Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,191 $344K 0.22% -235 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,169 $342K 0.01% -138 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,124 $337K 0.1% +4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,119 $336K 0.04% +280 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,090 $333K 0.14% -30 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,085 $332K 0.02% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,075 $332K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,060 $330K 0.01% +195 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,020 $326K 0.06% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 3,015 $325K 0.04% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,010 $325K 0.07% +40 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,004 $324K 0.11% -29 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,000 $323K 0.04% -75 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,000 $323K 0.12% -4,035 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,194 $323K 0.21% -392 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,000 $323K 0.05% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,995 $323K <0.01% +85 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,977 $321K 0.04% +242 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 2,953 $318K 0.06% +13 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,950 $318K 0.02% +50 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,945 $318K 0.01% -30 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 2,941 $317K 0.05% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,940 $317K 0.07% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,940 $317K 0.08% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,940 $317K 0.02% -1,125 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 2,935 $316K 0.04% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,010 $316K 0.01% -171 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,920 $315K 0.26% -174 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,916 $314K 0.01% +69 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,910 $314K 0.2% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,904 $313K 0.01% +194 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,895 $313K 0.04% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,895 $312K 0.02% +138 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,895 $312K 0.07% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,879 $310K 0.01% +158 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,872 $310K 0.05% +148 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,859 $308K 0.01% +324 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,848 $307K 0.16% +523 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,840 $306K 0.12% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,838 $306K 0.06% new 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,217 $305K 0.01% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,827 $305K 0.18% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,822 $304K 0.05% -31,197 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,820 $304K 0.04% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 2,817 $304K 0.03% +417 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,815 $303K 0.01% +1,623 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,809 $303K 0.05% -221 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,803 $302K 0.01% +273 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 2,794 $301K 0.18% +4 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,790 $301K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,790 $301K 0.08% +1,125 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,790 $301K 0.2% -780 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,015 $301K 0.02% +345 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,776 $299K 0.04% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,775 $299K 0.01% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,775 $299K 0.09% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,770 $299K 0.05% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,770 $299K 0.02% -124 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,762 $298K 0.2% -67 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,779 $297K 0.02% -26 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,745 $296K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,730 $294K 0.16% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,730 $294K 0.01% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 2,730 $294K 0.02% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,721 $293K 0.09% -139 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,700 $291K 0.01% +90 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,699 $291K 0.1% -106 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,685 $289K 0.04% +345 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,680 $289K 0.02% +55 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,679 $289K 0.04% -764 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,664 $287K 0.06% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,642 $285K 0.05% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,630 $284K 0.06% +5 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,625 $283K <0.01% +225 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,625 $283K 0.05% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,625 $283K 0.12% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,622 $283K 0.03% +102 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,617 $282K 0.01% -10 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,605 $281K 0.15% +2,428 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,604 $281K 0.69% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,594 $280K 0.03% -60 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,595 $280K 0.03% +225 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,580 $278K 0.07% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,563 $276K 0.11% +31 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,560 $276K 0.02% -1,400 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,559 $276K 0.08% +124 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,555 $275K <0.01% -415 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 2,550 $275K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,550 $275K 0.06% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,520 $272K 0.04% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,520 $272K 0.09% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,505 $270K 0.37% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,490 $268K 0.01% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,490 $268K 0.02% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,490 $268K <0.01% -405 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,486 $268K 0.01% -69 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,477 $267K 0.04% +310 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,474 $267K 0.13% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,455 $265K 0.02% -20 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,450 $264K 0.01% -250 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,422 $261K 0.03% +108 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,408 $260K <0.01% -642 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 2,400 $259K 0.06% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,400 $259K 0.33% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,393 $258K 0.12% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,392 $258K 0.17% +135 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,375 $256K 0.01% -3,867 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,370 $256K 0.01% +835 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,369 $255K 0.01% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,529 $255K 0.01% -262 13F-HR/A Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,355 $254K 0.05% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,496 $254K 0.16% +517 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,350 $253K 0.15% -50 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,345 $253K 0.16% -22,515 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,394 $253K 0.09% +9 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,400 $252K 0.06% +10 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,332 $251K 0.01% -191 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,330 $251K 0.03% -298 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,325 $251K 0.05% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,325 $251K 0.05% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,322 $250K 0.1% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,322 $250K 0.04% +12 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,315 $250K 0.04% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,311 $249K 0.04% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,306 $249K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,295 $247K 0.15% -260 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,295 $247K 0.02% -15 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,295 $247K 0.19% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,288 $247K 0.07% new 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 2,280 $246K 0.1% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,280 $246K 0.03% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,280 $246K 0.01% 0 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,273 $245K 0.03% -2 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,266 $244K 0.04% +46 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,261 $244K 0.01% +29 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,250 $243K 0.03% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,236 $241K 0.09% -70 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,220 $239K 0.08% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,220 $239K 0.03% -105 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,210 $238K 0.11% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,198 $237K 0.02% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,184 $235K 0.13% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,175 $234K 0.05% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,175 $234K 0.03% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,170 $234K <0.01% new 13F-HR Timeline Group LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,164 $233K 0.06% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,155 $232K 0.05% +189 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,153 $232K 0.38% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,151 $232K 0.02% +3 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,149 $232K 0.04% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,250 $231K 0.05% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,145 $231K 0.03% -315 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,145 $231K 0.03% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,329 $230K 0.1% +24 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 2,135 $230K 0.13% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,134 $230K 0.07% new 13F-HR Timeline American Trust More: the full row for American Trust 2,122 $229K 0.02% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,115 $228K 0.06% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,115 $228K 0.03% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,115 $228K 0.04% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,100 $226K 0.02% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,100 $226K <0.01% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,100 $226K 0.02% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,098 $226K 0.03% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,065 $223K 0.04% -189 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,060 $222K 0.16% -340 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,055 $222K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,046 $221K 0.15% +1,064 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,044 $220K <0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,041 $220K 0.01% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,040 $220K 0.07% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,025 $218K 0.1% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,010 $217K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,139 $216K 0.14% -501 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,995 $215K 0.05% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,988 $214K 0.01% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,976 $213K 0.05% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,976 $213K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,974 $213K 0.08% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,967 $212K 0.02% new 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,965 $212K 0.17% -310 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,950 $210K 0.17% -1,425 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,949 $210K 0.01% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,937 $209K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,937 $209K 0.01% -76 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,935 $209K 0.02% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,932 $208K 0.01% +12 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,931 $208K 0.02% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,928 $208K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,915 $206K 0.01% -5 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,905 $205K 0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,901 $205K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,897 $205K 0.15% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,893 $204K 0.02% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,890 $204K 0.02% -990 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,890 $204K 0.12% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,130 $203K 0.02% -765 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,875 $202K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,873 $202K 0.03% +27 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,860 $201K 0.01% new 13F-HR Timeline