Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 8,840 $1.12M 0.7% +1 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,749 $1.11M 0.13% +212 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,738 $1.1M 0.04% -222 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,716 $1.1M 0.14% +3 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,670 $1.1M 0.05% +640 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,666 $1.09M 0.05% +180 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,663 $1.09M 0.1% -445 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 8,647 $1.09M 0.72% +241 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,621 $1.09M 0.12% -954 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 8,611 $1.09M 0.15% -5 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 8,605 $1.09M 0.44% 0 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 8,591 $1.09M 0.27% +45 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,588 $1.09M 0.04% -629 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8,424 $1.06M 0.72% -187 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,417 $1.06M 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,367 $1.06M 0.02% +576 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,362 $1.06M 0.18% -205 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,347 $1.05M 0.02% +1,254 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 8,333 $1.05M +1,064 Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,321 $1.05M 0.05% +51 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,214 $1.04M 0.22% -219 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,160 $1.03M 0.07% +4 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 8,159 $1.03M 0.15% +2,972 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 7,812 $1.03M 0.9% +1,344 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 8,138 $1.03M 0.04% +219 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8,100 $1.02M 0.32% -100 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,093 $1.02M 0.07% +568 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 8,080 $1.02M 0.92% +164 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,309 $1.02M 0.12% +1,212 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 8,057 $1.02M 0.04% -5,413 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,055 $1.02M 0.25% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 8,030 $1.01M 1.74% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,028 $1.01M 0.01% +41 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 8,025 $1.01M 0.45% -365 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 7,990 $1.01M 0.88% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,986 $1.01M 0.02% -25 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,983 $1.01M 0.05% +602 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,963 $1.01M 0.26% -438 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 7,935 $1M 0.1% -1,236 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,933 $1M 0.03% -16 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,916 $1M 0.01% +2,428 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,901 $998K 0.11% -312 13F-HR/A Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,898 $998K 0.11% +7 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 7,890 $997K 0.03% +931 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,823 $988K 0.07% -56 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 7,784 $983K 0.27% +711 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,784 $983K 0.03% +1,724 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,778 $983K 0.28% +80 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,775 $982K 0.01% +802 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 7,756 $980K 0.31% +845 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,195 $979K 0.12% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 7,719 $975K 0.58% +42 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,694 $972K 0.04% +1,375 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 7,683 $970K 0.04% +5,236 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 7,661 $968K 0.15% +38 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 7,636 $964K 0.68% +49 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,625 $963K 0.05% -419 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,599 $960K 0.05% +3,016 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,582 $958K 0.08% +1 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,578 $957K 0.18% +300 13F-HR/A Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 7,495 $947K 0.47% +1,604 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,476 $945K 0.05% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,468 $943K 0.21% +649 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,465 $943K 0.09% -101 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,457 $942K 0.46% +2,713 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,440 $940K 0.03% -118 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,422 $938K 0.08% -12 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,422 $938K 0.21% -23 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,400 $935K 0.05% +3,609 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,399 $935K 0.16% +121 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,395 $934K 0.01% -22 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,380 $932K 0.43% -411 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,357 $930K 0.35% -233 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,354 $929K 0.2% +282 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,324 $925K 0.06% -1,291 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,309 $923K 0.05% -690 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,305 $923K 0.06% -2,993 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 7,280 $920K 0.04% -55 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,276 $919K 0.06% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,265 $918K 0.04% -67 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 7,264 $918K 0.27% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,247 $916K 0.09% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,239 $915K 0.09% -122 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7,232 $914K 0.17% +2,508 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 7,216 $912K 0.69% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,021 $912K 0.54% +37 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,176 $907K 0.1% +16 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,173 $906K 0.11% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,173 $906K 0.02% -26 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 471 $906K 0.21% -3,965 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 7,169 $906K 0.07% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 7,159 $904K 0.28% +3,260 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,158 $904K 0.17% +203 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 7,129 $901K <0.01% +1,043 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,111 $898K 0.08% +774 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,101 $897K 0.22% -11 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,092 $896K 0.3% +2,394 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,068 $893K 0.05% +464 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,060 $892K 0.01% -376 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,049 $891K 0.01% +28 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,040 $889K 0.28% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 7,031 $888K 0.11% +36 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,967 $880K 0.05% -55 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 6,960 $879K 0.17% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,580 $877K 0.13% -89 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,923 $875K 0.02% +131 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,914 $874K 0.04% -508 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 6,905 $872K 0.47% +5,202 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,901 $872K 0.12% +154 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 6,885 $870K 0.82% -100 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,872 $868K 0.13% +328 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 6,869 $868K 0.82% +26 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,859 $867K 0.05% +1,162 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 6,850 $865K 0.12% -2,340 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,825 $862K 0.01% +55 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,551 $861K 0.02% +440 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 6,766 $855K 0.16% +1,479 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 6,763 $854K 0.13% +975 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,753 $853K 0.04% -75 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 6,732 $850K 0.07% +441 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 6,717 $849K 0.25% +5,078 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,712 $848K 0.18% -72 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,691 $845K 0.01% -146 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,624 $839K 0.17% -284 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,609 $835K 0.01% +46 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,585 $832K 0.17% +221 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,575 $831K 0.17% -50 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,098 $831K 0.02% -2,529 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,540 $826K 0.07% +472 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,492 $820K 0.5% +40 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,485 $819K -44 Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,467 $817K 0.03% -365 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,464 $817K 0.03% -248 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 6,414 $810K 0.06% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,409 $809K 0.04% -11,385 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,346 $802K 0.19% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,345 $802K 0.36% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,343 $801K 0.05% -290 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,343 $801K 0.54% +1,485 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,256 $799K 0.03% +127 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 6,321 $799K 0.03% +1,853 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,320 $798K 0.03% -138 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 6,300 $796K 0.06% 0 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,286 $794K 0.35% +1,165 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,283 $794K 0.09% -163 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,275 $793K 0.09% -18 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,271 $792K 0.08% +500 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 6,269 $792K 0.63% -74 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,264 $791K 0.07% -757 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,254 $790K 0.07% +122 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 6,223 $786K 0.27% -9,317 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,218 $786K 0.05% -220 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,200 $783K 0.21% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,195 $783K 0.02% -570 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,183 $781K 0.02% -182 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,957 $781K 0.04% -42 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,157 $778K 0.53% 0 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 6,150 $777K 0.64% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,128 $774K 0.02% -144 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 6,125 $774K 0.28% -2,662 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,119 $773K 0.01% -590 13F-HR/A Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 6,114 $772K 0.61% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,107 $772K 0.08% -6,934 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,090 $769K 0.49% +249 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 6,077 $768K 0.16% new 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,044 $764K 0.16% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 6,022 $761K 0.41% +1,776 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,018 $760K 0.01% +51 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,018 $760K 0.05% +18 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,018 $760K 0.18% 0 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 6,000 $758K 0.01% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,996 $758K 0.19% -62 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,982 $756K 0.12% +1,216 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,976 $755K 0.47% -696 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,971 $754K 0.06% -37 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,965 $754K 0.04% -136 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,924 $748K 0.28% +302 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,920 $748K 0.03% -16 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,911 $747K 0.03% +115 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 5,872 $742K 0.07% +200 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,873 $742K 0.52% -285 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,853 $740K 0.4% +134 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,812 $734K 0.03% -350 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 5,784 $731K 0.49% +370 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 5,758 $727K 0.13% -375 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,750 $726K 0.12% +1,860 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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