Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,186 $813K 0.03% -62 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,118 $806K 0.17% +1,298 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,111 $805K 0.13% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,109 $805K 0.21% -259 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,092 $803K 0.05% +938 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 8,091 $803K 0.03% +1,754 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 8,015 $796K 0.03% -14,380 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 8,007 $795K 0.26% +1,609 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 8,005 $795K 0.18% -685 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 8,000 $794K 0.03% 0 13F-HR Timeline JAT Capital Mgmt LP More: the full row for JAT Capital Mgmt LP 8,000 $794K 1.68% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 7,990 $793K 0.12% +377 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,913 $793K 0.09% -132 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,961 $790K 0.07% -556 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 7,933 $788K 0.19% -100 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 7,925 $787K 0.37% +2,230 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,914 $786K 0.07% -232 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 7,884 $783K 0.7% +1,129 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,860 $780K 0.11% +4,783 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 7,838 $778K 0.5% -2,119 13F-HR Timeline Crystal Cove Asset Management, LLC More: the full row for Crystal Cove Asset Management, LLC 7,820 $776K 0.85% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,331 $776K 0.1% +18 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,787 $773K 0.07% +373 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 7,776 $772K 0.06% -721 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,775 $772K 0.05% -3,708 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,711 $766K 0.08% +807 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,700 $764K 0.02% -1,636 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 7,699 $764K 0.56% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,674 $762K 0.14% +6,809 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,101 $760K 0.25% -560 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,584 $757K 0.08% +115 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,620 $757K 0.16% +170 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,505 $745K 0.07% +1,012 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7,496 $744K 0.1% -1,315 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 7,477 $742K 0.13% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,415 $736K 0.1% -910 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,397 $734K 0.05% -637 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,370 $732K 0.29% -1,217 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,368 $731K 0.05% 0 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,354 $730K 0.1% +416 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 7,345 $729K 0.03% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 7,336 $728K 0.13% -311 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 7,310 $726K 0.2% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,288 $724K 0.1% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,275 $722K 0.04% -935 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 7,234 $718K 0.6% -452 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 7,230 $718K 0.22% +524 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 7,223 $717K 0.4% -841 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7,210 $716K 0.03% +6,420 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,184 $713K 0.1% -1,612 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,179 $713K 0.03% +4,240 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,177 $713K 0.08% +3,917 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,174 $712K 0.16% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 7,140 $709K 0.22% +846 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 7,125 $707K 0.2% +779 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,101 $705K 0.02% -717 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,093 $704K 0.02% -55,484 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,037 $699K 0.22% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,029 $698K 0.49% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,023 $697K 0.04% +2,483 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 7,000 $695K 0.3% new 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 7,000 $694K 0.46% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,974 $692K 0.28% +2,674 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,934 $688K 0.04% -4,105 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 6,927 $688K 0.32% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,926 $688K 0.21% -163 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,904 $685K 0.03% +1,251 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 6,900 $685K 1.23% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,885 $684K 0.07% -1,495 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 6,850 $680K 0.51% +674 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 6,847 $680K 0.27% -789 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,845 $680K 0.02% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,835 $679K 0.24% +4,789 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,822 $677K 0.02% -3,197 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,798 $675K 0.02% +1,040 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,789 $674K 0.06% -4,447 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,781 $673K 0.01% -39,409 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,849 $668K 0.04% +721 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,717 $667K 0.06% -19,788 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,712 $666K 0.01% -6,730 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 6,691 $664K 0.25% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,660 $661K 0.1% -94 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,660 $661K 0.22% +1,275 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 6,658 $661K 0.34% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,640 $659K 0.08% +645 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 6,625 $658K 0.1% -1,011 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,623 $658K <0.01% -5,528 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,615 $657K 0.17% -409 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,581 $653K 0.38% +2,111 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,545 $650K 0.05% +4,103 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,537 $649K 0.01% -1,364 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,025 $649K 0.23% +1,021 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,509 $646K 0.15% -171 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,479 $643K 0.03% 0 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 6,380 $633K 0.57% -2,187 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,376 $633K 0.09% +553 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,370 $632K +1,140 Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,358 $631K 0.45% -353 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 6,349 $630K +2,464 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,317 $627K 