Denver PWM, LLC More: the full row for Denver PWM, LLC 2,526 $191K 0.07% -48 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,504 $189K 0.03% -692 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,478 $188K 0.11% +231 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,461 $186K 0.01% +302 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,416 $183K 0.05% +59 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,389 $181K 0.11% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,374 $180K 0.03% +22 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2,345 $177K <0.01% -405,904 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,345 $177K 0.04% +111 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,292 $173K 0.03% -266 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 2,438 $173K 0.11% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,265 $171K 0.02% -99 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,258 $171K 0.01% +198 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,254 $171K 0.03% +377 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2,261 $169K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,217 $168K 0.01% -259 13F-HR Timeline Group MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 2,178 $165K 0.04% -1,452 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 2,150 $163K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,147 $162K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,145 $162K 0.03% +12 13F-HR Timeline MOTCO More: the full row for MOTCO 2,136 $162K 0.02% -2,713 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,088 $158K 0.07% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,065 $157K 0.05% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,014 $152K 0.08% 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,000 $151K 0.01% 0 13F-HR Timeline Price Jennifer C. More: the full row for Price Jennifer C. 2,000 $151K 0.2% new 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,985 $150K 0.01% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,967 $149K 0.07% -3,768 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,895 $143K 0.04% -225 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,875 $143K 0.06% -16 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,873 $142K 0.08% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,856 $140K 0.01% -556 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,893 $140K 0.01% -8,963 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,851 $140K 0.02% -222 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,850 $140K <0.01% -26,494 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,836 $139K 0.02% -161 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,788 $135K 0.06% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,702 $129K 0.01% -268 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,695 $128K 0.1% -472 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,687 $128K 0.01% -190 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,680 $127K 0.01% -156 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,610 $122K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,588 $120K <0.01% -2 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,570 $119K 0.02% -150 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,567 $119K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,552 $117K 0.02% -373 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,541 $117K 0.01% -2 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,500 $114K 0.05% +150 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $114K 0.02% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,500 $114K 0.05% 0 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 1,487 $113K 0.02% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,471 $111K 0.01% -261 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,462 $111K 0.06% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,428 $108K 0.01% -1,255 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,425 $108K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,412 $107K 0.01% -65 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,400 $106K 0.01% -390 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 1,382 $105K 0.07% +245 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,361 $103K 0.01% -705 13F-HR Timeline TOBAM More: the full row for TOBAM 1,353 $102K 0.03% -871 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,301 $98.4K <0.01% -87 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,296 $98.1K 0.01% +5 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,285 $97.2K 0.04% -120 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,283 $96.9K <0.01% 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,279 $96.8K 0.05% -100 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,263 $96K 0.05% -375 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,245 $94.7K 0.06% -270 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,250 $94.6K 0.21% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,240 $93.8K 0.02% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,236 $93.5K 0.02% +149 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,224 $92.6K 0.04% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,207 $91.8K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,198 $90.7K 0.03% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,181 $89.4K 0.01% -32 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,174 $88.9K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,159 $87.7K 0.02% -111 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,129 $85.4K 0.03% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,122 $84.9K 0.05% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,107 $83.8K 0.09% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,104 $83.5K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,097 $83K 0.01% -366 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,087 $82.3K 0.04% +1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,099 $82K 0.06% -26 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,080 $81.7K 0.01% -1,000 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,069 $80.9K <0.01% -56 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,049 $79.4K 0.04% -561 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,048 $79.3K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,038 $78.5K 0.01% -42 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,032 $78.1K 0.02% -861 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 713 $77.4K 0.03% +492 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,012 $77K <0.01% +96 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,011 $76.5K 0.02% -4,907 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,020 $76.1K 0.02% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,000 $76.1K 0.04% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,000 $75.7K 0.04% 0 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 997 $75.4K 0.03% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 997 $73.1K 0.02% -175 13F-HR Timeline Security National Bank More: the full row for Security National Bank 964 $72.9K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 956 $72.3K 