ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 17,387 $395K -13,051 Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 17,353 $394K 0.05% -6 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 17,236 $391K 0.03% +378 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 17,186 $390K 0.02% -4,110 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 17,179 $390K 0.06% +3,928 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 17,184 $390K 0.18% -1,550 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 17,109 $389K 0.05% +1,665 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 17,084 $388K 0.26% -24 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,078 $388K 0.06% -1,408 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 17,054 $387K 0.08% +1,688 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 17,075 $387K <0.01% new 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 16,977 $386K 0.02% -16,476 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 16,941 $385K 0.21% -429 13F-HR/A Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 16,939 $385K 0.22% +54 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 16,878 $383K 0.1% +1,133 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 16,869 $383K 0.1% -1,850 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 16,861 $383K 0.09% +150 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 16,717 $380K 0.04% +5,213 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,701 $379K 0.02% +5,145 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 16,689 $379K 0.07% -3,060 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 16,662 $378K 0.1% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 16,645 $378K 0.03% +237 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 16,629 $378K 0.05% -3,250 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 16,533 $375K 0.03% -24,203 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 16,530 $375K 0.03% new 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 16,500 $375K 0.07% -12,500 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,461 $374K 0.02% +375 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,460 $374K 0.01% -937 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 16,418 $373K 0.09% -2,673 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 16,405 $373K 0.01% -7,181 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 16,376 $372K 0.3% -861 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 16,362 $372K 0.03% +1,030 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 16,345 $371K 0.11% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 16,340 $371K 0.1% -8,443 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 16,319 $371K 0.08% -3,290 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 16,267 $369K 0.16% +105 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 17,888 $368K 0.02% -3,603 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 16,200 $368K 0.13% -5,400 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 16,193 $368K 0.1% +876 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 16,160 $367K 0.06% -42,812 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 16,152 $367K 0.04% +3,937 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 16,137 $366K 0.41% -2,400 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 16,050 $364K 0.04% +5,886 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 16,042 $364K 0.39% -695 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 16,038 $364K 0.19% -798 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,424 $364K 0.02% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 15,993 $363K 0.09% +1,214 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 15,947 $362K 0.12% +686 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 15,461 $361K 0.28% +1,820 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 15,850 $360K 0.08% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 15,841 $360K 0.21% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,793 $359K 0.03% -6,485 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,768 $358K 0.01% +6,964 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,720 $357K 0.03% -1,493 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 15,670 $356K 0.02% -157 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 15,627 $355K 0.08% 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 15,536 $353K 0.06% +1,755 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 15,525 $353K 0.16% +75 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 15,513 $352K 0.26% -3,287 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 15,485 $352K <0.01% +1,021 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 15,456 $351K 0.04% -927 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 15,442 $351K 0.03% -535 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 15,395 $350K 0.04% +10,444 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15,355 $349K 0.04% -2,980 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,341 $348K 0.03% -800 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 15,324 $348K 0.33% -62 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 15,284 $347K 0.12% -3,422 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 15,255 $346K 0.08% -9 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15,211 $345K 0.03% -325 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 15,209 $345K 0.12% -17,220 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,610 $345K 0.05% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,079 $342K 0.03% -287 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 15,072 $342K 0.06% -225 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 15,035 $341K 0.07% -1,545 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 15,027 $341K 0.01% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 15,017 $341K 0.01% -3,463 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,010 $341K 0.34% +270 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 15,000 $341K 0.24% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 14,976 $340K 0.06% -11,800 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 14,940 $339K 0.03% -2,708 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,936 $339K 0.07% +1,738 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,968 $339K 0.15% -577 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,884 $338K 0.18% -1,408 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 15,190 $337K 0.07% -3,051 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 16,000 $336K 0.01% new 13F-HR/A Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 14,787 $336K 0.03% +102 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 14,755 $335K 0.15% -1,300 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 14,740 $335K 0.19% +95 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 14,740 $335K 0.05% +1,143 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 14,735 $335K 0.04% -232 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 14,734 $335K 0.01% -5,044 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 14,700 $334K 0.35% -1,750 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 14,683 $333K 0.14% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 14,666 $333K 0.02% -2,141 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 14,648 $333K 0.12% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,615 $332K 0.08% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 14,595 $331K 0.01% -127 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 14,531 $330K 0.04% -1,404 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 14,513 $330K 0.11% -5,737 