Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,297 $886K 0.1% +367 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,354 $884K 0.02% -20 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,287 $879K 0.13% +64 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,279 $873K 0.02% -126 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,279 $873K 0.22% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,275 $871K 0.28% -12 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,275 $871K 0.3% -16 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,272 $869K 0.2% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,267 $865K 0.09% -206 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,266 $865K 0.09% -515 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,265 $864K 0.3% 0 13F-HR Timeline United Bank More: the full row for United Bank 1,263 $863K 0.3% +331 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,311 $860K 0.08% +81 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,259 $860K 0.09% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,254 $857K 0.29% -43 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,242 $848K 0.06% -70 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,240 $847K 0.02% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,230 $841K 0.06% -1,954 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,231 $841K 0.18% +104 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,230 $840K 0.07% +26 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,225 $837K 0.07% +65 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,223 $835K 0.06% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,216 $830K 0.29% -2,102 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,215 $830K 0.5% +144 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,214 $829K 0.39% +179 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,213 $828K 1.13% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,211 $827K 0.05% +1 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,206 $824K 0.02% -360 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,204 $822K 0.05% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,205 $822K 0.09% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,201 $820K 0.2% +68 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,200 $819K 0.06% +14 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,200 $819K 0.01% -490 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,199 $819K 0.38% +433 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,198 $818K 0.16% -17 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,196 $817K 0.02% -200 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,195 $816K 0.18% -10 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,188 $811K 0.43% -21 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,188 $811K 0.29% +374 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,180 $806K 0.06% -5 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,179 $805K 0.06% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,174 $802K 0.1% +11 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,173 $801K 0.03% -1,157 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,171 $800K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,171 $800K 0.03% -6 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,163 $794K 0.66% +117 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,156 $790K 0.01% -6 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,151 $786K 0.03% -3 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,130 $785K 0.02% +562 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,141 $779K 0.03% -59 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,130 $772K 0.03% +106 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,125 $768K 0.32% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,117 $763K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,115 $762K 0.14% +494 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,112 $759K 0.04% -10 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,111 $759K 0.04% -561 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,110 $758K 0.11% -1 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,108 $757K 0.21% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,108 $757K 0.19% -268 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,103 $755K 0.04% -536 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,102 $753K 0.26% +115 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,099 $751K 0.23% -17 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,097 $749K 0.13% +235 13F-HR Timeline American Trust More: the full row for American Trust 1,096 $748K 0.06% +13 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,095 $747K 0.02% +112 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,094 $747K 0.08% +66 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,089 $744K 0.15% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,086 $742K 0.12% +153 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,084 $740K 0.03% -133 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,084 $740K 0.04% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,080 $738K 0.02% +593 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,078 $736K 0.2% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,077 $735K 0.01% -41 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,074 $733K 0.05% new 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 1,073 $733K 0.09% +244 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,071 $732K 0.08% +21 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,071 $732K 0.18% -303 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,071 $732K 0.07% -129 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,070 $731K 0.02% +683 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,067 $729K 0.24% +17 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,067 $729K 0.27% +47 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,061 $725K 0.16% -55 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,054 $720K 0.16% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,053 $719K 0.03% +201 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,051 $717K 0.13% +98 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,047 $715K 0.05% -118 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,043 $714K 0.04% new 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 887 $712K 0.24% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,040 $710K 0.14% +334 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,040 $710K 0.43% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,039 $710K 0.2% +153 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,037 $708K 0.02% +294 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,035 $707K 0.03% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,032 $705K 0.38% +73 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,031 $704K 0.09% +124 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,028 $702K 0.04% -592 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,024 $699K 0.04% +62 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,021 $697K 0.04% -1,427 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,043 $696K 0.41% +220 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,019 $696K 0.17% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,019 $696K 0.02% +106 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,010 $690K 0.37% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,008 $688K 0.26% +15 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 871 $686K 0.55% -50 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,002 $684K 0.05% +4 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,001 $684K 0.38% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $683K 0.03% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 994 $679K 0.02% -14 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 990 $676K 0.19% -38 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 988 $675K 0.04% +214 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 983 $671K 0.01% 0 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 975 $666K 0.06% -102 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 969 $662K 0.09% -72 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 969 $662K 0.1% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 968 $661K 0.12% +41 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 970 $656K 0.27% +41 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 960 $656K 0.07% -333 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 960 $656K 0.05% +6 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 954 $651K 0.04% -80 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 953 $651K 0.02% +169 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 952 $650K 0.11% +564 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 950 $649K 0.03% +929 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 946 $646K 0.37% +1 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 946 $646K 0.2% -100 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 943 $644K 0.34% -10 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 938 $641K 0.07% -669 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 929 $634K 0.1% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 926 $632K 0.16% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 925 $632K 0.25% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 925 $632K 0.1% -10 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 923 $631K 0.01% -1,092 13F-HR Timeline Group Bank of Marin More: the full row for Bank of Marin 923 $630K 0.44% +27 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 921 $629K 0.25% -462 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 920 $628K 0.05% -24 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 919 $627K 0.06% +83 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 917 $626K 0.58% +179 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 916 $626K 0.01% -63 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 915 $625K 0.03% -13 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 915 $625K 0.19% -275 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 912 $623K 0.05% +124 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 911 $622K 0.42% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 910 $621K 0.09% -44 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 909 $621K 0.55% +67 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 909 $621K 0.02% +363 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 908 $620K 0.01% -27 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 905 $618K 0.05% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 905 $618K 0.19% +1 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 905 $618K 0.24% -18 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 901 $615K 0.15% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 900 $615K 0.16% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 899 $614K 0.04% -25 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 898 $613K 0.02% -272 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 897 $613K 0.03% +5 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 892 $609K 0.34% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 891 $608K 0.13% +33 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 889 $607K 0.03% -56 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 883 $603K 0.09% -299 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 880 $601K 0.06% +54 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 877 $599K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 874 $597K 0.05% +29 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 873 $596K 0.07% +14 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 871 $595K 0.02% +242 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 871 $595K 0.02% -2,965 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 867 $592K 0.04% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 864 $590K 0.03% +98 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 864 $590K 0.02% +47 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 862 $589K 0.06% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 860 $587K 0.02% -45 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 859 $587K 0.53% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 858 $586K 0.06% -8 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 855 $584K 0.04% 0 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 855 $584K 0.25% -23 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 897 $583K 0.26% +30 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 854 $583K 0.03% +512 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 853 $583K 0.2% 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 849 $580K 0.25% -11 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 847 $578K 0.04% +35 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 845 $577K 0.18% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 841 $574K 0.31% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 840 $574K 0.84% 0 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 839 $573K 0.09% +83 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 838 $573K 0.02% -1 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 838 $572K 0.22% -5 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 837 $572K 0.1% -85 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 833 $569K 0.43% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 833 $569K 0.43% +76 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 832 $568K 0.07% -52 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 830 $567K 0.17% -119 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 828 $565K 0.14% +13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 823 $562K 0.3% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 821 $561K 0.03% +12 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 819 $560K 0.2% +161 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 817 $558K 0.04% -258 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 846 $556K 0.15% +504 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 813 $555K 0.08% -41 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 712 $555K 0.04% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 811 $554K 0.44% -8 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 810 $553K 0.02% new 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 803 $548K 0.43% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 803 $548K 0.13% 0 13F-HR Timeline