BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,971 $1.11M 0.08% -75 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,950 $1.11M 0.08% +14 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 8,935 $1.11M 0.14% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 8,904 $1.1M 0.02% +1,245 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,795 $1.09M 0.09% +1,090 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,786 $1.09M <0.01% -130,370 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,511 $1.09M 0.11% +1,180 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,715 $1.08M <0.01% +956 13F-HR Timeline Group CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 8,706 $1.08M 0.09% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 8,705 $1.08M 0.95% +668 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 8,697 $1.08M 1.16% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,681 $1.08M 0.11% -181 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 8,635 $1.07M 0.61% -208 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,579 $1.06M 0.27% +58 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,549 $1.06M 0.07% +5,092 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,538 $1.06M 0.02% -666 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 8,525 $1.06M 0.51% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,450 $1.05M 0.03% -36 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 8,446 $1.05M 0.06% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,425 $1.04M <0.01% +2,089 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,418 $1.04M 0.13% 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 8,624 $1.04M 0.15% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,389 $1.04M 0.06% -28 13F-HR Timeline Group KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 8,389 $1.04M 0.84% +400 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 8,384 $1.04M 0.18% 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 8,368 $1.04M 0.63% -43 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,274 $1.03M 0.01% -14,788 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8,267 $1.02M 0.46% -50 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,247 $1.02M 0.15% -304 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,220 $1.02M 0.04% +122 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,220 $1.02M 0.03% +1,838 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,193 $1.02M 0.85% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8,183 $1.01M 0.12% -135 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,161 $1.01M 0.03% +185 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,157 $1.01M 0.02% +2,525 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 8,115 $1.01M 0.05% +2,253 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 8,100 $1M 0.16% -200 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,025 $995K 0.01% -4,067 13F-HR Timeline Group COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 8,000 $991K 0.18% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,971 $988K 0.02% +838 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 7,969 $988K 0.39% +452 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 7,953 $986K 0.11% -1,111 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,891 $978K 0.59% -1,443 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 7,888 $978K 1.05% -478 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,439 $976K 0.06% -318 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,849 $973K 0.06% -238 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 7,810 $968K 0.51% 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 7,800 $967K 0.04% +245 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,797 $966K 0.08% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 7,786 $965K <0.01% +1,065 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,602 $965K 0.18% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,742 $959K <0.01% +976 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 7,733 $958K 0.07% +2,243 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 7,696 $954K 0.04% +40 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 7,695 $954K 0.53% +5,218 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 7,688 $953K 0.21% -10 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,656 $949K 0.06% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 7,646 $948K 0.58% +6 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,599 $942K 0.2% -483 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 7,585 $940K 0.63% -10 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,538 $934K 0.03% -312 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 7,523 $932K 0.32% -1,121 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,515 $931K 0.16% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,501 $930K 0.17% +280 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,480 $927K 0.3% -12,117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 7,445 $923K 0.63% +610 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 7,438 $922K 0.77% +810 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,435 $922K 0.24% -70 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,434 $921K 0.05% -150 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,390 $916K 0.07% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,377 $914K 0.12% +2,093 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,373 $914K 0.06% +72 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 7,340 $910K 0.5% -79 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 7,337 $909K 0.44% -558 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 7,317 $907K 0.02% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 7,317 $907K <0.01% -34 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 7,316 $907K 0.14% -265 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 7,316 $907K 0.03% +1,476 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 7,314 $906K 0.17% +250 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 7,314 $906K 0.17% +250 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,307 $906K 0.05% +958 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,307 $906K 0.05% +1,144 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 7,307 $906K 0.11% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,303 $905K 0.25% -179 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,302 $905K 0.1% +1,781 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 7,298 $904K 0.21% +290 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,287 $903K 0.03% -66 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,237 $897K 0.12% -382 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,222 $895K 0.03% -974 13F-HR/A Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 7,156 $887K 0.08% +16 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 7,130 $884K 0.2% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,121 $883K 0.06% -91 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 7,110 $881K 0.59% -1,300 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,102 $880K 0.05% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,031 $871K 0.05% -1,019 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,006 $868K 0.05% -42 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,927 $858K 0.35% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 6,908 $856K 0.23% -2,500 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 6,902 $855K 