AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,232 $385K 0.01% +1 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 3,230 $384K 0.2% +149 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,218 $383K 0.06% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,185 $379K 0.02% -9 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,176 $378K 0.33% -2 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 3,147 $374K 0.36% 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 3,165 $374K 0.06% -332 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 3,138 $373K 0.36% 13F-HR/A Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,137 $373K 0.24% +706 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,109 $370K 0.09% +356 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 3,091 $368K 0.27% +4 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,090 $368K 0.05% +150 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 3,086 $367K 0.07% -242 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 3,080 $366K 0.17% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,072 $366K 0.06% +4 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,971 $365K 0.12% +157 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,060 $364K 0.1% new 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,048 $363K 0.11% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,047 $363K 0.01% +324 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,047 $363K 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,044 $362K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,040 $362K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,033 $361K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,028 $360K 0.01% -1,072 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,026 $360K 0.04% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,004 $357K 0.32% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,996 $357K -598 Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,985 $355K 0.03% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,983 $355K 0.09% -189 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 2,974 $354K 0.24% -80 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,969 $353K 0.07% -278 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,963 $353K 0.03% +451 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 2,937 $349K 0.07% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,933 $349K 0.02% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,929 $348K 0.21% +4 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,911 $346K 0.07% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,887 $343K 0.07% +9 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,856 $340K <0.01% +20 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 2,844 $338K 0.22% -206 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 2,824 $336K 0.18% -3,590 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,824 $336K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,821 $336K 0.02% +100 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,810 $334K 0.03% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,802 $333K 0.08% -73 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,794 $332K 0.03% -385 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,791 $332K 0.06% +3 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,785 $331K 0.19% -198 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,777 $330K 0.09% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,771 $330K 0.05% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,757 $328K 0.03% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,750 $327K 0.26% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,747 $327K 0.01% +2,731 13F-HR Timeline Group Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 2,747 $327K 0.25% +3 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,723 $324K 0.06% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,709 $322K 0.07% +15 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,705 $322K 0.02% +63 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 2,705 $322K 0.33% -28 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 2,703 $322K 0.19% -23 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,700 $321K 0.14% -121 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,694 $321K 0.01% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,691 $320K 0.03% +406 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,685 $319K 0.06% +197 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,681 $319K 0.01% -61 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,678 $319K 0.04% -558 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,667 $317K 0.11% +3 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,666 $317K 0.09% +220 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,663 $317K 0.06% -40 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,647 $315K 0.03% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,630 $313K 0.06% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,627 $313K 0.43% -1,405 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,616 $311K 0.02% +51 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,610 $311K 0.04% -88 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,609 $310K 0.02% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,579 $307K 0.03% -118 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,573 $306K 0.13% +1,893 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,571 $306K 0.13% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,543 $303K 0.14% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,541 $302K 0.02% 0 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 2,535 $302K 0.2% +2 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 2,501 $300K 0.13% 0 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for CIBC WORLD MARKET INC. 2,406 $286K <0.01% -147 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,400 $286K 0.07% -69 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,398 $285K 0.05% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,386 $284K 0.03% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,375 $283K 0.01% +288 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,353 $280K 0.05% +204 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,353 $280K 0.01% -155 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,344 $279K 0.22% -2,629 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,311 $275K 0.02% -33 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,304 $274K 0.09% +1 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,298 $273K 0.01% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,292 $271K 0.03% +3 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,258 $269K 0.04% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,268 $268K 0.07% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,242 $267K 0.09% 0 13F-HR Timeline Plus Group Wealth Advisors LLC More: the full row for Plus Group Wealth Advisors LLC 2,235 $266K 0.25% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,223 $264K 0.02% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,436 $264K 0.01% 0 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 2,220 $264K 0.09% -371 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,216 $264K 0.12% new 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 2,214 $263K 0.02% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,209 $263K 0.06% -271 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,207 $263K 0.09% +2 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,196 $261K <0.01% -127 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,195 $261K 0.16% +3 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,187 $260K 0.02% +3 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,183 $260K 0.1% -149 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,177 $259K 0.16% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,168 $258K 0.01% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,175 $257K 0.06% +6 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,158 $257K 0.04% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,157 $257K 0.04% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,136 $254K 0.01% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,132 $254K <0.01% new 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,129 $253K <0.01% +57 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,130 $252K 0.01% +55 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,113 $251K 0.01% 0 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,104 $250K 0.02% +31 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,100 $250K 0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2,082 $248K 0.11% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,082 $248K 0.14% +24 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,075 $247K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,062 $245K 0.05% -33 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,056 $245K 0.04% +12 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,047 $244K 0.01% 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,044 $243K 0.05% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,034 $242K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,031 $242K 0.01% +3 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 2,027 $241K 0.16% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,024 $241K <0.01% -842 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 2,000 $238K 0.11% 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,997 $238K 0.07% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,993 $237K 0.12% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,985 $236K 0.01% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,983 $236K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,983 $235K 0.1% +1 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,960 $233K 0.03% -300 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,956 $233K <0.01% -3,071 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,953 $232K 0.14% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,952 $232K <0.01% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,944 $231K 0.05% -582 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,943 $231K <0.01% new 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,935 $230K 0.07% -302 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,932 $230K 0.01% -112 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,939 $230K 0.01% +371 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,930 $230K 0.07% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,921 $229K 0.03% new 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 1,912 $228K 0.1% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,905 $227K 0.02% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,890 $225K 0.02% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,889 $225K <0.01% new 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,887 $225K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,885 $224K <0.01% +2 13F-HR Timeline Group AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 1,872 $223K 0.13% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,865 $222K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,861 $221K 0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,854 $221K 0.01% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,843 $219K 0.2% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,841 $219K <0.01% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,834 $218K 0.08% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,832 $218K 0.21% -50,885 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,832 $218K 0.07% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,826 $217K 0.01% -41 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,818 $216K 0.03% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,807 $215K 0.02% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,804 $215K 0.08% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,797 $214K 0.02% +947 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,795 $214K 0.01% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,791 $213K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,789 $213K 0.04% new 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 1,780 $212K 0.19% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,780 $212K 0.05% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,777 $211K <0.01% new 13F-HR/A Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,777 $211K 0.16% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,772 $211K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,717 $210K <0.01% -13 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,759 $209K 0.08% new 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 1,744 $208K 0.18% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,741 $207K 0.03% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,737 $207K 0.01% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,734 $206K 0.12% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1,731 $206K 0.05% +633 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,769 $206K 0.05% new 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,715 $204K 0.1% new 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,767 $203K 0.09% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,703 $203K <0.01% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,700 $202K 0.01% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,700 $202K 0.02% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,689 $201K 0.11% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,689 $201K 0.01% new 13F-HR Timeline