Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,201 $799K 0.89% +2,006 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,200 $799K 0.22% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,200 $799K 0.02% -106 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,197 $798K 0.06% -2,774 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,177 $795K 0.14% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,172 $794K 0.17% -235 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 5,155 $792K 0.27% +699 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,153 $792K 0.18% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 5,147 $791K 0.13% +314 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,502 $790K 0.03% +145 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,139 $789K 0.05% -891 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,136 $789K 0.2% +1,637 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,136 $789K 0.05% +313 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,074 $785K 0.22% +2,754 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,108 $785K 0.08% -110 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,100 $783K 0.58% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,095 $783K 0.04% +885 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 5,089 $782K 0.23% -177 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,080 $780K 0.08% new 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,064 $778K 0.74% +323 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,059 $777K 0.02% -4,329 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,045 $775K 0.12% -4,628 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,043 $775K 1.14% -920 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 5,030 $773K 0.21% +280 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,023 $772K 0.8% -1,129 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,019 $771K 0.12% +445 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,019 $771K 0.1% -267 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,010 $770K 0.38% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,006 $769K 0.11% -2,271 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 5,000 $768K 0.27% new 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 5,000 $768K 0.19% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 4,978 $765K 0.37% 0 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 4,972 $764K 0.16% +27 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 5,504 $763K 0.09% -2,145 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,964 $762K 0.08% +729 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,960 $762K 0.03% +2,420 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,948 $760K 0.52% +175 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,485 $759K 0.31% +10 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,935 $758K 0.03% -80 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 5,098 $757K 0.07% -275 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 4,922 $756K 0.29% -376 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,921 $756K 0.08% -2,414 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 4,897 $752K 0.78% +1 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,892 $751K 0.31% +329 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,891 $751K 0.03% +563 13F-HR/A Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,863 $747K 0.12% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,858 $746K 0.38% -153 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,347 $744K 0.33% +3,812 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,832 $742K 0.11% +84 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 4,819 $740K 0.01% -583 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 4,799 $737K 0.25% new 13F-HR/A Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,785 $735K 0.53% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,780 $734K 0.2% -48 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 4,762 $731K 0.45% -70 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,760 $731K 0.06% +650 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,746 $729K 0.42% -17 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 4,744 $729K 0.09% -984 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4,742 $728K 0.28% -302 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,732 $727K 0.17% +2 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,727 $726K 0.38% -17 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,700 $722K 0.05% +100 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,682 $719K 0.2% +34 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,677 $718K 0.06% -3,406 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,658 $716K 0.05% +35 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,650 $714K 0.04% +178 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,646 $714K 0.1% +1,868 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,640 $713K 0.11% +838 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 4,635 $712K 0.38% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,630 $711K 0.06% +247 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 4,626 $711K 0.53% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,625 $710K 0.09% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,613 $709K 0.19% -366 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,610 $708K 0.25% -100 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 4,607 $708K 0.17% +1,363 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,605 $707K 0.12% +590 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,600 $707K 0.41% -341 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,593 $706K 0.32% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,592 $705K 0.13% +3,217 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,583 $704K 0.38% +349 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,578 $703K 0.37% +443 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,572 $702K 0.01% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,570 $702K 0.78% +479 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,542 $698K 0.01% -64 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,540 $697K 0.32% -502 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4,555 $696K 0.3% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,524 $695K 0.17% +6 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,517 $694K 0.61% -392 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 4,500 $691K 0.43% -875 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,488 $689K 0.09% -25 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,485 $689K 0.22% +105 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,484 $689K 0.05% +285 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,473 $687K 0.12% -562 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,471 $687K 0.36% +1,775 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,470 $687K 0.1% +4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,457 $685K 0.1% +885 13F-HR/A Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,589 $681K 0.59% +1,605 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 4,401 $676K 0.02% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,400 $676K 0.11% +16 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,396 $675K 0.4% -100 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,394 $675K 0.32% +3 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,385 $674K 0.35% +329 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 4,384 $673K 0.45% 0 13F-HR Timeline Group Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 4,383 $673K 0.44% -4 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,380 $673K 0.19% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,353 $669K 0.39% -1,351 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,337 $666K 0.05% +50 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 4,336 $666K 0.03% -11 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,334 $666K 0.44% +569 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,326 $665K 0.26% +487 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,316 $663K 0.04% +58 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,314 $663K 0.04% +321 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,305 $661K 0.07% +300 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,298 $660K 0.04% -136 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,291 $659K 0.14% -8,073 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,260 $654K 0.33% -854 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 4,254 $653K 0.07% +111 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,252 $653K 0.09% +1,286 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,252 $653K 0.18% -43 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,079 $653K 0.15% +165 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,250 $653K 0.04% -45 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 4,223 $649K 0.31% +240 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,223 $649K 0.51% 0 13F-HR/A Timeline Human Investing LLC More: the full row for Human Investing LLC 4,219 $648K 0.11% -596 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,218 $648K 0.27% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,203 $645K 0.25% -248 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,195 $644K 0.24% +93 13F-HR Timeline Group Portman Square Capital LLP More: the full row for Portman Square Capital LLP 4,192 $644K 0.09% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,184 $643K 0.06% +342 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for Financial Sense Advisors, Inc. 4,070 $625K 0.18% +18 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,067 $625K 0.01% +1,630 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 4,062 $624K 0.87% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 4,061 $624K 0.14% +2 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,055 $623K 0.4% -150 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,049 $622K 0.1% -521 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,045 $621K 0.16% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,039 $620K 0.09% +115 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 4,031 $619K 0.51% -48 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 4,027 $618K 0.01% +366 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 4,015 $617K 0.05% -181 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,009 $616K 0.23% +1,700 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 4,008 $616K 0.26% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,002 $615K 0.11% +209 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $614K <0.01% 0 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,997 $614K 0.63% +30 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,975 $611K 0.02% +495 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,963 $609K 0.29% -230 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 3,937 $605K 0.03% +53 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,934 $604K 0.04% +101 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 3,931 $604K 0.14% +10 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,925 $603K 0.32% -182 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,918 $602K 0.16% -1,119 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,920 $601K 0.03% -14 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,898 $599K 0.05% -17 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,894 $598K 0.43% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,891 $598K 0.22% +43 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,887 $597K 0.04% -30,805 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,879 $596K 0.11% +117 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,862 $593K 0.15% -499 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,847 $591K 0.02% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,091 $590K +281 Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,828 $588K 0.37% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,826 $588K 0.23% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,822 $587K 0.15% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,807 $585K 0.16% +231 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,803 $584K 0.23% +131 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,799 $584K 0.08% +232 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,797 $583K 0.03% +296 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,796 $583K 0.06% +170 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,790 $582K 0.26% +65 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,786 $582K 0.45% +66 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,770 $579K 0.04% -30 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,768 $579K 0.05% +1,401 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,763 $578K 0.13% +4 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,757 $577K 0.08% -592 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,756 $577K 0.09% +248 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,750 $576K 0.12% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,738 $574K 0.09% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3,730 $573K 0.25% +15 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,712 $570K 0.41% +2,239 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,709 $570K 0.22% -66 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,707 $569K 0.26% +310 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 3,700 $568K 0.01% -9,200 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,692 $567K 0.3% +733 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,675 $564K 0.12% -124 13F-HR/A Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 3,668 $563K 0.8% -12 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,668 $563K 0.15% +192 13F-HR Timeline