FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,377 $696K 0.22% +360 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,365 $694K 0.21% +245 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,326 $686K <0.01% -218 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,292 $679K <0.01% +992 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 3,238 $668K <0.01% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,212 $662K 0.03% +94 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,207 $661K 0.01% +836 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,200 $660K 0.02% -991 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,193 $659K 0.01% +434 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,175 $655K 0.01% -190 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. 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More: the full row for ARVEST INVESTMENTS, INC. 3,118 $643K 0.09% -265 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,115 $642K 0.03% -130 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,094 $638K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,061 $631K 0.02% +1,605 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,028 $624K 0.02% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 3,008 $620K 0.03% -1,126 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,956 $610K 0.05% -122 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,948 $608K 0.01% -193 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,917 $602K <0.01% -205 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,877 $593K 0.02% 13F-HR/A Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,860 $590K 0.03% -185 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,852 $588K 0.16% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,844 $586K 0.01% -708 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,832 $584K <0.01% 0 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,775 $572K 0.12% +476 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,753 $568K 0.01% +79 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 2,581 $568K 0.43% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,720 $561K 0.01% +34 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,716 $560K 0.01% +604 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,714 $560K 0.02% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,691 $555K 0.42% -9 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,506 $544K 0.13% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,631 $543K 0.01% new 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,619 $540K 0.18% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,602 $540K 0.01% +12 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,581 $532K <0.01% -19 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,579 $532K <0.01% 13F-HR/A Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,575 $531K 0.03% -358 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,556 $527K 0.02% +833 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,555 $527K 0.28% +300 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,554 $527K 0.03% +1,306 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,509 $525K 0.01% -3,334 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,541 $524K <0.01% +130 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,530 $522K 0.03% +1,295 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,520 $520K 0.02% +7 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,516 $519K <0.01% -721 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,489 $513K 0.02% -225 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,487 $513K 0.16% -352 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,466 $509K 0.1% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,439 $503K 0.01% +78 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,429 $501K 0.06% +218 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,429 $501K 0.03% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,413 $498K 0.01% +8 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 2,382 $491K 0.02% -1,932 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,382 $491K <0.01% -2 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,362 $487K <0.01% +499 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,345 $484K 0.14% +48 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,340 $483K 0.22% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,326 $480K <0.01% +637 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,326 $480K 0.06% -90 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,287 $472K 0.18% -1,781 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,287 $472K <0.01% +477 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,283 $471K 0.02% +1,210 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,281 $470K 0.01% +34 13F-HR Timeline Group Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,231 $460K 0.14% -4,141 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,223 $458K 0.01% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,218 $457K <0.01% -269 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,204 $455K 0.01% -61 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,202 $454K <0.01% +349 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,171 $448K 0.02% -1,173 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 2,155 $444K 0.01% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,154 $444K 0.05% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,153 $444K 0.02% +470 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,135 $440K <0.01% +14 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,126 $438K 0.06% -21,954 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,102 $436K 0.03% 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,111 $435K 0.27% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,102 $433K 0.06% +35 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,096 $432K 0.01% +61 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,909 $430K 0.01% -284 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,066 $430K 0.02% -229 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 2,075 $428K 0.23% +200 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,072 $427K 0.01% +70 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,061 $425K 0.09% new 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,033 $419K -2,197 Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,018 $419K 0.01% -197 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,022 $417K 0.06% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,942 $401K 0.01% -114 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,929 $398K 0.01% +54 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,922 $396K 0.01% 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,905 $393K 0.08% +92 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,900 $392K 0.05% 0 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,900 $392K 0.01% +27 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,866 $387K 0.01% +3 13F-HR Timeline Kera Capital Partners, Inc. 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More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,590 $337K 0.05% +549 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,627 $336K 0.01% -2 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,627 $336K 0.02% -139 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,625 $335K 0.11% -11 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,622 $335K 0.02% new 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,620 $334K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,613 $333K 0.02% -606 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,609 $332K 0.03% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,600 $330K 0.03% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,593 $329K <0.01% +1,157 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,592 $328K 0.04% +105 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,587 $327K 0.07% -79 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,587 $327K 0.06% -79 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,587 $327K 0.07% 0 13F-HR Timeline Group Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,583 $326K 0.03% +161 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,575 $325K 0.08% +900 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,571 $324K 0.16% +208 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,563 $322K 0.03% -488 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,559 $322K 0.01% +26 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,558 $321K <0.01% +183 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,553 $320K <0.01% +10 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,539 $318K 0.02% +66 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,542 $318K 0.18% -126 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,541 $318K <0.01% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,530 $316K <0.01% 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,515 $312K 0.01% +29 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,498 $309K 0.02% -358 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,487 $307K 0.07% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,477 $305K 0.2% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,472 $304K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,462 $303K 0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 1,460 $301K <0.01% +181 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,456 $300K 0.08% -47 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,454 $300K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,453 $300K 0.01% -67 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,446 $298K <0.01% +1 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,423 $293K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,210 $292K 0.13% -30 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,415 $292K 0.12% +5 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,374 $291K 0.03% -301 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,409 $291K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,999 $289K 0.01% -81 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,402 $289K <0.01% new 13F-HR Timeline Group Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 1,400 $289K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,399 $289K <0.01% +99 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,394 $287K 0.06% -1,604 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,366 $282K 0.01% -145 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,364 $281K 0.14% +16 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,354 $279K <0.01% +273 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,354 $279K 0.08% -102 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,346 $278K 0.08% -197 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,329 $274K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,329 $274K 0.08% -5,966 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,300 $268K 0.13% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,294 $267K 0.04% -2,578 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,278 $264K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,270 $262K <0.01% -119 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,266 $261K 0.01% new 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,256 $261K 0.05% +1,246 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,263 $261K 0.09% -52 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,261 $260K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,258 $259K <0.01% -225 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,240 $256K 0.02% -366 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,232 $254K <0.01% +43 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,222 $252K 0.07% +1 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,213 $250K 0.02% -402 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,136 $250K 0.2% +63 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,200 $250K 0.23% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,193 $246K 0.04% -353 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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