MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,781 $1.03M 0.09% -133 13F-HR/A Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,781 $1.03M 0.05% +3 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,777 $1.03M 0.07% +243 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,772 $1.03M 0.02% -444 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,766 $1.03M 0.09% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,752 $1.02M 0.36% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,749 $1.02M 0.01% +346 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,747 $1.02M 0.03% -1,106 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,739 $1.02M 0.17% -61 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,722 $1.01M 0.03% +2 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,720 $1.01M 0.54% -40 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,710 $1M 0.42% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,706 $1M 0.38% -28 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,659 $985K 0.04% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,651 $982K 0.02% +8 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,649 $982K 0.05% -38 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,632 $975K 0.06% +1,062 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,630 $975K 0.15% 0 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 2,615 $969K 0.01% +143 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,605 $966K 0.2% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,600 $964K 0.68% -1,901 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,593 $961K 0.08% -22 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,591 $960K 0.02% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,585 $958K 0.01% +46 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,570 $953K 0.27% -805 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,551 $945K 0.01% -397 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,550 $945K 0.09% -350 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,537 $940K 0.05% -318 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,534 $939K 0.01% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,531 $938K 0.03% -3,619 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,527 $936K 0.07% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,506 $929K 0.19% -22 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,490 $923K 0.21% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,484 $921K 0.3% +48 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,479 $918K 0.03% +64 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,477 $918K 0.22% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,475 $917K <0.01% +1,280 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,465 $913K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,464 $913K 0.01% -307 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,458 $911K 0.06% -113 13F-HR/A Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,452 $909K 0.14% +4 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,450 $908K 0.13% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,447 $907K <0.01% 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,439 $904K 0.05% +4 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,439 $904K 0.16% +46 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,430 $901K 0.18% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,401 $900K 0.05% -4 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,420 $897K 0.01% -143 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,400 $889K 0.11% -30 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,397 $888K 0.01% -40 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,389 $885K 0.27% -59 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,383 $883K 0.03% +661 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,367 $877K <0.01% +45 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,365 $877K 0.14% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,362 $875K 0.01% +83 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,361 $875K 0.03% +470 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,346 $875K 0.21% +2 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,350 $871K 0.15% -50 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,348 $870K 0.01% -729 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,335 $865K 0.11% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,333 $865K 0.15% -57 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,332 $864K 0.14% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,313 $857K 0.13% -50 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,314 $857K 0.02% +28 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,308 $855K 0.02% +41 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,301 $853K 0.02% 0 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,290 $849K 0.33% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,267 $840K 0.17% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,267 $840K 0.2% -12 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,257 $836K 0.26% -40 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,248 $833K 0.4% -14 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,235 $828K 0.03% +698 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,231 $827K 0.01% -19 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,227 $825K 0.6% -3 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,203 $816K 0.13% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,153 $816K 0.05% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,201 $816K 0.01% +87 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,199 $815K 0.01% -352 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,198 $815K 0.05% +60 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,198 $815K 0.28% -80 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,194 $813K 0.01% +280 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,190 $812K <0.01% +408 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,176 $807K 0.02% +143 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,175 $806K 0.05% +1 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,173 $805K 0.31% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,172 $805K 0.02% +16 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,156 $799K 0.29% -80 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,150 $797K 0.05% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,145 $795K 0.24% -418 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,136 $792K 0.03% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,130 $789K 0.05% +9 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,130 $789K 0.03% +172 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 2,125 $788K 0.21% +6 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,110 $782K 0.08% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,083 $772K 0.05% 0 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,075 $770K 0.27% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,072 $768K 0.02% -3 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,057 $762K 0.17% +149 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,055 $762K 0.03% +97 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 2,050 $760K 0.34% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,048 $759K 0.1% -94 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,048 $759K 0.03% -244 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,044 $757K 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,043 $757K 0.02% +45 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,041 $756K 0.19% -24 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,040 $756K 0.15% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,035 $754K 0.09% +204 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,032 $753K <0.01% +363 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,024 $750K 0.05% -174 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,023 $750K 0.1% +1 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,018 $748K 0.19% new 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,008 $744K 0.03% -155 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,007 $744K 0.15% +19 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,004 $743K 0.07% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,001 $742K 0.13% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $741K 0.51% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $741K 0.08% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,993 $739K 0.09% +2 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,993 $739K 0.13% -10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,981 $734K 0.05% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,980 $734K 0.01% +41 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,974 $732K 0.02% -10 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1,973 $731K 0.01% -819 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,972 $731K 0.28% +32 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,972 $731K 0.26% -6 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,972 $731K 0.17% 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,972 $731K 0.28% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,971 $730K 0.03% +118 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,965 $728K 0.18% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,961 $727K 0.05% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,958 $726K 0.02% +740 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,935 $717K 0.03% +111 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,931 $716K 0.02% +396 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,929 $715K 0.21% -43 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 2,004 $711K 0.44% +1 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,896 $707K 0.1% -1,056 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,901 $704K 0.03% +22 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,895 $702K 0.09% +71 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,892 $701K 0.58% +17 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,887 $699K 0.21% -276 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,898 $699K 0.12% +3 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,879 $696K <0.01% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,875 $695K 0.04% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,875 $695K <0.01% +317 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,870 $693K 0.37% -107 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,865 $691K 0.05% +13 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,852 $686K 0.01% +73 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,844 $683K 0.05% +246 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,793 $674K 0.46% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,818 $674K <0.01% +498 13F-HR Timeline Group CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,818 $674K 0.15% -225 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,817 $673K 0.82% +922 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,817 $673K 0.08% +3 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,828 $673K 0.04% +22 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,815 $673K 0.16% -182 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,802 $668K 0.01% +1,102 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,798 $666K 0.05% -40 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,797 $666K 0.09% +37 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,788 $663K 0.01% -141 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,788 $663K 0.02% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,785 $662K 0.09% -23 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,774 $658K 0.07% -896 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,772 $657K 0.05% -191 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,755 $650K 0.67% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,753 $650K 0.09% -5 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,750 $649K 0.05% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,732 $642K 0.12% -34 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 1,735 $641K 0.22% -2,100 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,729 $641K 0.04% -401 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,726 $640K 0.08% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,720 $637K 0.11% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,719 $637K 0.12% +754 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,713 $635K 0.16% -38 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,712 $634K 0.03% -80 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,684 $631K 0.01% -429 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,697 $629K 0.02% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,695 $628K 0.05% +177 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,690 $626K 0.17% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,689 $626K 0.24% 0 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,669 $626K 0.26% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,684 $624K 0.13% -6 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,672 $620K 0.01% +266 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,642 $609K 0.05% +88 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,633 $605K 0.03% +65 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,630 $604K 0.05% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,622 $601K 0.28% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 1,620 $600K 0.04% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,617 $599K 0.1% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,615 $599K 0.02% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,603 $594K 0.01% -4 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,592 $590K 0.18% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,592 $590K 0.07% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,591 $590K 0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,586 $588K 0.1% -170 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,581 $586K 0.02% -27 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,577 $584K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,567 $581K 0.11% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,565 $580K 0.01% -10 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,562 $579K 0.08% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,561 $578K 0.02% -280 13F-HR Timeline