AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,767 $1.72M 0.23% -85 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 11,750 $1.72M 0.53% +1,942 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 11,732 $1.72M 1.3% -33 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,732 $1.72M 0.18% +775 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 11,697 $1.71M 0.55% -121 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,689 $1.71M 0.12% -815 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,648 $1.71M 0.03% -71 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,598 $1.7M 0.04% -2,510 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 11,591 $1.7M 1.32% -1,536 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,583 $1.7M 0.16% -147 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,572 $1.7M 0.09% +27 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,522 $1.69M 0.09% +1,046 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,520 $1.69M 0.16% +6,545 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 11,516 $1.69M 1.07% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,508 $1.69M 0.1% 0 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 11,496 $1.68M 1.22% -4,613 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 11,433 $1.68M 0.82% +1,268 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,429 $1.67M 0.19% -1,232 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,410 $1.67M 0.38% -74 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 11,365 $1.67M 0.19% new 13F-HR/A Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,368 $1.66M 0.19% +1,181 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,333 $1.66M 0.14% -1,709 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 11,287 $1.65M 0.13% +1,340 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 11,273 $1.65M 0.23% -2,496 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 11,268 $1.65M 0.54% +137 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 11,243 $1.65M 0.1% -15,744 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 11,216 $1.64M 0.2% -1,534 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,163 $1.64M 0.07% -5,137 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,110 $1.63M 0.34% -598 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,100 $1.63M 0.06% -184 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,099 $1.63M 0.31% +3,428 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 11,406 $1.63M 0.55% -947 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,054 $1.62M 0.61% -924 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 12,435 $1.61M 1.06% +4,154 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 11,001 $1.61M 0.46% +6,046 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,997 $1.61M 0.47% +41 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,982 $1.61M 0.11% +962 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,959 $1.61M 0.13% -3,770 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 10,922 $1.6M 0.43% -398 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 10,893 $1.6M 0.32% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,890 $1.6M 0.08% +5,283 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 10,888 $1.6M 0.22% +85 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 10,888 $1.6M 0.1% -15,981 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,884 $1.6M 0.41% -505 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 10,871 $1.59M 0.04% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 12,574 $1.59M 0.62% +198 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 10,838 $1.59M 0.31% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,833 $1.59M 0.09% +3,477 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,818 $1.59M 0.05% -600 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,815 $1.58M 0.2% +249 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,794 $1.58M 0.22% -1,937 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 10,791 $1.58M 0.2% -189 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,692 $1.57M 0.33% -236 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 10,686 $1.57M 0.11% -75 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,681 $1.57M 0.07% +1,443 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,660 $1.56M 0.1% +772 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 10,608 $1.55M 0.42% -727 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,607 $1.55M 0.11% +1,842 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 10,605 $1.55M 0.38% +22 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,563 $1.55M 0.27% +3,221 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,545 $1.55M 0.13% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,539 $1.54M 0.32% +51 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 11,000 $1.54M 0.24% 0 13F-HR Timeline Group AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 10,518 $1.54M 1.31% -875 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 10,500 $1.54M 1.67% +5,000 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,505 $1.54M 0.57% +2,427 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 10,473 $1.53M 1.33% +935 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 10,472 $1.53M 0.17% +250 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,471 $1.53M 0.1% +86 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,462 $1.53M 0.21% -203 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,430 $1.53M 0.02% +4,442 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,423 $1.53M <0.01% +2,309 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 10,422 $1.53M 0.36% -428 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,402 $1.52M 0.42% +619 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,390 $1.52M 0.71% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 10,385 $1.52M 0.35% +190 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,383 $1.52M 0.25% -263 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 10,351 $1.52M 0.15% new 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 10,350 $1.52M 1.02% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 10,327 $1.51M 0.08% +7,138 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,302 $1.51M 0.25% +3,165 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 10,285 $1.51M 1.04% -200 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 10,278 $1.51M 0.74% +6,255 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,256 $1.5M 0.26% +150 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 10,240 $1.5M 0.33% 0 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 10,217 $1.5M <0.01% -13,473 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 10,192 $1.49M 0.18% -332 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 10,181 $1.49M 0.09% +1,363 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,129 $1.48M 0.1% +630 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 10,120 $1.48M 0.51% -1,562 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 10,120 $1.48M 0.03% +8,223 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,103 $1.48M 0.13% +666 