Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,190 $549K 0.09% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,176 $547K 0.01% +134 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,172 $546K 0.08% -43 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,140 $543K 0.01% +843 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,138 $542K 0.15% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,124 $540K 0.04% -33 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,110 $540K 0.03% +561 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,122 $540K 0.02% -138 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 4,104 $539K +2,219 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,108 $538K 0.01% +1,035 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,792 $536K 0.01% +1,392 13F-HR Timeline Group Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 4,085 $535K 0.4% -440 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,060 $532K 0.14% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,057 $531K 0.24% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,928 $514K 0.06% +409 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,922 $514K 0.07% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,919 $513K 0.01% +297 13F-HR/A Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,909 $512K 0.02% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,903 $511K 0.04% +70 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,900 $511K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,897 $510K 0.06% -1,695 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,891 $510K 0.05% -322 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,868 $507K 0.01% +175 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,848 $504K 0.03% +497 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,838 $503K 0.02% -157 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,826 $501K 0.18% +106 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,813 $499K 0.13% -2,799 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,802 $498K 0.06% new 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 3,801 $498K 0.37% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,503 $497K 0.03% +13 13F-HR/A Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,789 $496K 0.14% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,770 $494K 0.28% -761 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,770 $494K 0.14% -25 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,768 $493K 0.05% +752 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,763 $493K 0.02% new 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,743 $490K 0.01% -6 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 3,725 $488K 0.26% -775 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,721 $487K 0.15% -34 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,703 $485K 0.04% -89 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,699 $484K 0.04% +516 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,698 $484K 0.05% +119 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,697 $484K 0.07% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,708 $484K 0.01% -1,716 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,684 $482K 0.04% +717 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,580 $482K 0.02% new 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 480,456 $480K 1.15% +476,358 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,650 $478K 0.1% +92 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,647 $478K 0.05% +41 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,612 $474K 0.07% +182 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,612 $473K 0.03% +609 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,606 $472K 0.24% 0 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 3,600 $471K 0.04% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,576 $470K 0.07% 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,572 $468K 0.12% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,571 $468K 0.02% +1,129 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,566 $467K 0.01% -66 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,522 $461K 0.2% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,520 $461K 0.01% +259 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,513 $460K 0.01% +4 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,510 $460K 0.17% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,500 $458K 0.01% -1,000 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,486 $456K 0.07% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,464 $454K 0.05% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,458 $453K 0.1% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,435 $450K 0.02% -2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,427 $449K 0.27% 0 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,417 $447K 0.07% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,416 $447K <0.01% -745 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,412 $447K <0.01% -2,812 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,410 $447K 0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,401 $445K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,190 $445K 0.01% +259 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,395 $445K 0.03% +11 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,392 $444K 0.09% -2,228 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,390 $444K 0.11% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,384 $443K 0.01% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,382 $443K 0.01% -28 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,362 $440K 0.03% +51 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,329 $436K 0.01% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,315 $434K 0.21% -100 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,310 $433K 0.18% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,304 $433K 0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,301 $432K 0.06% -37 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,301 $432K 0.04% +12 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,255 $426K 0.02% -11,248 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,251 $426K 0.05% -127 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,250 $426K <0.01% -1,972 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,234 $423K 0.06% -158 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,230 $423K 0.05% -613 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,222 $422K 0.02% +217 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,200 $419K 0.11% -7 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,183 $417K 0.03% +99 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,182 $417K 0.18% -25 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,181 $417K 0.07% -1,040 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,181 $417K 0.02% -6,901 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,164 $414K 0.01% +296 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,154 $413K 0.05% -50 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,147 $412K 0.06% +11 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,141 $411K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,140 $411K 0.01% -5 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,140 $411K <0.01% +765 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,135 $411K 0.03% +295 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,131 $410K 0.03% -150 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,130 $410K 0.09% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,120 $410K 0.12% +1,443 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,123 $409K <0.01% -3,840 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,119 $408K 0.03% +35 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,116 $408K 0.01% +1,254 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,115 $408K 0.2% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,090 $405K 0.02% -69 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,088 $404K 0.02% +865 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,081 $403K 0.03% -299 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,077 $403K 0.3% +72 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,076 $403K 0.05% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,075 $403K 0.01% -98 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,073 $402K 0.01% +97 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,061 $401K 0.14% -670 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,049 $399K 0 Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,048 $399K 0.01% -522 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,038 $398K 0.26% -65 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,034 $397K 0.04% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,832 $396K 0.03% +697 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,020 $395K 0.37% -4 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,017 $395K 0.02% -568 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,017 $395K 0.21% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $395K 0.12% -2,000 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,010 $394K 0.6% -254 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,007 $394K 0.04% -200 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,000 $393K <0.01% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,997 $392K 0.03% +558 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 2,991 $392K 0.4% -272 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,967 $389K 0.2% -61 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,959 $387K <0.01% -62 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,957 $387K 0.03% +30 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,957 $387K 0.08% +652 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,957 $387K 0.42% -375 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,947 $386K <0.01% +248 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,946 $386K 0.19% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,933 $384K 0.03% -370 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,936 $384K 0.09% -21 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,931 $384K 0.05% +606 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,920 $382K 0.04% -117,007 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,916 $382K <0.01% +436 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,875 $376K 0.01% +236 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,874 $376K 0.1% +35 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,872 $376K <0.01% -184 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,871 $376K 0.05% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,868 $376K 0.01% +465 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,843 $372K 0.12% +332 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,842 $372K 0.13% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,829 $370K 0.12% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,820 $369K 0.02% +2 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,819 $369K 0.06% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,816 $369K 0.1% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,803 $367K 0.09% new 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,801 $367K 0.21% -150 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,797 $366K 0.04% +358 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,778 $365K 0.02% +274 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,770 $363K 0.03% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,727 $357K 0.15% -727 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,727 $357K 0.06% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,718 $356K 0.02% +2 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,706 $354K 0.04% +104 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $354K 0.01% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,701 $354K 0.1% +181 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,699 $353K 0.04% -74 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,457 $353K 0.02% +241 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,696 $353K 0.02% +621 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,686 $352K 0.34% +35 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,685 $352K 0.14% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,676 $350K 0.01% +914 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,673 $350K 0.01% +9 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,656 $348K 0.05% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,653 $347K 0.17% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,649 $347K 0.02% +80 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,633 $346K 0.14% -482 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,630 $345K 0.01% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,635 $345K 0.23% -291 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,623 $345K 0.2% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,631 $345K 0.01% -124 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,629 $344K 0.04% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,624 $344K 0.23% +60 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,610 $342K 0.01% +1,586 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,600 $340K 0.02% +539 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,403 $340K 0.02% -107 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,585 $338K 0.03% -18,051 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,578 $338K 0.14% +3 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,501 $337K 0.01% -679 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,568 $336K 0.12% 0 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,558 $335K 0.05% -23 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,553 $334K 0.01% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,541 $333K 0.04% +691 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,537 $332K 0.34% -310 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,523 $330K 0.01% +7 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,521 $330K 0.05% -51 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,518 $330K 0.03% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,518 $330K 0.01% +230 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,513 $329K 0.33% -120 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,509 $329K 0.02% -179 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,509 $329K 0.22% new 13F-HR Timeline