.4% +35 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,521 $1.7M 1.07% -7 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,503 $1.69M 0.8% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,502 $1.69M <0.01% -4,848 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,478 $1.69M 0.16% +400 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,467 $1.69M 0.89% +26 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,458 $1.68M 0.2% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 6,419 $1.67M 0.07% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,407 $1.67M 0.66% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,406 $1.67M 0.19% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,404 $1.67M 0.43% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,382 $1.66M -105 Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,377 $1.66M 0.14% -48 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 36,265 $1.65M 0.14% -2,487,122 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,331 $1.65M 0.08% -28 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 6,324 $1.65M 0.12% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,292 $1.64M 0.13% -927 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,278 $1.64M 0.15% +66 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 6,260 $1.63M 0.62% 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 6,256 $1.63M 1.13% +30 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,239 $1.63M 0.11% -53 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 6,237 $1.63M 0.11% +31 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 6,417 $1.62M 0.28% -16 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,206 $1.62M 0.2% -850 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,198 $1.62M 0.08% +863 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 6,190 $1.61M 0.15% +378 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,187 $1.61M 0.1% +136 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 6,175 $1.61M 0.82% +1 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,175 $1.61M 0.3% -38 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,161 $1.61M 0.33% -640 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,149 $1.6M 0.04% -752 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,147 $1.6M 0.31% +64 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 6,142 $1.6M 0.3% +1,431 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,139 $1.6M 0.09% -938 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,139 $1.6M 0.62% +24 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 6,120 $1.6M 0.52% -75 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,114 $1.59M 0.12% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,104 $1.59M 0.16% -18,137 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,102 $1.59M 0.05% +357 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,102 $1.59M 0.17% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,092 $1.59M 0.72% +19 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,371 $1.59M 0.44% +2,716 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,071 $1.58M <0.01% -699,040 13F-HR Timeline Group Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,052 $1.58M 0.32% +500 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,049 $1.58M 0.07% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,046 $1.58M 0.34% -6 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,786 $1.57M 0.69% -68 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,871 $1.57M 0.52% +1,391 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,020 $1.57M 0.63% -1,596 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,016 $1.57M 0.03% +176 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 6,013 $1.57M 0.84% -130 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 6,008 $1.57M 0.5% -50 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,007 $1.57M 0.22% -876 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,004 $1.56M 1.15% -175 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,002 $1.56M 0.48% +484 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,000 $1.56M 0.34% -400 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,990 $1.56M 0.25% -322 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 5,985 $1.56M 0.39% +1,009 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 5,956 $1.55M 0.03% -1,017 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,953 $1.55M 0.87% -529 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 5,941 $1.55M 0.5% -904 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,939 $1.55M 0.15% -331 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5,930 $1.55M 1.26% +90 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,929 $1.55M 0.52% +3,103 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,926 $1.54M 0.11% -7,039 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 5,923 $1.54M 0.21% +537 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,880 $1.53M 0.29% -29 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,879 $1.53M 0.72% +676 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,858 $1.53M 0.55% -400 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,855 $1.53M 0.74% -980 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,847 $1.52M 0.11% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,834 $1.52M 0.23% +71 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,826 $1.52M 0.07% -37 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 5,825 $1.52M 0.77% -5,175 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 5,806 $1.51M 0.13% +4,806 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,793 $1.51M 0.22% 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,785 $1.51M 0.11% -14 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,751 $1.5M 0.42% +65 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,749 $1.5M 0.03% -179 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,730 $1.49M -454 Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,716 $1.49M 0.69% +228 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,684 $1.48M 0.15% -1,288 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,680 $1.48M 0.31% -30 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,675 $1.48M 0.94% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,665 $1.48M 0.41% +97 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,665 $1.48M 0.21% +41 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,661 $1.48M 0.99% +1,855 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 5,648 $1.47M 0.49% -5,341 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,610 $1.46M 0.18% +1,569 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,607 $1.46M 0.01% -341 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,606 $1.46M 0.2% +541 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,601 $1.46M 0.4% +165 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,593 $1.46M 0.88% +910 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,585 $1.46M 1.57% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,582 $1.45M 0.12% +1,406 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,721 $1.45M 0.54% -68 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,548 $1.45M 0.16% +275 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,541 $1.44M 0.67% -15 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 5,571 $1.44M 1.09% +50 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,558 $1.44M 0.49% +542 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,522 $1.44M 0.1% -258 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,511 $1.44M 0.25% -20 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,674 $1.43M 0.03% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 5,473 $1.43M 0.76% -332 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 5,469 $1.43M 0.73% -5,105 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 5,430 $1.42M 0.06% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,415 $1.41M 0.05% -39 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 5,413 $1.41M 0.1% +940 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 5,407 $1.41M 0.46% +176 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,191 $1.4M 1.52% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,374 $1.4M 0.1% +5 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,362 $1.4M 0.07% -26 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,357 $1.4M 0.04% -231 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,827 $1.39M 0.85% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,349 $1.39M 0.24% -2,484 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 5,335 $1.39M 0.32% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,332 $1.39M 0.37% -128 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,321 $1.39M 1.19% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,318 $1.39M 0.76% 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,310 $1.38M 0.15% new 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 5,303 $1.38M 0.54% -3 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,300 $1.38M 0.49% -412 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5,300 $1.38M 0.11% +151 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 5,300 $1.38M 0.12% -30,100 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,292 $1.38M 0.64% -9 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,284 $1.38M 0.09% -219 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 5,275 $1.38M 0.57% -34 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,252 $1.37M 0.04% -253 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,229 $1.36M 0.12% +186 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 5,217 $1.36M 0.23% +8 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,212 $1.36M 0.14% -475 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 5,204 $1.36M 0.02% +3,335 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,198 $1.35M 0.1% +131 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,183 $1.35M 0.16% -23 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,154 $1.34M 0.29% -171 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,154 $1.34M 0.17% +35 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,148 $1.34M 0.05% -953 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,142 $1.34M 0.23% +358 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,139 $1.34M 0.06% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,120 $1.33M 0.34% -385 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,117 $1.33M 0.06% -7,141 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,609 $1.33M 0.13% +160 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,098 $1.33M 0.15% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 5,082 $1.32M 0.12% -45 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,077 $1.32M 0.14% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5,076 $1.32M 0.68% +21 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,073 $1.32M 0.14% -25 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 5,070 $1.32M 0.81% 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 5,059 $1.32M 0.37% +1,148 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 5,030 $1.31M 0.38% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 5,016 $1.31M 0.1% -289 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,001 $1.3M 0.28% -296 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,998 $1.3M 0.24% +1,546 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 4,980 $1.3M 0.2% +171 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,974 $1.3M 0.66% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,954 $1.29M 0.32% -115 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,953 $1.29M 0.64% -257 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,946 $1.29M 0.8% 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,939 $1.29M 0.05% +105 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,934 $1.29M 0.63% 0 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,927 $1.28M 0.15% -108 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 4,912 $1.28M 0.24% +3,723 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,913 $1.28M 0.08% +204 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,900 $1.28M 0.32% +2 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,820 $1.27M 0.04% -108 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,911 $1.27M 0.13% +469 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,880 $1.27M 0.11% +22 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,872 $1.27M 0.75% -29 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,850 $1.26M 0.59% +50 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,841 $1.26M 0.01% +4,819 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,834 $1.26M 0.38% +15 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,828 $1.26M 0.28% +4 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,821 $1.26M 0.04% -1,615 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,820 $1.26M 0.06% -1,122 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,804 $1.25M 0.05% -18,162 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,775 $1.25M 0.54% 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 4,801 $1.25M 0.76% +199 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,797 $1.25M 0.07% -15,984 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,791 $1.25M 1.04% -379 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 4,790 $1.25M 0.45% +431 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,790 $1.25M 0.57% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,791 $1.25M 0.35% 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,783 $1.25M 0.39% -1,324 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,779 $1.25M 0.48% +1,077 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,662 $1.25M 0.3% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,766 $1.24M 0.95% +108 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 4,764 $1.24M 0.06% -729 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,757 $1.24M 0.08% -129 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,751 $1.24M 0.73% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,740 $1.24M 0.02% +3,680 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,742 $1.24M 0.15% 0 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 4,741 $1.24M 0.31% -208 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,707 $1.23M 0.79% -120 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,707 $1.23M 0.22% +5 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,700 $1.23M 0.36% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,700 $1.23M 0.45% +200 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,666 $1.22M 0.19% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,662 $1.22M 0.26% +158 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,756 $1.21M 0.39% 0 13F-HR Timeline