0.04% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 948 $71.7K 0.02% -29 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 942 $71.3K 0.05% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 933 $70.6K 0.01% -20 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 932 $70.5K 0.03% +321 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 932 $70.5K 0.03% +11 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 893 $67.9K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 882 $66.7K 0.03% 13F-HR/A Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 879 $66.5K 0.02% +63 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 833 $63K 0.04% +18 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 833 $63K 0.01% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 814 $61.6K 0.02% new 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 800 $60.5K 0.06% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 800 $60.5K 0.03% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 758 $57.4K 0.01% -10 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 753 $57K 0.02% 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 750 $56.7K 0.02% +126 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 748 $56.6K 0.01% +721 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 741 $56.1K 0.02% -125 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 740 $56K 0.04% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 746 $56K 0.01% +240 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 740 $56K 0.03% +530 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 739 $55.9K <0.01% -116 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 732 $55.4K 0.02% -171 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 721 $54.5K 0.01% +54 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 700 $53K 0.02% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 694 $52.5K <0.01% 0 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 671 $50.8K 0.02% -684 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 664 $50.2K 0.01% -31 13F-HR/A Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 655 $49.6K 0.02% -109 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 640 $48.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 636 $48.1K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 645 $48K 0.01% +28 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 633 $47.9K 0.04% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 633 $47.9K 0.02% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 625 $47.3K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 617 $46.7K 0.09% -605 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 612 $46.3K 0.04% +45 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 609 $46.1K 0.01% -158 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 605 $45.8K 0.04% 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 650 $45.6K 0.03% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 600 $45.4K 0.02% -190 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 600 $45.4K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 596 $45.1K 0.02% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 594 $44.9K 0.01% -1,606 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 585 $44.2K <0.01% -65 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 579 $43.8K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 571 $43.2K 0.04% -14 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 565 $43K 0.02% -25 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 563 $42.6K 0.03% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 560 $42.4K 0.04% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 547 $41.4K 0.02% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 531 $40.2K 0.01% -1 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 524 $39.7K 0.04% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 519 $39.3K 0.04% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 523 $39K 0.03% +198 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 513 $38.8K 0.01% +250 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 510 $38.6K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 506 $38.3K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 484 $36.6K <0.01% -14,001 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 480 $36.3K <0.01% -4 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 470 $35.6K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 470 $35.6K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 463 $35K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 454 $34.4K <0.01% -237 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 451 $34.1K 0.01% 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 444 $33.6K 0.01% -3,034 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 441 $33.4K 0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 446 $32.9K 0.02% +64 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 415 $31.4K 0.03% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 412 $31.2K 0.01% +273 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 407 $30.8K 0.03% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 405 $30.6K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 386 $30.4K 0.03% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 400 $30.3K <0.01% 0 13F-HR/A Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 400 $30.3K 0.02% +210 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 400 $30.3K 0.01% -16,500 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 400 $30.3K 0.02% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 391 $30K <0.01% -406 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 390 $30K 0.01% -300 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 389 $29.5K <0.01% +27 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 377 $29K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 371 $28.1K 0.02% +200 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 365 $27.6K <0.01% +122 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 363 $27.5K 0.01% -942 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 350 $26.6K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 338 $25.6K 0.01% +55 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 333 $25.2K 0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 330 $25K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 322 $24.4K 0.01% -198 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 317 $23.8K 0.02% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 308 $23.3K 0.01% +12 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 300 $22.8K 0.02% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 300 $22.7K <0.01% -200 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 296 $22.4K 0.01% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 294 $22.3K 0.01% -745 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 292 $22K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 287 $21.7K 0.02% +1 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 282 $21.4K <0.01% -7 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 277 $21K <0.01% +28 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 267 $20.2K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 265 $20.1K 0.01% 13F-HR Timeline