Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,740 $1.39M 0.12% +663 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 2,736 $1.39M 0.9% +2,145 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,719 $1.38M 0.2% -45 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,716 $1.38M 0.08% +245 13F-HR/A Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,710 $1.38M 0.08% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,705 $1.37M 0.26% -229 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,700 $1.37M 0.05% 0 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,697 $1.37M 0.3% +2,219 13F-HR Timeline Group Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,690 $1.37M 0.58% +144 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,688 $1.37M 0.03% +27 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,684 $1.36M 0.06% +644 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,726 $1.36M 0.83% +89 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,669 $1.36M 0.19% +294 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,657 $1.35M 0.09% +32 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,605 $1.32M 0.02% +28 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,600 $1.32M 0.21% -38 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,595 $1.32M 0.11% +2,593 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,583 $1.31M 0.67% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,576 $1.31M 0.44% +197 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,571 $1.31M 0.05% -2,013 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,570 $1.31M 0.1% +37 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,562 $1.3M 0.04% +160 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,531 $1.29M 0.28% -42 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,529 $1.28M 0.12% +354 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,512 $1.28M 0.07% +90 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,504 $1.27M 0.24% -131 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,503 $1.27M 0.12% +197 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,501 $1.27M 0.32% -2,425 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,443 $1.27M 0.25% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,732 $1.26M 0.07% -358 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,488 $1.26M 0.06% +473 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,484 $1.26M 0.05% +27 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 2,474 $1.26M 0.03% -2,983 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,464 $1.25M 0.14% +201 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,462 $1.25M 0.38% +60 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,472 $1.24M 0.44% +186 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,437 $1.24M 0.16% -1 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,436 $1.24M 0.26% -82 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,421 $1.23M 0.01% -53 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,420 $1.23M 0.08% +415 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,408 $1.22M 0.14% +104 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,404 $1.22M 0.24% +1,160 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 2,400 $1.22M 1.37% new 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 2,398 $1.22M 1.29% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,395 $1.22M 0.24% -79 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,364 $1.2M 0.46% +9 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,363 $1.2M 0.07% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,360 $1.2M 0.05% -21 13F-HR/A Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,357 $1.2M 0.07% +321 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 2,336 $1.19M 0.23% -60 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,325 $1.18M 0.26% +1 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,297 $1.17M 0.24% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,427 $1.16M 0.15% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,292 $1.16M 0.09% -2,071 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,278 $1.16M 0.17% +6 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,270 $1.15M 0.09% +29 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,268 $1.15M 0.01% +177 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,251 $1.14M 0.04% -11 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,236 $1.14M 0.75% -10 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,217 $1.13M 0.04% +83 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,210 $1.12M 0.09% -13 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,205 $1.12M 0.15% +117 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,202 $1.12M 0.07% +138 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,200 $1.12M 0.05% -69,952 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,196 $1.12M 0.03% +201 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,169 $1.12M 0.29% +99 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,195 $1.12M 0.03% +35 13F-HR Timeline Group GSG Advisors LLC More: the full row for GSG Advisors LLC 2,347 $1.11M 0.37% +38 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,187 $1.11M 1.01% -79 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 2,171 $1.1M 0.32% +4 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,167 $1.1M 0.04% +1 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,167 $1.1M 0.06% -155 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,356 $1.1M 0.23% +19 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,159 $1.1M 0.23% -2,706 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,150 $1.09M 0.04% -178 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,148 $1.09M 0.39% -278 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2,144 $1.09M 0.59% -274 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,143 $1.09M 0.19% -161 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,131 $1.08M 0.48% +88 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,123 $1.08M 0.87% +175 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,108 $1.07M 0.6% -10 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,099 $1.07M 0.28% +30 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,078 $1.06M 0.36% +1,159 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,078 $1.06M 0.07% +2 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,278 $1.05M 0.64% +99 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,053 $1.04M 0.01% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,045 $1.04M 0.28% +107 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,044 $1.04M 0.19% -26 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,043 $1.04M 0.08% +21 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,030 $1.03M 0.29% +196 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,020 $1.03M +1,523 Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,000 $1.02M 0.48% +500 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,994 $1.01M 0.37% +49 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,992 $1.01M 0.04% -690 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,987 $1.01M 0.14% +306 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,982 $1.01M 0.03% -115 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,085 $999K 0.08% +245 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,967 $999K 0.18% +17 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,960 $996K 0.77% +565 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,955 $993K 0.28% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,953 $992K 0.14% +189 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,949 $990K 0.15% +99 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,944 $988K 0.28% +48 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,944 $986K 0.58% -178 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,043 $983K 0.01% +92 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,935 $983K 0.14% -30 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,931 $981K 0.09% new 13F-HR/A Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,914 $973K 0.08% +14 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,911 $971K 0.13% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,906 $968K 0.62% +77 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,899 $965K 0.09% +117 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,898 $964K 0.1% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,889 $960K 0.14% +448 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,952 $960K 0.08% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,880 $955K 0.1% -339 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,874 $952K 0.83% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,873 $952K 0.12% -801 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,868 $949K 0.16% +50 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,860 $945K 0.07% +79 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,005 $943K 0.06% +30 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,853 $941K 0.32% +419 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,847 $939K 0.03% -17 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,844 $937K 0.08% +148 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,834 $932K 0.07% +30 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,833 $931K 0.14% +413 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,832 $931K 0.03% -1,380 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,823 $926K 0.16% +65 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,822 $926K 0.04% +207 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,812 $921K 0.05% -528 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,811 $920K 0.03% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,810 $920K 0.05% +11 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,802 $916K 0.06% -9 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,796 $913K 0.36% +66 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,856 $911K +294 Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,790 $909K 0.28% +9 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,788 $909K 0.15% -45 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,782 $905K 0.62% -1 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,779 $904K 0.01% +186 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,778 $904K 0.25% -94 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,774 $901K 0.47% +72 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,774 $901K 0.01% -580 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,773 $901K 0.02% -254 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,771 $900K 0.03% +295 13F-HR Timeline Group IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,766 $897K 0.49% -4 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 1,759 $894K 0.85% +148 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,756 $892K 0.54% +8 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,747 $888K 0.03% +932 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,742 $885K 0.39% +89 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,742 $885K 0.42% -479 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 1,738 $883K 0.05% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,725 $876K 0.11% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,722 $875K 0.01% -33 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,718 $873K 0.56% -5,618 13F-HR/A Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,710 $869K 0.1% -162 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,709 $868K 0.05% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,701 $864K 0.24% -7 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,700 $864K 0.66% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,799 $864K 0.09% -732 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,697 $862K 0.69% +917 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,695 $861K 0.05% -2 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,691 $859K 0.62% -81 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,680 $854K 0.15% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,680 $853K 0.39% +228 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,674 $851K 0.11% +417 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,674 $851K 0.21% -47 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,674 $851K 0.36% new 13F-HR/A Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,671 $849K 0.13% -95 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 1,667 $847K 0.23% +1,124 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,646 $836K 0.01% +221 13F-HR Timeline Group Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,646 $836K 0.36% +185 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,645 $836K 0.08% -457 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,643 $835K 0.36% +19 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,637 $832K 0.35% +600 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,634 $830K 0.03% +75 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,633 $830K 0.61% +332 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,730 $829K 0.34% +13 13F-HR Timeline Stanley-Laman Group, Ltd. 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