Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 8,704 $1.07M 0.46% +285 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 8,700 $1.07M 0.03% -1,200 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,697 $1.07M 0.23% -250 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,680 $1.07M 0.07% +900 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,667 $1.06M 0.05% +93 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,652 $1.06M 0.22% -260 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,640 $1.06M 0.38% -1,520 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,633 $1.06M 0.03% -114 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,621 $1.06M 0.06% +142 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 8,605 $1.06M 0.48% 0 13F-HR Timeline Group KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 8,586 $1.05M 0.24% +8,168 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 8,572 $1.05M 0.09% -63 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,545 $1.05M 0.31% -1,005 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 8,544 $1.05M 0.71% +1,098 13F-HR/A Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,526 $1.05M 0.29% -413 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,478 $1.04M 0.03% -170 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,451 $1.04M 0.21% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,449 $1.04M 0.03% +3,489 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,417 $1.03M 0.36% +261 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,417 $1.03M 0.04% -700 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,393 $1.03M 0.32% +297 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,365 $1.03M 0.01% +644 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,304 $1.02M 0.06% +325 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 8,300 $1.02M +4,050 Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 8,266 $1.01M 0.81% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,679 $1.01M 0.42% +523 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,234 $1.01M 0.11% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,209 $1.01M 0.27% +267 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 8,180 $1M 0.07% -143 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,161 $1M 0.01% +195 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,160 $1M 0.01% +6,317 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,141 $999K 0.04% -400 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,087 $999K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8,094 $993K 0.42% -214 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,055 $989K 0.27% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,031 $986K 0.06% -65 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,001 $982K <0.01% +25 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,923 $972K 0.06% -48 13F-HR Timeline Group BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 7,900 $970K 0.27% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,132 $969K 0.02% -208 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,896 $969K 0.13% 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,893 $969K 0.12% -880 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,857 $964K 0.12% -2,316 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,826 $961K 0.04% -1,013 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,803 $958K 0.1% -157 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,784 $955K 0.11% +4,890 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,752 $951K 0.02% +611 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,853 $951K 0.12% +257 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,193 $944K 0.68% -315 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 7,688 $944K 0.19% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,684 $943K 0.02% -98 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 7,641 $938K 0.15% -46 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,116 $935K 0.03% +230 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,592 $932K 0.29% +25 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,584 $931K 0.4% -249 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,568 $929K 0.09% +7 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 7,568 $929K 0.34% 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 7,515 $926K 0.05% -1,000 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 7,542 $925K 0.6% +48 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,690 $922K 0.15% -50 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,476 $918K 0.1% +102 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,472 $917K 0.06% +1,449 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,452 $915K 0.05% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,449 $914K 0.27% -22 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,448 $914K 0.03% +688 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,429 $912K 0.09% +104 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,409 $909K 0.02% -37 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,392 $907K 0.06% -377 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,380 $906K 0.22% -65 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 7,342 $901K +281 Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,310 $897K 0.11% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 7,286 $894K 0.14% +2,566 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,277 $893K 0.2% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,276 $893K 0.06% +276 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 7,264 $892K 0.31% -102 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,260 $891K 0.13% +236 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,239 $889K 0.41% +1 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,195 $883K 0.04% -182 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,183 $882K 0.1% +123 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 7,169 $880K 0.06% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 7,133 $876K 0.82% -11,745 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,105 $872K 0.01% -4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,104 $872K 0.09% -8 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,102 $871K 0.22% +4,161 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,094 $871K 0.05% -385 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,086 $870K 0.19% +296 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 7,082 $869K 0.2% -2,172 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,062 $867K 0.11% +686 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,060 $867K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,049 $865K 0.08% -1,268 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,040 $864K 0.3% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,025 $862K 0.09% +21 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,023 $862K 0.06% -178 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 7,016 $861K 0.07% new 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,015 $861K 0.95% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,012 $861K 0.52% 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,008 $860K 0.08% -3,196 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,995 $859K 0.11% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,994 $858K 0.56% -164 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,961 $854K 0.03% +2,156 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 6,940 $852K 0.04% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,937 $851K 0.05% +1,353 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 6,918 $850K 0.04% -175,425 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 6,914 $849K 0.16% +1,641 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,911 $848K 0.18% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,907 $848K 0.02% 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,993 $844K 0.07% -3,790 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 6,834 $839K 0.72% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,767 $831K 0.02% +113 13F-HR/A Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,757 $829K 0.19% -394 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 6,711 $824K 0.25% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,670 $819K 0.04% +58 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 6,666 $818K 0.06% new 13F-HR/A Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,728 $816K 0.07% +830 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,625 $813K 0.18% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,619 $812K 0.03% +75 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,613 $812K 0.15% -787 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,598 $810K 0.23% +65 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,583 $808K 0.05% -15 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,578 $807K 0.34% -114 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,574 $807K 0.28% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,527 $801K 0.16% +1,672 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,511 $799K 0.04% -264 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,505 $798K 0.06% +301 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,158 $795K 0.05% +64 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,475 $795K 0.53% +8 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,380 $793K 0.08% -6 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 6,459 $793K 0.76% 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 6,436 $790K 0.65% -545 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,422 $788K 0.03% +76 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,387 $784K 0.06% -482 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,350 $779K 0.02% -1,014 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,349 $779K 0.59% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,329 $777K 0.42% new 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 $773K 0.07% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,294 $773K 0.19% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,293 $772K 0.25% +738 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,287 $772K -33 Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,282 $771K 0.01% +1,369 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,244 $766K 0.13% +96 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,224 $764K 0.02% -8 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,216 $763K 0.12% -611 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 6,200 $761K 0.16% 0 13F-HR/A Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,200 $761K 0.22% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,166 $757K 0.04% -340 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,157 $756K 0.22% 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,157 $756K 0.53% -105 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 6,150 $755K 0.74% 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 6,133 $753K 0.09% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,129 $752K 0.21% -182 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,119 $751K 0.07% +4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,110 $750K 0.03% +439 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,068 $745K 0.05% +355 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,061 $744K 0.02% -246 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,048 $742K 0.19% -617 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 6,042 $742K 0.49% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,030 $740K 0.03% +542 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,020 $739K 0.3% -198 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 6,000 $736K 0.01% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,000 $736K 0.05% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,967 $732K 0.01% -3,000 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,932 $728K 0.05% +18 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,913 $726K 0.03% +1,139 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 5,911 $726K 0.13% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,904 $725K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,895 $724K 0.51% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,863 $720K 0.17% -6 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,845 $717K 0.04% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,839 $717K 0.01% +3,269 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,836 $717K 0.32% -1,456 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,826 $715K 0.1% -592 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 5,826 $715K 0.61% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,797 $711K 0.1% +1,116 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,763 $707K 0.08% +50 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,734 $704K 0.16% -213 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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