D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,041 $259K 0.08% +186 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,759 $259K 0.19% +1,135 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,034 $258K 0.02% -236 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,034 $258K 0.25% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,783 $258K 0.03% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,023 $257K 0.04% -440 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,005 $256K 0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 3,000 $255K 0.04% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,000 $255K 0.19% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,994 $255K 0.03% -378 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,964 $252K 0.03% +6 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,945 $251K 0.01% -855 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,944 $251K 0.1% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,938 $250K 0.12% +4 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,936 $250K 0.01% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,935 $250K 0.11% +1 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,925 $249K 0.15% -17 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,924 $249K 0.15% -43 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,917 $248K 0.1% -154 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,826 $248K 0.04% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,908 $248K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,906 $247K 0.01% +614 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,906 $247K 0.02% -56 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,906 $247K 0.01% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,892 $246K <0.01% +40 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 2,889 $246K 0.07% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,881 $245K 0.07% -10 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,820 $245K 0.06% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,860 $243K 0.01% new 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 2,850 $243K 0.12% -230 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,839 $242K 0.01% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,812 $241K 0.03% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,803 $239K 0.24% -80 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,783 $237K 0.03% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,782 $237K 0.02% -658 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,776 $236K 0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,775 $236K 0.03% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,769 $236K <0.01% -349 13F-HR/A Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,785 $236K 0.02% -1,046 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,757 $235K 0.06% new 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 2,759 $235K 0.15% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,758 $235K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,742 $233K 0.02% -185 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,736 $233K 0.05% -188 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,729 $232K 0.01% -78 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,727 $232K 0.02% -206 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,719 $231K 0.04% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,703 $230K 0.02% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,698 $230K 0.13% -362 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,696 $229K 0.07% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,690 $229K 0.05% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,683 $228K 0.07% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,681 $228K 0.01% -270 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,680 $228K 0.05% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,671 $227K 0.01% new 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 2,667 $227K 0.22% new 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 2,652 $226K 0.12% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,643 $225K 0.07% -8,302 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,627 $224K 0.11% -33,765 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 2,615 $223K 0.15% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,612 $222K 0.13% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,610 $222K 0.03% -337 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,609 $222K <0.01% -2,482 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,607 $222K 0.06% +409 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,589 $220K 0.06% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,583 $220K <0.01% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,573 $219K 0.06% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,576 $219K 0.05% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,572 $219K 0.1% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,567 $219K 0.03% -412 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,557 $218K 0.15% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,550 $217K 0.16% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,545 $217K 0.12% +2,300 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,544 $217K 0.02% -758 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,543 $216K 0.07% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,537 $216K 0.19% new 13F-HR/A Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,532 $216K 0.06% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,522 $215K 0.06% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,521 $215K 0.1% -433 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,516 $214K 0.07% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 2,515 $214K 0.1% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,514 $214K 0.04% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,513 $214K 0.03% -2,040 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,512 $214K 0.03% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,507 $213K 0.16% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,497 $213K 0.07% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,275 $209K 0.14% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,422 $209K 0.12% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,450 $209K 0.31% -21,000 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,450 $209K 0.24% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,446 $208K 0.02% -5 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,443 $208K 0.11% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,439 $208K 0.06% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,432 $207K 0.01% new 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 2,429 $207K 0.09% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,425 $206K 0.03% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,420 $206K 0.05% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,407 $205K 0.2% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,355 $203K 0.08% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,200 $203K 0.29% 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,385 $203K 0.12% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,379 $202K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,368 $202K 0.12% +584 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,369 $202K 0.05% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,360 $201K <0.01% new 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,359 $201K 0.04% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,352 $200K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,312 $197K 0.04% +354 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,270 $196K 0.13% +130 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,286 $195K 0.02% -563 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,245 $191K 0.01% +737 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 2,206 $188K 0.03% -207 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,189 $186K 0.07% +632 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,149 $183K 0.16% -2 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,928 $181K 0.08% +453 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,120 $180K 0.02% +525 13F-HR Timeline City State Bank More: the full row for City State Bank 2,044 $174K 0.05% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,000 $170K 0.05% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,951 $166K 0.03% -162 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,894 $161K 0.04% +1,673 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,847 $157K 0.1% +113 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,820 $155K 0.06% -150 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,816 $155K 0.03% 0 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,813 $154K <0.01% -293 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,799 $153K 0.02% -10,060 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,776 $151K 0.03% +53 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 1,718 $146K 0.03% +3 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,690 $144K 0.02% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,650 $140K 0.06% +500 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,646 $140K 0.01% -82 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,640 $140K 0.1% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,638 $139K 0.06% 0 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 1,621 $138K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,607 $137K 0.02% -448 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,600 $136K 0.13% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,600 $136K 0.04% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,593 $136K 0.07% -9 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,580 $134K 0.04% +1,500 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,579 $134K 0.02% +32 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,571 $134K 0.07% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,550 $132K 0.04% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,500 $129K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,500 $128K 0.09% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,493 $127K <0.01% +339 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,482 $126K 0.11% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,414 $120K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,255 $120K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,403 $119K 0.08% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,400 $119K 0.07% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,400 $119K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,400 $118K 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,390 $118K <0.01% -195 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,391 $118K 0.04% -395 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,378 $117K 0.04% -1,062 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,375 $117K 0.03% -250 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,358 $116K 0.01% -5,074 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,352 $115K 0.02% +24 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,333 $113K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,321 $112K <0.01% -400 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,318 $112K 0.02% +98 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,305 $111K 0.06% -150 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,299 $111K <0.01% -1,052 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,257 $107K 0.04% -6,443 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,256 $107K 0.03% +77 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,251 $106K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,250 $106K 0.01% -35 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,243 $106K 0.04% +120 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,450 $105K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,154 $104K 0.08% +22 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,154 $98.2K 0.01% +341 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,120 $95.4K 0.01% -196 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,108 $94.3K 0.04% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 1,100 $93.6K 0.26% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,095 $93.2K 0.08% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,092 $93K 0.04% +215 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 1,060 $90.2K 0.01% -2,897 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,046 $89K <0.01% -150 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,043 $88.8K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,019 $86.7K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,000 $85.1K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,000 $85.1K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,000 $85.1K 0.03% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,000 $85K 0.05% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 991 $84.4K 0.06% -42 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 998 $84.2K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 983 $83.7K <0.01% -674 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 954 $81K <0.01% +71 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 941 $80.1K 0.05% +807 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 935 $79.6K <0.01% +905 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 918 $78.1K 0.02% -322 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 905 $77.6K 0.02% +7 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 904 $76.9K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 900 $76.6K 0.03% -40 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 850 $72.4K 0.02% -2,019 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 827 $70.4K 0.03% +334 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 804 $68.4K 0.02% 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 800 $68.1K 0.07% new 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 800 $68.1K 0.03% -1,000 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 800 $68.1K 0.01% -200 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 785 $66.8K 0.01% -264 13F-HR Timeline