Cercano Management LLC More: the full row for Cercano Management LLC 12,877 $4.46M 0.17% 0 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 12,876 $4.46M 4.49% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 12,862 $4.45M 1.92% -180 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 12,856 $4.45M 3.97% +10,056 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 12,789 $4.43M 1.59% +2,745 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 13,610 $4.42M 1.79% -752 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,773 $4.42M 0.16% +3,054 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 12,756 $4.41M 0.82% +701 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,741 $4.41M 0.5% +4,486 13F-HR/A Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 12,723 $4.4M 1.03% -63 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 12,685 $4.39M 1.35% +402 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 12,672 $4.39M 0.26% +4,817 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 12,649 $4.38M 3.23% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 12,502 $4.37M 1.12% +427 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,617 $4.37M 0.42% +3,591 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,585 $4.36M 2.92% -15 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,584 $4.36M 0.48% +2,059 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 12,557 $4.35M 1.6% -286 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 12,551 $4.34M 1.17% -927 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,538 $4.34M 0.26% -901 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 12,531 $4.34M 2.37% 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 12,528 $4.34M 0.15% +128 13F-HR Timeline Group Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 12,523 $4.33M 2.5% 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 12,515 $4.33M 3.24% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,489 $4.32M 0.48% -962 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,484 $4.32M 0.46% +528 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 12,466 $4.31M 0.22% +2,473 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 12,450 $4.31M 2.3% -100 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 12,409 $4.29M 1.51% -1,008 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 12,401 $4.29M 2.82% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 12,386 $4.29M 2.4% +304 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,185 $4.29M 0.2% +6,623 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 12,355 $4.28M 1.38% -1,850 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 12,350 $4.27M 1.58% -40 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,348 $4.27M 1.39% +22 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 12,285 $4.27M 0.7% new 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 12,334 $4.27M 2.44% 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 12,298 $4.26M 0.88% +381 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 12,291 $4.25M 0.29% +3,003 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 12,283 $4.25M 1% 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 12,278 $4.25M 2.05% -152 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 12,243 $4.24M 1.77% -510 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 12,207 $4.22M 2.69% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,187 $4.22M 1.88% -726 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,178 $4.21M 0.24% +1,242 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 12,175 $4.21M 0.92% -919 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 12,164 $4.21M 0.94% +2,497 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 12,159 $4.21M 0.75% new 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 12,140 $4.2M 2.04% +375 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,087 $4.18M 0.19% +2,716 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,085 $4.18M 0.48% -414 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 12,076 $4.18M 1.08% -13 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,063 $4.18M 0.12% -1,763 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 12,054 $4.17M -1,492 Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,050 $4.17M 2.4% +27 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,016 $4.16M 0.12% +1,872 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 12,014 $4.16M 2.44% +29 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11,994 $4.15M 1.45% +9,624 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11,965 $4.14M 0.81% +506 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 11,931 $4.13M 1.74% -179 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 11,922 $4.13M 1.11% -784 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,913 $4.12M 0.39% +5,975 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SLT Holdings LLC More: the full row for SLT Holdings LLC 11,884 $4.11M 2.74% +254 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 12,415 $4.11M 1.38% +2,564 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 11,809 $4.09M 4.01% -993 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 11,799 $4.08M 2.65% -740 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 11,794 $4.08M 4.93% +1,741 13F-HR/A Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 11,760 $4.07M 0.91% -190 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 11,716 $4.05M 3.06% +556 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 11,712 $4.05M 1.19% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,731 $4.05M 1.29% +538 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,658 $4.03M 1.36% +375 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,641 $4.03M 0.12% +462 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,639 $4.03M 1.97% +250 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,598 $4.01M 0.76% +3,346 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 11,542 $3.99M 1.2% +3,092 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 11,533 $3.99M 1.1% +612 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 12,040 $3.99M 0.68% +1,944 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,508 $3.98M 1.13% +28 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,500 $3.98M 2.67% -148 13F-HR Timeline Kultura Capital Management LP More: the full row for Kultura Capital Management LP 11,500 $3.98M 2.89% 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 11,480 $3.97M 3.53% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 11,474 $3.97M 0.77% -84 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 11,466 $3.97M 1.09% +3,075 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,427 $3.95M 1.04% +128 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,422 $3.95M 1.4% -764 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 11,400 $3.95M 1.34% 0 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 11,395 $3.94M 1.22% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 11,340 $3.92M 2.42% -40 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,339 $3.91M 0.95% -1,645 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,299 $3.91M 2.05% +109 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 11,298 $3.91M 3.68% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,295 $3.91M 0.44% +409 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,283 $3.91M 1.01% -1,015 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 11,341 $3.89M 0.77% +948 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,166 $3.88M 0.6% -6,112 