HM PAYSON & CO More: the full row for HM PAYSON & CO 3,696 $1.47M 0.02% -4,140 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,685 $1.47M 0.23% +149 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,675 $1.46M 0.6% -1,050 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 3,666 $1.46M 0.49% +3 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,665 $1.46M 0.16% -14 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,659 $1.46M 0.01% -9,208 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,656 $1.45M 0.01% -869 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,647 $1.45M 0.1% -71 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,626 $1.44M 0.01% +1,738 13F-HR Timeline Group HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,614 $1.44M 0.45% -76 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,602 $1.43M 0.07% +101 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,600 $1.43M 0.06% -185 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,599 $1.43M 0.18% +303 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,585 $1.43M 0.02% -78 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,582 $1.42M 0.09% -632 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,581 $1.42M 0.13% 0 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 3,545 $1.41M 0.08% -225 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,888 $1.41M 0.1% +60 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,519 $1.4M 0.21% -50 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,510 $1.4M 0.87% +125 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,506 $1.39M 0.12% +950 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,505 $1.39M 0.06% -1,258 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 3,473 $1.38M 0.09% +115 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,446 $1.37M 0.07% -250 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,439 $1.37M 0.02% -125 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,436 $1.37M 0.51% -23 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,429 $1.36M 0.02% -131 13F-HR Timeline Expect Equity LLC More: the full row for Expect Equity LLC 3,415 $1.36M 0.87% +1,265 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 3,410 $1.36M 0.05% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,408 $1.36M 0.08% +363 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 3,395 $1.35M -175 Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,374 $1.34M 0.13% +137 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 3,354 $1.33M 0.1% -8,141 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,343 $1.33M 0.38% +2,523 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,339 $1.33M 0.38% -40 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,328 $1.32M 0.17% -35 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,327 $1.32M 0.03% -6,994 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,321 $1.32M 0.35% +13 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 3,315 $1.32M 0.41% +1 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 3,310 $1.32M 0.03% +16 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,300 $1.31M 0.05% -801 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,298 $1.31M 0.4% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,291 $1.31M 0.03% -1,169 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,285 $1.31M 0.12% -1,017 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,279 $1.3M 0.17% -718 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,233 $1.3M 0.08% +532 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,269 $1.3M 0.19% -161 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,257 $1.29M 0.1% +16 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,253 $1.29M 0.54% +78 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,245 $1.29M 0.12% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,226 $1.28M 0.02% +121 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,222 $1.28M 0.05% -48 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,187 $1.27M 0.01% +177 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,186 $1.27M 0.05% -319 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,182 $1.27M 0.08% -6,294 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,174 $1.26M 0.23% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 3,173 $1.26M 0.76% +447 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,735 $1.26M 0.28% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,162 $1.26M 0.28% +256 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,155 $1.25M 0.03% +30 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,139 $1.25M 0.13% -2,703 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 2,689 $1.24M 1.43% 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,123 $1.24M 0.17% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,120 $1.24M 0.02% +149 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,113 $1.24M 0.15% +387 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,107 $1.24M 0.13% +224 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,104 $1.23M 0.03% +81 13F-HR Timeline Group OPTIMAS CAPITAL Ltd More: the full row for OPTIMAS CAPITAL Ltd 3,102 $1.23M 1.9% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,089 $1.23M 0.06% +354 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,079 $1.22M 0.02% -1,290 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,068 $1.22M 0.04% -124 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,053 $1.22M 0.08% -405 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,032 $1.21M 0.12% -14,427 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,961 $1.2M 0.13% +246 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,001 $1.19M 0.03% -666 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,981 $1.19M 0.26% +58 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,973 $1.18M 0.06% -1,930 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,560 $1.18M 0.02% -313 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,956 $1.18M 0.02% +52 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,933 $1.17M 0.36% +141 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,812 $1.16M 0.04% +453 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,923 $1.16M 0.06% +1,797 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,905 $1.16M 0.04% -315 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,902 $1.15M 0.45% -356 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,897 $1.15M 0.88% +118 13F-HR/A Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,890 $1.15M 0.23% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,872 $1.14M 0.13% -247 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,865 $1.14M 0.03% -37 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,862 $1.14M 0.26% -1 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,843 $1.13M 0.18% -6,909 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,822 $1.12M 0.01% -155 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,815 $1.12M 0.11% -122 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,805 $1.12M 0.41% +426 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,804 $1.11M 0.24% +34 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,793 $1.11M 0.01% -46 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,791 $1.11M 0.22% +6 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,772 $1.1M 0.01% -177 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,763 $1.1M 0.07% -113 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,760 $1.1M 0.05% -20 