ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,988 $772K 0.14% -2,046 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,965 $768K 0.29% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,961 $768K 0.64% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 4,960 $767K 0.3% -1,136 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,940 $764K 0.01% +327 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 4,915 $760K 0.54% -1,810 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,915 $760K 0.12% +44 13F-HR Timeline Compound Planning, Inc. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 4,658 $721K 0.11% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,639 $718K 0.01% -104 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,619 $715K 0.04% -4,641 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,604 $712K 0.01% -181 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 4,601 $712K 0.04% +29 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,593 $711K 0.04% -135 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,589 $710K 0.12% +251 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,551 $704K 0.14% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,500 $702K 0.08% +99 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,532 $701K 0.14% -275 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,528 $701K 0.01% -397 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,475 $692K 0.11% -70 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,380 $691K 0.17% -43 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,439 $687K 0.29% -95 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,365 $681K <0.01% -1,020 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,376 $677K 0.04% -2,900 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,348 $673K 0.07% -314 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,347 $673K <0.01% +705 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,312 $667K 0.18% -175 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,303 $666K 0.04% -5 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,294 $664K 0.01% +986 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,294 $664K 0.21% +306 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,290 $664K 0.07% +43 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,274 $661K 0.31% +541 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,178 $653K 0.02% +895 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,950 $611K 0.07% -188 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,947 $611K 0.15% -152 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,803 $611K 0.05% -793 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,915 $606K 0.48% +80 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,855 $596K 0.03% +154 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,820 $591K 0.04% +15 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,803 $588K 0.13% +1 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 3,791 $587K 0.02% -2 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,738 $578K 0.22% -672 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 3,711 $574K 0.06% +198 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,683 $570K 0.29% -3,105 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,597 $568K 0.05% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,670 $568K 0.01% -73 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,613 $563K 0.03% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,638 $563K 0.2% -42 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 3,627 $561K 0.09% -216 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,575 $553K 0.01% -1,015 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,574 $553K 0.12% +82 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,571 $552K 0.17% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,562 $551K 0.01% +103 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3,557 $550K 0.29% +524 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,549 $549K 0.09% -901 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,520 $545K 0.31% -118 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,499 $541K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,497 $541K 0.04% -798 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,469 $537K 0.07% -310 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 3,429 $531K 0.3% 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3,415 $528K <0.01% +1,043 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,405 $527K 0.01% new 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,395 $525K 0.17% +84 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,363 $524K 0.15% +120 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,329 $521K 0.07% -10,087 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,328 $515K 0.38% +1,300 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,328 $515K 0.24% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,302 $511K 0.15% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,293 $509K <0.01% -1,196 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,292 $509K 0.07% -40 13F-HR Timeline Group Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,276 $507K 0.02% 13F-HR Timeline Group LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 3,232 $500K 0.23% +141 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,206 $499K <0.01% -145 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,221 $498K <0.01% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,174 $494K 0.01% -431 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,165 $490K 0.01% +946 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,165 $490K 0.01% -3,019 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,163 $489K 0.15% +120 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 500,000 $487K 0.08% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,145 $487K 0.06% -3 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,140 $486K 0.03% -201 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,131 $484K 0.02% +888 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,124 $483K 0.02% 13F-HR/A Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,089 $478K 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,053 $472K 0.01% -49 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,052 $472K 0.06% -28 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,030 $469K 0.11% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,006 $467K 0.01% +525 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,018 $467K 0.01% +1,549 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,009 $466K 0.07% +132 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,001 $464K 0.04% -22 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,997 $464K 0.2% +129 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,990 $463K 0.01% -92 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,951 $459K 0.02% +927 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,966 $459K 0.07% -362 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,959 $458K 0.15% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,943 $455K 0.01% -343 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,930 $453K 0.04% +192 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,914 $451K 0.21% -175 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,857 $442K 0.21% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 2,805 $434K 0.28% -885 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,790 $432K 0.15% +472 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,250 $430K 0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,755 $426K -2 Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,752 $426K 0.15% -700 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 2,751 $426K 0.25% +998 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,720 $425K 0.39% -15 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,715 $420K <0.01% +25 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,065 $420K 0.01% +428 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,687 $418K 0.02% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,685 $415K 0.28% -56 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,635 $408K 0.01% -20 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,634 $407K 0.1% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,584 $400K 0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,570 $398K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,562 $396K 0.02% +193 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,532 $392K 0.09% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,520 $390K 0.02% +1,935 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,519 $390K 0.02% 0 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 2,509 $388K 0.34% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,459 $380K 0.01% +37 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,456 $380K 0.04% +37 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,445 $378K 0.01% -214 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,404 $372K 0.03% +61 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,387 $369K 0.08% +158 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,370 $367K <0.01% -111 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,365 $366K 0.02% -1,083 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,355 $364K 0.01% +230 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,347 $364K 0.02% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,103 $363K 0.16% -770 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,335 $361K 0.01% -184 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,333 $361K 0.04% -1 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,319 $359K 0.02% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,311 $358K 0.01% -63 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,309 $357K 0.02% -88 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,302 $356K 0.02% -15 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,300 $356K 0.07% 0 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,271 $351K 0.04% -38,651 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,269 $351K 0.04% +194 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,250 $348K 0.14% -279 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,222 $346K 0.02% -171 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,233 $346K 0.01% +986 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,236 $346K 0.22% +145 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,230 $345K 0.04% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,212 $342K 0.12% -114 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,210 $342K 0.02% 0 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,207 $341K 0.03% +77 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,205 $341K 0.16% -701 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,196 $340K 0.02% +166 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,191 $339K <0.01% -9 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,182 $338K 0.01% -218 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,161 $334K 0.03% +199 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,135 $332K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,144 $332K <0.01% +779 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,141 $331K 0.13% -32 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 2,140 $331K 0.18% 0 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,127 $329K 0.21% -353 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,111 $327K 0.04% +411 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,105 $326K 0.01% +39 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,082 $322K 0.02% +38 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,081 $322K 0.04% -1,468 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,079 $322K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,065 $319K 0.13% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,050 $317K 0.04% -314 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,047 $317K 0.04% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,040 $316K 0.17% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,028 $314K 0.07% 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,027 $314K 1.08% +119 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,005 $314K <0.01% -401 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 2,024 $313K 0.02% +63 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,018 $312K 0.04% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 2,004 $310K 0.14% +95 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,997 $309K 0.07% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,975 $308K 0.11% -20 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,984 $307K 0.01% +77 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,983 $307K 0.02% -3 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,965 $304K 0.11% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,963 $304K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,937 $300K 0.01% -109 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,921 $297K <0.01% -3,237 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,909 $295K <0.01% -370 13F-HR Timeline