0.04% +42 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,307 $626K 0.15% +3,042 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,240 $620K 0.04% +2,668 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 6,234 $619K 0.02% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 6,228 $618K 0.04% -30,844 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,227 $618K new Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,217 $617K 0.06% -29,024 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,208 $616K 0.01% -7 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,198 $615K 0.1% +584 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 6,192 $615K 0.7% new 13F-HR Timeline Group EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 6,191 $615K 0.01% -4,215,235 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,190 $615K 0.04% +1,025 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 6,187 $614K <0.01% 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 6,185 $614K 0.42% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,180 $614K 0.05% -2,412 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 6,175 $613K 0.37% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 6,153 $611K 0.18% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,150 $611K -1,307 Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,138 $609K 0.05% -3,016 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,139 $608K <0.01% +515 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 6,105 $606K 0.07% +317 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,034 $599K 0.07% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,019 $598K 0.05% +2,709 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,008 $596K 0.15% -92 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 6,000 $596K 0.09% 0 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 6,000 $596K 0.19% 0 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 6,000 $596K 0.29% +800 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,993 $595K 0.06% +2,439 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 5,985 $594K 0.02% -263,687 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,973 $593K 0.09% -606 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,973 $593K 0.02% 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 5,965 $592K 0.01% -69 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,955 $591K 0.03% +593 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,935 $589K 0.11% +880 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,015 $588K 0.01% +166 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,917 $587K 0.01% +2,095 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,910 $587K 0.12% +2,050 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,910 $587K 0.04% -5,667 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,910 $587K 0.01% +476 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 5,905 $586K 0.02% new 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 5,895 $585K 0.57% 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 5,882 $584K 0.1% +899 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,875 $583K 0.05% +1,900 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 5,874 $583K 0.27% +1,574 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,874 $583K 0.06% +274 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,867 $582K 0.08% -366 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,857 $581K 0.14% -642 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,826 $578K 0.06% -2,662 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,817 $578K 0.14% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,816 $577K 0.02% +290 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,811 $577K 0.05% +11 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,786 $574K 0.11% -2,402 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 5,760 $572K 0.26% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,727 $569K 0.02% +1,657 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,715 $567K 0.01% -1,384 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,685 $564K 0.19% +646 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,670 $563K 0.21% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,665 $562K 0.45% +2,195 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,634 $559K 0.07% -169 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,591 $555K 0.02% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,582 $554K 0.24% +720 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 5,571 $553K 0.01% +150 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,559 $552K 0.01% -3,313 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,545 $551K 0.25% -250 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,542 $550K 0.05% -85 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,533 $549K 0.01% -1,437 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,530 $549K 0.17% +5 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,510 $547K 0.03% -8,097 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 5,500 $546K 0.31% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,438 $540K 0.02% -1,225 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,435 $540K 0.12% +600 13F-HR Timeline American Trust More: the full row for American Trust 5,434 $539K 0.04% +298 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,425 $539K 0.22% new 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,387 $535K 0.13% -414 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,383 $534K 0.21% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,377 $534K 0.03% +1,425 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 5,366 $533K 0.22% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,355 $532K 0.1% +555 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,307 $527K 0.16% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,300 $526K 0.29% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,293 $525K 0.03% +2,517 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,273 $524K 0.41% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,270 $523K 0.07% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,274 $523K 0.03% -6,925 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,225 $519K 0.21% +100 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,227 $519K 0.21% +202 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,220 $518K 0.02% -2,959 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,221 $518K 0.01% +5,181 13F-HR Timeline Group Marble Bar Asset Management LLP More: the full row for Marble Bar Asset Management LLP 5,215 $518K 0.36% -65 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,211 $517K 0.04% +35 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 5,200 $516K 0.59% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,166 $513K 0.03% -1,046 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,118 $512K 0.39% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,102 $509K 0.18% +1,682 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,785 $506K 0.09% +287 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,096 $506K 0.03% +2,635 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,095 $506K 0.1% +146 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,077 $504K 0.08% -2,605 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 5,030 $499K 0.07% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,617 $497K 0.05% +812 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 5,007 $497K 0.39% -5 13F-HR Timeline