Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,284 $1.82M 0.13% -209 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,274 $1.81M 0.26% +322 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 2,274 $1.81M 1.22% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,272 $1.81M 0.02% -4 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,263 $1.8M 1.48% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,261 $1.8M 0.69% -44 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,121 $1.8M 0.5% +2,230 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 2,251 $1.79M 0.49% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,249 $1.79M 0.15% +12 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 2,242 $1.79M 0.01% 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,236 $1.78M 0.09% +550 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,229 $1.78M 1% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,225 $1.77M 0.43% -16 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,219 $1.77M 0.23% +47 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,214 $1.76M 0.06% +46 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,210 $1.76M 0.3% -150 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,208 $1.76M 0.04% -12 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,207 $1.76M 0.12% +80 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,204 $1.76M 0.1% -948 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,202 $1.75M 0.08% -415 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,190 $1.74M 1.58% -35 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 2,189 $1.74M 0.25% +367 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 2,184 $1.74M 1.07% -93 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,180 $1.74M 3.39% +96 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 17,953 $1.73M 0.08% +1,269 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,168 $1.73M 0.05% +67 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,166 $1.72M 0.37% +99 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,163 $1.72M 0.85% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,163 $1.72M 0.56% +25 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,161 $1.72M 0.64% +84 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,158 $1.72M 0.4% +4 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,148 $1.71M 0.97% -479 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,141 $1.7M 0.4% +795 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,141 $1.7M 0.24% -50 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,140 $1.7M 0.04% -13 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,137 $1.7M 1.22% +1,404 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,135 $1.7M 0.06% 0 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,117 $1.69M 0.01% -14,611 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,093 $1.67M 0.05% -50 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 2,086 $1.66M 0.05% -2,507 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,080 $1.66M 1.38% +1,110 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,079 $1.66M 0.01% +434 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,075 $1.65M 0.19% -450 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,072 $1.65M 0.51% +2 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,062 $1.64M 0.12% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,059 $1.64M 0.3% 0 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,053 $1.63M 1.32% +14 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,046 $1.63M 0.33% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,045 $1.63M 1.22% +8 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 2,041 $1.63M 1.6% -782 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 2,040 $1.62M 1.51% -232 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,039 $1.62M 0.23% -112 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,038 $1.62M 0.05% +7 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,034 $1.62M 1.03% +38 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,034 $1.62M 0.21% -273 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2,028 $1.61M 0.63% -13 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,022 $1.61M 0.14% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,021 $1.61M 0.13% -861 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 2,021 $1.61M 0.06% -135 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 2,009 $1.6M 0.73% +889 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,009 $1.6M 0.3% -40 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,005 $1.6M 0.14% -74 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 2,005 $1.6M 0.78% -60 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,004 $1.6M 0.26% -40 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,994 $1.59M 0.17% -45 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,972 $1.57M 0.24% -492 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,971 $1.57M 0.26% -107 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,961 $1.56M 0.06% +390 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,957 $1.56M 0.16% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 1,953 $1.56M 0.41% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,948 $1.55M 0.79% -19 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,945 $1.55M 0.27% +17 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,945 $1.55M 0.09% -627 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,944 $1.55M 0.45% -25 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,942 $1.55M 0.13% +240 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,941 $1.55M 0.94% -447 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,930 $1.54M 0.16% +31 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,928 $1.54M 1.11% -117 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,961 $1.53M 0.16% -50 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,919 $1.53M 0.09% -143 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,918 $1.53M 0.05% -64 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,911 $1.52M 0.55% +361 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,908 $1.52M 0.11% +85 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,901 $1.51M 1.15% -175 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,900 $1.51M 0.25% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,900 $1.51M <0.01% +30 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,899 $1.51M 0.09% +191 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,896 $1.51M 0.51% -167 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,888 $1.5M 0.24% -564 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 1,882 $1.5M 0.07% +23 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,882 $1.5M 1.56% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,881 $1.5M 0.07% +328 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,876 $1.49M 0.24% +146 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,859 $1.48M 1.65% -1,860 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,854 $1.48M 0.08% -317 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,850 $1.47M 0.77% +104 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,848 $1.47M 0.18% -1 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,844 $1.47M 0.43% -20 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,836 $1.46M 0.19% -1,016 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,834 $1.46M 0.49% +327 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,833 $1.46M 0.13% +784 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,832 $1.46M 0.19% -51 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,831 $1.46M 0.06% +56 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,826 $1.45M 0.18% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,823 $1.45M 0.09% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,819 $1.45M 0.22% -182 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,819 $1.45M 0.6% -57 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,813 $1.44M 0.04% +901 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,813 $1.44M 0.14% +84 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 1,796 $1.43M 0.57% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,780 $1.42M 0.2% -60 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,779 $1.42M 0.68% +155 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,776 $1.41M 0.61% +7 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,797 $1.41M 0.23% +6 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,768 $1.41M 0.16% +40 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,759 $1.4M 0.38% -140 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,759 $1.4M 0.58% +11 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,754 $1.4M 0.22% +34 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,753 $1.4M 0.52% -10 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,766 $1.4M 0.29% +582 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,750 $1.39M 0.63% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,748 $1.39M 0.34% -412 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,748 $1.39M 0.1% +178 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,748 $1.39M 0.66% -16 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,748 $1.39M 0.18% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 1,747 $1.39M 0.73% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,744 $1.39M 0.1% +39 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,743 $1.39M 0.46% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,738 $1.38M 0.06% +26 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,733 $1.38M 0.09% +262 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,724 $1.37M 0.37% -136 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 1,839 $1.37M 0.54% -42 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,717 $1.37M <0.01% -79 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,716 $1.37M 0.07% +1 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,710 $1.36M 0.66% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,705 $1.36M 0.31% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,698 $1.35M 0.16% +505 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 1,696 $1.35M 0.94% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,685 $1.34M 0.26% +17 13F-HR/A Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,679 $1.34M 0.65% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,677 $1.34M 0.09% +268 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,676 $1.33M 0.04% +436 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,672 $1.33M 0.41% +110 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,669 $1.33M 0.1% +1,151 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,664 $1.32M 0.23% +143 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,662 $1.32M 0.06% -138 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,660 $1.32M 0.62% -50 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,655 $1.32M 0.16% +53 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 1,650 $1.31M +34 Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,645 $1.31M 0.46% +43 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,640 $1.31M 0.02% +25 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,639 $1.31M 0.18% -31 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,637 $1.3M 0.18% +53 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,634 $1.3M 0.04% -34 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,633 $1.3M 0.01% -6,890 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,632 $1.3M 0.09% -30 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,630 $1.3M 0.14% new 13F-HR/A Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,627 $1.3M 0.24% -76 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 1,622 $1.29M 0.03% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,620 $1.29M 0.44% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,617 $1.29M 0.15% +27 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,613 $1.28M 0.15% +24 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,611 $1.28M 0.05% -38 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,608 $1.28M 0.59% -10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,590 $1.27M 0.53% +54 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,787 $1.26M 0.2% +340 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,587 $1.26M 0.24% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,584 $1.26M 0.48% +24 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,580 $1.26M 0.36% +29 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,580 $1.26M 0.06% -3 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,579 $1.26M 0.84% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 1,578 $1.26M 0.44% +315 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,574 $1.25M 0.09% +110 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,572 $1.25M 0.51% +8 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,571 $1.25M 0.06% -48 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,570 $1.25M 0.12% -3 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,570 $1.25M 0.05% -70 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,569 $1.25M 0.05% +640 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,566 $1.25M 0.07% +396 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 1,586 $1.25M 1.1% 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,562 $1.24M 0.36% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,556 $1.24M 0.07% +187 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,548 $1.23M 0.43% -39 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,546 $1.23M 0.06% -5,131 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 1,546 $1.23M 0.81% +109 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,543 $1.23M 0.08% +178 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,540 $1.23M 0.02% +1 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,538 $1.22M 0.37% 0 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,534 $1.22M 0.05% +512 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,530 $1.22M 0.16% +264 13F-HR Timeline Eos Management, L.P. 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