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 10,097 $1.48M 0.74% -239 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 10,094 $1.48M 0.6% +26 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 10,092 $1.48M 0.12% -614 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,086 $1.48M 0.22% +234 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,079 $1.48M 0.24% -170 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 10,077 $1.48M 0.37% -143 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,067 $1.48M 0.02% -34,765 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,022 $1.47M 0.04% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 10,045 $1.47M 1.02% +2,023 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 10,033 $1.47M 0.12% +689 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,025 $1.47M 0.06% +1,146 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10,024 $1.47M 0.58% +69 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,008 $1.47M 0.71% +1,819 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,004 $1.47M 0.22% +8,408 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 10,000 $1.47M 0.28% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,000 $1.47M 1.01% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 9,977 $1.46M 0.33% -208 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 9,974 $1.46M 0.12% +263 13F-HR/A Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 9,959 $1.46M 0.22% +1,528 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,957 $1.46M 0.14% -21 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,939 $1.46M 0.03% -303 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,935 $1.46M 0.07% -74 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,931 $1.46M 0.02% +156 13F-HR Timeline Group Scharf Investments, LLC More: the full row for Scharf Investments, LLC 9,921 $1.45M 0.05% -1,017 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 9,893 $1.45M 0.18% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,878 $1.45M 0.38% +1,811 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,863 $1.45M 0.02% +2,009 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,857 $1.44M 0.08% +13 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,841 $1.44M 0.07% +288 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,840 $1.44M 0.26% -1,425 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 9,820 $1.44M 1.16% -3,310 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,819 $1.44M 0.18% -2,436 13F-HR Timeline Boit C F David More: the full row for Boit C F David 9,800 $1.44M 0.6% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,798 $1.44M 0.15% +536 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 9,796 $1.44M 0.83% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 9,784 $1.43M 0.09% -2,685 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,775 $1.43M 0.14% +1,560 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,770 $1.43M 0.27% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,754 $1.43M 0.14% +1,004 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 9,740 $1.43M 0.22% -975 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,696 $1.42M 0.16% -611 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,677 $1.42M 0.11% +481 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,673 $1.42M 0.26% +2,313 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 9,639 $1.41M 0.31% -110 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,617 $1.41M 0.04% +298 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,616 $1.41M 0.1% +371 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,611 $1.41M 0.41% -199 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 9,595 $1.41M 0.66% -333 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 9,562 $1.4M 0.1% +563 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,557 $1.4M 0.03% -11 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 9,539 $1.4M 0.09% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,538 $1.4M 0.08% +270 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,505 $1.39M 0.24% -170 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 9,221 $1.39M 0.66% +7,215 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,500 $1.39M 0.26% +387 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,463 $1.39M 0.71% -1,214 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 9,436 $1.38M 0.64% -168 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,388 $1.38M 0.46% -411 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 9,386 $1.38M 0.52% +83 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,385 $1.38M 0.23% +66 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 9,372 $1.37M 0.09% -220 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,359 $1.37M 0.02% +809 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,356 $1.37M 0.29% +151 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 9,346 $1.37M 0.48% -309 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,336 $1.37M 0.48% +598 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 9,335 $1.37M 0.26% +9,111 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 9,320 $1.37M 0.12% -3,338 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 9,264 $1.36M 0.11% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,242 $1.35M 0.57% -8 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,233 $1.35M 0.09% +1,835 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,181 $1.35M 0.57% -1,484 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,167 $1.34M 0.18% -604 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 9,158 $1.34M 0.25% -4,145 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,146 $1.34M 0.09% -1,843 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,145 $1.34M 0.29% +52 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,144 $1.34M 0.14% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 9,127 $1.34M 0.18% -3,552 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 9,124 $1.34M 0.73% +907 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 9,123 $1.34M 1.16% +2,453 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 9,060 $1.33M 0.55% +28 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,050 $1.33M 0.02% -5,605 13F-HR/A Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 9,049 $1.33M 0.33% +2,413 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 9,011 $1.32M 0.04% -54 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 9,000 $1.32M 0.05% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,996 $1.32M 0.07% +583 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 8,994 $1.32M 0.26% +2,094 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 8,990 $1.32M 0.15% +8,749 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 8,978 $1.32M 0.96% -71 13F-HR Timeline Group Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 8,876 $1.31M 1.09% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,946 $1.31M 0.12% +1,098 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,942 $1.31M 0.59% +900 13F-HR Timeline Koshinski Asset Management, Inc. 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