SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,265 $877K 0.02% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,256 $871K 0.02% +845 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,157 $868K 0.02% -42 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,250 $866K 0.35% new 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,250 $866K 0.06% -4,282 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,250 $866K 0.1% +75 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,249 $866K 0.01% -1,497 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,244 $862K 0.14% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,233 $855K 0.03% +25 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,227 $853K <0.01% +161 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 1,230 $852K 0.11% -90 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 1,200 $843K 0.49% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,215 $842K 0.02% -382 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,214 $841K 0.49% +67 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,213 $841K 0.13% +315 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,209 $838K 0.23% +324 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,208 $837K 0.04% +563 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,205 $835K 0.17% +367 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,133 $834K 0.12% 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,201 $832K 0.34% new 13F-HR Timeline American Trust More: the full row for American Trust 1,186 $822K 0.06% -52 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,185 $821K 0.14% +176 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,183 $820K 0.19% +123 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,180 $818K 0.32% +480 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,180 $818K 0.34% +334 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,179 $817K 0.18% +662 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,172 $812K 0.02% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,162 $805K 0.74% 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,161 $805K 0.31% new 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,156 $801K 0.69% 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,149 $796K 0.46% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,149 $796K 0.35% +780 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,148 $796K 0.2% -7 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,147 $795K 0.39% +741 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,145 $794K 0.04% -20 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 1,143 $792K 0.22% +5 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,139 $791K 0.35% +351 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,141 $791K 0.03% -232 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,136 $787K 0.06% -25 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 1,134 $786K 0.39% +10 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,132 $781K 0.25% -91 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,115 $773K <0.01% +500 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 1,114 $772K 0.39% +14 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,102 $772K 0.17% -24 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,110 $769K 0.06% -28 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,110 $769K 0.32% +150 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,104 $765K 0.81% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,100 $762K 0.23% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,100 $762K 0.19% +574 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,100 $762K 0.03% +27 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,099 $762K 0.01% -1,053 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,088 $754K 0.07% -71 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 968 $752K 0.31% +176 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,085 $752K 0.14% +338 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 1,083 $751K 0.13% +791 13F-HR/A Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,083 $751K 0.02% -599 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,083 $751K 0.62% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,082 $750K 0.08% +714 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,080 $749K 0.03% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 826 $747K 0.26% +37 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,077 $746K 0.17% -18 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,076 $746K 0.06% +401 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,046 $745K 0.46% +197 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,072 $743K 0.02% +2 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,066 $739K <0.01% -1,813 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 997 $737K 0.63% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,063 $737K 0.41% +372 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,058 $733K 0.03% +103 13F-HR Timeline Group Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 1,053 $730K 0.31% new 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 1,048 $726K 0.47% +510 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,046 $725K 0.73% -9 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,041 $721K 0.08% +625 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,034 $717K 0.1% 0 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 1,030 $714K 0.06% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,027 $712K 0.08% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,026 $711K 0.03% +519 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,023 $709K 0.13% +59 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,020 $707K 0.01% +144 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,020 $707K 0.21% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,441 $706K 0.01% -1,091 13F-HR Timeline Group Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,015 $703K 0.35% -39 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,013 $702K 0.02% +248 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,013 $702K 0.34% -15 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,004 $696K 0.05% new 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,003 $695K 0.24% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,002 $694K 0.01% +2 13F-HR Timeline Group Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,000 $693K 0.58% 0 13F-HR Timeline Pinnacle Investment Management Ltd More: the full row for Pinnacle Investment Management Ltd 1,000 $693K 0.51% 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 1,000 $693K 0.05% -213 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 997 $691K 0.28% +42 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 997 $691K 0.1% -355 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 995 $690K 0.12% -208 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 955 $682K 0.15% -6 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 984 $682K 0.41% +75 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 981 $680K 0.06% +206 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 977 $677K <0.01% +20 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 975 $676K 0.5% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 969 $672K 0.16% +666 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 969 $672K 0.11% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 