Sentry LLC More: the full row for Sentry LLC 17,167 $971K 0.19% -901 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,100 $967K 0.05% +1,639 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 17,092 $967K 0.35% +450 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 16,985 $961K +2,251 Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 16,974 $960K 0.27% +5,040 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 16,970 $960K 0.44% +5,017 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,905 $956K 0.25% -750 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 16,884 $955K 0.02% +5,462 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 16,884 $955K 0.28% -6,431 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,823 $952K 0.1% +8,311 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 16,798 $950K 0.04% +2,835 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 16,790 $950K 0.14% +12,245 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 16,776 $949K 0.03% +1,353 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 16,767 $948K 0.24% -1,499 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 16,764 $948K 0.97% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 16,728 $946K 0.41% +13 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15,866 $946K 0.04% +11,291 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,707 $945K 0.03% -484 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 16,688 $944K 0.15% -51,168 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 16,559 $937K 0.32% +518 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 16,493 $933K 0.38% -86 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 16,432 $929K 0.05% -800 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,375 $926K 0.05% -440 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 16,360 $925K 0.17% -365 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 16,331 $924K 0.44% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 16,329 $924K 0.09% -595 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 16,326 $923K 0.42% -32,251 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 16,161 $914K 0.32% -200 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 16,130 $912K 0.25% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 16,121 $912K 0.2% +1,041 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,068 $909K 0.27% +7,866 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 16,046 $908K 0.17% -2,301 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 16,033 $907K 0.06% +1,113 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 16,031 $907K 0.55% -591 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 16,000 $905K 0.11% -4,000 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 15,998 $905K 0.05% +4,705 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 15,997 $905K 0.25% -1,435 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 15,982 $904K 0.08% +4,335 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 15,925 $901K 0.4% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 15,851 $897K 0.51% -3,668 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 15,826 $895K 0.13% +515 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 15,822 $895K 0.12% +761 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,818 $895K 0.03% +3,067 13F-HR/A Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 15,794 $893K 0.22% -3,114 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 15,775 $892K 0.12% -509 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 15,768 $892K 0.02% 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 15,692 $889K 0.29% -15,435 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 15,700 $888K 0.4% -10,283 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 15,541 $879K 0.06% +1,409 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15,480 $876K 0.34% -190 13F-HR Timeline Group Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 15,468 $875K 0.01% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,352 $868K 0.02% +265 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 15,257 $863K 0.05% +25 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 15,233 $862K 0.4% +1,000 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,158 $858K 0.01% -5,430 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 15,156 $857K 0.3% +858 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 15,146 $857K 0.22% +276 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 15,126 $856K 0.03% 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 15,061 $852K 0.31% -2 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 15,024 $850K 0.06% +290 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,980 $847K 0.1% +3 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 14,965 $846K 0.08% +5,085 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 14,915 $844K 0.49% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 14,903 $843K 0.26% -745 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,890 $842K 0.08% +3,575 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 14,869 $841K 0.05% -1,397 13F-HR/A Timeline Group WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 14,852 $840K 0.3% -225 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 14,819 $838K 0.23% +7,029 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 14,777 $836K 0.24% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 14,754 $835K 0.05% -14 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 14,748 $834K 1.23% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 14,722 $833K 0.04% +2,498 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 14,672 $830K 0.24% -74 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 14,672 $830K 0.09% +2 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 14,630 $827K 0.08% -498 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 14,624 $827K 0.69% -3,568 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,595 $825K 0.06% +52 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,539 $822K 0.2% -2,459 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 14,496 $820K -3,993 Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 14,487 $819K 0.06% +8,041 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,486 $819K 0.08% -746 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 14,440 $817K 0.03% -14 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 14,438 $817K 0.15% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 14,423 $816K 0.17% +9,166 13F-HR/A Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 14,387 $814K 0.28% -2,590 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 14,378 $813K 0.33% +162 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 14,350 $812K 0.14% 0 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 14,331 $811K 0.32% -1,500 13F-HR/A Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 14,316 $810K 0.29% -2,810 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 14,281 $808K 0.22% -545 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,233 $805K 0.03% -1,916 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 14,222 $804K 0.18% -595 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 14,185 $802K 0.69% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 14,156 $801K 0.1% +4,056 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 14,152 $800K 0.1% +279 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13,851 $799K 0.05% +1,118 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,109 $798K 0.07% +903 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 14,081 $796K 0.05% -1,251 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 14,071 $796K 0.17% +120 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 14,054 $795K 0.09% +504 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 14,000 $792K 0.04% +13,600 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,964 $790K 0.19% -400 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,936 $788K 0.08% +2,424 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,926 $788K 0.01% -243 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,767 $779K 0.03% -98 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 13,700 $775K 0.09% -8,874 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13,698 $775K 0.59% +4,407 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 13,677 $774K 0.14% +354 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 12,894 $773K 0.08% +813 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 13,581 $768K 0.23% -1,182 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 13,559 $767K 0.03% -13,520 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 13,550 $766K 0.55% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 13,539 $766K 0.09% +1,556 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,504 $764K 0.07% +1,394 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 13,463 $761K 0.63% 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 13,526 $759K 0.02% +3,639 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 13,425 $759K 0.03% -458 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,414 $759K 0.06% +1,056 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,748 $754K 0.05% +2,302 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 13,324 $754K 0.1% -3,633 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 13,248 $749K 0.1% -702 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 13,247 $749K 0.26% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 13,263 $749K 0.36% +197 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 13,225 $748K 0.66% -1,266 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 13,215 $747K 0.31% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 13,126 $742K 0.34% -1,000 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 13,101 $741K 0.07% -2,064 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 17,821 $740K 0.09% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 13,056 $738K 0.36% +1,075 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 13,034 $737K 0.08% +71 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 13,006 $736K 0.05% +391 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 12,965 $733K 0.23% -1,369 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 12,954 $733K 0.05% -65 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 12,940 $732K 0.5% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 12,920 $731K 0.41% -5,840 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,916 $731K 0.05% +1,096 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 12,901 $730K 0.06% +91 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 12,880 $728K 0.3% -2,120 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,835 $726K 0.06% -6,121 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 12,830 $726K 0.43% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 12,801 $724K 0.01% +31 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,779 $723K 0.37% +222 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 12,772 $722K 0.3% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,768 $722K 0.04% +5,593 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,042 $722K 0.14% +2,384 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12,763 $722K 0.2% -599 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 12,753 $721K 0.03% +516 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,684 $717K 0.04% +502 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 12,654 $716K 0.06% +1,493 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 12,635 $715K 0.23% +727 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 12,606 $713K 0.25% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,568 $711K 0.12% +2,511 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 12,566 $711K 0.01% -137 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 12,545 $710K 0.05% -350 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 12,527 $709K 0.08% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,490 $706K 0.21% +90 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 12,454 $704K 0.01% -146,200 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 12,439 $704K 0.05% +2,131 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 12,430 $703K 0.36% +12,360 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,396 $701K 0.03% +301 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 12,379 $700K 0.06% +472 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 12,357 $699K 0.23% -946 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 12,348 $698K 0.58% +750 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 12,320 $697K 0.01% -3,473 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,312 $696K 0.25% -2,244 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,224 $691K 0.12% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 12,219 $691K 0.45% -353 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 12,202 $690K 0.11% new 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. 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