FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7,179 $338K 0.01% -101 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,168 $337K 0.01% -136 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,167 $337K 0.07% +562 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,126 $335K 0.02% -2,881 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 7,099 $334K 0.35% new 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 6,983 $328K 0.05% -52,362 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,941 $327K 0.01% -660 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,941 $326K 0.01% -233 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 6,912 $325K 0.3% -2,200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,898 $324K 0.02% +2,333 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 6,879 $324K <0.01% -530 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,888 $324K <0.01% +1,533 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,050 $323K <0.01% -339 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,866 $323K 0.16% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 6,825 $321K 0.03% -530 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,765 $318K 0.11% -40 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,754 $318K 0.01% +2,950 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,750 $317K 0.04% -550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Callan Capital, LLC More: the full row for Callan Capital, LLC 6,738 $317K 0.02% +397 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,709 $316K 0.04% +235 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 6,682 $314K 0.23% +16 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 6,648 $313K 0.13% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,639 $312K 0.01% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,618 $311K 0.01% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,595 $310K 0.2% +1,437 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,573 $309K 0.06% -320 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,531 $307K 0.03% +705 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,519 $307K 0.01% +28 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,404 $301K 0.02% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 6,381 $300K 0.17% -1,018 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,327 $298K 0.01% -208 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,301 $296K 0.16% +428 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,279 $295K 0.01% +1,139 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,240 $293K 0.01% +1,150 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,231 $293K 0.01% -1,329 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,231 $293K 0.12% +1,790 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,226 $293K 0.02% new 13F-HR/A Timeline Group MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 6,215 $292K 0.03% new 13F-HR/A Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,211 $292K 0.13% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,480 $292K 0.1% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,200 $292K 0.01% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,185 $291K 0.12% +2,300 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,160 $290K 0.05% -66 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 6,133 $288K 0.05% +200 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,095 $287K 0.05% -151 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,080 $286K 0.1% -360 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,067 $285K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,982 $281K 0.05% +311 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,952 $280K 0.02% +1,159 13F-HR Timeline Group Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,947 $280K 0.09% +366 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,923 $279K 0.01% -105 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,909 $278K 0.01% -442 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,900 $277K 0.22% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,892 $277K 0.02% +662 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,861 $276K 0.03% +519 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,850 $275K 0.01% +11 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,850 $275K 0.16% -1,050 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,848 $275K 0.01% -232,627 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,834 $274K 0.03% -14 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,830 $274K 0.01% 0 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 5,820 $274K -13,838 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,803 $273K 0.03% -554 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,801 $273K 0.08% new 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,781 $272K 0.09% +22 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,767 $271K 0.06% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,750 $270K 0.01% +1,796 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,694 $268K 0.25% -343 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,642 $265K 0.02% +986 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,619 $264K 0.05% +1,051 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,608 $264K 0.01% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,605 $264K 0.05% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 5,600 $263K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,572 $262K 0.11% new 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 5,567 $262K 0.31% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,516 $259K 0.08% +139 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,508 $259K 0.05% +993 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,469 $257K 0.27% +1,304 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 5,450 $256K 0.09% -746 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,434 $256K <0.01% +220 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,391 $254K 0.03% +118 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,371 $253K 0.01% -9,411 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,353 $252K 0.02% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,332 $251K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,313 $250K <0.01% -8,095 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 5,309 $250K <0.01% +3 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,304 $249K 0.04% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,300 $249K 0.05% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,266 $248K 0.03% -96 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,245 $247K <0.01% -5,214 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,240 $246K 0.03% -1,334 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,239 $246K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,230 $246K 0.08% -461 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,217 $245K 0.01% +1,029 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,205 $245K 0.02% -4,104 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 5,182 $244K 0.08% +12 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,154 $242K 0.13% -437 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,129 $241K 0.02% -613 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,105 $240K 0.01% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,100 $240K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 5,090 $239K 0.03% -103 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 5,070 $238K 0.02% -465 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,065 $238K 0.17% +5 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,062 $238K 0.17% +2,345 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,050 $238K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,007 $236K 0.01% -5,241 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 5,000 $235K 0.15% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,993 $235K 0.15% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,987 $235K 0.01% -242 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,958 $233K 0.04% +166 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,925 $232K <0.01% -9,012 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,923 $232K 0.01% +52 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,914 $231K 0.31% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,911 $231K 0.02% -312 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,908 $231K 0.01% +823 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,895 $230K 0.1% -750 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 4,866 $229K 0.03% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,862 $229K 0.05% +14 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,856 $228K 0.01% -160 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 4,855 $228K <0.01% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,854 $228K 0.06% +415 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 4,839 $228K 0.04% 0 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 4,826 $227K 0.02% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,798 $226K 0.04% -21,328 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,760 $224K 0.01% +441 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,754 $224K 0.27% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,746 $223K 0.04% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,737 $223K 0.15% +39 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,716 $222K 0.1% -36 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,700 $221K 0.06% -3,607 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,680 $220K 0.11% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,668 $220K 0.06% -161 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,649 $219K 0.01% -90,210 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,588 $216K 0.01% +550 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,560 $214K 0.04% +50 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,558 $214K 0.02% +89 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,550 $214K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,545 $214K 0.01% -3,380 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,526 $213K 0.02% -871 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,508 $212K 0.04% 0 13F-HR/A Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 4,500 $212K 0.11% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,487 $211K 0.01% -151 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,464 $210K 0.06% -498 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,420 $208K 0.12% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,403 $207K 0.02% +477 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,390 $206K 0.02% -163 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,358 $205K 0.07% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,350 $203K <0.01% -5,265 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,308 $203K 0.04% +22 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,311 $203K 0.05% -120 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,265 $201K 0.04% +59 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 4,257 $200K 0.18% -500 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,101 $193K 0.03% -75 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,100 $193K 0.02% +500 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,054 $191K 0.15% -300 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,964 $186K 0.05% -2,006 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,918 $184K 0.02% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,800 $179K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,773 $177K 0.02% +576 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,705 $174K 0.06% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,609 $170K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,478 $164K <0.01% -500 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,449 $162K <0.01% -65 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,428 $161K 0.03% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,366 $158K 0.12% +973 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,335 $157K 0.1% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,338 $153K 0.07% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,235 $152K 0.03% +1,769 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,170 $149K 0.03% -3,500 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,168 $149K 0.02% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,115 $146K 0.01% -550 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,052 $144K 0.05% +85 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 2,910 $137K 0.06% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,909 $137K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,886 $136K 0.01% +373 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,840 $134K 0.01% -773 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,800 $132K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,736 $129K 0.09% -172 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,722 $128K <0.01% -1,520 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,665 $125K 0.02% +451 13F-HR Timeline Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 2,570 $121K <0.01% 0 13F-HR/A Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,538 $119K 0.41% +50 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,524 $119K 0.05% +1,391 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,482 $117K 0.02% -149 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,471 $116K <0.01% +402 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,451 $115K 0.02% -1,535 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,413 $113K 0.04% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,365 $111K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,324 $109K 0.01% +710 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,290 $108K 0.05% -210 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,155 $101K 0.02% -49 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,153 $101K <0.01% +101 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,114 $99K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,100 $98.8K 0.01% 0 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,956 $92K 0.03% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,932 $90.9K 0.06% -50 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,918 $90.2K 0.01% -245 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,838 $86.4K 0.01% +232 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,800 $84.7K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,793 $84.3K 0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,769 $83K 0.02% +1,592 13F-HR Timeline