PFW Advisors LLC More: the full row for PFW Advisors LLC 2,415 $2.53M 0.78% -103 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,413 $2.53M 0.22% -334 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,395 $2.51M 0.75% -20 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,391 $2.51M 0.09% -42 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,389 $2.51M 0.08% -78 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,384 $2.5M 0.79% +252 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,373 $2.49M 0.05% +1,137 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,368 $2.49M 0.74% +49 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 2,361 $2.48M 0.94% +63 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,367 $2.48M 0.05% -7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,318 $2.48M 0.07% +194 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,363 $2.48M 1.73% -3 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,357 $2.47M 0.08% -884 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,352 $2.47M 0.97% +5 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,331 $2.45M 0.92% +36 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,313 $2.43M 0.23% -39 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 2,284 $2.4M 0.27% +125 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,281 $2.39M 0.19% -2 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,159 $2.39M 1.15% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,267 $2.38M 0.13% -49 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,260 $2.37M 1.1% -199 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,251 $2.36M 0.62% +177 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 2,249 $2.36M 1.47% -46 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,236 $2.35M 0.06% -3,568 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,235 $2.35M 0.08% -161 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,229 $2.34M 0.03% +8 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,222 $2.33M 0.53% +28 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,219 $2.33M 1.9% -201 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,212 $2.32M 0.16% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,200 $2.32M 0.38% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 2,201 $2.31M 1.31% +104 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,196 $2.3M 0.05% +460 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 2,195 $2.3M 1.52% -49 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,187 $2.29M 0.4% -2 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,185 $2.29M 0.09% +211 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,177 $2.28M 0.06% -145 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,176 $2.28M +100 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,175 $2.28M 0.02% -175 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,169 $2.28M 0.56% +22 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,167 $2.27M 0.37% -66 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,159 $2.27M 0.8% +20 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,953 $2.27M +1,252 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,157 $2.26M 0.11% -884 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,156 $2.26M 0.18% +190 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,154 $2.26M 0.09% +64 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 2,129 $2.23M 0.01% -2,232 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,118 $2.22M 0.25% -418 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,116 $2.22M 1.33% -235 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,090 $2.19M 0.2% +3 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,084 $2.19M 0.14% +254 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,073 $2.18M 1.42% +60 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,073 $2.18M 0.71% +24 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,070 $2.17M 0.62% -30 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,065 $2.17M 0.73% 13F-HR/A Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,045 $2.15M 0.6% -3 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,040 $2.14M 0.09% new 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,034 $2.13M 0.85% +55 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,027 $2.13M 0.07% +677 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,023 $2.12M 0.68% +10 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,016 $2.12M 0.14% -5 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 2,000 $2.1M 0.24% 0 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,998 $2.1M 0.12% -239 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,997 $2.1M 0.06% -1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,992 $2.09M 0.04% +140 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,966 $2.06M 0.14% -182 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,922 $2.06M 0.05% +51 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 1,960 $2.06M 1.07% -699 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,959 $2.06M 0.1% +239 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,958 $2.05M 0.4% +1,279 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,952 $2.05M 1.24% -43 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,951 $2.05M 0.03% -110 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,946 $2.04M 0.62% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,946 $2.04M 0.5% +206 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,945 $2.04M 0.17% +1,691 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,945 $2.04M 1.31% -13 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,939 $2.03M 0.25% -38 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,938 $2.03M 0.78% +75 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,929 $2.02M 0.32% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,929 $2.02M 0.01% +397 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,927 $2.02M 0.08% -64 13F-HR Timeline Group SWP Investment Management LLC More: the full row for SWP Investment Management LLC 1,928 $2.02M 2.39% +926 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,909 $2M 0.16% +23 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,909 $2M 0.27% +23 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,906 $2M 0.39% -1 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,903 $2M 0.85% -4 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 1,900 $1.99M 3.25% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,890 $1.98M 0.66% -30 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,818 $1.98M 0.18% +1,475 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,738 $1.95M 0.18% -134 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,853 $1.94M 1.62% +17 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,850 $1.94M 0.27% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,850 $1.94M 0.86% +75 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,843 $1.93M 0.26% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,840 $1.93M 0.42% +3 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,840 $1.93M 0.13% -228 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,837 $1.93M 0.02% +170 