Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,570 $5.27M 0.38% +1,163 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,565 $5.27M 0.46% +262 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,560 $5.26M 0.25% +1,381 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 4,559 $5.26M 2.9% new 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,555 $5.26M 0.53% -1,075 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,550 $5.25M 2.81% +550 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,546 $5.25M 0.26% +1,188 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,536 $5.24M 0.63% -926 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,530 $5.23M 1.13% -2,139 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,497 $5.19M 0.32% +151 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 4,487 $5.18M 0.9% -1,156 13F-HR Timeline Shannon River Fund Management LLC More: the full row for Shannon River Fund Management LLC 4,484 $5.18M 0.46% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 4,482 $5.17M 0.32% -5,512 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,482 $5.17M 1% +451 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,464 $5.15M 2.41% -1,024 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 4,447 $5.13M 1.6% +17 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,445 $5.13M 0.51% -559 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,433 $5.12M 0.55% +100 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,406 $5.09M 0.13% +253 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,400 $5.08M 2.74% -613 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,394 $5.07M 0.31% -483 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,375 $5.05M 1.14% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 4,372 $5.05M 0.3% -162 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,369 $5.04M 1.23% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,362 $5.04M 0.17% -364 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,355 $5.03M 1.21% +434 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,345 $5.02M 0.71% -587 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,345 $5.02M 0.46% -943 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 4,342 $5.01M 1.07% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,341 $5.01M 1.62% +487 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 4,336 $5.01M 0.98% +160 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,329 $5M 0.33% -1,263 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,323 $4.99M 0.41% -181 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,311 $4.98M 0.56% -994 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,307 $4.97M 0.14% +1,198 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 4,285 $4.95M 1.45% -533 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,284 $4.94M 1.78% -895 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 4,283 $4.94M 4.3% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,243 $4.9M 0.25% +1,372 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 4,241 $4.89M -6,975 Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,239 $4.89M 0.78% -16 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 4,238 $4.89M 1.58% -368 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,235 $4.89M 0.09% +673 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,222 $4.87M 1.7% -1,038 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,902 $4.85M 2.27% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,204 $4.85M 0.43% +100 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,202 $4.85M 0.15% -819 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,200 $4.85M 0.86% -102 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,200 $4.85M 1.02% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,194 $4.84M 0.59% +96 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,188 $4.83M 0.83% -469 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,573 $4.82M 2.53% -331 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,173 $4.82M 0.11% +2,726 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,172 $4.82M 0.77% -7,803 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 4,200 $4.81M 2% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,166 $4.81M 0.44% +225 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,142 $4.78M 0.17% +1,405 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,102 $4.73M 0.19% -12,190 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,091 $4.72M 2.08% -1,166 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,079 $4.71M 0.96% +952 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,072 $4.7M 1.45% +1,132 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,068 $4.7M 0.42% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,060 $4.69M 1.26% -659 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,051 $4.68M 0.22% +1,527 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,043 $4.67M 0.05% -306 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,037 $4.66M 0.76% -239 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 4,033 $4.66M 2.06% -4,439 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,023 $4.64M 0.37% -1,003 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,012 $4.63M 1.42% -1,234 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 4,009 $4.63M 1.82% -394 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,008 $4.63M 0.11% +462 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,003 $4.62M 1.05% -4,073 13F-HR Timeline SCALAR GAUGE MANAGEMENT, LLC More: the full row for SCALAR GAUGE MANAGEMENT, LLC 4,000 $4.62M 2.55% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,000 $4.62M 1.69% -1,300 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,000 $4.62M 2.63% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,995 $4.61M 0.25% +108 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,991 $4.61M 0.36% +798 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,990 $4.61M 3.1% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,963 $4.57M 0.41% +1,274 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,956 $4.57M 1.1% +536 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,955 $4.57M -1,500 Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,953 $4.56M 0.06% +607 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,944 $4.55M 1.05% -5,582 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,931 $4.54M 0.36% -87 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,924 $4.53M 0.18% -1,136 13F-HR/A Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,919 $4.52M 1.02% -411 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,918 $4.52M 0.18% +410 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,916 $4.52M 0.31% +262 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,912 $4.51M 1.04% -41 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,900 $4.5M 0.5% +105 13F-HR/A Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,886 $4.49M 1.42% -594 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,879 $4.48M 3.25% +303 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,862 $4.46M 0.34% -285 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,857 $4.45M 0.74% -149 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 3,854 $4.45M 1.35% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 3,852 $4.45M 1.45% +2,494 13F-HR/A Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,851 $4.45M 1.08% -30 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,850 $4.44M 2.21% -1,001 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 3,849 $4.44M 1.28% +1,168 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,843 $4.44M 0.54% +233 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,829 $4.42M 0.67% +943 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,826 $4.42M 3.19% +725 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,826 $4.42M 0.76% +180 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,820 $4.41M 0.3% +92 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,813 $4.4M 0.8% +329 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,803 $4.39M 0.44% -1,351 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,796 $4.38M 2.95% -731 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,789 $4.37M 0.6% -241 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,786 $4.37M 0.75% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,772 $4.35M 0.41% +113 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,763 $4.34M 0.37% -259 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,159 $4.33M 0.94% +2,275 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,746 $4.32M 1.17% -34 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,746 $4.32M 0.44% +2,755 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,742 $4.32M 0.27% -2,256 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,737 $4.31M 0.8% -12,514 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,734 $4.31M 1.4% -301 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,730 $4.31M 1.16% -103 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,713 $4.29M 2.03% -2,292 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,713 $4.29M 0.66% +316 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 3,700 $4.27M 1.56% new 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 3,700 $4.27M 2.88% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,690 $4.26M 0.45% +726 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,686 $4.25M 0.38% -42 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,677 $4.24M 0.52% +572 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,667 $4.23M 0.28% +404 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,664 $4.23M 0.05% +458 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,662 $4.23M 0.79% +90 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,652 $4.22M 0.82% +96 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 3,651 $4.21M 1.25% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,642 $4.2M 0.95% -1,124 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,642 $4.2M 1.02% -1,267 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,640 $4.2M 0.14% +2,422 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,639 $4.2M 0.9% +280 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,632 $4.19M 0.29% -1,479 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,630 $4.19M 0.16% +50 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 3,629 $4.19M 1.41% +91 13F-HR Timeline Group MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 3,613 $4.17M 2.62% new 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,603 $4.16M 1.57% +15 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,592 $4.15M 0.48% -1,139 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,581 $4.13M 0.77% +52 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,580 $4.13M 3.15% +591 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,574 $4.13M 0.96% -1,370 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,573 $4.12M 1.81% -62 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3,570 $4.12M 2.47% -80 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,569 $4.12M 1.89% +342 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 3,552 $4.1M 0.67% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,544 $4.09M 1.05% +1,499 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,528 $4.07M 0.4% +815 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,526 $4.07M 0.52% new 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 3,525 $4.07M 1.38% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,521 $4.06M 2.42% +80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,519 $4.06M 1.82% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,515 $4.06M 0.47% +5 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,514 $4.06M 0.26% +517 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,511 $4.05M 0.2% +1,348 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,506 $4.05M 1.38% +253 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 3,504 $4.04M 0.48% +1,559 13F-HR Timeline 4D Advisors, LLC More: the full row for 4D Advisors, LLC 3,500 $4.04M 1.55% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 3,500 $4.04M 1.85% -1,500 13F-HR Timeline Arohi Asset Management PTE Ltd. More: the full row for Arohi Asset Management PTE Ltd. 3,482 $4.02M 1.47% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,478 $4.01M 1.14% +378 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 3,477 $4.01M 0.03% -388,315 13F-HR Timeline Group Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,476 $4.01M 2.65% -34 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 3,475 $4.01M 2.48% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,468 $4M 0.53% +2,448 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,465 $4M 1.72% +900 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,463 $4M 0.34% +2,683 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,462 $4M 0.33% -66 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,444 $3.98M 0.31% -24 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,438 $3.97M 0.9% +1,021 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,434 $3.96M 0.78% -290 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,425 $3.95M 2.05% +2,485 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,423 $3.95M 0.15% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,422 $3.95M 0.1% +556 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 3,415 $3.94M 2.83% +2,407 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,401 $3.93M 0.24% -2,470 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,394 $3.92M 0.15% -724 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,389 $3.91M 0.51% +153 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,388 $3.91M 0.26% -2,630 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,386 $3.91M 0.05% +1,883 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,381 $3.9M 0.4% -331 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,374 $3.89M 0.7% +1,967 13F-HR Timeline Tribune Investment Group LP More: the full row for Tribune Investment Group LP 3,370 $3.89M 2.63% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,356 $3.87M 0.2% -203 13F-HR Timeline ARVEST INVESTMENTS, INC. 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