968 $671K 0.18% +50 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 961 $666K 0.17% -137 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 960 $665K 0.02% -73 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 957 $663K 0.06% +108 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 957 $663K 0.37% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 956 $662K 0.01% -1,622 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 954 $662K 0.04% -17 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 953 $661K 0.43% -1,362 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 952 $660K 0.2% +2 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 950 $658K 0.5% +500 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 946 $656K <0.01% -175 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 945 $655K 0.01% -929 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 941 $652K <0.01% -427,943 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 940 $651K 0.02% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 890 $651K 0.07% -505 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,362 $650K 0.09% -572 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 938 $650K <0.01% +181 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 936 $649K 0.08% -90 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 921 $645K 0.05% -490,697 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 927 $643K 0.06% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 923 $640K 0.17% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 923 $640K 0.08% +6 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 919 $637K <0.01% -1,454 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 917 $636K 0.03% -3,460 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 912 $632K 0.01% new 13F-HR Timeline Group BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 910 $631K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 909 $630K 0.01% -116 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 907 $629K <0.01% +166 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 905 $627K 0.34% +500 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 904 $626K 0.03% +40 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 900 $624K 0.16% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 893 $619K 0.04% -668 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 891 $618K 0.34% +151 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 876 $611K 0.21% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 880 $610K 0.01% +430 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 879 $609K 0.04% -165 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 875 $607K 0.02% -538 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 875 $606K 0.71% 0 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 875 $606K 0.24% +450 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 874 $606K 0.07% +81 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 864 $598K 0.09% -8 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 862 $597K 0.08% -38 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 861 $597K 0.17% -17 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 857 $594K 0.01% +15 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 856 $593K 0.09% -511 13F-HR Timeline Ashoka WhiteOak Capital Pte Ltd More: the full row for Ashoka WhiteOak Capital Pte Ltd 852 $593K 0.33% 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 855 $593K 0.31% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 850 $589K 0.29% +45 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 848 $588K 0.21% +343 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 847 $587K 0.15% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 843 $584K 0.02% -104 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 838 $581K 0.47% +29 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 831 $576K 0.09% +49 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 830 $575K 0.16% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 826 $572K 0.01% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 821 $569K 0.02% -138 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 821 $569K 0.03% -178 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 820 $568K 0.23% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 819 $568K 0.32% +261 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 818 $567K 0.12% +148 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 816 $566K 0.17% +45 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 816 $565K 0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 816 $565K 0.04% +156 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 815 $565K 0.49% +278 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 814 $564K 0.29% +328 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 802 $558K 0.39% +11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 800 $554K 0.32% +82 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 797 $553K 0.17% -258 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 792 $549K -685 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 793 $549K 0.02% +545 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 791 $548K 0.07% -710 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 789 $547K 0.02% +61 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 762 $545K 0.44% 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 785 $545K 0.01% +212 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 785 $544K 0.1% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 780 $541K 0.03% +17 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 776 $538K 0.07% +399 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 774 $536K 0.21% +385 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 772 $535K 0.04% +49 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 768 $532K 0.34% +67 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 761 $527K 0.31% +6 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 755 $523K 0.13% +127 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 750 $520K 0.09% +230 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 750 $520K 0.21% 0 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 749 $519K 0.26% +314 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 747 $518K 0.04% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 747 $518K 0.18% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 746 $517K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FFG Partners, LLC More: the full row for FFG Partners, LLC 741 $514K 0.18% +332 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 735 $509K 0.01% +199 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 731 $507K 0.25% +206 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 730 $506K 0.22% +8 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 730 $506K 0.34% +9 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 729 $505K 0.4% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 728 $505K 0.05% -131 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 727 $504K 0.27% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 727 $504K 0.01% +136 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 723 $501K 0.01% +284 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 655 $501K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 719 $498K 0.18% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 714 $495K 0.12% -87 13F-HR Timeline