LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 6,487 $748K 0.28% +123 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,467 $746K 0.07% +407 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,434 $742K 0.04% +885 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,428 $741K 0.09% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,363 $734K 0.16% +161 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,360 $734K 0.42% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,355 $733K 0.04% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,349 $732K 0.04% +78 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,339 $731K 0.21% +103 13F-HR Timeline Octahedron Capital Management L.P. More: the full row for Octahedron Capital Management L.P. 6,300 $727K 0.55% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,297 $726K 0.01% +3,043 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,276 $724K 0.46% +1,220 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,275 $724K 0.03% +899 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 6,248 $721K 0.92% +290 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,239 $720K 0.08% +1,754 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,223 $718K 0.01% -101,062 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,213 $717K 0.57% -73 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,191 $714K 0.04% +1,328 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 6,160 $711K 0.33% -385 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 6,150 $709K 0.02% +900 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,137 $708K 0.06% +894 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,113 $705K 0.09% +1,080 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,232 $702K 0.05% -359 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 6,065 $700K 0.01% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,054 $698K <0.01% +2,451 13F-HR Timeline Group Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 6,035 $696K 0.04% new 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,011 $693K 0.05% +90 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,010 $693K 0.48% -126 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,981 $690K 0.02% -912 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,928 $684K 0.02% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,915 $682K 0.06% -37 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,912 $682K 0.02% +3 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,861 $676K 0.11% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,853 $675K 0.22% -279 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,847 $674K 0.2% +207 13F-HR/A Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,832 $673K 0.18% -8,970 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,810 $670K 0.1% -345 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,810 $670K 0.37% -149 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,775 $666K 0.04% 0 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,750 $663K 0.01% +209 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 5,708 $658K 0.13% +255 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,660 $653K 0.03% +60 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 5,666 $652K 0.28% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,650 $652K 0.42% -310 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,649 $652K 0.03% +2,423 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,631 $650K 0.49% +166 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,609 $647K 0.02% -4,781 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 4,114 $646K 0.01% -1,611 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,592 $645K 0.09% -54 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 5,590 $645K 0.16% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,581 $644K 0.51% +625 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,580 $644K 0.3% -480 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 5,575 $642K <0.01% -35,821 13F-HR Timeline Group SLT Holdings LLC More: the full row for SLT Holdings LLC 5,550 $640K 0.48% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 5,538 $639K 0.15% +40 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,524 $637K 0.01% -1,264 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,433 $627K 0.05% -880 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,423 $626K 0.04% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 5,422 $625K 0.11% +630 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,407 $624K 0.02% -988 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,407 $624K 0.01% +169 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,402 $623K 0.1% -322 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,383 $621K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,373 $620K 0.01% +106 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,356 $617K <0.01% +2,281 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,347 $617K 0.12% -856 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,345 $617K 0.06% +25 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,312 $613K 0.22% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,293 $611K 0.01% -64 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,286 $610K 0.01% +869 13F-HR/A Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 5,171 $596K 0.77% +1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,702 $596K 0.02% -138 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,150 $594K <0.01% -647 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,133 $592K 0.08% +12 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,131 $592K 0.17% -1,233 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,107 $589K 0.16% +35 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,103 $589K 0.04% -136 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,063 $584K 0.46% -400 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,026 $580K 0.1% -1,237 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,013 $578K 0.41% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,005 $577K 0.2% -10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,000 $577K 0.01% -12,392 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,997 $576K 0.4% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,992 $576K 0.01% +1,233 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,971 $573K 0.34% -2 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,985 $573K <0.01% -780 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 4,952 $571K 0.3% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,947 $571K 0.04% +314 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,938 $570K <0.01% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,536 $568K 0.21% +296 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,884 $563K 0.12% -1,386 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,864 $561K 0.06% +2,098 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,853 $560K 0.04% -276 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,835 $558K 0.37% +120 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,830 $557K 0.01% +151 13F-HR/A Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4,823 $556K 0.16% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,799 $554K 0.02% -50 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,794 $553K 0.37% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,790 $553K 0.04% -185 