MQS Management LLC More: the full row for MQS Management LLC 3,154 $554K 0.33% new 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 3,130 $550K 0.25% -438 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,075 $540K 0.04% +2,009 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,008 $534K 0.01% +919 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,038 $533K 0.12% -327 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,031 $532K 0.04% +367 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,004 $527K 0.05% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,994 $526K 0.18% -25 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,988 $525K 0.19% +1,820 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,096 $525K 0.05% -827 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,987 $524K 0.54% +1,580 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,978 $523K 0.08% -844 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,970 $521K 0.11% +650 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,970 $521K 0.03% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,938 $521K 0.1% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,950 $518K 0.26% -7,129 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,941 $516K 0.05% +36 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,932 $515K 0.17% -24 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,925 $514K 0.06% -398 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,910 $511K 0.03% -261 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,905 $510K 0.02% new 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,900 $509K 0.05% -1,500 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,895 $508K 0.17% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,893 $508K 0.05% -341 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,870 $504K 0.03% +437 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,865 $503K 0.03% -49 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,860 $502K 0.04% +120 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,856 $501K 0.09% -200 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,845 $500K 0.03% -1,233 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,837 $498K 0.17% +2,008 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,828 $496K 0.02% -281 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,821 $495K 0.18% -175 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,808 $493K 0.03% -84 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,965 $493K 0.03% +159 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,805 $493K 0.03% -905 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 2,786 $489K 0.22% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,782 $488K 0.03% -75 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,781 $488K 0.17% -2,541 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,777 $487K 0.06% -1,020 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,761 $485K 0.11% +26 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,758 $484K 0.01% -69 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 2,754 $484K 0.03% -1,925 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,742 $481K 0.04% -250 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,736 $480K 0.22% +419 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,726 $479K 0.09% -444 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 2,722 $478K 0.27% 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 2,722 $478K 0.42% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,713 $476K 0.15% -1,937 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,700 $474K 0.09% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,700 $474K 0.07% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,682 $471K 0.03% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,673 $469K 0.02% +167 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,673 $469K 0.03% -1,075 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,652 $466K 0.05% +152 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,650 $465K 0.01% -582 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,647 $465K 0.09% -12,280 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,646 $465K 0.02% +237 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,634 $462K 0.76% -11 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,631 $462K <0.01% +417 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,620 $460K 0.09% -17 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,597 $460K 0.02% -600 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,618 $460K 0.03% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,613 $459K 0.31% +27 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,611 $458K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,673 $456K 0.01% -5,000 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,583 $453K 0.01% +78 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,579 $453K 0.2% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,574 $452K 0.04% -28 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,551 $448K 0.01% -553 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 2,550 $448K 0.12% -70 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,542 $446K 0.19% -62 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,522 $443K 0.11% -1,402 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,521 $443K 0.02% +183 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,515 $442K 0.11% +320 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,513 $441K 0.01% +107 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,504 $440K 0.26% 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,477 $439K 0.01% -3,571 13F-HR Timeline Group BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 2,500 $439K 0.12% new 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 2,500 $439K 0.07% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,465 $433K 0.14% +255 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,414 $431K 0.01% +510 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,440 $428K 0.07% -226 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,432 $427K 0.01% +176 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,414 $424K 0.19% -208 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,405 $422K 0.19% +31 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,490 $422K 0.01% -461 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,391 $420K 0.24% +1,514 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,391 $420K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,381 $418K +289 Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,378 $418K 0.06% -5 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,369 $416K 0.28% -934 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,356 $414K 0.36% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,355 $413K 0.07% +39 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,353 $413K 0.06% +157 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,351 $413K 0.23% +342 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,351 $413K 0.03% +62 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,333 $412K 0.06% +264 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,344 $412K 0.33% +900 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,343 $411K 0.1% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,326 $408K 0.15% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,314 $406K 0.23% +3 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,313 $406K 0.07% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,312 $406K 0.02% +20 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,311 $406K 0.13% -610 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,307 $405K 0.2% +119 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,298 $403K 0.07% +129 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,443 $403K 0.01% -242 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,293 $403K 0.01% -2,029 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 2,287 $402K 0.09% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,260 $399K 0.03% -3,190 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,274 $399K 0.02% -1,370 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,268 $398K 0.36% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,258 $396K 0.08% -85 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,254 $396K 0.07% +1,958 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,254 $396K 0.06% +142 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,251 $395K 0.03% -146 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,240 $393K 0.06% -367 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,228 $391K 0.02% -168 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,216 $389K 0.01% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,214 $389K 0.26% -501 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,207 $387K 0.13% -339 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,206 $387K 0.01% -974 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,200 $386K 0.03% -14,111 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,195 $385K 0.02% +80 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,190 $384K 0.02% -269 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,176 $382K 0.09% +224 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,160 $379K 0.03% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,159 $379K 0.11% -10 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,158 $379K 0.01% -130 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,138 $375K 0.07% 0 13F-HR Timeline Hazelview Securities Inc. More: the full row for Hazelview Securities Inc. 2,145 $375K 0.07% +860 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,132 $374K 0.05% -437 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,127 $374K 0.03% new 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,104 $373K 0.03% -280 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,099 $373K 0.19% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,120 $372K 0.25% -163 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,117 $372K 0.04% -2,038 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,098 $368K 0.02% -273 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,090 $367K 0.34% 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,077 $365K 0.08% +1 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,075 $364K 0.14% -245 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,054 $361K 0.31% -202 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,049 $360K 0.05% +114 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,046 $359K 0.04% +3 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,045 $359K 0.11% -1,622 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,038 $358K 0.02% -2,321 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,031 $357K 0.08% +169 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,025 $356K 0.04% -60 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,020 $355K <0.01% -1,011 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,036 $354K 0.24% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,014 $354K <0.01% +360 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,012 $353K 0.18% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,010 $353K 0.04% -237 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 2,000 $351K 0.2% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,000 $351K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,000 $351K 0.08% -1,148 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,000 $351K 0.08% -123 13F-HR Timeline MOTCO More: the full row for MOTCO 1,995 $350K 0.03% +51 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,995 $350K 0.18% -252 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,992 $350K 0.01% +440 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,992 $350K 0.02% -30 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,991 $350K 0.01% -262 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,989 $349K 0.1% 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,987 $349K 0.11% -142 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 10,511 $348K <0.01% +2,285 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,977 $347K 0.09% -58 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,966 $345K 0.24% -113 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,961 $344K 0.02% +704 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,956 $343K 0.01% +514 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,003 $343K 0.01% +464 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,939 $343K 0.1% +2 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,951 $343K 0.15% +86 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,948 $342K -1,176 Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,946 $342K 0.1% -467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,945 $341K 0.09% -137 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,924 $341K 0.02% +228 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,937 $340K <0.01% -152 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,936 $340K 0.15% -17 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,925 $338K 0.15% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,916 $336K 0.02% -206 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,914 $336K 0.02% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,914 $336K 0.04% +99 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,907 $335K 0.13% -9,778 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,906 $335K 0.02% +20 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,903 $334K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,900 $334K 0.03% +1,408 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,900 $334K 0.17% -435 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,897 $333K 0.01% -76 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,893 $332K 0.13% -118 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,890 $332K 0.02% +565 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,884 $331K 0.09% +436 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,880 $330K 0.35% -346 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,877 $330K 0.03% 0 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,875 $329K 0.18% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,871 $329K <0.01% +53 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,869 $328K 0.01% -49 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,854 $326K 0.14% -15 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,849 $325K 0.01% +277 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,841 $323K 0.24% +503 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,838 $323K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.