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 2,751 $1.09M 0.39% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,745 $1.09M 0.34% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,729 $1.09M 0.02% -780 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,707 $1.08M 0.41% +94 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,699 $1.07M 0.24% +503 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,695 $1.07M 0.22% +1,375 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,688 $1.07M 0.06% +227 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,678 $1.06M 0.33% +2,065 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,678 $1.06M 0.09% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,672 $1.06M 0.05% -97 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,668 $1.06M 0.05% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,660 $1.06M 0.01% -268 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,652 $1.05M 0.03% +17 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,648 $1.05M 0.01% -24,104 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,648 $1.05M 0.11% -50 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,637 $1.05M 0.03% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,620 $1.04M 0.29% +139 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,614 $1.04M 0.4% +144 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,596 $1.03M 0.47% +530 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,583 $1.03M 0.08% +41 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,580 $1.03M 0.07% +84 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,577 $1.02M 0.06% +303 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,574 $1.02M 0.02% -839 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,569 $1.02M 0.47% +370 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,562 $1.02M 0.06% -237 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,549 $1.01M 0.09% +128 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,542 $1.01M 0.07% -19 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 2,519 $1M <0.01% -6 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,489 $990K 0.13% -4 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,483 $987K 0.25% +107 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,483 $987K 0.63% -143 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,480 $986K 0.09% +95 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 2,480 $986K 0.48% 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,463 $979K 0.58% +651 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,458 $977K 0.06% -250 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,453 $976K 0.13% +764 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,453 $976K 0.21% -16 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,448 $973K 0.18% +1,782 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,444 $972K 0.06% -13 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,441 $971K <0.01% -30 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,440 $970K 0.02% -97 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,439 $970K 0.02% +15 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,433 $968K 0.1% -323 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,420 $962K 0.02% +385 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,417 $961K 0.09% -2,729 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,411 $959K 0.06% +158 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,409 $958K 0.13% +1,860 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,408 $958K 0.01% +493 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,404 $956K 0.05% -3 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,400 $954K 0.4% +10 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,384 $948K 0.08% -3,098 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,377 $945K 0.09% +502 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,371 $943K 0.1% -721 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,370 $943K 0.03% -495 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,367 $941K 0.04% +801 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,364 $940K +61 Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,354 $936K 0.02% +1,800 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,300 $934K 0.03% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,344 $932K 0.09% +908 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 2,337 $929K 0.51% +1,273 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,336 $929K 0.21% -2 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,323 $924K 0.08% +202 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 2,322 $923K 0.33% -5,594 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,305 $917K 0.56% +473 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,293 $913K 0.04% -156 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,293 $912K 0.32% +355 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,280 $907K 0.02% -2,771 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,272 $904K 0.23% -128 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,269 $902K 0.49% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,262 $900K 0.01% -4,324 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,260 $899K 0.01% -396 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,254 $896K 0.04% -658 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 2,250 $895K 0.16% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,250 $895K 0.02% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,250 $895K 0.1% -28 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,249 $895K 0.07% -712 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,245 $893K 0.04% -105 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,243 $892K 0.2% +110 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,240 $891K 0.27% +15 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,230 $887K 0.01% -8,258 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,227 $886K 0.02% +200 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,227 $886K 0.02% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,226 $885K 0.05% -48 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 2,190 $871K 1.64% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,186 $869K 0.25% +1,168 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,185 $868K 0.03% -50 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,177 $866K 0.14% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,176 $865K 0.14% +12 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,175 $865K 0.53% -15 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,158 $858K 0.08% +189 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,155 $857K 0.14% +1,163 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,153 $856K 0.08% -471 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22,709 $853K 0.27% +22,542 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 2,144 $853K 0.83% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,140 $851K 0.01% +962 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 2,135 $849K 0.42% new 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,134 $849K 0.08% -14 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,128 $846K 0.06% +160 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,125 $845K 0.34% 0 13F-HR Timeline Group GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,121 $843K 0.47% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,120 $843K 0.39% +215 13F-HR Timeline