First Interstate Bank More: the full row for First Interstate Bank 2,506 $419K 0.02% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,500 $418K 0.05% -500 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,500 $418K 0.33% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,500 $418K 0.13% 0 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 2,493 $417K 0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,490 $417K 0.02% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,170 $417K 0.12% +20 13F-HR Timeline DONALD SMITH & CO., INC. in group DONALD SMITH & CO., INC. More: the full row for DONALD SMITH & CO., INC. 2,488 $416K 0.01% -256,965 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,488 $416K 0.05% +420 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,479 $415K 0.32% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,214 $414K 0.06% -122 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,474 $414K 0.13% -170 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,461 $412K 0.05% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,461 $412K 0.01% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,446 $409K 0.07% -73 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,446 $409K 0.04% +237 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,438 $408K 0.2% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,425 $406K 0.01% -17 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,421 $405K 0.01% +363 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,420 $405K 0.08% -345 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,420 $405K <0.01% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 2,417 $404K 0.02% -103,683 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,460 $403K 0.04% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,408 $403K 0.03% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 2,403 $402K 0.03% new 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,401 $402K 0.08% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 2,401 $402K 0.2% +52 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 2,396 $401K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,391 $400K 0.01% -301 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,383 $399K 0.08% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,358 $395K 0.04% +44 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,355 $394K 0.07% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,353 $394K 0.15% +48 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,331 $390K -274 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,325 $389K <0.01% +219 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 2,315 $387K 0.24% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,312 $387K 0.05% -37 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,631 $386K 0.17% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,308 $386K 0.01% +106 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,305 $386K 0.22% new 13F-HR/A Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,297 $384K 0.1% +60 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,296 $384K 0.05% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 2,290 $383K 0.25% -39 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,285 $382K 0.07% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,280 $381K 0.31% -85 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,262 $378K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,253 $377K 0.02% -285 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,244 $375K 0.16% +270 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,238 $374K 0.13% -1,929 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,228 $373K 0.05% -265 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,228 $373K 0.06% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,228 $373K 0.06% -1,350 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,226 $372K 0.07% +271 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,224 $372K 0.06% -520 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 2,221 $372K 0.01% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,216 $371K 0.03% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,216 $371K 0.12% -10 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,213 $370K 0.04% -7 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,201 $368K 0.03% -407 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,173 $364K 0.02% +35 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,172 $363K 0.04% +6 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,168 $363K 0.05% +187 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,165 $362K 0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,165 $362K 0.01% -828 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 2,162 $362K 0.01% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,160 $361K 0.02% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,783 $361K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,153 $360K 0.2% +295 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,153 $360K 0.05% +77 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,150 $360K 0.1% +2 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,125 $356K 0.02% -1 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,125 $356K 0.03% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,123 $355K 0.03% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,112 $353K 0.02% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,110 $353K 0.09% -800 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,103 $352K 0.26% +2 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 2,100 $351K 0.25% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,077 $348K 0.09% +25 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,075 $347K 0.22% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,068 $346K 0.1% -240 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,049 $343K 0.11% +2,005 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,048 $343K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,044 $342K 0.01% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,037 $341K 0.02% -32,269 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,034 $340K 0.03% +71 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,033 $340K 0.08% -201 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,033 $340K 0.14% +2,020 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 2,031 $340K 0.24% +2 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,028 $339K 0.08% -355 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,025 $339K 0.08% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,025 $339K 0.04% -79,908 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,021 $338K 0.02% +365 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,020 $338K 0.13% +11 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,011 $336K 0.11% -5,625 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,001 $336K 0.05% +126 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,006 $336K 0.03% 0 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,003 $335K 0.08% -1,108 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,002 $335K 0.06% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,000 $335K 0.07% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,000 $335K 0.02% 0 13F-HR/A Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,000 $335K 0.11% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,000 $335K 0.06% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,000 $335K 0.13% 0 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 2,000 $335K 0.12% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,999 $334K 0.04% new 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 1,983 $332K 0.02% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,980 $331K 0.1% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,962 $328K 0.08% +107 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,800 $328K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,953 $327K 0.01% -159 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,941 $325K 0.01% +84 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,940 $325K 0.05% +49 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,940 $325K 0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,940 $325K 0.03% +511 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,938 $324K 0.05% -470 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,931 $323K 0.2% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,930 $323K 0.11% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,924 $322K 0.05% +52 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,922 $322K 0.04% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,917 $321K 0.07% +7 13F-HR Timeline United Bank More: the full row for United Bank 1,914 $320K 0.11% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,914 $320K 0.13% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,903 $318K 0.01% +115 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,404 $318K 0.09% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,899 $318K 0.15% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,893 $317K 0.01% -114 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,655 $316K 0.26% -1,875 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,887 $316K 0.02% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,886 $316K 0.13% -16 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,881 $315K 0.04% +2 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,879 $314K 0.13% -3 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,879 $314K 0.07% -3,750 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,875 $314K 0.03% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,870 $313K 0.1% new 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,869 $313K 0.06% +20 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,867 $312K 0.01% +115 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,857 $312K 0.14% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,866 $312K 0.07% +2 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 1,862 $312K 0.1% +210 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,855 $310K 0.06% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,842 $308K 0.02% +5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,832 $307K 0.11% +697 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,826 $306K 0.08% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,815 $304K 0.07% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,800 $301K 0.03% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,800 $301K 0.02% -115 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,797 $301K 0.06% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,795 $300K 0.11% -2,920 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,792 $300K 0.07% +85 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,784 $298K 0.04% -214 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,340 $297K 0.05% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,775 $297K 0.01% -157 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,775 $297K 0.02% -29 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,774 $297K 0.23% -299 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,771 $296K 0.08% -89 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,769 $296K 0.08% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,762 $295K 0.12% +2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,531 $294K 0.02% +150 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,758 $294K 0.03% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,757 $294K 0.01% new 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,750 $293K 0.28% 0 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 1,748 $292K 0.09% -219 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,748 $292K 0.19% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,746 $292K 0.11% +1 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,741 $291K 0.04% -124 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,737 $291K 0.03% -338 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,727 $289K 0.03% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,300 $287K 0.02% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,713 $287K 0.11% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,696 $284K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,696 $284K 0.03% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,693 $283K 0.13% +53 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,692 $283K 0.05% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,687 $282K <0.01% -528 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,678 $281K 0.1% -52 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,676 $280K 0.14% +13 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,675 $280K <0.01% -686 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,672 $280K 0.07% -1,565 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,664 $278K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,663 $278K 0.06% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,663 $278K 0.02% +2 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,658 $277K 0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,650 $276K 0.06% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,650 $276K 0.2% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,649 $276K 0.08% -460 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,647 $276K 0.09% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,645 $275K 0.15% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,638 $274K 0.09% -340 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,637 $274K 0.08% -101 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,634 $273K 0.07% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,633 $273K 0.1% -600 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,632 $273K 0.05% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,631 $273K 0.04% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,625 $272K 0.16% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,231 $272K 0.05% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,622 $271K 0.02% -241 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,608 $269K 0.01% new 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 1,608 $269K 0.1% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,600 $268K 0.02% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,599 $268K 0.02% new 13F-HR Timeline