Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 44 $258K 0.17% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 44 $257K 0.03% -2 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 44 $255K 0.01% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 44 $255K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 44 $255K 0.06% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 44 $255K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 44 $255K 0.02% -3 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 44 $255K 0.05% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 44 $255K 0.17% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 44 $255K 0.13% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 43 $251K 0.02% -3 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 43 $251K 0.12% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 43 $251K 0.1% -3 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 43 $249K 0.02% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 43 $249K <0.01% new 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 43 $249K 0.01% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 43 $249K 0.04% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 43 $249K 0.06% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 43 $249K 0.04% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 43 $249K 0.02% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 42 $244K 0.13% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 42 $243K 0.12% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 42 $243K 0.04% new 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 42 $243K <0.01% -3 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 42 $243K 0.08% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 42 $243K 0.01% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 41 $239K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 41 $239K 0.02% new 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 41 $237K 0.54% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 41 $237K 0.07% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 41 $237K 0.32% 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 41 $237K 0.03% -10 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 41 $237K 0.12% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 40 $234K 0.19% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 40 $232K 0.02% -15 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 40 $232K 0.13% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 40 $232K 0.02% new 13F-HR Timeline Group SFE Investment Counsel More: the full row for SFE Investment Counsel 40 $232K 0.04% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 40 $232K 0.03% -5 13F-HR/A Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 40 $232K 0.03% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 40 $232K 0.04% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 40 $232K 0.16% new 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 40 $232K 0.13% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 40 $232K 0.02% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 40 $232K 0.09% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 39 $227K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 39 $227K 0.02% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 39 $226K 0.03% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 39 $226K 0.14% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 39 $226K <0.01% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 39 $226K <0.01% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 39 $226K 0.11% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 39 $226K 0.03% -42 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 39 $226K 0.04% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 39 $226K 0.19% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 39 $224K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 38 $222K 0.06% new 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 38 $220K 0.15% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 38 $220K 0.03% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 38 $220K 0.02% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 38 $220K 0.1% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 38 $220K 0.12% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 38 $220K 0.15% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 38 $220K 0.06% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 38 $218K 0.02% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 47 $217K 0.45% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 37 $215K 0.08% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 37 $215K 0.04% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 37 $214K 0.06% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 37 $214K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 37 $214K <0.01% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 37 $214K 0.02% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 37 $214K 0.06% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 37 $214K 0.01% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 37 $214K 0.1% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 37 $214K <0.01% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 36 $209K 0.03% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 36 $209K 0.1% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 36 $209K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 36 $208K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $208K 0.04% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 36 $208K 0.12% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 36 $208K 0.07% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 36 $208K 0.13% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 36 $208K 0.06% new 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 36 $208K 0.04% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 35 $208K 0.12% +10 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 37 $205K 0.03% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 37 $204K 0.17% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 35 $203K 0.16% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 35 $203K 0.03% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 35 $203K 0.01% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 35 $203K 0.08% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 35 $203K 0.16% new 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 35 $203K 0.06% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 35 $203K 0.08% -9 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 35 $203K 0.01% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 35 $203K 0.02% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 35 $203K 0.08% 0 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 35 $203K 0.07% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 35 $203K 0.06% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 35 $202K 0.09% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 34 $199K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 34 $197K 0.03% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 32 $187K 0.03% +14 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 31 $179K 0.01% +6 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 31 $179K 0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 31 $179K 0.03% -6 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 30 $174K 0.02% -9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 29 $169K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 29 $168K 0.01% -679 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 27 $157K 0.1% 0 13F-HR/A Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 27 $156K 0.01% -1 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 27 $156K 0.01% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 33 $152K 0.09% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 25 $145K <0.01% 0 13F-HR/A Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 25 $145K 0.05% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 25 $144K 0.13% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 24 $139K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $139K 0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 23 $133K 0.03% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 23 $133K 0.02% +7 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 22 $128K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $124K 0.04% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 21 $122K <0.01% +4 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 21 $122K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 21 $122K 0.05% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 21 $122K 0.05% +4 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 21 $120K 0.03% +16 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 20 $116K <0.01% -6 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 20 $115K 0.01% +2 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 20 $115K 0.06% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 19 $110K 0.08% -2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 19 $110K 0.04% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 19 $110K 0.01% +6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 19 $106K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 18 $104K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 18 $104K 0.08% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $104K 0.02% +1 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18 $104K 0.06% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16 $100K 0.03% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 17 $98.4K 0.03% -7 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 17 $98.4K 0.03% -155 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 17 $98.4K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 16 $93.1K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 16 $92.6K 0.09% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 16 $92.6K 0.03% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 16 $92.6K 0.03% +3 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 16 $92.6K 0.07% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 15 $86.8K 0.02% +1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $86.8K 0.03% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 15 $86.8K 0.02% -665 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14 $81.2K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14 $81K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 14 $81K 0.01% -1 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 14 $81K 0.01% -1 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 14 $81K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 14 $81K 0.05% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 14 $81K 0.1% +1 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 14 $81K -865 Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 14 $79.8K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 13 $75.5K <0.01% -4 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13 $75.3K 0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 13 $75.3K 0.03% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 13 $75.3K 0.02% 0 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 13 $75.3K 0.04% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 12 $69.5K 0.05% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $69.5K 0.04% -299 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 12 $69.5K 0.06% +6 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11 $63.7K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 11 $63.7K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 11 $63.7K 0.1% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $63.7K 0.05% +2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $62.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $60.2K 0.01% -1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 10 $58K 0.02% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 10 $58K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 10 $57.9K 0.01% -1 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10 $57.9K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 10 $57.9K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $57.9K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10 $57.9K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 10 $57.9K 0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $57.9K <0.01% +8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $57.9K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 10 $57.9K 0.02% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 10 $57.9K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 10 $57.9K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10 $57.9K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 10 $55K 0.04% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 9 $52.1K 0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $52.1K 0.02% +2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 9 $52.1K 0.03% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 9 $52.1K 0.03% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 9 $52.1K 0.01% 0 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 9 $52K 0.02% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8 $48.6K 0.01% -1 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8 $46.9K 0.05% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $46.4K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8 $46.3K 0.01% -1 13F-HR Timeline