Destination Wealth Management More: the full row for Destination Wealth Management 1,269 $494K 0.01% +379 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,264 $492K 0.19% +26 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,260 $490K 0.03% -79 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,251 $487K 0.1% 0 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,247 $485K 0.01% +155 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,247 $485K 0.08% +133 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,245 $484K 0.04% +2 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,242 $483K 0.04% +20 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,242 $483K 0.08% -5 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,234 $480K 0.1% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,227 $477K 0.01% -17 13F-HR Timeline Group ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,224 $477K 0.04% new 13F-HR/A Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,224 $476K 0.11% +152 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,220 $475K 0.11% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,166 $473K 0.1% +583 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,212 $472K 0.02% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,200 $467K 0.02% -466 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,199 $467K 0.03% +128 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,199 $467K 0.02% +6 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,198 $466K 0.03% +3 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,193 $464K 0.01% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,190 $463K 0.02% +3 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,189 $463K 0.01% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,189 $463K 0.23% -38 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,188 $462K 0.06% +2 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,247 $461K 0.13% new 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,180 $459K 0.37% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,175 $457K 0.12% -52 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,169 $455K 0.02% -161 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,168 $455K 0.03% -134 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,164 $453K 0.17% +3 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,161 $452K 0.04% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,161 $452K 0.06% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,161 $452K 0.03% -2 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,156 $451K 0.12% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,157 $450K 0.12% +25 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 1,157 $450K 0.06% +3 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,130 $450K 0.07% +700 13F-HR/A Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,155 $450K 0.03% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,150 $448K 0.25% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,146 $446K 0.1% +644 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,143 $445K <0.01% -138 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 1,143 $445K 0 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,137 $443K 0.02% -302 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,133 $441K 0.04% +10 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,133 $441K 0.15% 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,142 $441K 0.33% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,436 $441K 0.04% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,131 $440K 0.07% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,130 $440K 0.01% -215 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,127 $439K <0.01% 0 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,123 $437K 0.09% -137 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,119 $436K 0.06% -3 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,115 $434K 0.04% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,112 $433K 0.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,111 $432K 0.15% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,110 $432K 0.07% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,101 $429K 0.01% +198 13F-HR/A Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,100 $428K 0.04% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,100 $428K 0.02% +63 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,100 $428K 0.31% -53 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,095 $428K 0.2% -201 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,095 $426K 0.18% -48 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,092 $425K 0.03% -5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,088 $423K <0.01% +122 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,087 $423K 0.09% +24 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,086 $423K 0.23% -438 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,085 $422K 0.01% -16 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,079 $420K 0.25% +6 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,072 $417K 0.04% +1 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 1,070 $416K 0.42% 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,068 $416K 0.08% 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,064 $414K 1.45% +1 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,062 $413K 0.14% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 1,051 $409K 0.2% -52 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,051 $409K 0.23% -19 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,050 $409K 0.11% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,044 $406K 0.08% -203 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,042 $406K 0.13% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,037 $404K 0.01% -3,169 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,037 $404K 0.03% +444 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,035 $403K 0.03% +268 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,034 $402K 0.1% +119 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,025 $399K 0.09% -19 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,023 $398K 0.21% -120 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,019 $397K 0.01% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,019 $397K 0.04% new 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,019 $397K 0.12% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,016 $395K 0.09% -12 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,010 $393K 0.03% -14 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1,008 $392K 0.32% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,006 $391K 0.02% +7 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,005 $391K 0.04% -75 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $389K 0.02% 0 13F-HR/A Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,000 $389K 0.08% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,000 $389K 0.02% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,000 $389K 0.03% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 999 $389K 0.17% -13 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 998 $388K 0.03% +32 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 997 $388K 0.01% +158 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 996 $388K 0.2% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 995 $387K 0.11% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 988 $387K 0.03% -1,303 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 914 $386K 0.23% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 990 $385K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 987 $384K 0.01% -162 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 986 $384K 0.11% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 985 $383K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 982 $382K 0.03% -70 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 979 $381K 0.33% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 978 $380K 0.14% -117 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 968 $377K 0.2% -48 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 963 $375K 0.04% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 959 $373K 0.01% +25 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 958 $373K 0.02% +256 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 956 $372K 0.01% +52 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 956 $372K <0.01% -5 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 956 $372K +292 Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 955 $372K 0.02% +241 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 950 $370K 0.11% -58 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 947 $369K 0.02% -77,663 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 938 $365K 0.07% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 937 $365K 0.06% +2 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 927 $363K 0.2% -185 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 931 $362K <0.01% +15 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 930 $362K 0.03% +87 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 930 $362K 0.02% +2 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 929 $362K 0.16% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 926 $360K 0.01% +36 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 920 $358K 0.01% +9 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 919 $358K 0.03% +8 13F-HR/A Timeline Storgate, LLC More: the full row for Storgate, LLC 916 $357K 0.29% 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 915 $356K 0.16% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 914 $356K 0.03% +38 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 913 $355K 0.07% -12 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 910 $354K 0.06% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 910 $354K 0.18% -70 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 910 $354K 0.12% -292 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 904 $352K -7,402 Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 900 $350K 0.02% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 900 $350K 0.17% 0 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 900 $350K 0.36% 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 899 $350K 0.28% -108 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 896 $349K 0.12% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 893 $348K 0.05% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 891 $347K 0.16% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 885 $344K 0.17% -365 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 882 $343K 0.23% -69 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 879 $342K 0.12% -360 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 873 $340K 0.04% -24 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 871 $339K 0.05% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 870 $339K 0.01% -1 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 869 $338K 0.07% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 866 $337K 0.02% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 865 $337K 0.08% -5 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 865 $337K 0.02% +17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 858 $334K 0.04% -17 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. 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More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 853 $332K 0.05% -97 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 849 $330K 0.07% -237 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 846 $329K 0.07% -9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 845 $329K 0.03% -38 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 845 $329K 0.1% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 844 $328K <0.01% +1 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 840 $327K 0.04% -4 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 840 $327K 0.08% -16 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 838 $326K 0.12% -12 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 769 $325K 0.05% -29 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 834 $325K 0.05% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 834 $325K 0.05% +1 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 833 $324K 0.14% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 831 $323K 0.04% +2 13F-HR Timeline Financial Management Professionals, Inc. 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More: the full row for iA Global Asset Management Inc. 820 $319K <0.01% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 818 $319K 0.09% -50 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 815 $317K 0.23% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 814 $317K 0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 814 $317K 0.06% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 814 $317K 0.04% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 810 $315K 0.03% +95 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 810 $315K 0.04% +3 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 809 $315K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 804 $313K 0.02% -44 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 802 $312K 0.01% -5 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 800 $311K 0.04% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 791 $308K 0.04% -221 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 789 $307K 0.04% +30 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 785 $306K 0.04% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 785 $306K 0.26% -1 13F-HR/A Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 780 $304K 0.06% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 777 $302K 0.01% -6 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 773 $301K 0.03% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 772 $300K 0.15% +8 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 767 $299K 0.21% 0 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 767 $299K 0.07% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 765 $298K 0.1% -60 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 764 $297K 0.01% +18 13F-HR Timeline