PDS Planning, Inc More: the full row for PDS Planning, Inc 8,289 $520K 0.03% -301 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,278 $519K 0.02% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,202 $515K 0.05% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,130 $510K 0.18% +1,985 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,586 $508K 0.03% -465 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8,063 $506K 0.05% -3,033 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,052 $505K 0.01% +1,421 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,036 $505K 0.02% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,009 $503K 0.04% -14,840 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 8,001 $502K 0.05% +544 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 7,980 $501K 0.02% -373 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,935 $498K 0.03% -2,162 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 7,934 $498K 0.12% +1,248 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 7,927 $497K 0.19% -11,768 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,907 $496K 0.16% -530 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,883 $496K 0.01% -3,958 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 7,871 $494K 0.06% -129 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 7,839 $492K 0.04% +805 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 7,828 $491K 0.05% +476 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,790 $489K 0.07% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 7,768 $487K <0.01% 0 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 7,721 $484K 0.33% -581 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,720 $484K 0.22% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,492 $484K 0.03% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,705 $483K 0.01% -115,539 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,594 $477K 0.11% -1,682 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 7,575 $475K <0.01% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,575 $475K 0.24% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,560 $474K 0.01% -4,927 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,530 $473K 0.14% new 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 7,500 $471K 0.09% -800 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,489 $470K 0.07% +102 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,487 $470K 0.02% +1,429 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,476 $469K 0.01% -11,798 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 7,455 $468K 0.03% -618 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 7,450 $467K 0.46% +170 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,444 $467K 0.04% +262 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,429 $466K 0.02% +1,909 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,381 $463K 0.02% -24,854 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,357 $462K 0.03% +212 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,277 $457K 0.03% +11 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,270 $456K 0.01% +378 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 7,261 $456K 0.08% +404 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 7,630 $454K 0.05% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,222 $453K <0.01% -70,813 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,219 $453K 0.01% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,213 $453K 0.03% -5,052 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 7,178 $450K 0.03% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,149 $449K 0.02% +721 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 7,138 $448K 0.04% +175 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,302 $448K 0.01% +529 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 7,130 $447K 0.46% +28 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,122 $447K 0.02% -414 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 7,080 $444K 0.24% -2,036 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 7,046 $442K 0.01% -837 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,030 $441K 0.02% +2,135 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,016 $440K 0.01% +950 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,000 $439K 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,962 $437K 0.02% -6,968 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6,955 $436K 0.04% +92 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 7,547 $435K 0.16% -12,980 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,906 $433K 0.02% +1,895 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,876 $431K 0.03% +2,056 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,778 $425K 0.01% -1,128 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,776 $425K 0.02% +943 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 6,635 $416K 0.35% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,628 $416K 0.01% -73,361 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 6,588 $413K <0.01% -429,595 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,534 $410K 0.01% +439 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 6,500 $408K 1.32% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 6,500 $408K 0.07% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,499 $408K 0.17% +4,274 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,468 $406K 0.05% +223 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,467 $406K 0.02% +1,528 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,466 $406K 0.06% -41 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,413 $402K 0.08% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,336 $398K 0.05% +3,353 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,320 $397K 0.01% +4,163 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 6,314 $396K 0.1% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 6,310 $396K <0.01% +387 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,257 $393K 0.01% +694 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,251 $392K 0.05% +1,295 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,207 $389K 0.02% -2,835 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,198 $389K 0.04% -597 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,187 $388K 0.27% +149 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,156 $386K 0.01% +220 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,133 $385K 0.01% -1,011 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,083 $382K 0.08% +363 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,074 $381K 0.03% -7,546 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 6,031 $378K 0.09% -1,010 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,009 $377K <0.01% -40 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 5,993 $376K 0.02% -30 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 5,989 $376K 0.35% +1,874 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 5,965 $374K <0.01% -2,707 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,954 $374K 0.02% +1,197 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,934 $372K <0.01% -538 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,890 $370K 0.15% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,850 $367K 0.03% -2,200 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,850 $367K 0.05% -22,664 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,830 $366K 0.11% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 5,826 $366K 0.13% +1,547 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,824 $365K 0.01% -125 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,782 $363K 0.13% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,765 $362K <0.01% -7,894 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,758 $361K 0.01% -772 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,745 $360K 0.04% -21 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,750 $360K 0.02% -11,063 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,716 $359K 0.01% -13,856 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,690 $357K 0.07% +1,036 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,669 $356K 0.01% -4,749 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,647 $354K 0.07% +834 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,640 $354K 0.01% -5,526 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,625 $353K 0.03% +26 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 5,613 $352K 0.32% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,577 $350K 0.02% -39 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 5,517 $346K 0.01% -148,414 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,447 $342K 0.06% +72 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,445 $342K 0.01% -11,307 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,349 $341K 0.02% -207,835 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,405 $339K 0.1% -2,643 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,400 $339K 0.01% -21 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,379 $338K 0.1% +1,324 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,377 $337K 0.03% +50 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,369 $337K <0.01% +42 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,364 $337K 0.11% +5,342 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,351 $336K 0.02% +2,538 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,311 $333K 0.12% -820 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,303 $333K 0.07% -116 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,272 $331K 0.01% +1,161 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,267 $331K 0.04% +1,545 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,266 $330K 0.11% -100 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,261 $330K 0.11% -22 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,253 $330K 0.03% -1,527 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,250 $329K 0.02% -627 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,245 $329K 0.06% -66 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,242 $329K 0.01% +201 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,228 $328K 0.01% -1,587 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,216 $327K <0.01% +53 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 5,188 $326K 0.02% +1,638 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,170 $324K <0.01% -22 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,169 $324K 1.19% -3,738 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,150 $323K 0.02% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,129 $322K 0.03% -192 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,102 $320K 0.23% +627 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 5,102 $320K 0.08% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,097 $320K 0.1% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,089 $319K 0.01% -1,586 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,053 $317K 0.24% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,045 $317K 0.04% -1,500 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,033 $316K 0.01% -19 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 5,031 $316K 0.03% +97 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,941 $310K 0.03% +962 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,939 $310K 0.04% -4,139 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,929 $309K 0.01% -966 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,883 $306K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,878 $306K 0.09% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,843 $304K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,832 $303K 0.06% +32 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,828 $303K 0.16% -202 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,810 $302K 0.02% +2,374 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,809 $302K 0.1% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,803 $301K <0.01% -1,780 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,762 $299K 0.23% -1,451 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,745 $298K <0.01% new 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 4,726 $297K 0.02% -30 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,722 $296K 0.02% -980 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 4,708 $295K <0.01% -4,695 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,703 $295K 0.15% -1,910 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,654 $292K 0.06% -668 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 4,644 $291K 0.03% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,520 $290K 0.04% +2 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,622 $290K 0.05% +2,343 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,615 $290K 0.04% +514 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,577 $287K 0.16% -2,560 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,575 $287K 0.04% -57 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,571 $287K 0.06% -169 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,561 $286K 0.04% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 4,515 $283K 0.04% 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,511 $283K 0.04% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,504 $283K 0.02% +280 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,493 $282K 0.01% +673 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,465 $280K 0.16% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,426 $278K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,416 $277K 0.04% +16 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 4,412 $277K 0.12% +20 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,407 $277K 0.02% -1,950 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,403 $276K 0.11% 13F-HR/A Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 4,022 $275K 0.18% +1,105 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,387 $275K 0.05% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,366 $274K 0.04% -1,252 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,329 $272K 0.02% -16 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,287 $269K 0.01% -431 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,282 $269K 0.1% +885 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,272 $268K 0.02% +232 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 4,265 $268K 0.05% -175 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,258 $267K 0.05% -27 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,252 $267K 0.05% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,245 $266K 0.11% -1,282 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 4,227 $265K 0.04% +249 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 4,170 $262K 0.05% 0 13F-HR Timeline