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 14,503 $329K 0.04% -1,726 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 14,494 $329K 0.03% -24,500 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 14,492 $329K <0.01% +233 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 14,470 $329K 0.11% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 14,477 $329K 0.18% -1,166 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 14,450 $328K 0.11% +1,450 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14,439 $328K 0.07% +5,115 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 15,887 $327K 0.01% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 14,375 $326K 0.13% +215 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 16,595 $326K 0.03% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,344 $326K 0.05% 0 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 14,335 $326K 0.1% -41,986 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 14,326 $325K 0.05% +3,125 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,326 $325K 0.01% +3,165 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,205 $323K 0.15% +402 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,176 $322K 0.02% -1,285 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 14,170 $322K <0.01% new 13F-HR/A Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 14,133 $321K 0.24% -74,434 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 14,126 $321K 0.39% 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 14,124 $321K 0.27% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 14,104 $320K 0.21% +12,876 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 14,025 $319K 0.07% 0 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 14,013 $318K 0.04% -922 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 14,003 $318K 0.01% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 13,997 $318K <0.01% -28,561 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 13,991 $318K 0.12% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 13,985 $318K 0.17% +3,026 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,981 $318K 0.01% -500 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 13,975 $317K 0.07% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 15,775 $316K 0.06% -1,133 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,912 $316K 0.13% -137 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,893 $315K 0.11% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 13,843 $314K 0.16% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 13,838 $314K 0.08% -3,282 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 13,800 $313K 0.01% -5,952 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 13,764 $313K 0.06% +43 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 13,762 $313K 0.12% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 13,746 $312K 0.16% -878 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,744 $312K 0.16% -23,527 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 13,751 $312K 0.01% -2,392 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 13,737 $312K 0.01% -1,672 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,809 $312K 0.09% +2,950 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 13,661 $310K 0.09% -1,125 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 14,362 $309K 0.01% +2,405 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 13,594 $309K 0.06% -10,944 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 13,585 $309K 0.06% -6 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 13,575 $308K 0.21% -786 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 13,557 $308K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 13,554 $308K 0.03% +1,022 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 13,503 $307K 0.29% +540 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,500 $307K 0.17% +500 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,497 $307K 0.08% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 13,491 $306K 0.06% -777 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 13,490 $306K 0.02% -2,942 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,864 $306K 0.08% -57 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,446 $305K 0.02% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13,367 $304K 0.03% -1,065 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $303K <0.01% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 13,286 $302K <0.01% -831 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 13,282 $302K 0.08% -3,579 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,280 $302K 0.03% -1,860 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 13,279 $302K 0.01% -1,753 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 13,272 $301K 0.11% -3,000 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 13,251 $301K 0.05% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 13,241 $301K 0.02% -300 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 13,236 $301K 0.03% new 13F-HR/A Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,214 $300K 0.05% +1,999 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 13,182 $299K 0.09% -7,010 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,181 $299K 0.04% -693 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,115 $298K 0.13% +400 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,087 $297K 0.01% +1,440 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 13,067 $297K 0.02% -155 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 13,053 $296K 0.03% +2,579 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,005 $295K 0.04% +1,007 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 13,000 $295K 0.15% -700 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 12,990 $295K 0.04% -217 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,882 $293K 0.01% -9,092 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 12,840 $292K 0.02% +216 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 12,818 $291K 0.3% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 12,764 $290K 0.25% -6,901 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,742 $289K 0.01% -5,464 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 12,731 $289K 0.11% -464 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 12,692 $288K 0.03% +2,500 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 12,670 $288K 0.09% +998 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 12,650 $287K 0.04% +2,354 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,654 $287K 0.02% +12,643 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 12,628 $287K 0.11% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 14,515 $287K 0.19% +700 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 12,605 $286K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,595 $286K 0.01% -955 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,575 $286K 0.06% -510 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 12,541 $285K 0.17% -43 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 12,527 $284K 0.11% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 12,521 $284K 0.14% +525 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 12,500 $284K 0.08% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 12,500 $284K 0.06% -250 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,489 $284K 0.01% -1,878 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 12,482 $283K 0.1% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12,437 $282K 0.02% +210 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 12,153 $282K 0.06% -4,202 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,431 $282K 0.08% -258 13F-HR Timeline