MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 6,779 $776K 0.34% +97 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 6,125 $774K 0.2% +1,248 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 6,751 $773K 0.02% +97 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,705 $768K 0.11% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,696 $767K 0.29% +65 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,680 $765K 0.03% +264 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 6,617 $758K <0.01% -15,027 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 6,165 $757K 0.17% +57 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,602 $756K 0.02% +1,029 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 6,585 $754K 0.94% -928 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,565 $752K 0.04% -1,683 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,520 $747K <0.01% +74 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 6,512 $746K 0.06% +95 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 6,446 $738K 0.03% +77 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,399 $733K 0.29% -85 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,351 $727K 0.04% +2,593 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,313 $723K 0.02% +401 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,296 $721K <0.01% +46 13F-HR/A Timeline Group Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 6,260 $717K 0.09% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,185 $708K 0.02% +1,106 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,153 $705K 0.05% +423 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,055 $693K 0.02% +1,093 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,043 $692K 0.05% -596 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,034 $691K 0.15% -535 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 6,013 $689K 0.18% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,007 $688K 0.02% -1,352 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,000 $687K 0.05% -869 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,963 $683K 0.19% -18 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,954 $682K 0.04% +1,274 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,939 $680K 0.1% +327 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. 5,914 $677K 0.11% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 5,870 $672K 2.54% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,855 $670K 0.09% -667 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,799 $664K 0.12% +3,806 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,768 $661K 0.01% +257 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 5,740 $657K 0.09% -1,005 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,716 $655K 0.01% +9 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,703 $653K 0.13% +797 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,689 $652K 0.06% +72 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,678 $650K 0.16% +167 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,535 $642K 0.02% +734 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 5,603 $642K 0.09% -150 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,600 $641K 0.17% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,572 $638K 0.15% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,536 $634K 0.25% -24 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 5,530 $633K 0.34% -249 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 5,514 $631K 0.18% -142 13F-HR/A Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,500 $630K 0.2% -22 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,443 $623K 0.09% +140 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,405 $619K 0.06% +2,887 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5,401 $619K 0.56% +186 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,385 $617K 0.08% +1,919 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,380 $616K 0.06% +920 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 5,362 $614K 0.08% +136 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,287 $605K 0.01% -1,025 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,282 $605K 0.01% +381 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,870 $601K 0.26% +160 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,250 $601K 0.14% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,234 $599K 0.28% +70 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 5,233 $599K 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 5,198 $595K 0.04% -14 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,195 $595K 0.06% -290 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,189 $594K 0.02% +757 13F-HR/A Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,185 $594K 0.12% +271 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,178 $593K 0.01% +2,001 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,603 $592K 0.12% +908 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 4,680 $591K 0.05% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,141 $588K 0.01% +58 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5,123 $587K 0.21% -205 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,107 $585K 0.02% +1,550 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,089 $582K 0.08% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,080 $582K 0.12% +1,032 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,069 $581K 0.09% -44 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,068 $580K 0.02% 0 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 5,050 $578K 0.15% +40 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,046 $578K 0.24% -39 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,020 $575K 0.04% -1,320 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 5,019 $575K 0.25% +44 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,373 $567K 0.08% -330 13F-HR/A Timeline Mendel Money Management More: the full row for Mendel Money Management 4,914 $563K 0.24% -118 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,908 $562K 0.02% +2,400 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,898 $561K 0.19% +416 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,882 $559K 0.02% -154 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,878 $559K <0.01% +2,265 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,833 $553K 0.04% +470 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,803 $550K 0.06% +604 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,743 $548K 0.36% -150 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,733 $542K 0.07% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,678 $536K 0.05% -446 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,656 $533K 0.17% -284 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,656 $533K 0.04% -6,228 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,650 $533K 0.44% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,630 $530K 0.09% -2,497 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,615 $528K 0.13% +112 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,579 $526K 0.12% -5,229 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,583 $525K 0.07% +2,123 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,575 $524K 0.02% +487 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,572 $524K 0.03% +4 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,572 $524K <0.01% -553 