13F-HR/A Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 11,212 $3.88M 0.64% +367 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 11,184 $3.87M 0.54% +108 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 11,161 $3.86M 1.17% -6 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 11,156 $3.86M -61,257 Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 11,152 $3.86M 1.08% -279 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 11,131 $3.85M 1.4% -211 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 11,117 $3.85M 2.72% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,093 $3.84M 0.75% +313 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,092 $3.84M 0.78% -106 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 11,081 $3.84M 1.63% -209 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 11,044 $3.82M 1.64% +768 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 11,029 $3.82M 1.02% -375 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 11,017 $3.81M 2.92% -1,704 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 11,012 $3.81M 0.92% -379 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 11,000 $3.81M 3.71% 0 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,990 $3.8M 0.38% -249 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,981 $3.8M 1.24% +1,427 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 10,937 $3.79M 1.34% -697 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,918 $3.78M 0.72% -17 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 10,902 $3.77M 1% -528 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,866 $3.76M 0.79% -2,263 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,853 $3.76M 2.09% -3,295 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 10,844 $3.75M 0.41% +3,729 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10,842 $3.75M 0.8% 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 10,828 $3.75M 0.18% +9,828 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 10,825 $3.75M 13.15% -708 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,818 $3.74M 0.12% -459 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 10,808 $3.74M 2.86% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,773 $3.73M 0.29% +28 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,757 $3.72M 3.21% 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 10,755 $3.72M 1.63% +1,120 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,734 $3.71M 0.8% -468 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 10,711 $3.71M 2.71% 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 10,705 $3.71M 0.09% -17,295 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,700 $3.7M 0.17% +1,223 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,700 $3.7M 0.86% -700 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 10,689 $3.7M 0.23% -675 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 10,681 $3.7M 0.94% +810 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 10,612 $3.69M 2.24% 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,635 $3.68M 1.05% -300 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 10,610 $3.67M 1.58% new 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 10,600 $3.67M 0.03% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,591 $3.67M 1.23% -300 13F-HR/A Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 10,557 $3.65M 3.31% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 10,552 $3.65M 1.3% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,550 $3.65M 1.64% +27 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 10,510 $3.64M 1.02% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 10,459 $3.62M 0.77% +2,455 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 10,455 $3.62M 0.6% -1,257 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 10,416 $3.61M 1.09% -733 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 10,412 $3.6M 1.02% -591 13F-HR Timeline American Trust More: the full row for American Trust 10,410 $3.6M 0.3% +228 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,378 $3.59M 1.25% -525 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,327 $3.57M 0.35% +8,056 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 10,311 $3.57M 0.21% +49 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 10,299 $3.56M 3.19% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 10,298 $3.56M 0.51% 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 10,288 $3.56M 0.13% -5,961 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 10,269 $3.55M 1.08% -190 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 10,263 $3.55M 0.46% 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 10,237 $3.54M 0.19% -90 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,231 $3.54M 0.63% +1,972 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 10,219 $3.54M 2.28% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,211 $3.53M 0.33% +1,424 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,209 $3.53M 1.16% +1,604 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,180 $3.52M 0.52% -7 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 10,174 $3.52M 2.22% -1,094 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,161 $3.52M 0.34% +97 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 10,156 $3.52M 0.72% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 10,150 $3.51M 1.03% +2,000 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 10,134 $3.51M 0.74% -463 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 10,134 $3.51M 1.1% -1,234 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,131 $3.51M 0.27% -24,254 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,110 $3.5M 1.32% -180 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,108 $3.5M 0.2% -375 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 10,271 $3.5M 1.54% +276 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 10,100 $3.5M 3.13% 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,088 $3.49M 0.8% -99 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,080 $3.49M 1.02% +971 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 10,068 $3.48M 1.65% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,064 $3.48M 0.28% +975 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,063 $3.48M 0.01% +106 13F-HR Timeline Group Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 10,032 $3.47M 1.4% -1,272 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,030 $3.47M 0.81% +2,209 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 10,000 $3.46M 0.93% -30,000 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 10,000 $3.46M 0.11% new 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,974 $3.45M 0.59% -289 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,971 $3.45M 0.53% -561 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 9,969 $3.45M 0.72% -46 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,914 $3.43M 1.54% -451 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 9,882 $3.42M 1.83% +1,203 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,874 $3.42M 0.66% +4,448 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 9,873 $3.42M 0.83% +563 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 9,832 $3.4M 0.32% -203 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,806 $3.39M 0.37% -3,710 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 9,797 $3.39M 0.25% +2,254 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,760 $3.38M 0.46% -35 13F-HR Timeline GS Investments, Inc. 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