FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,863 $1.13M 0.07% -178 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,846 $1.12M 0.08% +368 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 6,779 $1.11M 0.23% -1,554 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,776 $1.11M 0.01% +690 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,767 $1.11M 0.05% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,758 $1.11M 0.04% +218 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,717 $1.1M 0.11% -372 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,716 $1.1M 0.1% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,706 $1.1M 0.75% new 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 6,653 $1.09M 1.01% -564 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,649 $1.09M 0.08% +400 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 6,645 $1.09M 0.05% +12 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,613 $1.09M 0.27% +182 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,605 $1.09M 0.04% +88 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 6,604 $1.08M 0.12% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,604 $1.08M 0.49% +797 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 6,586 $1.08M 0.28% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 6,572 $1.08M 0.04% +1,736 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,559 $1.08M 0.03% +18 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,455 $1.06M 0.2% +6 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,387 $1.05M 0.16% -877 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 6,379 $1.05M 0.24% +16 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,371 $1.05M 0.23% +1 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 6,311 $1.04M 0.78% -1,448 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 6,298 $1.03M 0.47% +2 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,266 $1.03M 0.1% +10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,293 $1.03M 0.16% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 6,256 $1.03M 0.05% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,243 $1.03M 0.04% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 6,225 $1.02M 0.69% -192 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 5,967 $1.02M 0.01% new 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 6,182 $1.02M 0.02% +537 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,178 $1.01M 0.18% +537 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 6,092 $1M 0.42% +1 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,080 $999K 0.1% +395 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 6,065 $996K -6,759 Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,994 $996K 0.03% 0 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 6,050 $994K 0.81% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 6,000 $986K 0.88% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,991 $984K 0.04% -9 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,980 $982K 0.01% +1,800 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,972 $981K 0.02% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 5,971 $981K 0.05% +209 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,969 $981K 0.11% 0 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 5,971 $980K 0.07% -65 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,904 $970K 0.03% +3 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,896 $969K 0.07% +14 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,894 $967K 0.02% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,882 $966K 0.08% +783 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,863 $963K 0.02% -37,135 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,845 $960K <0.01% new 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,619 $959K 0.05% +3,261 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,830 $958K <0.01% +1,706 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 5,920 $958K <0.01% +2,344 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 5,818 $956K 1.07% -75 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 5,806 $954K 0.78% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,801 $953K 0.25% +1,757 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 5,800 $953K 0.38% -7 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 5,777 $949K 0.52% -153 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,776 $947K <0.01% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,755 $945K 0.02% -91 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 5,742 $943K 0.1% +101 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,729 $941K 0.09% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,721 $940K 0.01% -114 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,720 $940K 0.49% +78 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,695 $936K 0.17% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,680 $933K 0.25% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 5,678 $933K 0.23% +2,366 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,673 $932K 0.12% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 5,652 $928K 0.38% -63 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,636 $926K 0.44% -162 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,628 $925K 0.16% +33 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,584 $917K 0.81% +105 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,581 $917K 0.17% +2,613 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,569 $915K 0.02% +106 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,569 $915K 0.02% -529 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 5,566 $914K 0.56% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,560 $913K 0.01% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,549 $912K 0.34% -779 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,540 $910K 0.12% -35 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,500 $903K <0.01% 0 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 5,497 $903K 0.11% -100 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,482 $901K 0.48% +1 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 5,479 $900K 0.16% -2,797 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,476 $899K 0.06% +1,974 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 5,466 $898K 0.52% -688 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,465 $898K 0.03% +721 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,412 $896K 0.42% +61 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,404 $888K 0.01% +21 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 5,403 $888K 0.25% -696 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,385 $885K 0.06% +267 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 5,352 $879K 0.06% -198 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,351 $879K 0.45% -100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,295 $874K 0.01% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,313 $873K 0.06% +11 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,246 $862K -135 Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 5,246 $862K 0.3% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,235 $860K 0.04% +2,586 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,227 $859K 0.04% -527 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,217 $857K 