Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,871 $1.04M 0.09% -249 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,864 $1.04M 0.1% -441 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,812 $1.03M 0.09% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,810 $1.03M 0.1% -250 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,808 $1.03M 0.09% +3,131 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 4,800 $1.03M 0.51% -300 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,793 $1.03M 0.08% +418 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,778 $1.02M 0.06% +2,662 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 4,920 $1.02M +2,420 Timeline EASTERN BANK More: the full row for EASTERN BANK 4,755 $1.02M 0.02% -404 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,750 $1.01M 0.19% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,747 $1.01M 0.08% -102 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,735 $1.01M 0.22% +566 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,721 $1.01M 0.03% -55 13F-HR/A Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 4,716 $1.01M 0.93% +1,056 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,715 $1.01M 0.36% -183 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 4,710 $1.01M 0.42% -300 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,677 $999K 0.11% +31 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,726 $997K 0.07% +102 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,662 $996K 0.03% -84 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,641 $993K 0.21% +242 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 4,636 $991K 0.77% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,634 $990K 0.04% +1,214 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,629 $990K 0.16% -2,234 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,598 $982K 0.2% -18 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,597 $982K 0.13% -75 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,579 $978K 0.46% -225 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,577 $978K 0.05% -36 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,520 $966K 0.6% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,500 $961K 0.36% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,496 $961K 0.04% -643 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4,495 $960K 0.28% -330 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,458 $952K 0.12% -165 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,446 $950K 0.07% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 4,441 $949K 0.35% -55 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,440 $949K 0.05% -333 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,426 $946K 0.11% -4,470 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,421 $945K 0.16% -294 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,417 $944K 0.17% +923 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,406 $941K 0.19% +5 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,402 $941K 0.12% +866 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,395 $938K 0.01% -698 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,381 $936K 0.1% -26 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,373 $934K 0.53% +2,050 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,371 $934K 0.04% -841 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 4,363 $932K 0.68% -593 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,362 $932K 0.13% +206 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,353 $930K 0.02% 0 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,353 $930K 0.01% -575 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,350 $929K 0.58% -3 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,321 $923K 0.28% -131 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 3,464 $920K 0.08% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,301 $919K 0.03% +64 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,301 $919K 0.91% -300 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,263 $911K 0.02% +181 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 4,250 $908K 0.93% +305 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,245 $907K 0.67% +582 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,241 $906K 0.46% +2 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 4,220 $902K 0.28% -88 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 4,201 $899K 0.13% +936 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 4,200 $897K 0.7% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,350 $896K 0.01% +152 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,195 $896K 0.32% -252 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,182 $894K 0.6% +692 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,182 $894K 0.13% +2,317 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,175 $892K 0.15% -297 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,174 $892K 0.04% -26 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,165 $890K 0.31% -401 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,161 $889K 0.14% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,139 $884K 0.12% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,137 $884K 0.05% -118 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,131 $883K 0.36% -610 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,969 $881K 0.66% +106 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,123 $881K 0.09% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 4,120 $880K 0.54% -135 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,081 $872K 0.06% -3,037 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,070 $870K 0.13% +607 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,065 $869K 0.35% +3,743 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,057 $867K 0.08% -100 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,041 $863K 0.06% +205 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,039 $863K 0.13% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 4,035 $863K 0.17% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,302 $862K 0.36% -1,288 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 4,031 $861K 0.14% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,030 $861K 0.27% +4 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,030 $861K 0.09% -48 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,033 $861K 0.21% +97 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,025 $860K 0.16% -1,200 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,020 $860K 0.48% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,000 $856K 0.38% 0 13F-HR/A Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,000 $855K 0.11% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,000 $855K 0.4% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,997 $854K 0.46% +5 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,996 $854K 0.08% -70 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,945 $843K 0.05% -390 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,932 $840K 0.16% -438 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,930 $840K 0.09% +938 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,916 $837K 0.57% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,916 $837K 0.32% +113 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,912 $836K 