MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 23,206 $779K 0.08% -20 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 23,006 $772K 0.07% 0 13F-HR Timeline OAKTOP CAPITAL MANAGEMENT II, L.P. More: the full row for OAKTOP CAPITAL MANAGEMENT II, L.P. 23,010 $772K 0.07% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22,975 $771K 0.03% +2,750 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,957 $770K 0.08% +386 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 22,882 $768K 0.06% -1,050 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 22,755 $763K 0.06% +3,862 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 22,689 $761K 0.12% +2,454 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 22,664 $760K 0.48% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 22,661 $760K 0.1% -469 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 22,525 $756K 0.13% -775 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 22,483 $754K 0.04% -3,215 13F-HR Timeline CX Institutional More: the full row for CX Institutional 22,426 $752K 0.02% +1,665 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 22,117 $742K 0.1% -390 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 22,075 $741K 0.01% -1,430 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 22,070 $740K 0.08% +10,070 13F-HR Timeline ANB BANK More: the full row for ANB BANK 22,041 $739K 0.3% -923 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 21,990 $738K 0.06% -539 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 20,897 $737K +9,616 Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 21,928 $736K 0.4% +5,912 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 21,910 $735K 0.14% +7,055 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 21,870 $734K 0.28% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 21,718 $728K 0.14% -468 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 21,697 $728K 0.4% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,694 $728K 0.09% -227 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 21,678 $727K 0.08% -1,631 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 21,672 $727K 0.11% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 21,666 $727K 0.02% -317 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 21,655 $727K 0.03% +4,770 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 21,565 $724K 0.47% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 14,759 $723K 0.25% -1,140 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 21,508 $722K 0.41% -5,300 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 21,500 $721K 0.19% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 21,500 $721K 0.06% -3,400 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kidder Stephen W More: the full row for Kidder Stephen W 21,450 $720K 0.21% +400 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 21,363 $717K 0.08% +134 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 21,218 $712K 0.03% -104 13F-HR Timeline Generali Powszechne Towarzystwo Emeryta… group of 2 filers holding More: the full row for Generali Powszechne Towarzystwo Emerytalne 21,200 $711K -394,000 Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 21,194 $711K 0.16% +5,450 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 21,145 $709K 0.27% +1,043 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 21,098 $708K 0.33% -150 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 21,027 $705K 0.1% -7,563 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 21,007 $705K 0.22% -175 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 20,997 $704K 0.15% -1,829 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 20,906 $701K 0.57% +279 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 20,835 $699K 0.03% -37,928 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 20,779 $697K 0.05% -2,844 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 18,657 $696K 0.08% -3,395 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 20,723 $695K 0.01% -1,289 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 20,692 $694K 0.11% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 20,683 $694K 0.32% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 20,664 $693K 0.23% -387 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20,626 $692K 0.03% -2,762 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 20,545 $689K 0.04% -6,086 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,535 $689K 0.02% -1,148 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 20,530 $689K 0.22% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 20,514 $688K 0.12% +3,967 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 20,488 $687K 0.07% -2,545 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 20,445 $686K 0.29% -386 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 30,200 $686K 0.06% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 20,431 $685K 0.31% -894 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,391 $684K 0.04% -5,551 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 20,329 $682K 0.11% +1,504 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 20,300 $681K 0.01% new 13F-HR/A Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,283 $681K 0.04% -1,480 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 20,267 $680K 0.04% -2,363 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,230 $679K 0.01% -6,248 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 20,111 $675K 0.03% -1,602 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 20,065 $673K 0.02% -2,281 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 20,000 $671K 0.12% new 13F-HR/A Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 20,000 $671K 0.2% new 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 20,000 $671K 0.21% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,947 $669K 0.1% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 19,944 $669K 0.13% +1,031 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 19,940 $669K 0.05% +5,873 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 19,871 $667K 0.02% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 19,851 $666K 0.08% -3,255 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 19,750 $663K 0.28% -1,354 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 19,708 $661K 0.01% -1,596 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 19,682 $660K 0.05% +196 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 19,623 $658K 0.22% +530 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 19,622 $658K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 17,684 $657K 0.02% +4,813 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 19,588 $657K 0.04% -1,186 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,556 $656K 0.06% +84 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,491 $654K 0.13% +300 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 19,424 $652K 0.36% -2,563 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 19,417 $651K 0.18% -11,038 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 19,343 $649K 0.04% -10,416 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 19,289 $647K 0.52% -2,787 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kentucky Trust Co More: the full row for Kentucky Trust Co 19,217 $645K 0.35% -1,575 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 19,169 $643K 0.49% -2,286 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 19,101 $641K 0.45% -978 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 19,021 $638K 0.46% -411 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 19,000 $637K 0.27% 0 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 