EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,421 $281K 0.15% +793 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,390 $280K 0.01% +25 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 7,386 $280K 0.1% -600 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 7,370 $279K 0.25% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 7,536 $278K 0.18% -3,654 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,340 $278K 0.15% +1,377 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 7,430 $277K 0.05% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,317 $277K 0.1% +487 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,265 $275K 0.02% +609 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,247 $274K 0.08% -11,230 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,215 $273K 0.1% -1,435 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,209 $273K <0.01% +239 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,192 $272K 0.11% +475 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 7,100 $269K 0.18% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,087 $268K 0.03% +546 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,955 $263K 0.02% -5,427 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,942 $263K 0.27% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,927 $262K 0.02% -300 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,953 $262K 0.07% +118 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,906 $261K 0.2% -94 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,873 $260K 0.02% -795 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,750 $256K 0.01% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 6,748 $255K 0.03% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,734 $255K 0.07% +1,300 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,720 $254K 0.01% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 6,700 $254K 0.02% -2,360 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 6,593 $250K 0.57% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,588 $249K 0.02% -384 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 6,679 $248K 0.22% -4,800 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 6,553 $248K 0.03% -11,454 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 6,504 $246K 0.04% +168 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,291 $246K 0.01% new 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 6,476 $245K 0.04% +2,013 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,433 $245K 0.2% 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. 6,465 $244K 0.01% new 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,445 $244K 0.03% +20 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,439 $244K <0.01% -3,747 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,438 $244K 0.01% +514 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,409 $243K 0.01% -441 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,408 $243K 0.01% -77 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 6,407 $243K 0.02% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,400 $242K 0.25% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,377 $241K 0.03% -301 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,363 $241K 0.03% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6,300 $239K 0.02% +6,052 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,267 $237K 0.13% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,256 $237K 0.25% -3,202 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,209 $235K 0.01% -317 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 6,230 $235K 0.06% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,200 $235K 0.29% new 13F-HR/A Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 6,192 $234K 0.06% -21 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 6,185 $234K 0.01% +682 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 6,177 $234K 0.09% -44,786 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,148 $233K 0.01% +33 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,140 $232K 0.01% -3,182 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 6,100 $232K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,124 $232K <0.01% -7,352 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,109 $231K 0.02% -477 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,110 $231K 0.04% +20 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,098 $231K 0.05% +543 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,056 $229K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,046 $229K 0.05% +5 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,004 $227K 0.02% new 13F-HR/A Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,000 $227K 0.16% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,964 $226K 0.15% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,957 $226K 0.05% +216 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,925 $224K 0.08% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 5,917 $224K 0.01% +409 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,906 $224K 0.02% -2,807 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,900 $223K 0.03% 0 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 5,885 $223K 0.03% -825 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 5,815 $220K 0.06% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,806 $220K 0.01% -933 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,800 $220K <0.01% +30 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,777 $219K 0.07% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,774 $219K 0.02% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,734 $217K 0.07% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 5,705 $216K 0.11% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,696 $216K <0.01% -454 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,668 $215K 0.01% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,657 $214K 0.01% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,655 $214K 0.03% -279 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 5,647 $214K 0.01% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 5,590 $212K 0.06% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,573 $211K 0.01% +491 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 5,550 $210K 0.02% +135 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,549 $210K 0.13% +92 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,529 $209K 0.04% -1,005 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,520 $209K 0.02% -1,174 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,512 $209K 0.02% 0 13F-HR Timeline Group LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 5,505 $208K 0.05% -712 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,479 $207K 0.03% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,460 $207K 0.02% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,426 $205K 0.03% 0 13F-HR/A Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 5,422 $205K 0.03% -171 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 5,413 $205K 0.07% -3,333 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,400 $204K 0.01% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,355 $203K 0.01% -3,392 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,354 $203K <0.01% new 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 5,328 $202K 0.08% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,320 $201K 0.02% -83 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,289 $201K 0.02% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,316 $201K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,245 $199K 0.03% +761 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,169 $196K 0.02% -1,685 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,168 $196K 0.01% -27,145 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,155 $195K 0.03% +14 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,075 $192K 0.01% +1,855 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,074 $192K 0.09% +60 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 5,000 $189K 0.09% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,971 $188K <0.01% -794 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,810 $182K 0.01% +1,345 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,717 $179K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,654 $176K 0.03% -15 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,615 $175K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,597 $174K 0.01% +1,268 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 4,550 $172K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,500 $170K 0.04% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,387 $166K <0.01% +62 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,355 $165K <0.01% +156 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,308 $163K 0.01% -1,719 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,248 $161K 0.01% +408 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,211 $159K 0.01% +435 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,202 $159K 0.1% -367 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,130 $156K 0.01% +699 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,033 $153K 0.01% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,000 $151K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,970 $150K 0.05% +550 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,948 $149K 0.07% +1,030 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,899 $148K 0.04% -35 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,779 $143K 0.01% -298 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,716 $141K <0.01% -2,500 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,574 $135K 0.03% +3,023 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,550 $135K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 3,511 $133K 0.18% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,510 $133K 0.01% -821 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,484 $132K 0.02% +2,442 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,477 $132K 0.01% -400 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,385 $128K 0.01% +538 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,143 $119K 0.02% -6,893 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,107 $118K <0.01% -723 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,092 $117K 0.03% -24 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,050 $115K 0.01% +261 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,000 $114K 0.1% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,943 $111K <0.01% +37 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,814 $107K <0.01% +2,464 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,778 $105K 0.02% +2,400 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,765 $105K 0.03% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,760 $104K 0.02% +301 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,750 $104K 0.05% +700 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2,730 $103K 0.03% -75 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,658 $101K <0.01% -101 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,620 $99K 0.07% +1,134 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,560 $96.9K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,550 $96K <0.01% +284 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 2,527 $95.7K 0.09% -33 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,385 $90.3K 0.01% -103 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,350 $89K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,306 $87.3K 0.01% +388 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,214 $83.8K 0.02% -65,152 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,200 $83K <0.01% -258,207 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,163 $81.9K 0.02% +31 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,136 $80.9K 0.04% -7,794 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,000 $75.7K 0.03% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,969 $74.5K 0.01% -2,003 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,899 $72K 0.04% -163 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,900 $71.9K 0.01% -45 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,894 $71.7K 0.03% -263 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,864 $70.6K 0.02% -176 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,217 $69K 0.05% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,810 $68.5K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,764 $67K 0.01% +1,534 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,750 $66K <0.01% +98 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,703 $64.5K 0.02% +2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,699 $64.3K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,697 $64.2K <0.01% +1,482 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 1,554 $58.8K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,531 $58K 0.02% +150 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,519 $57.5K 0.03% +152 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,507 $57.1K 0.01% -6,635 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,505 $57K 0.01% -25 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,489 $56.4K <0.01% -2,679 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,474 $55.8K 0.01% -106 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,446 $54.7K 0.07% +511 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,444 $54.7K 0.01% +693 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,330 $50.4K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,329 $50K 0.01% +100 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,315 $49.8K -1,468 Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,297 $49.1K 0.01% +59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,278 $48.4K 0.01% +419 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,259 $47.7K 0.01% -541 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,218 $46.1K 0.01% +64 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,200 $45.4K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,187 $45K 0.01% -3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,174 $44.4K <0.01% +408 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,137 $44K 0.02% -649 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,153 $43.7K 0.03% +319 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,143 $43.3K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,106 $41.9K 0.02% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,052 $40K <0.01% new 13F-HR Timeline