SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 18,000 $361K 0.01% 0 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,842 $358K 0.1% +5,112 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 17,840 $358K 0.04% -4,311 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 17,789 $357K 0.53% 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 17,702 $355K 0.02% +2,524 13F-HR/A Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 17,648 $354K 0.02% -8,193 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 17,629 $353K 0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 17,624 $353K 0.17% -2,869 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 17,602 $353K 0.04% -1,000 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 17,579 $352K 0.08% +587 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 17,537 $352K 0.03% +515 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 17,500 $351K 0.27% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 17,417 $349K 0.01% +2,352 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,397 $349K 0.01% -715 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 17,391 $349K 0.01% -5,109 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 17,373 $348K 0.19% +3,116 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 17,370 $348K 0.17% +6,620 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 17,359 $348K 0.04% -9,126 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 17,336 $348K 0.15% -10 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,333 $348K 0.09% +50 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17,237 $346K 0.29% -1,147 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 17,213 $345K 0.02% -7,051 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 17,202 $345K 0.26% +1,956 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,120 $343K 0.08% -5,700 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 17,108 $343K 0.22% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 17,104 $343K 0.04% -9,154 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 17,044 $342K 0.29% +318 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 17,030 $341K 0.2% 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 16,994 $341K 0.07% +415 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 20,532 $339K 0.12% -3,525 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 16,911 $339K 0.04% -307 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 16,885 $339K 0.19% -3,209 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 16,861 $338K 0.09% -6,070 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 16,858 $338K 0.02% -9,853 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 16,836 $338K 0.18% -759 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 16,807 $337K 0.02% -5,559 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 16,737 $336K 0.36% 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 16,717 $335K 0.14% -56,761 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 16,711 $335K 0.08% -3,095 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 16,662 $334K 0.08% -1,126 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,648 $334K 0.04% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 16,580 $332K 0.07% -142 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 16,569 $332K 0.05% +7,124 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 16,552 $332K 0.02% -645 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 16,500 $331K 0.06% new 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 16,450 $330K 0.29% -500 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 16,432 $329K 0.02% -16,122 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 16,408 $329K 0.03% -4,259 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,921 $329K 0.08% -684 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 16,385 $329K 0.23% -4,723 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 16,383 $328K 0.04% -5,840 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 16,355 $328K 0.07% -2,540 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 16,325 $327K 0.02% -4,208 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 16,292 $327K 0.16% -1,550 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 16,272 $326K 0.11% 0 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 16,229 $325K 0.03% -7,850 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 16,173 $324K 0.04% -3,771 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 16,162 $324K 0.13% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 16,143 $324K 0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 16,141 $324K 0.03% -7,763 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,086 $323K 0.01% +6,741 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14,747 $322K 0.02% -2,625 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 16,055 $322K 0.14% -565 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 15,977 $320K 0.03% -3,410 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 13,641 $320K 0.29% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 15,949 $320K 0.01% -615 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 15,935 $319K 0.03% -172 13F-HR/A Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 15,887 $319K 0.12% -1,252 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 15,850 $318K 0.07% +12,700 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 15,827 $317K 0.01% -193 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,749 $316K 0.01% -2,176 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,745 $316K 0.09% -13,689 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 15,650 $314K 0.05% -2,611 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 15,650 $314K 0.11% +550 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 15,643 $314K 0.17% +3,858 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 15,627 $313K 0.07% 0 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,610 $313K 0.05% -85 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 15,565 $312K 0.03% -10,347 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 15,563 $312K 0.02% -2,217 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,545 $312K 0.14% -1,262 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15,536 $311K 0.03% -3,021 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,510 $311K 0.03% -839 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,461 $310K 0.03% -5,589 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,454 $310K 0.03% +832 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 15,450 $310K 0.14% -3,905 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 15,444 $310K 0.04% -9,550 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 15,440 $310K 0.11% -1,250 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 15,428 $309K 0.14% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,409 $309K 0.01% +669 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 15,370 $308K 0.1% -1,774 