Boltwood Capital Management More: the full row for Boltwood Capital Management 845 $800K 0.24% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 844 $799K 0.22% -95 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 844 $799K 0.05% +492 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 841 $796K 0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 840 $795K 0.1% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 838 $793K 0.17% -102 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 833 $789K 0.05% +75 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 833 $788K -577 Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 832 $787K 0.02% -121 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 832 $787K 0.01% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 831 $787K 0.86% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 831 $787K 0.08% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 830 $786K 0.42% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 829 $785K 0.04% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 828 $784K 0.28% -16 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 825 $780K 0.07% -125 13F-HR/A Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 822 $777K 0.01% +440 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 810 $777K 0.41% -119 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 819 $775K 0.22% +612 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 818 $774K 0.03% +23 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 817 $773K 0.03% +41 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 816 $772K 0.04% new 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 814 $771K 0.48% -15 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 811 $768K 0.19% +428 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 809 $766K 0.13% -13 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 808 $765K 0.12% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 808 $764K 0.06% +5 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 805 $762K 0.26% -106 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 805 $762K 0.63% -7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 802 $760K 0.07% -3 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 802 $759K 0.09% +136 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 801 $758K 0.37% +5 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 799 $756K 0.06% +163 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 797 $754K 0.1% -808 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 794 $752K 0.02% +100 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 794 $752K 0.1% +65 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 794 $752K 0.65% -10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 794 $751K 0.06% +52 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 793 $751K 0.04% -240 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 793 $751K 0.9% -107 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 791 $749K 0.04% +280 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 786 $742K 0.29% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 784 $742K 0.32% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 781 $739K 0.03% -429 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 781 $739K 0.13% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 781 $739K 0.05% -1 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 780 $738K 0.18% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 779 $737K 0.02% +133 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 778 $736K 0.22% +20 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 776 $734K 0.04% +128 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 774 $733K 0.16% -71 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 773 $732K 0.12% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 772 $731K 0.04% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 772 $730K 0.34% -8 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 771 $730K 0.49% +30 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 769 $728K 0.07% -10 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 764 $723K 0.38% -37 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 763 $722K 0.54% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 738 $722K 0.71% -28 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 763 $722K 0.11% +101 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 789 $721K 0.58% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 762 $721K 0.12% +217 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 761 $720K 0.05% +60 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 759 $718K 0.22% +23 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 758 $717K 0.14% -25 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 756 $715K 0.32% -113 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 754 $714K 0.06% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 752 $712K 0.14% -4 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 751 $711K 0.03% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 750 $710K 0.58% 0 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 746 $706K 0.42% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 746 $706K 1.08% +99 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 745 $705K 0.79% -304 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 744 $704K 0.11% -54 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 743 $703K 0.06% -80 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 742 $702K 0.04% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 682 $699K 0.22% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 738 $698K 0.23% -37 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 738 $698K 0.1% -14 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 734 $695K <0.01% -122 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 733 $694K 0.07% +63 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 732 $693K 0.04% -999 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 729 $690K 0.12% -94 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 727 $688K 0.69% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 726 $687K 0.03% +7 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 724 $685K 0.09% -1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 744 $685K 0.02% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 723 $684K 0.65% +7 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 720 $681K 0.2% +25 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 716 $678K 0.17% -3 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 716 $677K 0.1% +88 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 713 $675K 0.04% -33 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 712 $674K 0.02% new 13F-HR Timeline Group DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 710 $672K 0.13% -27 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 708 $670K 0.33% 0 13F-HR Timeline Galaxy Digital Capital Management LP More: the full row for Galaxy Digital Capital Management LP 721 $670K 6.55% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 702 $664K 0.07% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 701 $663K 0.02% +20 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 698 $661K 0.43% -1 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 740 $660K 0.04% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 698 $660K 0.22% +11 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 697 $659K 0.01% -24 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 696 $659K <0.01% -51 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 696 $659K 0.16% 0 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 709 $658K 0.34% -5 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 751 $658K 0.04% -324 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 695 $658K 0.26% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 693 $656K 0.23% +1 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 693 $656K 0.01% new 13F-HR/A Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 693 $656K 0.04% -200 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 693 $656K 0.02% +73 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 686 $649K 0.29% -30 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 741 $649K 0.08% +34 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 684 $647K 0.04% +193 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 684 $647K 0.07% +33 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 701 $646K -160 Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 682 $645K 0.04% -92 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 681 $645K 0.29% -3 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 681 $645K 0.1% +79 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 680 $644K 0.03% +139 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 680 $644K 0.06% -80 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 679 $643K 0.12% -632 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 677 $641K 0.6% +7 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 677 $641K 0.02% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 676 $640K 0.26% -8 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 676 $640K 0.08% +18 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 674 $638K 0.02% -65 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 672 $636K 0.16% +217 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 671 $635K 0.11% -35 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 668 $632K 0.04% -7 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 719 $632K 0.67% -71 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 667 $631K 0.32% +277 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 667 $630K 0.62% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 660 $625K 0.39% +4 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 660 $625K 0.12% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 655 $620K <0.01% -95 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 654 $619K 0.07% -15 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 645 $618K 0.28% +111 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 651 $616K 0.61% -4 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 651 $616K 0.11% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 649 $614K 0.05% +30 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 646 $611K 1.2% +6 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 646 $611K 0.08% -9 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 640 $606K 0.78% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 639 $605K 0.07% -13 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 636 $602K 0.33% +3 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 636 $602K 0.51% -1 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 636 $602K 0.04% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 674 $602K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 633 $599K 0.01% +126 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 629 $595K 0.04% +4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 627 $594K 0.06% -8 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 621 $588K 0.04% -13 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 621 $588K 0.58% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 619 $586K 0.02% +226 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 618 $585K 0.07% -1,029 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 618 $585K 0.38% +28 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 617 $584K 0.49% -1 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 617 $583K 2.21% -7,930 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 615 $582K 0.04% +17 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 611 $578K 0.15% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 610 $577K 0.01% -4,015 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 609 $577K 0.4% +3 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 608 $575K 0.18% -43 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 608 $575K 0.02% -4 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 606 $574K 0.15% -3 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 603 $571K 0.19% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 601 $569K 0.27% -2 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 600 $568K 0.26% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 600 $568K 0.03% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 598 $566K 0.47% +36 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 598 $566K 0.12% -25 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 597 $565K 0.14% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 633 $563K 0.14% +16 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 594 $562K 0.01% -23 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 590 $558K 0.01% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 590 $558K 0.19% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 600 $557K 0.05% +358 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 588 $557K 0.13% +5 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 587 $556K 0.43% -39 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 587 $556K 0.53% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 587 $555K 0.03% -1,163 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 587 $555K 0.5% +20 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 585 $554K 0.06% +141 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 585 $554K 0.39% +40 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 584 $553K 0.22% -39 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 582 $551K 0.05% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 580 $549K 0.05% +59 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 579 $548K 0.04% +12 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 579 $548K 0.24% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 576 $545K 0.04% -113 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 574 $543K 0.39% -6 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 574 $543K 0.11% -31 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 561 $539K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 569 $539K 0.01% +2 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 569 $539K 0.05% +73 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 568 $538K 0.05% +55 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 568 $538K 0.3% +71 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 566 $536K 0.06% +17 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 521 $534K 0.04% 0 13F-HR Timeline