GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,342 $389K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,333 $389K 0.02% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,323 $388K 0.02% -3,479 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,305 $386K 0.01% +223 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,300 $386K 0.18% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,294 $385K 0.03% -1,292 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,966 $385K 0.06% -200 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,291 $385K 0.01% -2,131 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,282 $384K 0.07% +4,062 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,274 $383K 0.04% -152 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,273 $383K 0.04% -10,493 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,265 $383K 0.02% -380 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,243 $381K 0.01% -157 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,233 $380K <0.01% +509 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,224 $379K 0.35% -15 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,216 $378K 0.01% +44 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,208 $377K 0.18% +24 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,184 $375K 0.14% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,269 $374K 0.07% new 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,165 $374K 0.02% -2,592 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,128 $370K 0.15% -21 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,063 $364K 0.09% -1,008 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 4,049 $363K 0.08% -107 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,039 $362K 0.01% +892 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,027 $361K 0.01% -1,565 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,016 $360K 0.06% +237 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,000 $359K 0.04% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,983 $357K 0.12% +240 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,974 $357K 0.03% -18 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,957 $355K 0.03% -3,031 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,942 $354K 0.04% -1,435 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,930 $353K <0.01% -15,293 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 3,918 $351K 0.01% -45,528 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,935 $351K 0.08% +95 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,910 $351K 0.01% -52 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,899 $350K 0.13% +269 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,896 $349K 0.01% -3,218 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,893 $349K 0.02% -350 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,874 $347K 0.02% -97,053 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,867 $347K 0.05% -59 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,856 $346K 0.15% -136 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,852 $346K 0.03% -100 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,851 $345K 0.01% +34 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 3,840 $344K 0.11% +540 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,823 $343K 0.02% -18,492 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,783 $339K 0.06% +178 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,773 $338K 0.09% -27 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,765 $338K 0.09% -256 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,762 $337K 0.21% -200 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,751 $336K 0.05% -40 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,749 $336K 0.14% -443 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,740 $335K 0.06% +720 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,738 $335K 0.02% -327 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,729 $334K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,722 $334K 0.05% -2,085 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,720 $334K 0.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,692 $331K 0.01% +781 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,675 $330K 0.13% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,641 $327K 0.02% -30,223 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,630 $326K 0.12% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,619 $325K 0.01% +99 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,611 $324K 0.03% -100 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,608 $323K 0.01% +122 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,605 $323K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,601 $323K 0.05% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,594 $322K 0.05% -2,450 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,575 $321K 0.08% +12 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,560 $319K 0.03% -7,186 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,544 $318K 0.02% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,536 $317K <0.01% -2,638 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,527 $316K 0.08% +1,324 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,524 $316K 0.09% -9 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,514 $315K 0.02% +496 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,512 $315K 0.09% +45 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,568 $315K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,507 $315K 0.01% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 3,503 $314K 0.09% -290 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,492 $313K 0.04% -17,932 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,491 $313K 0.2% -76 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,476 $313K 0.21% -72 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,489 $313K 0.25% -118 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,484 $313K 0.24% -424 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,481 $312K 0.01% +716 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,474 $312K 0.1% -298 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,470 $311K 0.01% -389 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,458 $310K 0.07% +390 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,454 $310K 0.18% +370 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,440 $309K 0.01% +12 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,686 $307K 0.03% +1,412 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,410 $306K 0.04% +5 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,404 $305K 0.26% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,396 $305K 0.11% -1,016 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,395 $305K <0.01% -3,387 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,394 $304K 0.17% +2 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,392 $304K 0.07% -160 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,383 $303K 0.1% +2,120 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,374 $303K 0.01% +597 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,349 $300K 0.02% new 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 3,319 $298K <0.01% -168,581 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,284 $295K 0.02% -1,691 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 3,269 $293K 0.02% +565 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,258 $292K 0.02% -278 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,258 $292K 0.13% -511 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,255 $292K 0 Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 3,254 $292K 0.23% -1,500 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,251 $292K 0.03% -96 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,241 $291K 0.01% +708 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,231 $290K 0.22% 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,228 $290K 0.16% +391 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,222 $289K 0.21% -223 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,212 $288K 0.07% +10 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,209 $288K 0.01% -144 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,206 $288K <0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,204 $287K 0.01% -161 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,200 $287K 0.16% +500 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,188 $286K 0.03% -113 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,187 $286K 0.01% +192 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,168 $284K 0.12% -253 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,189 $284K 0.16% -100 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,162 $284K 0.01% -6,319 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,152 $283K 0.02% -15 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,150 $283K 0.06% -155 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,145 $282K 0.01% -1,000 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,170 $282K 0.04% +205 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,139 $282K 0.01% -215 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,109 $279K 0.04% +277 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,104 $278K 0.01% -3,092 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,100 $278K <0.01% -235 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,100 $278K 0.06% -16 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,083 $277K 0.17% -293 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,071 $275K 0.04% +820 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,074 $274K 0.05% -32 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,050 $274K 0.23% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,038 $273K <0.01% -806 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,040 $272K 0.09% -549 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,747 $272K 0.15% -840 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,026 $271K 0.05% -276 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,803 $271K 0.01% -601 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,014 $270K 0.01% -1,665 13F-HR Timeline Group Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $269K 0.05% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $269K 0.05% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $269K 0.17% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,010 $268K 0.13% +218 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,980 $267K 0.09% new 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 3,000 $266K 4.66% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,970 $266K 0.07% +433 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 2,952 $265K 0.46% new 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,948 $264K 0.03% -1,382 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,935 $263K 0.05% -75 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,932 $263K 0.22% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,922 $262K -61 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,921 $262K 0.01% -1,255 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,912 $261K 0.03% +470 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,910 $261K 0.06% +215 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,908 $261K 0.11% -496 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,905 $261K 0.06% -202 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,900 $260K 0.01% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,897 $260K 0.02% -184 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,890 $259K 0.01% 0 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,870 $257K 0.04% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,870 $257K 0.06% -382 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,861 $257K 0.02% -91 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,860 $257K 0.09% -25 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,860 $257K 0.01% +110 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 2,834 $254K 0.1% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,825 $253K <0.01% -82 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,824 $253K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,824 $253K 0.02% 0 13F-HR/A Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,822 $253K 0.01% +420 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,810 $252K 0.01% +593 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,798 $251K 0.01% -1,076 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,800 $251K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,778 $249K 0.02% -62 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,773 $249K 0.03% +174 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,771 $249K 0.13% +38 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,748 $246K 0.02% +360 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,745 $246K 0.06% -13 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,735 $245K 0.01% +71 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,728 $245K 0.12% -14 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,722 $244K 0.18% -193 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,720 $244K 0.06% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,689 $241K 0.04% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,681 $241K 0.09% +481 13F-HR/A Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,670 $240K 0.12% -1,988 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,664 $239K 0.05% +275 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,661 $239K 0.01% +897 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,655 $238K 0.01% -679 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,621 $237K 0.02% -713 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,635 $236K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,632 $236K 0.02% -2,746 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,625 $235K 0.04% +100 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,625 $235K 0.02% -128 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,609 $234K 0.09% -8,810 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,606 $234K 0.02% -666 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,603 $233K <0.01% -649 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,600 $233K 0.05% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,599 $233K 0.15% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,595 $233K 0.03% -4,570 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,592 $232K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,591 $232K 0.01% -116 13F-HR Timeline