RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,060 $501K 0.1% -667 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,057 $500K 0.03% +327 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,046 $498K 0.03% -165 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. 3,024 $495K 0.03% -7,551 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 3,017 $493K 0.32% +89 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,013 $493K 0.19% +693 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,010 $492K 0.02% +93 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,000 $491K 0.03% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,000 $490K 0.18% +1,000 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,992 $489K 0.02% +375 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,988 $489K 0.13% -182 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,986 $488K 0.04% -24 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,938 $486K 0.08% +6 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,955 $483K 0.05% +344 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,952 $483K 0.1% +98 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,941 $481K 0.32% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,884 $479K 0.01% +1,462 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,887 $477K 0.01% +210 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,909 $476K 0.09% -71 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,900 $474K 0.14% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,899 $474K 0.06% +13 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,886 $472K 0.09% +165 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,883 $472K 0.14% +2 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,793 $471K 0.01% -213 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,867 $469K 0.21% -85 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,865 $469K 0.32% -108 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,861 $468K 0.04% -311 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,864 $468K <0.01% +435 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,857 $467K 0.02% +100 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,855 $467K 0.03% +160 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,852 $467K 0.09% +489 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,775 $464K 0.07% new 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,830 $463K -1,945 Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,822 $462K 0.07% +20 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,820 $461K 0.03% -201 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,812 $460K 0.32% +358 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,810 $460K 0.04% -456 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,797 $458K 0.13% +182 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,787 $456K 0.01% +629 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 2,786 $456K 0.18% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,778 $454K 0.28% -12 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,733 $447K <0.01% -21,606 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,730 $447K <0.01% +23 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,724 $446K 0.08% +24 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,716 $444K 0.1% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,703 $443K 0.02% +491 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,699 $441K 0.04% -83 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,689 $440K 0.1% +32 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,664 $436K 0.01% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,661 $435K 0.05% +138 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,657 $435K 0.03% -6 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,648 $433K 0.06% +308 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,597 $429K 0.01% 0 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,607 $426K 0.24% +849 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,606 $426K 0.08% +298 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,602 $426K 0.06% -34 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,596 $425K 0.01% -2,622 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,586 $423K 0.1% -1,446 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,581 $422K 0.59% -75 13F-HR Timeline MOTCO More: the full row for MOTCO 2,573 $421K 0.04% +109 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,558 $418K 0.02% +1,374 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,530 $414K 0.14% -284 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,522 $413K 0.02% +395 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,516 $412K 0.02% -227 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,514 $411K 0.01% -4,565 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,512 $411K 0.02% +358 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,450 $410K 0.04% +854 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,500 $409K 0.07% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,498 $409K 0.15% -31 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,498 $409K 0.06% -654 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,478 $405K 0.01% +140 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,477 $405K 0.12% -301 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,468 $404K 0.04% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,435 $398K 0.01% +156 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,434 $398K 0.16% -4 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,324 $397K 0.02% +635 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,422 $396K 0.03% -50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,422 $396K 0.04% +110 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,414 $395K 0.14% -116 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,410 $394K 0.02% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,409 $394K 0.07% +87 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,394 $392K 0.31% +53 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,393 $391K 0.08% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,391 $391K 0.21% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,391 $391K 0.04% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,391 $391K 0.01% +783 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,391 $391K 0.12% -34 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,370 $388K 0.04% -958 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 2,337 $386K 0.22% +200 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,355 $385K 0.1% -213 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,352 $385K 0.02% -437 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,319 $383K 0.02% -172 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,338 $382K 0.21% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,336 $382K <0.01% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,324 $380K 0.2% +13 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,310 $378K 0.03% +616 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,306 $377K 0.09% +367 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,266 $376K 0.16% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,293 $375K <0.01% +1,094 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,276 $372K 0.02% +251 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,268 $371K 0.29% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,267 $371K 0.05% -11,424 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,259 $369K <0.01% +158 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,253 $369K 0.01% +354 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,175 $367K 0.16% -520 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,238 $366K 0.01% +285 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,237 $366K 0.04% +4 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,235 $366K 0.05% +35 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,234 $365K 0.06% -15 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,230 $365K 0.04% +17 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,329 $363K 0.02% -107 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,218 $363K 0.07% +1 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,216 $362K 0.02% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,206 $361K 0.31% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,205 $361K 0.02% -50 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,179 $360K 0.05% +114 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 10,358 $355K 0.08% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,163 $354K 0.05% -143 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,163 $354K 0.13% +167 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,162 $354K 0.01% 0 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,159 $353K 0.09% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,155 $352K 0.07% -38 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,091 $351K 0.01% -230 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,123 $351K 0.02% -174 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,145 $351K 0.05% +12 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,116 $350K 0.02% +12 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,134 $349K 0.05% +570 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,131 $349K 0.03% -31 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,127 $348K 0.01% -264 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,118 $346K <0.01% +413 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,112 $345K 0.03% -83 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,112 $345K <0.01% +253 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,109 $345K 0.08% +461 13F-HR Timeline Group Unify Financial Advisors More: the full row for Unify Financial Advisors 2,101 $344K 0.32% +135 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,099 $343K 0.16% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,096 $343K 0.09% +95 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,084 $341K 0.15% +12 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,084 $341K 0.01% +222 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,080 $340K 0.14% -407 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,075 $340K 0.12% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,077 $340K 0.03% -900 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,072 $339K 0.01% -1,488 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,068 $338K 0.01% -12,444 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,062 $337K 0.03% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,051 $335K 0.12% +273 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,051 $335K 0.01% -563 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,045 $335K 0.01% +645 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,045 $335K 0.21% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,034 $333K 0.04% -606 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,029 $332K 0.06% -109 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,021 $331K 0.05% -230 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,020 $330K <0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,020 $330K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,017 $330K 0.01% -190 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,011 $329K 0.04% +5 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,006 $328K <0.01% -198 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,001 $327K 0.14% +3 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,000 $327K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,000 $327K 0.06% 0 13F-HR/A Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,996 $326K <0.01% -190 13F-HR Timeline AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 1,990 $326K 0.02% -390 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,988 $325K 0.01% -510 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,985 $325K 0.06% +187 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,982 $324K 0.11% -38 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,982 $324K 0.02% -250 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,979 $324K 0.05% -702 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,979 $324K 0.08% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,978 $324K <0.01% +170 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,975 $323K 0.07% -2 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,933 $316K 0.05% +66 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,925 $315K 0.13% 0 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,920 $314K 0.17% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,915 $313K 0.09% -1,547 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,913 $313K 0.11% +10 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,910 $312K 0.27% -150 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,909 $312K 0.21% +207 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,901 $311K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,901 $311K <0.01% -62 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,900 $311K 0.05% -75 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,900 $311K 0.09% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 1,899 $311K 0.04% +387 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,898 $310K 0.11% +30 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,887 $309K 0.07% +2 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,877 $307K 0.03% 0 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 1,791 $305K 0.16% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,859 $304K 0.04% +51 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,858 $304K 0.01% -32 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,856 $304K 0.06% -75 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 450 $303K 0.05% new 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,830 $303K 0.03% +48 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,865 $302K 0.03% -46 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,843 $301K 0.21% -2,535 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,842 $301K 0.12% -5 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,841 $301K 0.11% -77 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,840 $301K <0.01% +681 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,838 $301K 0.09% -178 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,836 $300K 0.01% -14,882 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,827 $299K 0.02% -172 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,823 $298K 0.01% -38,793 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,817 $297K 0.01% -263 13F-HR Timeline