WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,753 $494K 0.11% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,745 $493K 0.01% +9 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 500,000 $489K 0.05% 0 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,690 $483K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,687 $483K 0.02% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,685 $482K 0.32% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,674 $480K 0.02% +5 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,657 $477K 0.09% -2,114 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,657 $477K 0.01% -33 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,656 $477K 0.06% +820 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,612 $469K 0.04% -84 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,596 $466K 0.01% -1,495 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,583 $464K 0.02% -247 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,532 $455K 0.02% +1,126 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,529 $454K 0.1% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,611 $454K <0.01% -1,430 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,519 $452K 0.04% +17 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,495 $448K 0.07% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,472 $444K 0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,452 $440K 0.22% -445 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,439 $440K 0.01% +33 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,439 $438K 0.22% +84 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,428 $436K 0.04% +558 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,427 $436K 0.21% -128 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,407 $432K 0.03% +77 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,393 $430K 0.05% +52 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,391 $429K 0.01% +62 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 2,340 $420K 0.34% -100 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,342 $420K 0.01% -25 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,320 $417K 0.12% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,319 $416K 0.03% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,305 $414K 0.02% 0 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 $413K 0.08% 0 13F-HR Timeline Group AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,299 $413K 0.05% +1,020 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,263 $406K <0.01% +93 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,261 $406K 0.03% +20 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,260 $406K 0.02% +402 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 2,257 $405K 0.2% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,232 $401K 0.02% -67 13F-HR Timeline Group McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,230 $400K 0.05% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,227 $400K 0.13% -525 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,103 $399K 0.05% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,202 $395K <0.01% +19 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,201 $395K 0.12% -100 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 2,194 $394K 0.05% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,186 $393K 0.01% -752 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,184 $392K <0.01% +1,049 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,176 $391K 0.01% +11 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,140 $384K 0.18% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,134 $383K 0.02% +172 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,123 $381K 0.07% -27 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,120 $381K 0.05% -29,606 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,120 $381K 0.11% +250 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,119 $381K 0.1% -67 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,119 $381K 0.02% +414 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,111 $379K 0.09% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,107 $378K 0.12% -36 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,104 $378K 0.04% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,087 $375K 0.26% -559 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,085 $374K 0.13% +4 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 2,069 $372K 0.19% -19 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,066 $371K 0.03% +588 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,060 $370K 0.01% -29 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,032 $365K 0.03% -118 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,012 $361K 0.01% -731 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,870 $361K 0.03% -153 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,000 $359K 0.01% +525 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,999 $359K 0.11% +115 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,997 $359K 0.08% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,996 $358K 0.04% +141 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,993 $358K 0.02% -353 13F-HR Timeline MOTCO More: the full row for MOTCO 1,989 $357K 0.03% -10 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,977 $355K 0.14% -199 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,977 $355K 0.11% +1 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,972 $354K <0.01% -20 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,965 $353K 0.12% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,963 $353K 1.09% -29 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,959 $352K 0.12% +12 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,935 $347K 0.01% -215 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,923 $345K 0.02% +145 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,907 $342K 0.02% +2 13F-HR/A Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,900 $341K <0.01% -11 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,892 $340K 0.01% +1 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,892 $340K 0.05% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,890 $339K 0.02% -93 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,888 $339K <0.01% +162 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,878 $337K 0.12% +4 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,877 $337K 0.05% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,871 $336K 0.14% -84 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,855 $333K 0.01% -105,357 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,850 $332K 0.16% -50 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,847 $332K 0.02% +12 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,840 $330K 0.17% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,825 $328K 0.08% +12 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,818 $326K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,811 $325K 0.01% -714 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,792 $322K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,790 $321K 0.01% -7 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,775 $319K 0.12% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,764 $317K 0.01% +27 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,764 $317K 0.02% +450 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,761 $316K 0.01% +56 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,753 $315K 0.01% +661 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,750 $314K 0.01% -25 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,748 $314K 0.05% -818 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,745 $313K 0.01% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,737 $311K 0.07% +119 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,729 $311K 0.1% +132 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,729 $310K 0.42% -5 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,725 $310K 0.01% -64 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,717 $308K 0.01% +78 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,709 $307K <0.01% +95 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 1,700 $305K 0.21% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,680 $302K 0.03% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,675 $301K 0.14% +3 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,670 $300K <0.01% +206 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,667 $299K 0.02% -86 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,641 $295K 0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,627 $292K 0.25% +124 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,608 $289K <0.01% +383 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,600 $287K 0.19% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,589 $285K 0.03% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,564 $281K <0.01% +75 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,558 $280K 0.01% +115 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,555 $279K 0.1% +9 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,550 $278K 0.07% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,778 $277K 0.11% +170 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,540 $277K 0.02% +76 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,535 $276K 0.02% +10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,552 $274K 0.02% +114 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,524 $274K 0.06% -19 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,523 $273K 0.03% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,511 $271K 0.02% +301 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 1,500 $269K 0.01% 0 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,494 $268K 0.08% 0 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,494 $268K 0.91% +316 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,487 $267K 0.02% +343 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,478 $266K 0.01% +101 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,475 $265K 0.03% +101 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,467 $263K 0.05% +55 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,466 $263K 0.18% +6 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,466 $263K 0.1% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,455 $261K 0.04% +99 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,370 $261K 0.01% +148 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,453 $261K <0.01% +24 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,452 $261K 0.01% -539 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,318 $261K 0.01% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,447 $260K 0.17% +223 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,442 $259K 0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,440 $259K 0.02% -340 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,433 $257K 0.01% -107 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,428 $256K <0.01% +422 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. one8zero8, LLC More: the full row for one8zero8, LLC 1,425 $256K 0.05% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,417 $255K 0.07% +8 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,413 $254K 0.17% -25 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,407 $253K 0.15% +88 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,403 $252K 0.11% +60 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 1,403 $252K 0.21% -412 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,393 $250K 0.03% -218 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,390 $250K 0.14% +15 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,390 $250K <0.01% -923 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,386 $249K 0.01% +19 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,375 $247K 0.02% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,344 $241K 0.04% -18 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,316 $236K 0.12% +9 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,308 $235K 0.04% +1 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,300 $233K <0.01% -26 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,299 $233K <0.01% -68 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,299 $233K 0.04% +7 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,282 $230K 0.01% +26 13F-HR Timeline Group NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,281 $230K 0.1% +139 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,277 $229K 0.01% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,270 $228K 0.07% +85 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,267 $228K <0.01% -13,385 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,265 $227K 0.1% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,492 $227K 0.23% +176 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,261 $226K <0.01% -80 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,260 $226K 0.01% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,251 $225K 0.05% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,248 $224K <0.01% +116 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,243 $223K 0.01% +91 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,241 $223K 0.01% +1 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 1,236 $222K 0.13% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,234 $222K 0.02% -128 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,233 $221K 0.05% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,230 $221K 0.01% +93 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,228 $220K 0.01% +23 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,228 $220K 0.01% +8 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,220 $219K <0.01% new 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,258 $218K 0.01% +20 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,214 $218K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,211 $217K <0.01% -73 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,203 $216K 0.07% +4 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 1,202 $216K 0.02% +36 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,199 $215K <0.01% 0 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 1,196 $215K 0.04% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,184 $213K 0.03% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,183 $212K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,182 $212K <0.01% -131 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,178 $212K 0.06% 0 13F-HR Timeline