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,835 $1.93M 0.11% -2,630 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,822 $1.91M 0.18% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,820 $1.91M 0.99% -5 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,816 $1.91M +331 Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,816 $1.91M 0.43% +725 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,766 $1.89M -127 Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,800 $1.89M 1.73% +74 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,785 $1.87M 0.16% -5 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,780 $1.87M 0.09% -15 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,775 $1.86M 0.24% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,761 $1.85M 0.02% -138 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,756 $1.84M 1.43% -99 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,748 $1.83M 0.51% -71 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,748 $1.83M 0.23% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,742 $1.83M 0.12% -181 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,737 $1.82M 0.62% -2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,733 $1.82M 0.03% +3 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,732 $1.82M 0.09% +6 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,731 $1.82M 0.18% -174 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,728 $1.81M 0.38% -248 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,712 $1.8M 0.33% +258 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,708 $1.79M 0.12% -115 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 1,708 $1.79M 0.42% -18 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,707 $1.79M 0.3% -102 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,688 $1.79M 0.43% +60 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 1,701 $1.78M 2.23% -727 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,699 $1.78M 0.05% +125 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,696 $1.78M 0.49% -4,064 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,693 $1.78M 0.22% +29 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,685 $1.77M 0.22% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,682 $1.77M 0.42% -3 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,679 $1.76M 0.17% +125 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,679 $1.76M 0.13% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,673 $1.76M 0.05% -131 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,670 $1.75M 0.9% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,669 $1.75M 0.58% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,667 $1.75M 0.15% new 13F-HR Timeline Group TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 1,649 $1.73M 0.77% -45 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,638 $1.72M 1% -10 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 1,635 $1.72M 0.66% +84 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,633 $1.71M 0.15% +67 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,630 $1.71M 0.04% +42 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,629 $1.71M 0.24% -15 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,629 $1.71M 0.06% -361 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,627 $1.71M 1.32% -103 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,626 $1.71M 0.26% +7 13F-HR/A Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,625 $1.71M 0.19% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,624 $1.7M 0.26% -47 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,623 $1.7M 0.02% +52 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,613 $1.69M 0.21% +11 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,598 $1.68M 0.2% +730 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,592 $1.67M 0.37% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,592 $1.67M 0.26% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,586 $1.66M 0.66% +176 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,579 $1.66M 0.2% +1,049 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,566 $1.64M 0.13% +110 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,549 $1.63M 0.42% +180 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,547 $1.62M 0.38% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,547 $1.62M 0.73% +53 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,538 $1.61M 0.36% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,538 $1.61M 0.14% -116 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,533 $1.61M 0.27% +23 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,431 $1.6M 0.06% +16 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,519 $1.59M 0.35% -204 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,513 $1.59M 0.46% +25 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,512 $1.59M 0.11% new 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,512 $1.59M 0.3% +29 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,507 $1.58M 0.45% +30 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,504 $1.58M 0.23% +140 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,503 $1.58M 0.34% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,500 $1.57M 0.84% -12 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 1,500 $1.57M 1.05% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,500 $1.57M 0.06% -70 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,496 $1.57M 0.11% -49 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,492 $1.57M 0.74% -14 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,492 $1.56M 0.27% +13 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,472 $1.54M 0.1% +436 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,469 $1.54M 0.03% -37 13F-HR/A Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 1,465 $1.54M 0.28% -603 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,462 $1.53M 0.03% -26 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,461 $1.53M 0.04% +434 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,460 $1.53M 0.11% +17 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,459 $1.53M 0.58% +5 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,455 $1.53M 0.09% -90 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,455 $1.53M 0.19% -23 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,454 $1.53M 0.31% -10 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,444 $1.52M 0.16% -3,151 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,449 $1.52M 0.78% +1 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,448 $1.52M 0.49% +13 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,445 $1.52M 0.02% -90 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,442 $1.51M 0.18% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,440 $1.51M 0.09% -12 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,435 $1.51M 0.02% +80 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,428 $1.5M 0.29% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,428 $1.5M 0.02% +18 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,408 $1.48M 0.1% +70 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. 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