0.57% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 6,895 $854K 0.04% +196 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,880 $853K 0.92% 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,868 $851K 0.09% +251 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,854 $849K 0.48% +21 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,833 $847K 0.03% -825 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,779 $840K 0.29% +220 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,774 $840K 0.27% -68 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,657 $838K 0.23% -185 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,763 $838K 0.11% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,750 $837K 0.22% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 6,726 $834K 0.8% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,683 $828K 0.05% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,682 $828K 0.03% -207 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,642 $823K 0.34% +222 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,608 $819K 0.03% -729 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,600 $818K 0.02% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,600 $818K 0.2% +3,000 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,599 $818K 0.06% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,526 $808K 0.43% new 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 6,474 $802K 0.57% -300 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,470 $802K 0.25% -246 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,467 $801K 0.11% -300 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,461 $801K 0.03% +637 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 6,453 $800K 0.05% +168 13F-HR Timeline Group Woodline Partners LP More: the full row for Woodline Partners LP 6,431 $797K 0.01% -381,484 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,417 $795K 0.47% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,404 $794K 0.11% +50 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,369 $789K 0.04% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,348 $787K 0.09% +1,089 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,321 $783K 0.33% +10 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,274 $778K 0.17% 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,262 $776K 0.07% +18 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,255 $775K 0.07% +325 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,250 $775K 0.3% new 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,215 $770K 0.02% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,180 $766K 0.01% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 6,135 $760K 0.09% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,121 $759K 0.03% -1,025 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,136 $757K 0.17% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,093 $755K 0.05% +51 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,090 $755K 0.36% -272 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,082 $754K 0.42% 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,042 $749K 0.01% +434 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,020 $746K 0.03% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 6,015 $745K 0.05% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 6,005 $744K 0.16% +230 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,000 $744K 0.88% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,975 $740K 0.22% -17 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,973 $740K 0.16% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,957 $738K 0.04% -20 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,950 $737K 0.07% -2,425 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 5,948 $737K 0.28% +3,128 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,908 $732K 0.05% -91 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,898 $731K 0.06% +121 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,891 $730K 0.02% +2,696 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 5,884 $729K 0.29% -60 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,883 $729K 0.13% 0 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,876 $728K 0.24% -1,333 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,871 $728K 0.04% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,832 $723K 0.17% -101 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,825 $722K 0.21% +1,000 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,815 $721K 0.11% -10,642 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,814 $721K 0.38% +140 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,803 $719K 0.04% -267 13F-HR Timeline Boit C F David More: the full row for Boit C F David 5,800 $719K 0.29% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,800 $719K 0.09% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 5,799 $719K 0.11% +3,775 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,798 $719K 0.22% +25 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,798 $719K +699 Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 5,795 $718K 0.55% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 5,787 $717K 0.3% -4,899 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 5,786 $717K 0.51% -28 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,969 $715K 0.5% -71 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 5,750 $713K 0.62% +750 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,732 $710K 0.01% +953 13F-HR/A Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,725 $710K 0.53% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,720 $709K 0.03% 0 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,705 $707K 0.21% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,686 $705K 0.23% +173 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,668 $702K 0.06% +2,283 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,665 $702K 0.1% +436 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,649 $700K 0.02% +678 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 5,648 $700K 0.17% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,642 $699K 0.06% +550 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,588 $693K 0.01% +1,443 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,586 $692K 0.49% -141 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,581 $692K 0.02% -340 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,538 $686K 0.27% -59 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,521 $684K 0.01% +40 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,490 $680K 0.07% -516 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 5,463 $677K 0.16% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,451 $676K 0.06% -154 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,451 $675K 0.04% +234 13F-HR/A Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 5,419 $672K 0.26% +285 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,409 $670K 0.03% +1,378 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,409 $670K 0.47% -92 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,407 $670K 0.03% -26 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,403 $670K 0.05% +1,010 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,400 $669K 0.04% +1 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,400 $669K 0.46% -400 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,385 $667K 0.04% +25 13F-HR Timeline