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 15,366 $308K 0.07% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,366 $308K 0.03% -765 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 15,386 $308K 0.28% -560 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 15,332 $307K 0.02% -9,014 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,234 $307K 0.01% 13F-HR/A Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 15,317 $307K 0.08% -5,005 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,297 $307K 0.06% -1,870 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 15,264 $306K 0.09% -70 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 15,261 $306K 0.1% +6,634 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 15,215 $305K 0.04% -11,398 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 15,166 $304K 0.16% -5,565 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 15,140 $304K 0.03% -39,213 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 15,032 $301K 0.01% -8,185 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,027 $301K 0.02% -5,122 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 15,000 $301K 0.22% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,998 $301K 0.03% -9,090 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,970 $300K 0.02% +762 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 14,967 $300K 0.04% -17,667 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 14,935 $299K 0.03% -4,083 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,791 $297K 0.03% -409 13F-HR/A Timeline Farmers National Bank More: the full row for Farmers National Bank 14,786 $296K 0.09% 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,779 $296K 0.07% -293 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 14,740 $296K 0.27% 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 14,722 $295K 0.01% -1,473 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 14,685 $294K 0.03% -652 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 14,651 $294K 0.11% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 14,645 $294K 0.17% +3,669 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 14,624 $293K 0.16% -850 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 14,546 $292K 0.3% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 14,533 $291K 0.03% +1,611 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 14,481 $290K 0.01% +10,538 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 14,464 $290K <0.01% -4,411 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 14,470 $290K 0.1% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 14,432 $289K 0.02% +117 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 14,421 $289K 0.18% +2,821 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 14,393 $289K 0.01% -5,143 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,381 $288K 0.08% -500 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,367 $288K 0.01% -11,185 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 14,361 $288K 0.17% -712 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,344 $288K 0.04% -10,364 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 14,313 $287K 0.01% -3,148 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 14,268 $286K 0.05% -1,173 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 14,259 $286K <0.01% -621 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 14,255 $286K 0.05% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 14,215 $285K 0.05% -761 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 14,160 $284K 0.1% -4,250 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 14,161 $283K 0.05% -556 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 14,124 $283K 0.25% +52 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,117 $283K <0.01% -506 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 14,127 $283K 0.01% -734 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 14,083 $282K 0.05% -14,792 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 14,049 $282K 0.12% +303 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 14,047 $282K 0.09% +7,147 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14,029 $281K 0.11% -1,761 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 14,025 $281K 0.06% -2,000 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,991 $281K 0.11% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 13,975 $280K 0.06% -2,398 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,918 $279K 0.02% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,906 $279K 0.01% +3,519 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,893 $279K 0.1% 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,883 $278K 0.16% -1,501 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,874 $278K 0.03% -5,152 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 12,710 $278K 0.11% -44 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 13,850 $278K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 14,003 $278K 0.01% -513 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,803 $277K 0.14% +352 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 13,781 $276K 0.05% -527 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 13,762 $276K 0.1% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 13,721 $275K 0.06% +183 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 13,700 $275K 0.13% -3,000 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 13,658 $274K 0.04% -427 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,597 $273K 0.04% -1,647 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 13,591 $272K 0.06% -539 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,550 $272K 0.01% -8,973 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 13,541 $271K 0.02% -1,209 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 13,584 $271K 0.21% +226 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 13,495 $271K 0.2% -3,818 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 13,457 $270K 0.02% -3,755 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,446 $270K 0.01% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 13,422 $269K 0.04% -57,881 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 13,406 $269K 0.05% -1,136 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $268K <0.01% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 13,303 $267K 0.04% 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 13,280 $266K 0.02% -1,205 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 13,251 $266K 0.06% -153 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 13,701 $265K 0.01% 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 13,815 $265K 0.17% +1,308 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13,222 $265K 0.01% -3,640 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 13,207 $265K 0.04% -1,605 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,198 $265K 0.05% -5,718 13F-HR Timeline West Family Investments, Inc. 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