SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,888 $380K 0.01% -140 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,876 $378K 0.03% +10 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,852 $376K 0.06% 0 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 3,848 $376K 0.02% +1,069 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,836 $375K 0.01% +433 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,824 $373K 0.12% -281 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,816 $373K 0.05% +47 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,808 $372K <0.01% +1,692 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,802 $371K 0.06% +795 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 3,796 $371K 0.16% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,775 $369K 0.21% +33 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 3,750 $366K 0.12% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,739 $365K 0.01% -721 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,735 $365K 0.08% -170 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,730 $364K 0.17% 0 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,720 $363K 0.02% +155 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,719 $363K 0.06% -232 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,700 $361K 0.02% +1,612 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 3,683 $360K 0.14% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,663 $358K 0.04% +1,384 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 3,635 $355K 0.05% +3,368 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,620 $353K 0.03% +12 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,617 $353K 0.06% +146 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,606 $352K 0.01% -127 13F-HR Timeline Group JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 3,592 $351K 0.2% +28 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 3,521 $344K <0.01% -49,365 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,518 $343K 0.01% +309 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,516 $343K 0.02% +115 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,512 $343K 0.01% +591 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,503 $342K 0.03% +136 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,502 $342K 0.15% +27 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,483 $340K 0.11% -1,037 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,534 $339K 0.17% -11 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,454 $337K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,442 $336K 0.12% -800 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,431 $335K 0.03% -24 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,431 $335K 0.06% 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,487 $334K 0.09% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,420 $334K 0.01% +178 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,416 $334K 0.01% new 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 3,409 $333K 0.03% -77 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,407 $333K 0.05% +109 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,404 $332K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,395 $331K 0.03% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,372 $329K 0.02% -470 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,361 $328K 0.03% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,360 $328K 0.08% +1,000 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,350 $327K 0.18% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,204 $326K 0.06% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,397 $326K 0.2% -424 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,327 $325K 0.09% +3 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,320 $324K 0.08% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,304 $323K 0.1% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,289 $321K 0.18% +1 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,274 $320K 0.05% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,260 $318K 0.01% +232 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,252 $317K 0.03% -1,363 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,232 $316K 0.09% -76 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,231 $315K 0.02% -2,195 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,226 $315K 0.06% +974 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,185 $314K 0.13% +3 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,214 $314K 0.1% -433 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,210 $313K 0.02% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,182 $311K 0.07% -1,311 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,170 $309K 0.1% +52 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,159 $309K 0.11% 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 3,159 $308K 0.19% +11 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,157 $308K 0.01% -368 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,145 $307K 0.08% +200 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,122 $305K 0.07% -28 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,118 $304K 0.04% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,104 $303K 0.02% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,099 $303K 0.01% +185 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,090 $302K 0.19% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,064 $299K 0.02% +20 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,053 $298K 0.17% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,051 $298K 0.08% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 3,050 $298K 0.06% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,044 $297K 0.17% +21 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,041 $297K 0.01% +774 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,032 $296K 0.03% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 3,025 $295K 0.08% +12 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,020 $295K 0.01% -105 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 3,009 $294K 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,996 $292K 0.06% -164 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,982 $291K 0.03% -121 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,967 $290K 0.01% +563 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,961 $289K 0.07% +10 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,950 $288K 0.03% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,950 $288K 0.03% -212 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,946 $288K <0.01% +514 13F-HR/A Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,943 $287K 0.01% +232 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,938 $287K 0.01% +304 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,935 $287K 0.15% -155 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,923 $285K 0.04% -213 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,966 $284K 0.02% +45 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 2,909 $284K 0.05% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,901 $283K 0.12% -203 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,880 $281K 0.01% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 2,877 $281K 0.24% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,869 $280K 0.03% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,898 $279K 0.04% -3 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,843 $278K 0.06% -443 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,809 $274K 0.02% 0 13F-HR/A Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,807 $274K 0.01% -81 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 2,800 $273K 0.21% -21,100 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,763 $273K 0.1% +190 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,797 $273K 0.04% +97 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,789 $272K 0.02% new 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,787 $272K 0.01% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,774 $271K 0.04% +20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,756 $269K 0.03% +393 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,737 $267K 0.07% -1,110 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,737 $267K 0.07% -963 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,735 $267K 0.09% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,730 $267K 0.11% -8 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,717 $265K 0.03% new 13F-HR Timeline Group Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,711 $265K 0.22% -139 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,696 $263K 0.2% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,695 $263K 0.03% +49 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,690 $263K 0.06% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,646 $258K <0.01% +623 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,637 $257K 0.14% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,637 $257K 0.05% +59 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,612 $255K 0.09% +17 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,591 $253K 0.06% +30 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,639 $253K 0.07% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,563 $250K 0.02% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,558 $250K 0.05% -103 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,556 $250K 0.07% -26 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,554 $249K 0.08% +1,558 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,553 $249K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,549 $249K 0.02% -1,144 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,548 $249K 0.02% +493 13F-HR/A Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,547 $249K 0.11% +2 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,545 $248K 0.06% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,541 $248K 0.06% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 2,537 $248K 0.19% -71 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,543 $247K 0.01% -24 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,532 $247K 0.1% new 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,532 $247K 0.1% 0 13F-HR/A Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,528 $247K 0.12% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,516 $246K 0.04% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,513 $245K 0.05% +63 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,510 $245K 0.02% +32 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,508 $245K 0.02% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,507 $245K 0.03% +1 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,500 $244K 0.02% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,500 $244K 0.03% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,497 $244K 0.03% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,493 $243K 0.04% +134 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,489 $243K 0.11% +290 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,475 $242K 0.01% -36 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,464 $241K <0.01% -236 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,450 $239K 0.1% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,443 $239K 0.06% -46 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,439 $238K 0.04% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,432 $237K 0.03% -7 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,432 $237K 0.02% -306 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,427 $237K 0.01% new 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,427 $237K 0.12% -7 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,421 $236K 0.04% +406 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,420 $236K 0.04% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,380 $236K 0.15% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,427 $236K 0.01% -3 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,414 $236K 0.23% -200 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,404 $235K 0.02% -12 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,402 $235K 0.01% -69 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,400 $234K 0.13% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,400 $234K 0.03% +102 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,392 $234K 0.02% +204 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,384 $233K 0.03% -91 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,350 $229K 0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,344 $229K 0.05% +210 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,343 $229K 0.12% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,350 $229K 0.18% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,326 $227K 0.01% -1 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,325 $227K 0.02% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,320 $227K 0.39% -46 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,300 $225K 0.06% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,298 $224K 0.01% +35 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,297 $224K 0.01% -16,471 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 2,270 $222K 0.04% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,251 $220K 0.02% +4 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,241 $219K 0.01% +327 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,238 $218K 0.07% +100 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,234 $218K 0.12% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,230 $218K 0.07% +25 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,228 $218K 0.08% -2,083 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,225 $217K 0.02% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,216 $216K 0.03% +278 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,213 $216K <0.01% +17 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,210 $216K 0.04% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,210 $216K 0.05% +289 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,206 $215K 0.07% -43 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,203 $215K 0.08% -8,329 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,197 $214K 0.07% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,200 $214K 0.07% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,185 $213K 0.02% +140 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,181 $213K 0.02% new 13F-HR Timeline