West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,772 $503K 0.13% +1,762 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 5,704 $497K 0.05% +17 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,683 $495K 0.08% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 5,625 $490K 0.25% -700 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,624 $490K 0.16% -497 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,618 $490K 0.09% -2,433 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,570 $490K 0.05% -1,110 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,612 $489K 0.12% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 5,600 $488K 0.39% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,564 $485K 0.35% +1,765 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 5,563 $485K 0.12% +860 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,513 $484K 0.02% +103 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,548 $484K 0.05% +506 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,496 $479K 0.13% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 5,501 $479K 0.07% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,481 $478K 0.36% -2,557 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,480 $478K 0.27% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 5,310 $477K 0.27% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,470 $477K 0.54% +590 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,456 $476K 0.16% +700 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,438 $474K 0.26% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,434 $474K 0.04% -476 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,430 $473K 0.42% +700 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,426 $473K 0.15% -358 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,419 $472K 0.1% 0 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 5,418 $472K 0.18% 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,399 $471K 0.31% -1,124 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,385 $469K 0.08% -185 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,382 $469K 0.06% +858 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,295 $469K 0.05% -237 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 5,372 $468K 0.35% -5,229 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,342 $466K 0.04% -15,406 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,338 $465K 0.04% -949 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,335 $465K 0.31% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,252 $464K 0.06% +2,057 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,305 $462K 0.03% +1,354 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 5,289 $461K 0.19% -191 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,280 $460K 0.31% +102 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,278 $460K 0.11% -4,953 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,274 $460K 0.25% -262 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,261 $459K 0.09% -1,248 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,260 $458K 0.01% +702 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,244 $457K 0.21% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,224 $455K 0.3% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,220 $455K 0.07% -120 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,215 $455K 0.23% +2,268 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,212 $454K 0.08% -971 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,182 $452K 0.1% +18 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,175 $451K 0.04% -185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 5,155 $449K 0.08% -7,256 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,144 $448K 0.2% +1,185 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 5,118 $446K 0.09% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,088 $444K 0.06% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 5,071 $442K 0.1% -31 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,044 $440K 0.09% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,026 $438K 0.07% +151 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,010 $437K 0.01% -2,149 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 5,000 $436K 0.22% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,000 $436K 0.23% 0 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,980 $434K 0.16% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,936 $433K 0.01% -1,739 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,940 $431K 0.01% new 13F-HR/A Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,910 $428K 0.1% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,872 $427K 0.07% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,873 $425K 0.19% +662 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,870 $425K 0.02% -3,947 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 4,865 $424K 0.04% -3,798 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,864 $424K 0.05% +7 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,861 $424K 0.08% +606 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,850 $423K 0.43% -275 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,828 $421K 0.09% -119 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,815 $420K 0.16% -854,629 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,805 $419K 0.09% +292 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 4,800 $418K 0.16% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,783 $417K 0.08% -613 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,764 $415K 0.23% +323 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,764 $415K 0.17% +610 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,763 $415K 0.01% +803 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,746 $414K 0.34% -148 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,741 $413K 0.1% +182 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,736 $413K 0.18% -110 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,735 $413K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,713 $411K 0.02% -915 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,710 $411K 0.12% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,707 $410K 0.18% -426 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,705 $410K 0.02% -6,979 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,689 $409K 0.01% +166 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 4,667 $407K 0.03% +1,652 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,649 $405K 0.09% +2 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,644 $405K 0.02% -318 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,605 $401K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,603 $401K 0.12% -805 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,588 $400K 0.03% +206 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,579 $399K 0.21% -88 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,529 $395K 0.21% +31 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,504 $393K -13,727 Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,503 $393K 0.34% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,501 $392K 0.05% +593 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 4,501 $392K 0.09% -200 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,496 $392K 0.01% -1,085 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,454 $391K 