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,780 $551K 0.24% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,766 $550K 0.12% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,762 $549K 0.55% -114 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,747 $548K 0.05% -16 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 4,721 $545K 0.04% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,708 $543K 0.06% -104 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,699 $542K 0.39% +1,396 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,680 $540K 0.15% -377 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,668 $538K 0.04% 0 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,651 $536K 0.02% -75 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 4,645 $536K 0.09% +44 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,631 $534K 0.21% -775 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 4,606 $531K 0.08% -33 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,582 $529K 0.21% -183 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,576 $528K 0.01% new 13F-HR Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,574 $528K 0.41% -6 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,571 $527K 0.02% -19 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,571 $527K 0.02% +150 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,561 $526K 0.06% -4,214 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,555 $525K 0.11% -134 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,476 $525K 0.1% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,547 $525K 0.03% -200 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,512 $520K 0.17% -32 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,500 $519K 0.42% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,475 $516K 0.1% -100 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 4,475 $516K 0.41% 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,466 $515K 0.11% -2,209 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,459 $514K 0.1% +369 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,448 $513K 0.17% +456 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,536 $511K 0.02% -1,961 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 4,410 $508K 0.33% -1,519 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 4,425 $508K 0.06% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,389 $506K 0.16% -109 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,364 $503K 0.06% -189 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,335 $500K 0.12% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,327 $499K 0.32% -1,151 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,324 $498K 0.07% -29,286 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,305 $497K 0.03% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,270 $493K 0.15% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,262 $492K <0.01% -277 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,211 $486K 0.01% +166 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,198 $484K 0.05% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,180 $482K 0.04% -206 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,110 $482K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,160 $480K 0.02% +1,350 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 4,150 $479K 0.72% -6,926 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,083 $471K 0.01% +461 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,070 $469K 0.1% +39 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,065 $469K 0.07% -17 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 4,062 $469K 0.19% -94 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,053 $468K 0.06% -5,496 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,045 $467K 0.06% +88 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,020 $464K 0.05% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,985 $460K <0.01% -161 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,983 $459K 0.25% +153 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,941 $455K 0.3% -436 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,936 $454K 0.25% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,936 $454K 0.07% -603 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,906 $451K 0.02% +983 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,895 $449K 0.2% -1,667 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 3,882 $448K 0.28% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,881 $448K 0.06% -36,600 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,880 $448K 0.08% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,855 $445K <0.01% -82 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,840 $443K 0.02% +894 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,820 $441K 0.32% -100 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,815 $440K 0.11% -108 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,797 $438K 0.14% -40 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 3,793 $438K -200,806 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,790 $437K 0.01% -350 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,790 $437K 0.01% -1,268 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,789 $437K 0.22% +112 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 3,783 $436K 0.37% 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,765 $434K <0.01% new 13F-HR Timeline Group Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 3,744 $432K 0.23% -700 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,730 $430K 0.1% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,728 $430K 0.03% +50 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,729 $430K 0.49% -2,448 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,722 $429K 0.06% -838 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,705 $427K 0.04% +12 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,700 $427K 0.12% -2,953 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,698 $427K 0.01% +130 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,695 $426K 0.16% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,682 $425K 0.03% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,674 $424K 0.15% +100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,653 $421K 0.13% 0 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 3,650 $421K 0.58% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,636 $419K 0.14% +159 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,632 $419K 0.03% +1,060 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,626 $418K 0.02% +973 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,608 $416K 0.08% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,608 $416K 0.01% +865 13F-HR/A Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 3,600 $415K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,576 $412K 0.01% -100 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,574 $412K 0.01% +319 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,540 $408K 0.22% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,516 $406K 0.03% -565 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,515 $405K 0.05% +60 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,501 $404K 0.01% -50 13F-HR Timeline Group Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 3,500 $404K 0.11% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,483 $402K 0.02% -50 13F-HR Timeline