Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,840 $300K 0.01% +357 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,822 $298K 0.01% -85 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,810 $297K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,805 $297K 0.08% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,800 $296K 0.04% -235 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,775 $293K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,772 $293K 0.17% -3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,760 $292K 0.01% -2,962 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,752 $291K 0.01% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,744 $290K <0.01% +100 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,734 $289K 0.01% +1 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,725 $288K 0.04% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,720 $288K 0.05% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,718 $287K 0.03% -600 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,713 $287K 0.1% 0 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,706 $286K 0.16% -14 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,697 $285K 0.03% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,693 $285K 0.07% -192 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,690 $284K 0.02% +1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,686 $284K 0.04% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,676 $283K 0.05% -280 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,665 $282K 0.04% -148 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,658 $281K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,653 $280K 0.06% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,653 $280K 0.15% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,635 $279K <0.01% +93 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,634 $278K 0.03% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,622 $277K 0.02% +207 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,621 $277K 0.01% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,600 $275K 0.02% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,551 $270K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,550 $270K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,534 $268K 0.02% +48 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,513 $266K 0.03% -364 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,501 $264K 0.03% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,500 $264K 0.03% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 2,500 $264K 4.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,500 $264K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,492 $263K <0.01% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,490 $263K 0.05% -80 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,486 $263K 0.02% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,485 $263K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,475 $262K 0.03% +298 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,466 $261K 0.08% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,463 $260K 0.01% -11,271 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,463 $260K 0.09% +24 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,445 $258K 0.22% new 13F-HR Timeline American Trust More: the full row for American Trust 2,434 $257K 0.02% new 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,430 $257K 0.19% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,420 $256K 0.06% +150 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,417 $256K 0.03% -84 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,401 $254K 0.02% +177 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,400 $254K 0.04% -75 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,395 $253K <0.01% +1 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,385 $252K 0.06% +90 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,381 $252K 0.02% +39 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,374 $251K 0.01% -120 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,351 $249K 0.03% +5 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 2,350 $248K 0.15% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,343 $248K 0.03% +192 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,342 $248K 0.01% +50 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,330 $246K 0.05% +96 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,321 $245K 0.07% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,320 $245K <0.01% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,300 $243K 0.26% +100 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,297 $243K 0.07% -54 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,286 $242K 0.06% -250 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,279 $240K 0.06% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,268 $240K 0.1% +486 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,260 $239K 0.09% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,247 $238K 0.01% -243 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,221 $235K 0.03% -1,593 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,220 $235K 0.07% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,210 $234K 0.09% -56 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,200 $232K 0.16% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,196 $232K 0.04% new 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 2,183 $231K 0.09% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,177 $230K 0.02% +29 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,167 $229K 0.17% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,167 $229K 0.17% +2,147 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,165 $229K 0.01% -80 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,160 $228K 0.04% -4,609 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 2,155 $228K 0.04% -7,934 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,154 $228K 0.01% new 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 2,152 $228K 0.04% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,146 $227K 0.03% -42 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 2,144 $227K 0.11% -180 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 2,133 $226K 0.02% -1,256 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,126 $225K 0.01% -12,867 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,125 $225K 0.11% +2,025 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,121 $224K 0.04% -100 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,273 $224K 0.11% +13 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,118 $224K 0.02% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,111 $223K 0.02% -17 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,109 $223K <0.01% -486 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,107 $223K 0.02% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,105 $223K 0.08% -605 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,100 $222K 0.04% -197 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,098 $222K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,142 $221K 0.03% -1,203 13F-HR/A Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,053 $221K 0.03% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,068 $221K 0.04% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,083 $220K 0.05% -1,778 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,074 $219K <0.01% -1,333 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,050 $217K 0.04% -5,210 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,050 $217K 0.13% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,049 $217K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,005 $212K 0.03% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,997 $211K 0.06% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,993 $211K 0.03% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,977 $209K 0.13% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,950 $206K 0.03% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,948 $206K <0.01% new 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,945 $206K 0.04% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 1,940 $205K <0.01% -2,000 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,937 $205K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,931 $204K 0.02% -655 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,928 $204K <0.01% -174 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,918 $203K 0.07% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,909 $202K <0.01% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,906 $202K 0.06% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,868 $201K 0.11% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,893 $200K 0.15% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,876 $198K 0.14% -148 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,874 $198K 0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,865 $197K 0.12% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,847 $195K 0.03% +1,176 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,828 $193K 0.07% +1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,813 $192K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,790 $190K 0.03% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,727 $183K 0.14% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,701 $180K 0.03% +6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,645 $174K 0.13% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,635 $173K 0.1% -132 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,631 $172K 0.02% +96 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,613 $171K 0.01% -27 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,556 $164K 0.14% -616 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,540 $163K <0.01% +27 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,513 $160K 0.02% +82 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,480 $156K <0.01% new 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,474 $156K 0.03% -2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,430 $151K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,405 $149K 0.01% -370 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,370 $145K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,363 $144K 0.02% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,350 $143K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,291 $136K 0.01% -9 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,230 $130K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,201 $127K 0.02% +130 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,200 $127K 0.06% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,191 $126K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,249 $125K 0.09% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,052 $115K 0.01% -695 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,067 $113K 0.02% 0 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 1,062 $112K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,054 $111K <0.01% +265 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,053 $111K <0.01% +8 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,043 $110K 0.02% +1,000 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,025 $108K 0.08% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $106K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $104K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 931 $98.4K 0.03% +250 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 923 $97.6K 0.02% -283 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 920 $97.3K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 905 $95.7K 0.01% -91 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 882 $93.2K 0.05% +812 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 860 $90.9K 0.01% +360 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 845 $89.4K <0.01% +2 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 851 $89K 0.01% +99 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 836 $88.4K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 823 $87K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 822 $86.9K 0.01% -56 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 820 $86.7K <0.01% -100 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 812 $85.8K 0.06% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 805 $85.1K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 802 $84.8K 0.01% -1,675 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 796 $84.2K <0.01% +40 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 760 $80.3K 0.04% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 715 $75.6K 0.01% -287 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 710 $75.1K 0.03% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 700 $74K <0.01% new 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 700 $74K 0.03% 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 685 $72.4K 0.01% -250 13F-HR Timeline CNB Bank More: the full row for CNB Bank 663 $70.1K 0.03% +459 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 669 $70K 0.03% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 635 $67.1K <0.01% -71 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 627 $66.3K 0.01% +59 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 612 $64.7K <0.01% +175 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 600 $63.4K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 598 $63.2K 0.02% -565 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 595 $63K 0.02% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 595 $62.9K 0.04% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 540 $57K 0.01% -27 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 530 $56K 0.01% -2,608 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 529 $55.9K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 518 $54.8K <0.01% -46 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 514 $54.3K 0.01% +226 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $51.7K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 486 $51.4K 0.02% +88 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 485 $51K <0.01% +52 13F-HR Timeline