Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,084 $445K 0.02% -878 13F-HR Timeline Group Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 5,989 $438K 0.4% new 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,985 $438K 0.26% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,979 $438K 0.01% +3,211 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 5,939 $435K 0.27% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,936 $434K 0.02% +758 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,910 $432K 0.02% +720 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,860 $429K 0.25% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,851 $428K <0.01% +2,529 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,844 $428K <0.01% -15 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 5,839 $427K 0.22% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,823 $426K 0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,774 $423K 0.02% -8,354 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,755 $421K 0.01% +1,886 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 5,752 $421K 0.21% +2 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,736 $420K 0.01% +821 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,689 $416K 0.03% +1,251 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,676 $415K 0.01% +1,062 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,653 $414K 0.09% -15 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,623 $411K 0.14% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,611 $411K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,592 $409K 0.28% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,590 $409K 0.02% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,560 $407K 0.02% +258 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,540 $405K 0.02% +4 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,486 $401K 0.01% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,473 $401K 0.16% +394 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,390 $394K 0.01% -58 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,315 $389K 0.11% +756 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,301 $388K <0.01% -2,293 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 5,140 $376K 0.17% +542 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,137 $376K 0.01% +507 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,136 $376K 0.01% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,119 $375K 0.08% +465 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 5,100 $373K 0.13% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,098 $373K 0.01% -21 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,184 $372K 0.01% -1,586 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,067 $371K 0.01% -313 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,002 $366K <0.01% +926 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,979 $364K 0.02% +1,211 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 4,980 $364K 0.39% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,927 $361K <0.01% +275 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,919 $360K 0.23% -1,749 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,886 $358K <0.01% +59 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,874 $357K 0.02% +57 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,934 $354K <0.01% -7,917 13F-HR Timeline Group RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,827 $353K 0.1% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,794 $351K 0.04% +821 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,787 $350K 0.05% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,782 $350K 0.01% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,758 $348K 0.21% -2,593 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 4,745 $347K 0.12% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,708 $345K 0.22% +700 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 4,704 $344K 1.33% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 4,675 $342K 0.12% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,651 $340K <0.01% +836 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,586 $336K 0.08% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,574 $335K 0.01% +58 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,568 $334K 0.1% -10 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,508 $330K 0.09% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,485 $328K 0.02% +324 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,465 $327K 0.03% -99 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,440 $325K 0.11% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,409 $323K 0.01% +658 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,400 $322K 0.23% +925 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 4,365 $319K 0.09% +4,182 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,365 $319K 0.09% -875 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,357 $319K 0.09% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,355 $319K <0.01% -61,540 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,339 $318K 0.25% +533 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,460 $316K 0.02% -587 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,278 $313K 0.01% +34 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,261 $312K 0.04% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,243 $310K <0.01% +152 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,203 $308K 0.03% +544 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,201 $307K 0.22% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,191 $307K 0.02% +641 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,189 $307K 0.04% -1,500 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,120 $302K 0.04% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 4,119 $301K 0.08% +58 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,070 $298K 0.07% -820 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,038 $296K 0.01% -49 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,023 $294K 0.01% new 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,201 $294K 0.09% +691 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,005 $293K <0.01% +405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,925 $289K 0.17% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,915 $286K <0.01% +437 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,911 $286K 0.03% +525 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,908 $286K 0.01% -295 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,899 $285K 0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,890 $285K <0.01% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,152 $285K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,874 $283K 0.03% -450 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,835 $281K 0.05% 0 13F-HR Timeline Corecam AG More: the full row for Corecam AG 3,835 $281K 0.25% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,833 $280K 0.01% -379 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,821 $280K 0.02% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3,990 $278K 0.01% new 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 3,791 $277K 0.07% 0 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,784 $277K 0.02% -80,683 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,767 $276K 0.03% -27 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,757 $275K 0.08% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,756 $275K 0.01% -227 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 3,755 $275K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,737 $273K 0.01% -23,889 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,703 $271K <0.01% +423 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 3,669 $268K 0.28% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,650 $267K <0.01% -2,317 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,625 $265K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,619 $265K 0.02% -2,843 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,606 $264K 0.15% +104 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,528 $258K 0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,520 $258K 0.04% -291 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,516 $257K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,516 $257K 0.01% -690 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,502 $256K 0.15% +53 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,499 $256K 0.03% +3,112 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,501 $256K 0.04% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,496 $256K <0.01% +327 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,493 $256K 0.02% -731 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,478 $255K <0.01% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,447 $252K 0.19% -732 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 3,421 $250K 0.02% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,419 $250K 0.02% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,345 $246K <0.01% +253 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,342 $245K <0.01% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,339 $244K 0.23% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,325 $243K 0.07% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,248 $238K new Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,240 $237K 0.02% -96 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 3,238 $237K 0.13% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,236 $237K 0.02% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 3,937 $236K 0.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,227 $236K 0.01% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,216 $235K 0.13% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 3,191 $234K 0.05% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,175 $232K 0.04% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,166 $232K 0.1% -911 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,145 $230K 0.04% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,144 $230K <0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,104 $227K 0.04% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,100 $227K 0.11% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,038 $222K 0.08% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,033 $222K 0.05% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 3,028 $222K 0.01% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,027 $222K 0.03% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,022 $221K 0.11% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,000 $220K 0.01% new 13F-HR/A Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $220K 0.02% +2,100 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,000 $220K 0.06% new 13F-HR Timeline Murchinson Ltd. More: the full row for Murchinson Ltd. 3,000 $220K 0.09% new 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 3,000 $220K 0.06% -1,000 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,990 $219K 0.07% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chris Bulman Inc More: the full row for Chris Bulman Inc 2,974 $218K 0.1% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,949 $216K 0.07% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,943 $215K 0.1% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,936 $215K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,909 $214K 0.04% +2,809 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,899 $212K <0.01% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,083 $211K 0.05% -229 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,880 $211K 0.1% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,877 $211K 0.03% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,855 $209K 0.01% -8,823 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,854 $209K 0.14% new 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,850 $209K 0.07% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,822 $207K 0.01% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,811 $206K 0.14% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,779 $203K 0.04% new 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 2,778 $203K 0.15% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,766 $202K 0.06% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,762 $202K 0.04% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,754 $202K <0.01% new 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 2,749 $201K 0.06% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,746 $201K 0.14% -3,222 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,742 $201K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,741 $201K <0.01% new 13F-HR Timeline Group DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 2,740 $201K 0.23% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,726 $199K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,679 $196K 0.01% -284 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,633 $193K 0.08% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,415 $177K 0.01% -113 13F-HR/A Timeline Trust Co More: the full row for Trust Co 2,323 $170K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,312 $169K 0.01% +2,044 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 2,269 $166K 0.02% -1,450 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,226 $163K 0.09% -136 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,177 $159K 0.01% +61 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,176 $159K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,100 $154K 0.08% -271 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,075 $153K 0.08% -5 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,042 $149K 0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 2,029 $148K 0.13% 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,976 $145K <0.01% +289 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,962 $144K 0.05% +834 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,671 $122K 0.02% +62 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,636 $120K 0.01% +647 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,615 $118K 0.01% +15 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,521 $111K 0.01% +397 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,519 $111K 0.07% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,510 $111K 0.07% +180 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,378 $101K 0.08% new 13F-HR Timeline