Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,185 $401K 0.13% +37 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,182 $400K 0.31% +99 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,178 $399K 0.18% -24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,175 $399K 0.01% 0 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 2,145 $393K 0.32% -39 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,145 $393K 0.08% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,133 $391K 0.03% +101 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,130 $391K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,123 $389K 0.05% -39 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,120 $389K 0.04% -27 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,115 $388K 0.03% -80 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,033 $386K 0.06% -150 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,103 $386K 0.02% -248 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,095 $384K 0.01% -26 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,092 $384K 0.01% -508 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,090 $383K 0.07% +91 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,086 $383K 0.03% -219 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,077 $381K 0.05% -113 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,638 $381K 0.13% -1 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,071 $380K 0.1% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,054 $378K 0.05% -9 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,052 $376K 0.2% 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,046 $375K 0.07% +936 13F-HR Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,044 $375K 0.17% +4 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,037 $374K 0.15% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,037 $374K 0.25% -50 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 2,026 $372K 0.17% -420 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,026 $372K 0.03% -130 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,020 $370K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,016 $370K 0.11% +1,100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LM Advisors LLC More: the full row for LM Advisors LLC 2,002 $370K 0.07% +930 13F-HR/A Timeline MOTCO More: the full row for MOTCO 2,011 $369K 0.04% -8 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,005 $368K 0.03% +122 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,004 $368K 0.1% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,000 $367K 0.06% 0 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,000 $367K 0.18% 0 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 2,000 $367K 0.24% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 2,059 $364K 0.37% -237 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,965 $360K 0.01% -48 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,065 $358K 0.01% -113 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,953 $358K 0.02% +939 13F-HR Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,953 $358K 0.34% -169 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,946 $357K <0.01% -92 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,941 $356K 0.17% -316 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,954 $355K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,935 $355K 0.04% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 1,932 $354K 0.13% -5 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,931 $354K <0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,925 $353K 0.2% 0 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,951 $353K 0.21% +1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,913 $351K 0.03% +231 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,912 $351K 0.08% -381 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,908 $350K 0.03% -26,759 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,905 $349K 0.05% new 13F-HR/A Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,903 $349K 0.03% -10 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,896 $348K 0.23% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,890 $347K 0.05% -437 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,873 $347K 0.02% -42 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,888 $346K 0.03% -72 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,888 $346K 0.03% +52 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,883 $346K 0.01% +8 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,878 $344K 0.2% +549 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,863 $342K 0.03% -723 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,857 $341K 0.03% +163 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,853 $340K 0.2% -407 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,846 $339K 0.04% -166 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,833 $336K 0.03% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,820 $334K 0.01% -656 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,819 $334K 0.04% +159 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,817 $333K 0.13% -83 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,806 $331K 0.07% -23 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,805 $331K 0.04% +158 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,804 $331K 0.01% -1,368 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,800 $330K 0.25% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,811 $329K 0.03% +251 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,789 $328K 0.11% +408 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,783 $327K 0.01% +347 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,782 $327K 0.13% -62 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,775 $326K 0.07% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,770 $325K 0.08% -45 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,766 $324K 0.06% +45 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,764 $324K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,755 $322K 0.11% +120 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,749 $321K 0.06% +276 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,747 $320K 0.09% -390 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,745 $320K 0.04% -907 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,743 $320K 0.02% -88 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,742 $319K 0.03% -45 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,738 $319K 0.09% -1,783 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,728 $317K <0.01% -174 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,721 $316K 0.17% -394 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,721 $316K <0.01% -31,109 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,720 $315K 0.07% -49,439 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,720 $315K 0.06% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,718 $315K 0.03% +130 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,715 $315K 0.06% -283 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,715 $315K 0.32% 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,710 $314K 0.11% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,700 $312K 0.12% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,683 $309K 0.07% -8,921 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,680 $308K 0.02% -100 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,642 $308K 0.07% -8 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,676 $307K 0.01% -257 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,675 $307K 0.32% -300 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 1,673 $307K 0.04% +76 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,670 $306K 0.02% -73 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,667 $306K 0.04% -12 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,664 $305K 0.04% +12 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,644 $302K 0.01% +7 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,639 $301K 0.02% +35 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,627 $298K 0.02% -110 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,625 $298K 0.11% -225 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,603 $294K 0.05% +276 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,600 $293K 0.01% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,600 $293K <0.01% +40 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,594 $292K 0.14% +89 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,590 $292K 0.02% +146 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,587 $291K 0.02% -17 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,631 $289K 0.06% +6 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,568 $288K <0.01% +205 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,566 $287K 0.13% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,565 $287K 0.14% +3 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,554 $285K 0.17% -16 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,606 $284K 0.05% +31 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,548 $284K 0.18% +348 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,547 $284K 0.02% -247 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,546 $284K 0.02% -6,965 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,544 $283K 0.03% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,543 $283K 0.02% +19 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 1,565 $280K 0.1% +143 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,526 $280K 0.02% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,523 $279K 0.04% 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,521 $279K 0.05% -91 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,518 $278K 0.04% -173 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,516 $278K 0.01% +82 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,514 $278K 0.09% -441 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,512 $277K 0.03% -13,591 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,505 $276K 0.01% +481 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,493 $274K 0.07% -181 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,487 $273K 0.14% -560 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,472 $272K 0.01% +95 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,469 $269K 0.02% +88 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,465 $269K 0.02% -233 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,455 $267K 0.02% +103 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,454 $267K 0.02% -370 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,450 $266K 0.07% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,444 $265K 0.24% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,438 $264K <0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,437 $264K 0.15% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,436 $263K 0.04% +66 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,432 $263K 0.06% -5 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,431 $263K 0.06% +162 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,424 $261K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,423 $261K 0.03% -103 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,422 $261K 0.01% -19 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,420 $260K 0.15% -96 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,386 $260K 0.28% 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,415 $260K 0.1% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,402 $259K 0.02% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,411 $259K 0.2% +35 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,409 $258K 0.01% -79 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,389 $257K 0.04% +315 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,395 $256K 0.05% +225 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,389 $255K 0.1% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,387 $254K 0.01% 0 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,318 $254K 0.07% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,382 $254K 0.01% -431 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,375 $252K 0.02% 0 13F-HR Timeline Group BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,367 $251K 0.12% +166 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,354 $248K 0.06% +63 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,353 $248K 0.06% -238 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,346 $247K 0.04% -575 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,340 $246K 0.16% +170 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,337 $245K 0.02% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,331 $244K 0.1% -48 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,328 $244K 0.06% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,325 $243K 0.03% -9 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,326 $243K 0.06% +1 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,324 $243K 0.04% -42 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,324 $243K 0.13% -263 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,314 $241K 0.09% -744 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,314 $241K 0.02% -112 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,314 $241K 0.02% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,295 $240K 0.01% +240 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,302 $239K 0.08% -138 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,302 $239K 0.3% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,301 $239K 0.04% +398 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,300 $238K 0.03% -100 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,292 $237K 0.18% -35 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,289 $236K 0.17% -191 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,285 $236K 0.03% -110 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,284 $235K 0.02% new 13F-HR/A Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,281 $235K 0.08% +58 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,279 $235K 0.09% -1,719 13F-HR/A Timeline Finivi Inc. More: the full row for Finivi Inc. 1,267 $232K 0.19% +35 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,263 $232K 0.02% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,257 $231K 0.18% -20 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,241 $229K 0.01% -2,792 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,251 $229K 0.19% -530 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,248 $229K 0.02% -26 13F-HR Timeline