Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,026 $954K 0.03% -8,120 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,002 $948K 0.93% +203 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,990 $946K 0.25% +51 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,976 $942K 0.18% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,955 $937K 0.05% -45,437 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,938 $933K 0.1% -21,490 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,933 $932K 0.42% -232 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 3,893 $932K 0.54% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,923 $930K 0.06% +62 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,922 $930K 0.01% -123 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,920 $929K 0.04% +2,963 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,907 $928K 0.21% +720 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,908 $926K 0.79% +37 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,906 $926K 0.09% -1,523 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,890 $922K 0.15% +322 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,878 $919K 0.04% +1,495 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,864 $916K 0.11% +209 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,863 $916K 0.38% +112 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,830 $915K 0.03% +259 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,861 $915K 0.3% -1,046 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,858 $914K 0.23% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,853 $913K 0.32% -167 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,831 $908K 0.91% -44 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,827 $907K 0.15% +232 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,820 $905K 0.6% +148 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,819 $905K 0.07% -182 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,563 $905K 0.05% +34 13F-HR/A Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,804 $902K 0.05% +450 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,804 $902K 0.4% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,787 $898K 0.19% -186 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 3,480 $898K 0.52% -723 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,776 $895K 0.06% -3,828 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 3,764 $892K 0.31% +1,401 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,756 $892K 0.7% +78 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 3,752 $889K <0.01% -1,237 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,752 $889K <0.01% 0 13F-HR/A Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,744 $887K 0.38% +13 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,743 $887K 0.05% -153 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,734 $885K 0.1% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,727 $883K 0.04% +105 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,723 $882K 0.15% -468 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,715 $881K 0.24% -197 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,697 $876K 0.14% -218 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,685 $873K 0.58% +192 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,678 $872K 0.29% -6,218 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,662 $868K 0.91% +299 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,649 $865K 0.03% -2,193 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,646 $864K 0.04% +394 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 3,646 $864K 0.09% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,643 $863K 0.24% +27 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,633 $861K 0.56% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,623 $860K 0.03% +242 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,618 $857K 0.1% -220 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,612 $856K 0.15% +558 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 3,600 $853K 1.02% -800 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,598 $853K 0.16% +894 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,596 $852K 0.37% +723 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 3,590 $851K 0.25% -27 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,585 $850K 0.53% +1,942 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,579 $850K 0.08% +958 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,575 $847K 0.08% +213 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,560 $845K 0.03% +112 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,566 $845K 0.01% -124,167 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,551 $842K 0.08% +288 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,538 $839K 0.05% -2,585 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 3,531 $837K 0.6% -167 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 3,530 $837K 0.03% +87 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,512 $832K 0.04% -9,520 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,509 $832K 0.76% +121 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,507 $831K 0.39% +572 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,506 $831K 0.02% -456 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,506 $831K 0.53% -84 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,506 $831K 0.13% -1,323 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,501 $830K 0.15% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,499 $829K 0.02% +40 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,492 $828K 0.4% +465 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,489 $827K 0.82% -331 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,486 $826K 0.32% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,468 $822K 0.7% +2 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 3,461 $820K 0.81% -882 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,458 $820K 0.65% +196 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,453 $818K 0.05% -144 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,438 $815K 0.06% -1,475 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3,425 $812K 0.06% new 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,420 $811K <0.01% -9,084 13F-HR/A Timeline Group Cyr Financial Inc. More: the full row for Cyr Financial Inc. 3,414 $809K 0.55% +141 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,411 $808K 0.24% -2,389 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,371 $799K 0.24% -231 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 3,370 $799K 0.51% -37 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,364 $797K 0.16% +290 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,355 $795K 0.58% +39 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,354 $795K 0.33% -170 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,341 $792K 0.29% -3,575 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,340 $792K 0.18% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,330 $791K 0.06% -241 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,327 $788K 0.42% -180 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,318 $786K 0.27% +241 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,318 $786K 0.09% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,317 $786K 0.14% -5,098 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,313 $785K 