Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,203 $480K 0.01% -1,662 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,195 $479K 0.02% +613 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,190 $478K 0.03% +1,240 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,178 $477K 0.09% +514 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,175 $477K -4,211 Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,164 $475K 0.05% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,150 $474K 0.16% 0 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 4,129 $471K 0.4% +129 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 4,112 $470K 0.01% +799 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,085 $466K 0.04% +65 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,085 $466K 0.07% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,079 $466K 0.04% -1,293 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,052 $463K 0.11% -715 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,051 $463K 0.18% +33 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 4,023 $459K 0.09% +91 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,013 $458K 0.09% +694 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,011 $458K 0.2% +53 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,734 $458K 0.01% -1,165 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,005 $457K 0.02% -545 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,004 $457K <0.01% +39 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 4,001 $457K 0.48% -4,121 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,000 $457K 0.26% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,983 $455K 0.01% -8,680 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,958 $452K 0.03% -592 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,958 $452K 0.04% +170 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,958 $452K 0.1% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,956 $452K 0.19% +20 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,950 $451K <0.01% -436 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,950 $451K 0.01% -106 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 3,940 $450K 0.01% -567 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 3,939 $450K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,648 $447K 0.04% -37 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,907 $446K 0.05% -1,017 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,900 $445K 0.06% -500 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3,896 $445K 0.11% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,883 $443K 0.01% -103 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,735 $443K 0.01% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,860 $441K 0.02% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,833 $438K 0.04% -126 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,808 $435K 0.07% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,788 $433K 0.01% +195 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,787 $432K 0.03% +600 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,780 $432K 0.06% -100 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,768 $430K 0.08% -128 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,752 $429K 0.26% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,755 $429K 0.01% +198 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,739 $427K 0.02% -9 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,734 $426K 0.04% +360 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 3,730 $426K 0.08% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,710 $424K 0.01% +791 13F-HR Timeline Group Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,702 $423K 0.6% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 3,702 $423K 0.04% +468 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,695 $422K 0.13% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,688 $421K 0.03% -80 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,630 $414K 0.06% +20 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,622 $414K 0.31% +747 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,610 $412K 0.02% -21 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,606 $412K 0.01% -40 13F-HR/A Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 3,600 $411K 0.04% -545 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,598 $411K 0.01% -671 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,591 $410K 0.01% -87 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,588 $410K 0.07% -211 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,580 $409K 0.04% +330 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 3,560 $407K 0.05% +143 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 3,540 $404K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,530 $403K 0.03% -2,202 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,509 $401K 0.11% -90 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,499 $400K 0.21% +537 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 3,476 $397K 0.06% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,475 $397K 0.04% -300 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 3,472 $396K 0.35% +178 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3,467 $396K 0.17% new 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 3,437 $392K 0.26% -1,418 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,437 $392K 0.05% -1,777 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,430 $392K 0.07% +753 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,426 $391K 0.15% +575 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,421 $391K 0.01% +310 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,419 $390K 0.12% -84 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,405 $389K 0.14% -112 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,398 $388K 0.05% +473 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,394 $388K 0.02% -171 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 3,385 $386K 0.07% -150 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,372 $385K 0.03% +122 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,365 $384K 0.04% -193 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,361 $384K 0.04% +811 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,345 $382K 0.02% +909 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,087 $378K 0.22% +575 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,305 $377K 0.11% -290 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,303 $377K 0.1% +30 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,300 $377K 0.11% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,289 $376K 0.02% +318 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,274 $374K 0.06% -30 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,255 $372K 0.2% +1,065 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,251 $371K 0.11% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 3,250 $371K 0.15% +550 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,239 $370K 0.21% -50 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,238 $370K 0.08% +171 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 3,235 $369K 0.23% -2,000 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,221 $368K 0.01% +324 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,191 $364K 0.04% -123 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,187 $364K 0.03% +145 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,180 $363K 0.06% -356 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,178 $363K 0.02% +454 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,169 $362K 0.11% -30 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,157 $360K 0.11% -687 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,155 $360K 0.09% -3,446 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,155 $360K 0.04% +634 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 3,150 $360K 0.04% -73 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,132 $358K 0.06% +21 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,131 $357K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,126 $357K 0.01% -639 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,117 $356K 0.01% +2,717 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,111 $355K 0.12% -943 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,099 $354K 0.03% +364 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,096 $354K 0.02% +913 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,066 $350K 0.03% +27 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,064 $350K 0.14% -31 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,059 $349K <0.01% +409 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,056 $349K 0.18% -2,693 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,054 $349K 0.06% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,027 $346K 0.08% -1,470 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,018 $345K 0.09% -82 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,000 $343K 0.03% -2,657 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,002 $343K 0.04% -298 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,000 $343K 0.01% 0 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,000 $343K 0.05% new 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3,000 $343K 0.1% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,000 $343K 0.04% +937 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,997 $342K <0.01% +202 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,990 $341K 0.01% +412 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,988 $341K 0.02% -169 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 2,981 $340K <0.01% -1,145 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,963 $338K 0.11% +1,070 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,938 $335K 0.08% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,737 $333K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,890 $330K 0.02% +975 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,890 $330K 0.04% +370 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,887 $330K 0.03% +621 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,878 $329K <0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,875 $328K 0.01% -19,870 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,875 $328K 0.01% -3 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,850 $325K 0.03% 0 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 2,850 $325K 0.23% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,845 $325K 0.01% -1,406 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,839 $324K 0.01% -485 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,820 $322K 0.13% 0 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,811 $321K 0.12% +7 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,805 $320K 0.01% +156 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,803 $320K 0.02% +675 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,793 $319K 0.01% +1,801 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,783 $318K 0.12% +17 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 2,777 $317K 0.18% +682 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,773 $317K 0.08% +1,069 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,762 $315K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,750 $314K 0.25% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,734 $312K 0.02% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,730 $312K 0.01% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,720 $311K 0.14% +28 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 2,719 $310K 0.07% +252 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,708 $309K 0.01% +10 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,705 $309K 0.03% -80 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,700 $308K <0.01% +20 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 2,700 $308K 0.01% -800 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,700 $308K 0.05% -200 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,700 $308K 0.05% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,697 $308K 0.04% -151 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,695 $308K 0.08% -508 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,693 $307K 0.19% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,693 $307K 0.12% +18 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,688 $307K 0.08% -9 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,686 $307K 0.16% -2,237 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,684 $306K 0.01% -278 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,683 $306K 0.02% +3 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,681 $306K <0.01% -446 13F-HR Timeline Group MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,678 $306K 0.05% -35 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,657 $304K <0.01% -602 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,657 $303K 0.01% +307 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,648 $303K 0.03% +2,370 13F-HR Timeline Group Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 2,650 $303K 0.27% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,643 $302K 0.03% +9 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,643 $302K 0.09% +20 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,635 $301K 0.05% -250 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 2,625 $300K 0.02% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,616 $299K 0.1% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,615 $299K 0.01% -318 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,595 $296K 0.19% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,590 $296K 0.01% +38 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,590 $296K 0.02% -41 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,582 $295K 0.06% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,575 $294K 0.03% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,570 $293K 0.06% -400 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 2,557 $292K 0.12% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,541 $290K 0.06% -14 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,540 $290K <0.01% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,527 $289K 0.17% +27 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,525 $288K 0.03% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 2,525 $288K 0.05% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,524 $288K 0.03% +636 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,520 $288K <0.01% -131 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,509 $286K 0.01% +158 13F-HR Timeline