Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,640 $631K <0.01% -368 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,639 $631K 0.09% -63 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,611 $631K 0.11% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,600 $624K 0.34% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,600 $624K 0.17% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,531 $612K 0.05% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,530 $612K 0.1% -369 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,528 $612K 0.02% -384 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,500 $612K 0.03% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,524 $611K 0.08% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,507 $608K 0.13% +82 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 3,500 $607K 0.09% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,491 $606K 0.07% new 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,470 $602K 0.11% +1,395 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,464 $601K 0.03% -681 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,450 $598K 0.31% +249 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,446 $598K 0.03% +12 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,440 $597K 0.01% -144,447 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,386 $588K 0.01% -886 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,353 $582K 0.02% -294 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,334 $578K 0.02% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,317 $575K 0.16% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,314 $575K 0.17% +2,161 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,300 $572K 0.1% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,298 $572K 0.02% +2,114 13F-HR Timeline United Bank More: the full row for United Bank 3,281 $569K 0.19% -3,352 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 3,272 $568K 0.13% +17 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,268 $567K 0.03% -786 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,265 $566K 0.1% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,253 $564K 0.07% +278 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,244 $563K 0.05% 0 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,230 $560K 0.41% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,226 $559K 0.01% +528 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 3,206 $556K 0.16% -341 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,205 $556K 0.08% +964 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,200 $555K 0.11% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,197 $555K 0.32% +40 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 3,180 $552K 0.57% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,252 $548K 0.09% +16 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,157 $548K 0.01% +52 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,152 $547K 0.02% -491 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,150 $546K 0.06% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,148 $546K 0.19% +195 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,136 $544K 0.02% -344 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,120 $541K 0.16% -20 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,118 $541K 0.01% -43 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,107 $539K 0.04% +1,801 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,107 $539K 0.04% +16 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,090 $536K 0.13% +5 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,088 $536K 0.13% +113 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,082 $535K 0.03% +2,500 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,076 $534K 0.02% +936 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,043 $528K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,030 $526K 0.02% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,021 $524K 0.01% -1,832 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,001 $520K 0.02% +1,396 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 3,000 $520K 0.13% +300 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,995 $520K 0.01% +237 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,984 $518K 0.18% -2,021 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,977 $516K 0.01% +70 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,968 $515K 0.13% -1,505 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 2,967 $515K 1.47% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,950 $512K 0.01% +20 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,129 $511K 0.01% new 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 2,918 $506K 0.33% +200 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 2,920 $506K 0.12% -173 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,910 $505K 0.07% +228 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,900 $503K 0.24% -4,231 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 2,893 $502K 0.09% +1,095 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,881 $500K 0.01% -13,024 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,873 $498K 0.06% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,849 $494K 0.03% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,844 $493K 0.06% +322 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,844 $493K 0.17% +1,138 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,827 $490K +692 Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,817 $489K 0.13% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,816 $488K 0.01% -2,912 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,808 $487K 0.01% +50 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,806 $487K 0.04% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,805 $487K 0.22% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,794 $485K 0.02% +1,036 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,788 $484K 0.04% -75 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 2,776 $482K -1,408 Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,741 $475K 0.09% -1,069 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,721 $475K 0.07% +131 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,739 $475K 0.05% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,734 $474K 0.3% +50 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,729 $473K 0.06% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,728 $473K 0.09% -33 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,717 $471K 0.01% +221 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,717 $471K 0.02% +1,045 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,700 $468K <0.01% -4,039 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,699 $468K 0.01% +42 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,681 $465K 0.19% new 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,680 $465K 0.11% -19 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,704 $465K 0.1% -49 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,677 $464K 0.04% -1,776 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,648 $459K 0.1% +1,546 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,647 $459K 0.04% +182 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,867 $456K 0.04% -146 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,630 $456K 0.01% +34 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,628 $456K 0.03% +96 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,620 $454K 0.11% 0 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,618 $454K 0.03% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,606 $452K 0.02% -2,399 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,594 $450K 0.05% -5,842 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,593 $450K 0.01% -14 13F-HR Timeline Group Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 2,589 $449K 0.02% -378 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,583 $448K 0.17% -41 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,580 $448K 0.38% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,562 $444K 0.01% +697 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,546 $442K 0.09% -2,320 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,535 $440K 0.01% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,224 $437K 0.04% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 2,500 $434K 0.08% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,494 $433K 0.03% +586 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,489 $432K 0.09% +987 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,487 $431K 0.03% -531 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,475 $429K 0.02% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,457 $426K 0.03% +1,299 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,453 $425K 0.02% +703 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,437 $423K 0.06% -373 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,436 $423K 0.19% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,418 $418K 0.17% +1,021 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,404 $417K 0.06% -249 13F-HR Timeline Trust Co More: the full row for Trust Co 2,401 $416K 0.04% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,392 $415K 0.12% +1,257 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,391 $415K 0.02% -488 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,367 $411K 0.05% +1,235 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,366 $410K 0.06% -17,180 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,359 $409K 0.14% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,358 $409K <0.01% -306 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,341 $406K 0.01% +1,018 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,314 $401K 0.02% +35 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,304 $400K 0.17% +433 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,303 $399K 0.02% new 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 2,295 $398K 0.29% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,472 $395K 0.05% -7 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,277 $395K 0.01% -790 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,270 $394K 0.07% +37 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,259 $392K 0.02% -323 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,244 $389K 0.03% -74 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 2,228 $386K 0.02% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,225 $386K <0.01% +296 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,224 $386K 0.01% -231 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,217 $385K 0.12% +721 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,210 $383K 0.05% -8 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,202 $382K <0.01% +258 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,194 $381K 0.11% -14 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,189 $380K 0.35% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,874 $378K 0.17% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 2,177 $377K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,170 $376K 0.05% -285 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,152 $373K 0.04% +354 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,147 $372K 0.01% +883 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 2,145 $372K 0.2% -715 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,136 $370K 0.01% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,127 $369K 0.04% -683 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,109 $366K 0.01% -29 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,105 $365K 0.08% +29 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,100 $364K 0.08% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,096 $364K 0.18% -60 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,094 $363K 0.01% +7 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,087 $362K <0.01% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,071 $359K 0.09% +10 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,066 $358K 0.17% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,042 $354K 0.05% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,040 $354K 0.1% +640 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,037 $353K <0.01% -140 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,036 $353K 0.01% +430 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,037 $353K <0.01% -60 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 2,031 $352K 0.19% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,030 $352K 0.04% -15 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,029 $352K 0.3% +800 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,019 $350K 0.01% +28 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,010 $349K 0.02% -485 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,010 $349K 0.04% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,002 $347K 0.26% +247 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,001 $347K 0.07% +91 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,999 $347K 0.06% +1 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,000 $346K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,991 $345K 0.01% +83 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,991 $345K 0.01% +373 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,988 $345K 0.02% +56 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,981 $344K 0.23% +700 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,979 $343K 0.01% -526 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,958 $340K 0.04% +803 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,963 $337K 0.04% +6 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,929 $335K 0.15% -4 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,918 $333K 0.01% -2,071 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,913 $332K 0.05% +84 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,908 $331K 0.05% +190 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 1,900 $330K 0.13% new 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,900 $330K 0.02% +100 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,893 $328K 0.01% -2,910 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,051 $328K 0.16% -125 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,881 $326K 0.1% -36 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,878 $326K 0.12% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,934 $325K <0.01% 0 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,870 $324K 0.26% -51 13F-HR Timeline