0.08% +103 13F-HR/A Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 4,460 $389K 0.04% +536 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,453 $388K 0.05% +215 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,452 $388K 0.04% +242 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,440 $387K 0.13% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,434 $387K 0.02% +486 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,397 $383K 0.29% +53 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,394 $383K 0.3% -48 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 4,392 $383K 0.27% +120 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,386 $382K 0.04% -149 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,360 $380K 0.01% -598 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,356 $380K 0.13% +381 13F-HR/A Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 4,333 $378K 0.42% +1,332 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,284 $376K 0.03% -498 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,312 $376K 0.13% -35 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,311 $376K 0.01% -22,568 13F-HR/A Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,295 $374K 0.1% +4,205 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,300 $374K 0.16% new 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 4,281 $373K 0.01% -24 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,272 $372K 0.12% +600 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,271 $372K 0.13% -169 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,234 $372K 0.23% +205 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,263 $372K <0.01% +24 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 4,261 $371K 0.01% -9,839 13F-HR/A Timeline Group POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,261 $371K 0.33% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,254 $371K 0.03% -516 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,239 $370K 0.05% +11 13F-HR Timeline InvesTrust More: the full row for InvesTrust 4,230 $369K 0.14% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,225 $368K 0.04% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,211 $367K 0.21% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,205 $367K 0.22% 0 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,196 $366K 0.15% +3 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,194 $366K 0.08% -865 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,188 $365K 0.03% +948 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,170 $363K 0.02% -1,220 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,168 $363K 0.15% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,157 $362K 0.19% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,070 $361K 0.2% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,127 $360K 0.01% +33 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,091 $360K <0.01% -1,095 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,116 $359K 0.07% -100 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,112 $358K 0.04% -250 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,099 $357K 0.34% +300 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,072 $355K 0.23% +587 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,069 $355K 0.02% -8,248 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 4,061 $354K 0.12% -100 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,060 $354K 0.06% +804 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,057 $353K 0.09% +398 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,041 $352K 0.19% +1,302 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,034 $352K 0.15% -49 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,027 $351K 0.16% +201 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,020 $350K <0.01% -228 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,017 $350K 0.04% +1,476 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 4,013 $350K 0.49% +3 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,011 $350K 0.04% -1,083 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,010 $350K 0.03% +599 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,989 $348K 0.12% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,978 $347K 0.03% +2,802 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,973 $346K 0.07% +293 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 3,971 $346K 0.01% +411 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,970 $346K 0.02% +661 13F-HR Timeline Group Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,957 $345K 0.17% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,943 $344K 0.01% +1,419 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,941 $344K 0.16% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,931 $343K 0.16% -135 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,927 $342K 0.25% -8 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,912 $341K 0.04% -436 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,910 $341K 0.02% -685 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $340K 0.27% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,868 $340K 0.04% -118 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,899 $340K 0.04% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,870 $337K 0.04% -934 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 3,856 $336K 0.33% -266 13F-HR/A Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,848 $335K 0.19% -150 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,841 $335K 0.15% -50 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,838 $335K 0.19% +628 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 3,827 $334K 0.02% -50 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,750 $332K 0.02% -22 13F-HR Timeline Group Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 3,802 $331K 0.18% +290 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,790 $330K 0.02% new 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,758 $328K 0.03% -14 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,756 $327K 0.06% +181 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,744 $326K 0.22% -39 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,735 $326K 0.12% +1 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 3,726 $324K 0.03% +128 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,711 $323K 0.07% -798 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,710 $323K 0.08% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,696 $322K 0.16% -329 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,688 $322K 0.19% -137 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,656 $321K 0.09% -296 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,679 $321K 0.11% +15 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,633 $317K 0.01% -5,388 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,627 $316K 0.13% -221 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,620 $316K 0.16% 0 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,620 $316K 0.05% +483 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,605 $314K 0.11% +113 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,598 $314K 0.09% +77 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,598 $314K 0.1% +55 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,592 $313K 0.1% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,588 $313K 0.14% -269 13F-HR Timeline