Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 515 $253K <0.01% +26 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 513 $252K 0.02% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 512 $251K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 512 $251K 0.02% +74 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 511 $251K 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 509 $250K 0.01% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 509 $250K 0.17% +13 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 507 $249K 0.03% +33 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 506 $248K 0.04% +37 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 505 $248K 0.03% +49 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 504 $247K 0.04% -90 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 504 $247K 0.02% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 503 $247K 0.02% +40 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 500 $245K 0.07% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 500 $245K 0.02% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 500 $245K 0.03% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 500 $245K 0.06% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 500 $245K 0.03% 0 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 500 $245K 0.07% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 500 $245K 0.11% -15 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 500 $245K 3.52% +112 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 500 $245K 0.07% 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 498 $244K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 498 $244K 0.08% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 498 $244K 0.05% +24 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 497 $244K 0.19% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 497 $244K 0.02% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 496 $243K 0.03% +16 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 496 $243K 0.06% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 495 $243K 0.06% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 495 $243K 0.05% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 494 $242K 0.11% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 494 $242K 0.02% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 490 $240K 0.05% -22 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 488 $239K 0.11% +13 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 488 $239K 0.12% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 487 $239K 0.06% -73 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 486 $238K <0.01% -12 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 486 $238K 0.02% +33 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 485 $238K 0.11% +21 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 430 $235K 0.04% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 479 $235K 0.07% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 477 $234K 0.06% -200 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 475 $233K 0.01% -132 13F-HR Timeline Group LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 475 $233K 0.07% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 471 $231K 0.03% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 471 $231K 0.14% +55 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 467 $229K 0.04% +33 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 465 $228K 0.03% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 464 $228K 0.02% +4 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 463 $227K 0.02% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 460 $226K 0.06% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 460 $226K 0.09% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 443 $226K 0.16% -11 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 459 $225K 0.03% +9 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 458 $225K 0.03% -1,046 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 458 $225K 0.02% -3 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 412 $224K 0.04% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 454 $223K 0.02% -75 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 453 $222K 0.08% +15 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 444 $222K 0.04% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 452 $222K 0.01% +5 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 452 $222K 0.13% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 450 $221K 0.05% -50 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 450 $221K 0.03% 0 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 450 $221K 0.15% +100 13F-HR/A Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 448 $220K 0.17% 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 448 $220K 0.19% -6 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 446 $219K 0.01% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 444 $218K 0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 444 $218K 0.09% +4 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 443 $217K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 443 $217K 0.05% 0 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 443 $217K 0.96% -475 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 441 $216K 0.06% +47 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 441 $216K 0.03% +9 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 440 $216K 0.06% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 440 $216K 0.1% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 439 $215K 0.03% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 439 $215K 0.01% +35 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 438 $215K 0.04% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 436 $214K 0.03% +70 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 436 $214K 0.05% +33 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 436 $214K 0.14% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 434 $213K 0.02% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 433 $212K <0.01% +15 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 433 $212K 0.78% -35 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 433 $212K <0.01% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 432 $212K <0.01% +17 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 432 $212K 0.05% +4 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 431 $211K 0.08% +17 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 431 $211K 0.05% +3 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 430 $211K 0.11% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 428 $210K 0.15% +22 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 428 $210K 0.03% +40 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 426 $209K 0.09% new 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 425 $208K 0.07% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 424 $208K 0.01% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 424 $208K 0.02% +10 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 422 $207K 0.08% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 421 $206K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 420 $206K 0.01% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 417 $204K 0.02% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 410 $204K 0.02% -62 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 386 $204K 0.02% -190 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 411 $202K 0.02% -56 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 410 $201K 0.04% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 409 $201K 0.07% -47 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 402 $197K 0.02% -176 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 400 $196K 0.02% -4 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 379 $186K 0.16% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 375 $184K 0.01% +157 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 374 $183K 0.2% +38 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 368 $180K 0.09% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 358 $176K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 355 $174K -2 Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 350 $172K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 342 $169K 0.06% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 340 $167K 0.06% -85 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 323 $165K 0.14% 0 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 334 $164K <0.01% +20 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 330 $162K 0.13% +117 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 328 $161K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 326 $160K 0.03% -3 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 323 $158K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 302 $148K 0.05% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 300 $147K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 299 $147K 0.02% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 290 $142K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 287 $141K 0.05% +60 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 286 $140K 0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 283 $139K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 280 $137K 0.01% -101 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 280 $137K 0.06% +9 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 278 $136K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 278 $136K 0.02% +45 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 275 $135K <0.01% +87 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 275 $135K 0.01% -12 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 274 $134K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 270 $132K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 257 $128K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 252 $124K 0.01% +14 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 250 $123K 0.06% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 240 $118K 0.02% +1 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 232 $114K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 230 $113K <0.01% +16 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 225 $110K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 221 $108K 0.04% -19 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 230 $107K <0.01% -4,220 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 213 $104K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 210 $103K 0.01% -113 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 210 $103K 0.02% +10 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 207 $102K 0.02% -21 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 205 $101K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 205 $101K 0.08% +170 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 202 $99.1K 0.09% -9 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 200 $98.1K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $98.1K 0.05% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 200 $98.1K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 199 $97.6K 0.06% +83 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 199 $97.6K 0.03% +22 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 197 $96.6K 0.01% +160 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 193 $94.6K 0.02% -273 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 192 $94.2K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 190 $93.2K 0.03% -2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 188 $92.2K 0.03% +114 13F-HR/A Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 180 $88.3K 0.05% +30 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 171 $87.1K <0.01% -95 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 174 $85.4K 0.04% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 173 $85.1K <0.01% -20 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 171 $83.9K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 165 $80.9K 0.01% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 163 $79.9K 0.07% new 13F-HR Timeline TOBAM More: the full row for TOBAM 161 $79K 0.03% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 167 $77.7K 0.02% -3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 157 $77K 0.05% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 154 $76K 0.01% +26 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 150 $75K 0.02% +109 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 152 $74.5K 0.07% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 150 $73.6K 0.05% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 149 $73.1K 0.04% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 141 $69.1K 0.01% -12 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 139 $68.2K <0.01% -28 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 138 $67.7K <0.01% -6 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 137 $67.1K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 136 $66.7K 0.01% -2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 135 $66K 0.02% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 132 $64.8K 0.02% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 130 $64K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 130 $63.7K 0.04% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 125 $61.3K 0.03% -11 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 124 $60.8K 0.04% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 120 $58.8K 0.02% -200 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 118 $57.9K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 116 $56.9K <0.01% +1 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 115 $56.4K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 115 $56K 0.01% +97 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $55.8K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 111 $55K 0.03% +8 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 112 $54.9K 0.03% 0 13F-HR Timeline