0.03% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,160 $848K 0.06% 0 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 5,112 $840K 0.17% +205 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,094 $837K 0.14% -610 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,079 $834K 0.11% +36 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 5,079 $834K 0.14% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 5,062 $832K 0.28% new 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 5,042 $828K 0.13% +10 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 5,041 $828K 0.32% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,025 $825K 0.38% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,998 $821K 0.01% +1,842 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,995 $821K 0.09% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,978 $818K 0.06% -450 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,973 $817K 0.5% -44 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,972 $817K <0.01% +250 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 4,949 $813K 0.69% +586 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,937 $811K 0.03% -25 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,932 $810K 0.02% -259 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,905 $806K 0.28% +470 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,903 $805K 0.6% -179 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 4,880 $802K 0.4% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,870 $800K 0.64% new 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,850 $797K 0.25% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,839 $795K 0.16% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,812 $790K 0.07% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,803 $789K 0.06% -822 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,802 $789K 0.08% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,796 $788K 0.09% -948 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,787 $786K 0.09% -60 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 4,760 $782K 0.15% -488 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 4,760 $782K 0.13% -488 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 4,746 $780K 0.23% -118 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,740 $779K 0.11% +1,315 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 4,735 $778K 0.33% +916 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,730 $777K 0.28% -156 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 4,669 $767K 0.2% -39 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,667 $767K 0.07% +923 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 4,660 $766K 0.06% +10 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,656 $765K 0.11% -57 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,643 $763K 0.1% -23 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,627 $760K 0.18% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,610 $757K 0.37% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,600 $756K 0.1% 0 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 4,578 $752K 0.58% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 4,565 $750K 0.21% +398 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,554 $748K 0.29% -751 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,516 $742K 0.23% new 13F-HR Timeline Noble Wealth Partners LLC More: the full row for Noble Wealth Partners LLC 4,515 $742K 0.64% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 4,513 $741K 0.32% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,474 $735K 0.12% -90 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 4,473 $735K 0.48% +2,612 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,440 $729K 0.04% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,423 $727K 0.14% +12 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 4,420 $726K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,407 $724K 0.02% +828 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,380 $720K 0.02% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,360 $716K 0.24% -4 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 4,357 $716K 0.34% -16 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,338 $714K 0.15% +1,382 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,343 $713K 0.11% +11 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,322 $710K 0.07% +964 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,318 $709K 0.29% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,303 $707K 0.01% +565 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,284 $704K 0.06% +229 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,274 $702K 0.06% -658 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,242 $697K 0.03% -16 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,231 $695K 0.04% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 4,214 $692K 0.49% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,209 $691K 0.21% -16 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 4,208 $691K 0.13% +1,761 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 4,203 $690K 0.61% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4,201 $690K 0.06% +425 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 4,199 $690K <0.01% +1,594 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,181 $687K 0.05% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,165 $684K 0.03% -893 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,165 $684K 0.41% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,161 $683K 0.31% -551 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,159 $683K 0.03% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,148 $681K 0.08% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,143 $681K 0.22% 0 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 4,142 $680K 0.38% -67 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 4,139 $680K 0.53% +209 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,137 $680K 0.41% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,115 $676K 0.09% -7 13F-HR Timeline American Trust More: the full row for American Trust 4,112 $675K 0.05% -220 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,106 $674K 0.1% -4 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,076 $670K 0.01% -27 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 4,075 $669K 0.01% +2,582 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 4,071 $669K <0.01% +1,122 13F-HR Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 4,071 $669K 0.37% -5,799 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 4,029 $662K 0.31% +348 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,012 $659K 0.05% -26 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,004 $658K 0.08% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,002 $657K <0.01% -702 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,002 $657K 0.15% -6 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4,000 $657K 0.53% 0 13F-HR/A Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 3,988 $655K 0.03% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,948 $649K 0.04% -3,591 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,944 $648K 0.01% +36 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,941 $647K 0.17% +259 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,938 $647K 0.12% +44 13F-HR Timeline