EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,060 $1.1M 0.03% +3,284 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,059 $1.1M 0.11% +3,146 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,055 $1.1M 0.5% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,042 $1.1M 0.04% +3,041 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 6,018 $1.1M 0.06% +3,039 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 6,000 $1.09M 0.05% +1,500 13F-HR Timeline Group TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 6,000 $1.09M 0.09% 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,977 $1.09M 0.38% +3,143 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,970 $1.09M 0.09% +3,235 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,963 $1.09M 0.27% +3,326 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,959 $1.08M 0.16% +3,441 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,937 $1.08M 0.04% +3,149 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,934 $1.08M 0.25% +3,257 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,926 $1.08M 0.17% +2,962 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,900 $1.07M 0.64% -13,910 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,886 $1.07M 0.03% +3,156 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,884 $1.07M 0.16% +2,855 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,866 $1.07M 0.1% +3,000 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,831 $1.06M 0.29% +3,019 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,812 $1.06M 0.4% +2,902 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 5,798 $1.06M 0.11% +3,219 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,720 $1.04M 0.03% +3,966 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,700 $1.04M 0.13% +2,850 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,691 $1.04M 0.63% +2,833 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,684 $1.03M 0.48% +2,737 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,654 $1.03M 0.13% +2,656 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,569 $1.03M 0.13% +2,119 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,632 $1.02M 0.26% +2,816 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 5,600 $1.02M 1.18% 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 5,590 $1.02M 0.47% +2,952 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,589 $1.02M 0.16% +3,007 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,524 $1M 0.05% +2,762 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 5,521 $1M 0.47% +2,760 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 5,512 $1M 0.55% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,507 $1M 0.56% +2,501 13F-HR Timeline Myriad Asset Management US LP in group Myriad Asset Management Advis… More: the full row for Myriad Asset Management US LP 5,492 $999K 0.67% 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,442 $990K 0.23% +2,950 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,421 $986K 0.06% +2,541 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,350 $985K 0.39% +2,550 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,404 $983K <0.01% +2,772 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,334 $983K 0.36% +2,651 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 5,395 $982K 0.15% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 5,384 $980K 0.58% +2,397 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,378 $979K 0.05% +989 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 5,370 $977K 0.05% +3,436 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,364 $976K 0.17% +2,474 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 5,362 $976K 0.45% +2,681 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 5,338 $971K 0.54% +2,669 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,333 $970K 0.03% 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,782 $970K 0.48% +3,050 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,332 $970K 0.18% +3,718 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 5,315 $967K 0.09% +2,748 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 5,308 $966K 0.15% +2,770 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,145 $966K 0.05% +2,595 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,292 $963K 0.09% +2,732 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,273 $960K 0.21% +2,635 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,268 $958K 0.01% +2,947 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,226 $951K 0.12% +2,653 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,212 $948K 0.21% +3,275 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,211 $948K 0.03% +2,657 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,209 $948K 0.39% 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,178 $942K 0.28% +2,543 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 5,134 $934K 0.79% 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,117 $930K 0.63% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 5,100 $928K 0.19% +2,550 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,094 $927K 0.1% +2,435 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,074 $923K 0.12% +2,487 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,038 $923K 0.38% +2,590 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,040 $917K 0.26% +2,520 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 5,004 $917K 0.19% +2,398 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,038 $917K 0.15% +2,519 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,030 $915K 0.2% +3,802 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,026 $915K 0.2% +2,488 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,680 $914K 0.25% +2,365 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,006 $911K 0.14% +2,552 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 5,000 $910K 0.14% +3,500 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,990 $908K 0.04% +2,465 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,950 $901K 0.71% +2,850 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,946 $900K 0.07% +1,345 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 4,940 $899K 1.03% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 4,922 $896K 0.47% +4,624 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,919 $895K 0.33% +2,459 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,914 $894K 0.2% +2,457 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,876 $887K 0.49% +2,327 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,708 $884K 0.27% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 4,847 $882K 0.71% +2,078 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,824 $878K 0.45% +2,330 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,809 $875K 0.07% +3,254 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,790 $872K 0.06% +2,545 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,780 $870K 0.08% +2,473 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,779 $870K 0.2% +1,944 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,776 $869K 0.26% +2,323 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,768 $868K 0.02% +2,286 