0.83% +640 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,911 $836K 0.33% -111 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,909 $835K 0.17% -295 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,904 $834K 0.03% +676 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 3,900 $833K 0.7% -1,400 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,896 $833K 0.19% +489 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,891 $831K 0.48% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,874 $828K 0.06% +116 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,866 $827K 0.13% +87 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,863 $826K 0.06% +564 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,867 $826K 0.26% +733 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,858 $824K 0.06% -6 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,853 $823K 0.03% +274 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,851 $823K 0.09% +83 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,844 $821K 0.19% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,836 $820K 0.06% +1,773 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 2,965 $818K 0.1% -5 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,815 $815K 0.09% -259 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,814 $815K 0.04% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,811 $814K 0.07% -8,325 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,810 $814K 0.14% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 3,806 $813K 0.64% -2,760 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,799 $812K 0.03% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,796 $811K 0.63% +19 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,792 $810K 0.06% +246 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,789 $810K 0.05% -478 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 3,771 $807K 0.72% +250 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,760 $803K 0.04% +3,435 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,760 $803K 0.21% +2,297 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 3,751 $801K 0.04% -350 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,733 $798K 0.15% -150 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,703 $792K 0.16% +1,628 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,700 $791K 0.24% -490 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 3,693 $789K 0.72% +1,737 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,679 $786K 0.22% -600 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,773 $780K 0.1% -2,736 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,641 $778K 0.21% +5 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,641 $778K 0.22% +444 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,633 $776K 0.02% +11 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,605 $770K 0.05% -260 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,603 $770K 0.32% -803 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,599 $769K 0.11% +27 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,598 $769K 0.06% -262 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,596 $768K 0.06% new 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 3,589 $767K 0.67% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,582 $766K 0.26% -3,425 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,452 $765K 0.49% -254 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,573 $763K 0.53% -704 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,565 $762K 0.16% -80 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,565 $762K 0.39% +95 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,552 $759K 0.25% +1,888 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,547 $758K 0.19% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,541 $757K 0.08% -33 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,407 $754K 0.04% -29 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,530 $754K 0.56% -30 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,524 $753K 0.08% -186 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,515 $751K 0.27% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,513 $751K 0.14% +664 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,513 $751K 0.29% +1,700 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3,507 $749K 0.44% -433 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 3,504 $749K 0.08% -985 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 3,501 $748K 0.23% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,735 $747K 0.01% +160 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,485 $745K 0.26% +297 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,460 $740K 0.26% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,459 $739K 0.26% 0 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,459 $739K 0.26% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,455 $738K 0.1% -30,734 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,447 $736K 0.34% -612 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,442 $735K 0.08% +571 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,437 $734K 0.23% +132 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,426 $732K 0.11% 0 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,426 $732K 0.39% -1,336 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,423 $731K 0.01% +123 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,415 $731K 0.12% +874 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,406 $728K <0.01% -459,360 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,396 $726K 0.13% +1,500 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,395 $725K 0.04% -335 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,392 $725K 0.13% +425 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,379 $723K 0.06% +10 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,380 $722K 0.09% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,380 $722K 0.09% -700 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,372 $720K 0.17% -853 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 3,370 $720K 0.11% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 3,234 $720K 0.48% +57 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,349 $716K 0.03% -51 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,702 $712K 0.02% +184 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,325 $710K 0.14% +31 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,310 $707K 0.05% +1,490 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,306 $706K 0.05% -76 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,301 $706K <0.01% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,290 $703K 0.49% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,283 $702K 0.1% -976 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,284 $701K 0.18% -264 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,255 $695K 0.62% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,250 $694K 0.16% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,243 $693K 0.07% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,242 $693K 0.11% -1,113 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,240 $692K 0.18% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,238 $692K 0.25% +29 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,196 $683K 0.03% +678 13F-HR Timeline