Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,077 $283K 0.02% -57 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,060 $282K 0.03% +481 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,060 $282K 0.03% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,051 $282K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,041 $280K 0.01% -477 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,018 $278K 0.28% -375 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,018 $278K 0.13% -225 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,015 $278K 0.07% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,005 $277K 0.03% 0 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,001 $276K 0.07% -683 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,000 $276K 0.05% new 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,000 $276K 0.19% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,999 $276K 0.04% +104 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,983 $275K 0.05% +18 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,980 $274K <0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,978 $274K 0.04% -69 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,975 $274K 0.04% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,968 $273K 0.05% -1 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,965 $273K 0.01% +205 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,964 $273K 0.02% +732 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,963 $273K 0.01% +58 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,955 $272K 0.02% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,948 $271K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,947 $271K <0.01% -1,710 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,940 $271K 0.06% -45 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,000 $270K 0.03% +2,723 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,918 $269K 0.23% -47 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,920 $268K 0.03% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,910 $268K 0.15% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,910 $268K 0.11% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,896 $267K 0.07% -72 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,895 $267K 0.1% -45 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,895 $267K 0.05% +453 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,871 $264K 0.02% -3,860 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,855 $263K <0.01% -64 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 2,812 $259K 0.02% -21,923 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,800 $258K 0.03% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,794 $257K 0.06% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 2,792 $257K 0.04% -137 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,790 $257K 0.05% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,782 $256K 0.03% +31 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,790 $256K 0.09% 0 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,776 $256K 0.08% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,751 $253K 0.02% -5,855 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,730 $251K 0.11% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,729 $251K 0.05% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,727 $251K 0.03% -42 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,722 $251K 0.02% +3 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,715 $250K 0.01% +15 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,676 $246K 0.02% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,646 $244K 0.01% -83 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,639 $243K 0.15% -35 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,635 $243K 0.01% -90 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,624 $242K <0.01% -4,110 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,626 $242K 0.03% +104 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,621 $241K <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,615 $241K 0.07% new 13F-HR/A Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,614 $241K 0.1% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,595 $239K 0.07% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,595 $239K 0.03% new 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,580 $238K 0.06% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,576 $237K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,563 $236K <0.01% -446 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,553 $235K 0.03% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,550 $235K 0.01% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,550 $235K 0.03% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,537 $234K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 2,537 $234K 0.11% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,525 $233K 0.01% -23 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,520 $232K 0.07% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,511 $231K 0.02% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,510 $231K 0.03% -10 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,505 $231K 0.01% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,504 $231K 0.18% -45 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,500 $230K 0.02% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,494 $230K 0.13% -209 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,490 $229K 0.01% -64 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,480 $228K 0.01% -850 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,480 $228K 0.04% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,475 $228K 0.04% -150 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,467 $227K 0.01% +104 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,459 $226K 0.02% -1,968 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,450 $226K 0.05% +47 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,428 $225K 0.12% +53 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,429 $224K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,425 $223K 0.02% -134 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,425 $223K 0.02% +202 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,421 $223K 0.06% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,409 $222K 0.04% +202 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,390 $222K 0.04% -20 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,405 $221K 0.04% +155 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,400 $221K 0.09% 0 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 2,392 $220K 0.09% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,377 $219K 0.01% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,377 $219K 0.15% +22 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,366 $218K 0.15% -77 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,363 $218K 0.07% -30 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,362 $218K 0.01% +372 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,358 $217K 0.01% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,355 $217K 0.05% -330 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,355 $217K 0.05% +26 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,349 $216K 0.02% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,342 $216K 0.07% +165 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,342 $216K 0.02% -4,694 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,790 $215K 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,331 $215K <0.01% -1,291 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,325 $214K 0.03% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,323 $214K 0.13% -478 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,317 $213K 0.01% +11 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,313 $213K 0.18% -11 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,312 $213K 0.02% -281 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,309 $213K 0.03% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,297 $212K <0.01% -1,295 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,291 $211K 0.03% -207 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,285 $210K 0.04% -175 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,282 $210K <0.01% -1,128 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,280 $210K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,280 $210K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,280 $210K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,257 $208K 0.12% -62 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,250 $207K 0.08% -477 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,235 $206K 0.02% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,219 $204K 0.03% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,216 $204K 0.01% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,215 $204K 0.05% +45 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,168 $204K 0.03% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,250 $203K 0.02% -5 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,192 $202K 0.03% +315 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,188 $201K 0.05% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,187 $201K 0.1% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,177 $200K 0.04% -2,242 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,175 $200K 0.03% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,175 $200K 0.12% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,155 $198K 0.02% -52 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,146 $198K 0.02% -2 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,140 $197K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,115 $195K 0.05% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,106 $194K <0.01% +71 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,100 $193K 0.02% -120 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,090 $192K 0.01% -218 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,040 $188K 0.02% -281 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,990 $183K 0.01% +130 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,965 $181K 0.02% +75 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,959 $180K 0.14% +276 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,940 $179K 0.05% -10 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,935 $178K 0.15% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,931 $178K 0.01% -716 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,925 $177K 0.1% +1,265 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,927 $177K 0.01% -154 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,920 $177K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,890 $174K 0.01% 0 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,838 $169K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,837 $169K <0.01% +20 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,831 $169K 0.01% -214 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,804 $166K 0.02% +1,658 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,800 $166K 0.13% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,800 $166K 0.06% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,745 $161K 0.07% -60 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,720 $158K 0.02% +17 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,667 $154K 0.02% +1,352 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,650 $152K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,635 $151K 0.04% new 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 1,596 $147K 0.05% 0 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,591 $147K 0.01% -600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,590 $146K 0.01% -309 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,559 $144K <0.01% -582 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,515 $140K 0.01% 0 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,500 $138K 0.06% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,500 $138K 0.03% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1,455 $134K 0.09% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,442 $133K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,362 $125K 0.08% +18 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,340 $123K 0.01% -35 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,332 $123K 0.03% +85 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,325 $122K 0.03% +200 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,324 $122K 0.03% -542 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,321 $122K 0.07% +46 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,313 $121K 0.11% -1 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,245 $115K <0.01% -170 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,215 $112K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,200 $111K 0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,200 $111K 0.1% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,165 $107K <0.01% -31 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,155 $106K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,146 $106K 0.02% -224 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,136 $105K 0 Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,080 $99.5K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,080 $99.5K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,020 $93.9K 0.02% -109 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 997 $91.8K 0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 958 $88.2K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 948 $87.3K 0.01% -223 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 934 $86K 0.01% +15 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 907 $83.5K 0.05% +85 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 885 $81.5K 0.02% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 880 $81K 0.02% -25 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 859 $79.1K 0.04% -50 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 825 $76K 0.06% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 789 $72.7K 0.01% -4,004 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 785 $72K <0.01% -440 13F-HR Timeline Group