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,569 $523K 0.02% +356 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,564 $523K 0.03% -2,558 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,559 $522K 0.16% 0 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,495 $515K 0.07% +348 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,447 $509K 0.04% +89 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,441 $509K 0.34% -565 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,419 $506K 0.18% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,400 $504K 0.08% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,385 $502K 0.02% -366 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,356 $499K 0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,325 $495K 0.02% +106 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 4,316 $494K 0.12% -17 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,315 $494K 0.24% -475 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,312 $494K 0.01% +104 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,300 $492K 0.03% +47 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,912 $492K 0.01% -244 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,269 $489K 0.25% +262 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,260 $488K 0.12% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,243 $486K 0.11% -5 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,232 $485K 0.05% +1,403 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,212 $482K 0.08% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,209 $482K 0.03% +87 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,197 $481K 0.03% +321 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,164 $477K 0.02% +222 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,159 $476K <0.01% -25,339 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,151 $475K 0.02% +546 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 4,136 $474K 0.05% -215 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,133 $473K 0.01% -10,990 13F-HR/A Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,124 $472K 0.29% +514 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,078 $467K 0.04% +119 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,045 $463K 0.04% -1,075 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,044 $463K 0.01% +513 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,015 $462K <0.01% +304 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,028 $461K 0.03% -1,415 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,026 $461K 0.19% +872 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,010 $459K 0.02% -8,334 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,698 $458K 0.02% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,998 $458K 0.14% +29 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,992 $457K 0.02% -82 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,990 $457K 0.19% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,973 $455K 0.01% -149 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,942 $451K 0.21% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,928 $450K <0.01% new 13F-HR Timeline Group INVESTED ADVISORS More: the full row for INVESTED ADVISORS 4,254 $449K 0.65% 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,910 $447K 0.85% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,906 $447K 0.06% +3 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,909 $447K 0.01% -16 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,891 $446K 0.05% -214 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,882 $445K <0.01% -1,969 13F-HR/A Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,867 $443K 0.24% +343 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,853 $441K 0.04% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,842 $440K 0.09% -267 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,837 $439K 0.08% +36 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,836 $439K 0.15% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,773 $438K 0.03% +21 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,805 $436K 0.02% -59 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,803 $436K 0.03% -588 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,803 $436K 0.14% -542 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,800 $435K 0.01% -446 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,795 $435K 0.03% +740 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,792 $434K 0.08% -143 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,777 $433K 0.03% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,759 $430K 0.02% -390 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,726 $427K 0.07% +293 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,721 $426K <0.01% -1,293 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 3,721 $426K 0.27% +20 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,721 $426K 0.05% +1 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 3,718 $426K <0.01% +385 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 3,700 $424K 0.08% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,692 $423K 0.05% +962 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,691 $423K 0.16% -25 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,688 $422K 0.04% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,676 $421K 0.05% +280 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,388 $420K 0.03% +343 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,660 $419K 0.03% -16 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,648 $418K 0.22% -50 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,638 $417K <0.01% +80 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,361 $415K 0.19% 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 3,590 $411K 0.15% +1,164 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,589 $411K 0.07% +3 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,583 $410K 0.01% +725 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,583 $410K 0.11% +31 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,562 $408K 0.03% -17 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,555 $407K 0.01% +4 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,540 $405K 0.03% +232 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,535 $405K 0.04% +84 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,530 $404K 0.03% +250 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,491 $400K 0.13% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,491 $400K 0.01% -724 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,476 $398K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,470 $397K 0.02% +19 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,469 $397K 0.03% -383 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,460 $396K 0.09% -14 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 3,459 $396K <0.01% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,441 $394K 0.07% -9,384 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,422 $392K 0.13% -13,879 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,399 $389K 0.3% +455 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,363 $385K 0.01% +1,193 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,357 $384K -658 Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,337 $382K 0.02% +847 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,336 $382K 0.27% +64 13F-HR Timeline