0.31% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,301 $782K 0.03% -510 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,296 $781K 0.06% +173 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,294 $781K 0.33% +171 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,293 $780K 0.14% +394 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 3,270 $778K 0.63% +630 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 3,262 $773K 0.86% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,260 $773K 0.19% +926 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 3,256 $772K 0.33% +497 13F-HR Timeline Fore Capital, LLC More: the full row for Fore Capital, LLC 3,250 $770K 0.98% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,246 $769K 0.3% -640 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,246 $768K 0.27% -216 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,276 $766K 0.17% -2,829 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,232 $766K 0.19% +2 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,103 $763K 0.51% -25 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,220 $763K 0.39% +255 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 3,216 $762K 0.01% +58 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 3,213 $761K 0.52% 0 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,211 $761K 0.12% +180 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,198 $758K 0.09% +76 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,196 $758K 0.7% +119 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,194 $757K 0.06% -1,987 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 3,184 $755K 1.03% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,182 $754K 0.15% +6 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 3,177 $753K 0.59% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,161 $751K 0.19% -334 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,126 $741K 0.08% -471 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,115 $738K 0.05% 0 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,107 $736K 0.42% -224 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,106 $736K 0.53% +180 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,104 $736K 0.06% +30 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,100 $735K 0.04% -628 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,087 $732K 0.03% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,078 $729K 0.31% -2,536 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 3,073 $728K 0.01% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,070 $728K 0.06% +508 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,062 $726K 0.12% 0 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,058 $725K 0.27% -549 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 3,050 $723K 0.03% -40,463 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,030 $718K 0.13% +2,002 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,004 $712K 0.54% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,000 $711K 0.18% +302 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,998 $711K 0.01% +1,311 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,996 $710K 0.01% -153,874 13F-HR/A Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,991 $709K 0.2% -31 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 2,986 $708K 0.69% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,980 $706K 0.04% -3,819 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,187 $704K 0.23% +4,179 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,971 $704K 0.06% +1,477 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,961 $702K 0.02% -354 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,951 $699K 0.11% -18 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,950 $699K 0.18% -128 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,950 $699K 0.02% -171 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,949 $699K 0.17% +111 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,939 $697K 0.14% -380 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,935 $696K 0.33% 0 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,930 $694K 0.17% -1,346 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 2,924 $694K 0.13% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 2,927 $694K 0.24% -113 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,817 $692K 0.57% +108 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,918 $692K 0.05% +409 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,913 $690K 0.2% -309 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,884 $690K 0.05% -1,670 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,870 $690K 0.21% +1,736 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,908 $689K 0.2% -2 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,904 $688K 0.26% +2,854 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,900 $687K 0.22% +2,118 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,888 $684K 0.09% +106 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,617 $684K 0.28% +1,557 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,882 $683K 0.33% -460 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,876 $682K 0.25% +47 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 2,872 $681K 1.34% +1,551 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,871 $680K 0.13% -450 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,867 $680K 0.5% +89 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 2,865 $679K 0.33% -103 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,863 $679K 0.16% +597 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,857 $677K 0.05% +169 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,854 $676K 0.08% +340 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,854 $676K 0.32% -1,227 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,851 $676K 0.21% -936 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,850 $675K 0.22% -62 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,846 $675K 0.59% -2,241 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 2,837 $672K 0.24% +235 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,839 $672K 0.04% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,834 $672K 0.15% +645 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,822 $670K 0.36% -366 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,821 $669K 0.03% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,817 $668K 0.47% +75 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,809 $666K 0.16% -93 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,436 $662K 0.05% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,602 $662K 0.1% +815 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,784 $660K 0.09% -166 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,780 $659K 0.3% +67 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,778 $658K 0.31% -13 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,766 $656K 0.02% -120 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,753 $654K 0.08% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,743 $650K 0.02% -1,649 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,736 $648K 0.12% +161 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,734 $648K 0.63% +792 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,733 $648K 0.09% -123 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,731 $647K <0.01% +25 13F-HR Timeline Group