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,755 $865K 0.09% +2,514 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,748 $864K 0.15% +2,454 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,743 $863K 0.17% +2,422 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,738 $862K 0.13% +2,302 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,714 $858K 0.24% +3,693 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,680 $852K 0.25% +2,340 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 4,674 $850K 0.65% +2,287 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,663 $848K 0.03% +2,453 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,650 $846K 0.39% +2,325 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,633 $843K 0.5% +2,424 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,939 $842K 0.12% 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,626 $842K 0.2% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,622 $841K 0.03% +2,296 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,616 $840K 0.02% +2,627 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,612 $839K 0.06% +2,756 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,593 $836K <0.01% +2,001 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 4,569 $831K 0.17% +4,146 13F-HR/A Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,546 $827K 0.23% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,510 $821K <0.01% +2,180 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,501 $819K +1,510 Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 4,500 $819K 0.33% +2,250 13F-HR/A Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 4,500 $819K 0.58% +1,200 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,520 $817K 0.31% +2,485 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,472 $814K 0.07% +2,602 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,460 $812K 0.38% +2,261 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,458 $811K <0.01% +2,029 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,445 $809K 0.11% new 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,432 $806K 0.34% +1,311 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,662 $806K 0.03% +2,566 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,425 $805K 0.18% +2,310 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,424 $805K 0.09% +2,298 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,408 $802K 0.26% +2,255 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 4,398 $800K 0.04% +2,199 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,329 $797K 0.08% +2,854 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,382 $797K 0.29% +2,255 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,368 $795K 0.06% +1,668 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,350 $792K 0.3% +2,174 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,348 $791K 0.06% +2,734 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,332 $788K 0.2% +2,166 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,315 $785K 0.43% +2,125 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,306 $784K 0.36% +2,153 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,280 $779K 0.06% +2,140 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 4,260 $775K 0.32% +2,130 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 4,250 $773K 0.32% +879 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,249 $773K 0.04% +2,169 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,247 $773K 0.06% +2,269 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 4,220 $768K 0.09% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,212 $766K 0.06% +2,278 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,208 $766K 0.05% +2,783 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,140 $763K 0.07% +2,163 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,180 $761K 0.58% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,176 $760K 0.04% +2,329 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,168 $758K 0.08% +2,056 13F-HR/A Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,166 $758K 0.13% +2,361 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,163 $757K 0.06% +1,605 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,162 $757K 0.03% +2,217 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,136 $753K 0.65% +2,059 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,108 $747K 0.55% +1,091 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,103 $747K 0.07% +2,049 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 4,092 $745K 0.21% +2,055 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 4,084 $743K 0.24% +2,114 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,080 $742K 0.17% +1,110 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,068 $740K 0.23% +2,329 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,267 $740K 0.32% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,059 $739K 0.05% +2,890 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,893 $737K 0.01% +1,934 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,036 $734K 0.62% +1,898 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 4,030 $733K 0.23% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,093 $731K 0.02% +2,092 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,000 $728K 0.44% +2,000 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,998 $727K 0.26% +1,964 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,992 $726K 0.09% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,964 $721K 0.04% +2,045 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3,961 $721K 0.2% +1,983 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,957 $720K 0.06% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,953 $719K 0.25% +1,744 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,934 $719K 0.34% +1,977 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,898 $709K 0.23% +1,962 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,898 $709K 0.47% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,888 $707K 0.01% +2,324 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,887 $707K 0.08% +1,670 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,883 $707K 0.01% +934 13F-HR/A Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 3,882 $706K 0.47% +1,882 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,873 $705K 0.2% +3,179 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,871 $704K 0.05% +1,943 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,870 $704K 0.04% +1,950 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,861 $703K 0.27% +1,897 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,856 $702K 0.29% +1,928 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,544 $698K 0.09% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,832 $697K 0.26% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,822 $695K 0.17% +1,913 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,536 $694K 0.32% +1,700 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 3,816 $694K 0.03% +1,908 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,810 $693K 0.9% +2,255 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. 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