First Pacific Financial More: the full row for First Pacific Financial 664,213 $47.7M 6.63% +42,579 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 618,147 $44.4M 6.53% +35,086 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 593,888 $42.7M 5.09% +106,322 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 238,866 $17.2M 4.54% +18,623 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 243,581 $17.1M 1.94% -2,591 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 202,768 $14.6M 2.01% -14,753 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 169,684 $12.2M -25,527 Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 161,292 $11.6M 5.61% +2,073 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 159,558 $11.5M 4.48% +4,551 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 158,717 $11.4M 3.22% +5,894 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 155,645 $11.2M 1.59% +8,602 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 147,756 $10.6M 3.03% +25,231 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 142,058 $10.2M 2.57% -4,435 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 133,930 $9.62M 0.47% -20 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 132,577 $9.53M 5.18% +13,374 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 114,030 $8.19M <0.01% +32,313 13F-HR/A Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 109,509 $7.87M 2.67% +6,877 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 108,268 $7.72M 0.17% +10,141 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 102,725 $7.38M 1.77% +3 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 71,475 $5.14M 0.29% +8,950 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 69,805 $5.02M 0.3% +8,084 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 68,274 $4.91M 0.15% +20,074 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 66,410 $4.77M 0.01% +4,981 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 63,354 $4.55M 1.02% +956 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 62,747 $4.51M 1.85% +5,161 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 50,607 $3.64M <0.01% +1,357 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 48,583 $3.49M 0.22% +801 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 45,495 $3.27M 1.83% +1,573 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 44,785 $3.22M 0.03% +959 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 42,145 $3.05M 0.11% +8,671 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 40,737 $2.93M +794 Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 36,728 $2.64M 0.16% +1,288 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 35,753 $2.57M 0.42% -1,443 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 34,599 $2.49M 1.5% +3,715 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 31,409 $2.26M 0.52% +2,451 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 31,112 $2.24M 0.91% +3,053 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 29,931 $2.15M 0.52% -6,905 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 29,260 $2.1M 0.4% +5,081 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 26,777 $1.92M 1.25% +34 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 30,620 $1.91M 1.06% -7 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 26,280 $1.89M 0.42% +447 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 22,561 $1.62M 1.03% 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 21,367 $1.54M 0.89% +2,969 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 21,289 $1.53M 0.86% +6,885 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 21,289 $1.53M 0.52% +3,530 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 21,257 $1.52M 0.18% +1,115 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 21,019 $1.51M 0.46% +3,031 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 20,841 $1.5M 0.01% +11,297 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 20,679 $1.49M 0.23% +5,852 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,240 $1.45M <0.01% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,224 $1.41M 0.04% +1,910 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 18,559 $1.33M <0.01% -501 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,505 $1.33M 0.1% +62 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 18,020 $1.29M <0.01% +471 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 17,910 $1.29M <0.01% -6,314 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,401 $1.25M <0.01% +4,419 13F-HR Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 16,152 $1.16M 0.3% +2,832 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 15,339 $1.1M 0.03% +64 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 15,142 $1.09M 0.11% +563 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 14,666 $1.05M 0.72% +3,957 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 13,626 $979K 0.03% +2,572 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,587 $905K 0.26% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,414 $892K 0.62% +316 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 11,909 $856K 0.38% +1,886 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11,865 $853K 0.08% +591 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,787 $847K 0.08% -50 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 11,713 $842K 0.24% -569 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,521 $828K 0.01% +52 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 10,760 $773K 0.31% +1,603 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 10,489 $754K 0.32% +3,958 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,146 $729K 0.47% -340 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9,672 $695K 0.51% +1,681 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 9,646 $693K 0.29% +344 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,395 $675K 0.03% +2,448 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 9,374 $674K 0.12% -48 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,200 $661K <0.01% -13,065 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 9,204 $661K 0.14% +607 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,168 $659K <0.01% +2,256 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 8,814 $633K 0.03% +2,323 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 8,493 $610K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,169 $587K 0.02% +70 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,113 $583K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,857 $565K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,748 $557K 0.03% +1,217 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,690 $553K 0.09% +749 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,677 $552K 0.12% -197 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 7,465 $536K 0.06% -2,338 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 7,259 $522K 0.14% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 7,163 $515K 0.1% +339 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,112 $511K 0.11% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,910 $497K 0.41% +737 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6,700 $483K 0.11% -32 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 6,590 $474K 0.23% -1,453 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,261 $450K 0.03% -425 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,613 $403K <0.01% +451 13F-HR Timeline Group Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 5,366 $386K 0.13% +443 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,294 $380K <0.01% +15 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,292 $380K 0.11% +427 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,267 $378K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,204 $374K 0.01% +445 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,147 $370K <0.01% +1,425 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 5,109 $367K 0.27% +1,421 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,102 $367K 0.01% +695 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,017 $361K 0.17% +225 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,981 $358K 0.01% +175 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,862 $349K <0.01% +210 13F-HR/A Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 4,669 $335K 0.21% +818 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,606 $333K 0.01% +18 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,512 $324K <0.01% +357 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,182 $301K 0.02% -2,373 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,172 $300K 0.08% +31 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,165 $299K 0.05% 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,827 $275K 0.06% +15 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 3,626 $261K 0.09% -1,173 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 3,593 $258K 0.18% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,539 $254K <0.01% +429 13F-HR Timeline Group LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,494 $251K 0.16% +2 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 3,337 $240K 0.1% +7 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,332 $239K <0.01% new 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,303 $237K 0.05% +289 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,294 $237K 0.01% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,271 $235K <0.01% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,263 $231K <0.01% +875 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,190 $229K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,021 $217K <0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,992 $215K 0.05% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,852 $205K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,848 $205K <0.01% new 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 2,796 $201K 0.09% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,695 $192K 0.05% -103 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,653 $191K 0.09% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,240 $161K 0.01% +1,822 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,548 $111K 0.02% +5 13F-HR Timeline Group RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,468 $105K 0.04% +391 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,328 $95.4K 0.04% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,304 $93.7K <0.01% -62 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,285 $92.4K 0.01% -71 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,265 $90.9K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,251 $90K <0.01% +116 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,140 $81.9K 0.05% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,084 $77.9K 0.01% +13 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 998 $71.7K 0.01% +720 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 933 $67K 0.02% +527 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 823 $59.1K 0.01% +14 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 760 $54K 0.03% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 729 $52.4K <0.01% -17 13F-HR/A Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 583 $41.9K 0.03% +137 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 581 $41.9K <0.01% new 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 550 $40K <0.01% +260 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 546 $39.3K 0.01% +59 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 487 $35K 0.02% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 430 $30.9K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 250 $18K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 146 $10.5K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 134 $9.63K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 108 $7.76K <0.01% -55 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 97 $6.97K <0.01% new 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 80 $5.73K <0.01% -3 13F-HR/A Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 6,788 $4.88K 0.09% +3 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 34 $2.44K <0.01% new 13F-HR/A Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $934 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $144 <0.01% 0 13F-HR Timeline