19,000 $637K 0.08% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 15,409 $637K 0.29% 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 18,916 $635K 0.55% -6,785 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 18,887 $633K 0.21% +97 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 18,831 $632K 0.14% -3,564 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 18,810 $631K 0.09% +1,008 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 18,720 $628K 0.4% -15,814 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 18,667 $626K 0.11% 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 18,650 $626K 0.13% -60,000 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 18,621 $625K 0.04% -6,950 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 18,600 $624K 0.02% +2,627 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 18,545 $622K 0.05% -499 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,742 $622K 0.06% +1,841 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,473 $620K 0.02% +2,473 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 18,460 $619K 0.17% +5,326 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 18,460 $619K 0.08% -10,666 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 18,453 $619K 0.38% +6,000 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 17,116 $615K 0.28% +1,125 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 18,151 $609K 0.02% -18,729 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 18,019 $605K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17,992 $604K 0.02% -46,527 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 17,968 $603K 0.02% -688 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 17,954 $602K 0.08% -500 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 17,945 $602K 0.08% -15,095 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 17,909 $601K 0.41% +147 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,866 $599K 0.01% +2,049 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 17,830 $598K 0.08% +787 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 17,829 $598K 0.02% +1,900 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,815 $598K 0.06% +187 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 17,807 $597K 0.16% +400 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 17,766 $596K 0.1% -6,025 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,746 $595K 0.04% +1,184 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 17,713 $594K 0.03% +1,000 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 16,200 $593K 0.17% -9 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 17,653 $592K 0.42% -700 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 17,576 $590K 0.11% -444 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 17,571 $590K 0.03% -3,099 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 17,550 $589K 0.03% +300 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 17,549 $589K 0.16% +35 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,533 $588K 0.05% -8,705 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 17,536 $588K 0.06% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 17,496 $587K 0.07% +602 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 17,494 $587K 0.03% +1,660 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 15,000 $586K 0.48% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 17,467 $586K 0.08% +3,648 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 17,458 $586K 0.03% +199 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 17,448 $585K 0.03% +122 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 17,426 $585K 0.04% -518 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 17,408 $584K 0.14% -2,768 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,378 $583K 0.76% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 17,342 $582K 0.03% +9,874 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 17,323 $581K 0.12% -8,401 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,227 $578K 0.17% +232 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 17,223 $578K 0.15% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,194 $577K 0.04% +311 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 17,123 $574K 0.3% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 17,118 $574K 0.04% +2,398 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 17,113 $574K 0.01% -20,803 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 17,081 $573K 0.4% -183 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 17,055 $572K 0.07% -670 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 17,053 $572K 0.04% +12,037 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 17,007 $571K 0.12% -711 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 16,999 $570K 0.15% +14,004 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 16,991 $570K 0.04% +5,756 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 16,977 $570K 0.46% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 16,961 $569K 0.03% -528 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 16,956 $569K 0.27% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 16,952 $569K 0.26% -98 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 16,948 $569K 0.28% +9 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 16,934 $568K 0.1% +357 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 16,804 $564K 0.34% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 16,732 $561K 0.09% -1,014 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 16,684 $560K 0.12% +5,485 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 16,667 $559K 0.15% -65 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,529 $555K 0.03% -379 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,511 $554K <0.01% -6,409 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 16,440 $552K 0.01% -367 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 16,438 $551K 0.05% -915 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 16,419 $551K 0.08% -190 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 16,383 $550K 0.05% -9,120 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 13,115 $545K 0.34% -225 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,234 $545K 0.04% -4,896 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,200 $544K 0.12% -1,000 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 16,200 $544K 0.16% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16,074 $539K 0.04% -1,520 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 16,034 $538K 0.02% +689 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 16,017 $537K 0.4% -28 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 16,004 $537K 0.08% -2,000 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 15,982 $536K 0.34% +2 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 15,945 $535K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 15,912 $534K 0.11% -865 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 15,885 $533K 0.04% -1,679 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 15,871 $532K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 15,849 $532K 0.02% -1,090 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 15,844 $532K 0.01% -1,218 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 15,817 $531K 0.26% -2,385 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 15,700 $527K 0.32% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 15,634 $525K 0.2% -25 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 15,630 $524K 0.07% -3,475 13F-HR Timeline Legacy Capital Group California, Inc. 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