Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,133 $481K 0.03% +570 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 5,095 $477K 0.2% -263 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,077 $476K <0.01% new 13F-HR Timeline Group SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 5,076 $475K 0.06% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 5,051 $473K 0.15% +516 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 5,030 $471K 0.01% +4 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,027 $471K 0.06% +645 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,016 $470K 0.01% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 5,000 $468K 0.12% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,000 $468K 0.12% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,949 $464K 0.03% +228 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,906 $460K 0.07% +87 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,887 $458K 0.03% +2 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,864 $456K 0.05% +432 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,861 $455K 0.01% -5,733 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 4,857 $455K 0.01% 0 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,855 $455K 0.05% +658 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,854 $455K 0.02% -509 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,838 $453K 0.04% +7 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,821 $451K 0.05% -447 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,802 $450K 0.02% +1,233 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,787 $448K 0.02% +118 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,786 $448K 0.01% -184 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,775 $447K 0.01% -711 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,768 $447K 0.05% -2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,767 $447K 0.01% -3,482 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 4,750 $445K 0.13% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 4,740 $444K 0.22% -824 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,728 $443K 0.08% +839 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,698 $440K 0.2% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,693 $440K 0.01% -90 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 4,665 $437K 0.29% -15,728 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,651 $436K 0.01% +618 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 4,650 $436K 0.22% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,639 $434K 0.03% -406 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 4,631 $434K 0.25% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,602 $431K 0.05% 0 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 4,577 $429K 0.2% -64,166 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,575 $428K 0.02% +219 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,570 $428K 0.06% -1,100 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,562 $427K 0.08% -181 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,560 $427K 0.14% +275 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,531 $424K 0.04% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,525 $424K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,513 $423K 0.05% -945 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 4,500 $421K 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,500 $421K 0.03% 0 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 4,494 $421K 0.03% -580 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,465 $418K 0.09% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,464 $418K 0.1% -4,100 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,436 $415K 0.04% +165 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,430 $415K 0.03% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,425 $414K 0.1% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,425 $414K 0.11% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,420 $414K 0.17% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 4,404 $412K 0.15% +36 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,384 $411K 0.4% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,329 $405K 0.04% +246 13F-HR Timeline United Bank More: the full row for United Bank 4,314 $404K 0.12% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,292 $402K 0.17% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,280 $401K 0.04% +13 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,274 $400K 0.02% -1,645 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,268 $400K 0.34% +200 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,266 $400K 0.02% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,507 $399K 0.01% +163 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,256 $399K 0.18% -22,666 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,254 $398K <0.01% -294 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,244 $398K <0.01% -182 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,233 $396K 0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,191 $393K 0.1% -201 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,188 $392K 0.02% -1,894 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,882 $391K 0.06% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,174 $391K 0.01% -13,060 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,156 $389K 0.01% +101 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,123 $386K 0.04% -197 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 4,109 $385K 0.04% -31 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,101 $384K <0.01% -91 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 4,370 $382K 0.28% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,073 $381K 0.02% -2,590 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,052 $380K 0.02% -12,251 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,042 $379K 0.05% -171 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,039 $378K 0.02% -7,377 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,017 $376K 0.01% -39 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 4,000 $375K 0.18% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,000 $375K 0.18% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,056 $372K <0.01% -201 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,967 $372K <0.01% -450 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 3,958 $371K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,944 $369K 0.23% 0 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,147 $369K 0.17% -1,797 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 3,933 $368K 0.15% -125 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,904 $366K 0.01% -635 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,900 $365K 0.02% +131 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,900 $365K 0.07% new 13F-HR Timeline CALTON & ASSOCIATES, INC. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,873 $363K 0.2% -1,488 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,871 $363K 0.01% -493 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,865 $362K 0.01% -187 13F-HR Timeline Group Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 3,860 $362K 0.28% +230 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,829 $359K 0.02% -1,814 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,823 $358K 0.05% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,820 $358K 0.05% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 3,797 $356K 0.01% +44 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,792 $355K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,777 $354K 0.08% +93 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,748 $351K 0.05% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,737 $350K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,721 $349K <0.01% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,720 $348K 0.17% -16 13F-HR/A Timeline Balefire, LLC More: the full row for Balefire, LLC 3,718 $348K 0.06% new 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,700 $347K 0.13% -79 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,686 $345K 0.01% +186 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,673 $344K 0.17% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,669 $344K 0.01% new 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,667 $343K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,607 $338K 0.02% +369 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,606 $338K 0.02% -195 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 3,579 $335K 0.03% -609 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,477 $335K 0.21% -149 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,569 $334K 0.04% +392 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,535 $331K 0.02% +129 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,526 $330K <0.01% -113 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,500 $328K 0.13% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,498 $328K 0.06% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,468 $325K 0.01% -8,400 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 3,464 $324K 0.05% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,461 $324K 0.01% -260 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,447 $323K 0.01% +10 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,446 $323K <0.01% -7,541 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,443 $322K 0.01% -178 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,436 $322K 0.01% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,435 $322K <0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,413 $320K 0.09% -45 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,411 $319K 0.02% +18 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,402 $319K 0.01% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,399 $318K 0.17% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,385 $317K 0.02% +98 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,377 $316K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,365 $315K 0.01% +88 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,365 $315K 0.09% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,330 $312K 0.1% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,323 $311K 0.06% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,296 $309K 0.02% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,290 $308K <0.01% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 3,253 $305K 0.01% +21 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,251 $304K 0.02% -1,103 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,244 $304K 0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,235 $303K 0.07% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,232 $303K 0.02% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,230 $303K 0.06% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,228 $302K <0.01% +3 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,215 $301K 0.05% -546 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,200 $300K 0.2% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,189 $299K <0.01% -3,500 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,187 $298K 0.04% 0 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,185 $298K 0.15% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,180 $298K 0.01% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,175 $297K 0.06% -1,149 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,174 $297K <0.01% +28 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,165 $296K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,161 $296K 0.02% -2,009 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,163 $296K 0.15% -11,652 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,150 $295K 0.08% +30 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,141 $294K 0.02% -119 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,139 $294K 0.04% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,135 $294K 0.03% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,131 $293K 0.05% +65 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 3,122 $292K <0.01% -356,144 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,112 $291K 0.12% -59 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,087 $289K 0.03% -200 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 3,076 $288K 0.21% -7 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,073 $288K 0.17% +51 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,055 $286K 0.02% -59 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,054 $286K 0.01% -2,724 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,039 $285K 0.02% -910 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,027 $284K 0.13% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,353 $282K 0.11% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,003 $281K 0.04% +3 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 3,000 $281K 0.08% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,985 $280K 0.03% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,083 $279K 0.02% +16 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,973 $278K 0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,968 $278K 0.04% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,968 $278K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,959 $277K 0.02% -21 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,955 $277K 0.09% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,952 $277K 0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,950 $276K 0.07% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,946 $276K <0.01% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,915 $273K new Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,958 $272K 0.04% new 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 3,205 $271K 0.14% -3,995 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,896 $271K 0.03% new 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 2,895 $271K 0.12% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,889 $271K <0.01% new 13F-HR Timeline Group Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,875 $269K 0.12% -3,875 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,864 $268K 0.23% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,858 $268K 0.01% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 2,856 $267K 0.09% new 13F-HR Timeline