CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,591 $358K 0.13% -366 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,586 $358K 0.08% -200 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,530 $353K <0.01% +1,319 13F-HR Timeline Group Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,493 $350K 0.04% +116 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,490 $350K 0.03% -150 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,480 $349K 0.03% -117 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,478 $349K 0.14% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 4,468 $349K 0.23% -1,010 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,454 $347K 0.19% 0 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 4,445 $347K 0.18% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,429 $346K 0.04% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,427 $345K 0.08% +369 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,362 $340K 0.08% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,354 $340K 0.21% 0 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,302 $336K 0.23% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,291 $335K 0.15% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,289 $335K 0.01% -198 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,282 $334K 0.14% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,277 $334K 0.03% -476 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,284 $333K 0.03% -715 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 4,270 $333K 0.03% 0 13F-HR Timeline Group Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,250 $332K 0.2% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,255 $332K 0.05% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,215 $329K 0.01% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,181 $326K 0.03% -328 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4,167 $325K 0.27% 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,160 $325K 0.27% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,157 $324K 0.27% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 4,114 $321K 0.33% 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,113 $321K 0.2% -200 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,104 $320K 0.04% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,074 $318K 0.06% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 4,056 $316K 0.18% 13F-HR Timeline Poplar Forest Capital LLC More: the full row for Poplar Forest Capital LLC 4,047 $316K 0.06% -1,485 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,030 $314K 0.16% 0 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,029 $314K new Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,020 $314K 0.03% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,977 $310K 0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,965 $309K 0.03% -195 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,925 $306K 0.01% +1,434 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,904 $305K 0.06% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,899 $304K 0.04% -94,175 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,891 $304K 0.03% -416 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,888 $303K 0.09% +756 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,843 $300K 0.05% 0 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 3,828 $299K 0.15% +451 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,827 $299K 0.03% +45 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,816 $298K 0.05% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 3,808 $297K 0.17% -307 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 3,745 $292K 0.06% new 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,744 $292K 0.01% new 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,733 $291K 0.27% -136 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,703 $289K 0.01% -457 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,683 $287K 0.11% +7 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,683 $287K 0.02% -3,409 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,680 $287K 0.09% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 3,663 $286K 0.04% -266 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,661 $286K 0.2% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,660 $286K 0.04% -111 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,638 $284K <0.01% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 3,628 $283K 0.28% 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,625 $283K 0.06% +370 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,618 $282K 0.14% +375 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,615 $282K 0.05% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,601 $281K 0.07% -44 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,569 $278K 0.17% +49 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,559 $278K 0.05% -513 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,550 $277K 0.05% -350 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,550 $277K 0.01% -1,315 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,545 $277K 0.02% -3 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,535 $276K 0.01% -185 13F-HR/A Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,513 $274K 0.25% -386 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,479 $271K 0.02% +57 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,463 $270K 0.02% -291,423 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,463 $270K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,456 $270K 0.11% -15,929 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,440 $268K 0.01% +450 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,408 $266K 0.07% +11 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,371 $263K 0.05% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 3,360 $262K 0.08% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,355 $262K 0.02% -18,278 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 3,354 $262K 0.14% +52 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,346 $261K 0.11% +1,344 13F-HR/A Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,334 $260K 0.15% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,306 $258K 0.02% +182 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,301 $258K 0.01% +491 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,296 $257K 0.04% -433 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,280 $256K 0.08% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,266 $255K 0.1% +8 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,231 $252K 0.01% new 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,189 $249K <0.01% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 3,189 $249K 0.01% +44 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 3,175 $248K 0.05% -2,472 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,172 $247K 0.03% +62 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 3,137 $245K 0.11% +196 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,116 $243K 0.05% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,089 $241K 0.05% -11,293 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,082 $240K 0.08% +1 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,077 $240K 0.04% -401 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,076 $240K <0.01% -524 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,066 $239K 0.15% -177 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,052 $238K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,044 $237K 0.01% +728 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 3,029 $236K 0.22% 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 3,019 $236K 0.14% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,000 $234K 0.13% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,990 $233K 0.1% -93 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,970 $232K <0.01% new 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,966 $231K 0.02% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,961 $231K 0.01% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,953 $230K 0.04% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 2,960 $230K 0.12% +6 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 2,943 $230K 0.15% -283 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,928 $228K 0.38% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,927 $228K 0.01% -1,969 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,925 $228K 0.06% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,903 $226K 0.03% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,888 $225K 0.06% +940 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,872 $224K 0.05% +37 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,867 $224K 0.05% new 13F-HR/A Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,838 $221K 0.21% 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,821 $220K 0.11% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,814 $220K 0.06% +38 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,807 $219K 0.23% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,798 $218K 0.02% +115 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,796 $218K 0.08% +36 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,770 $216K 0.19% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,769 $216K 0.02% +14 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,767 $216K 0.16% +36 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,757 $215K 0.03% +2 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,753 $215K 0.19% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,746 $214K 0.03% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,735 $213K 0.06% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,732 $213K 0.02% new 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 2,723 $212K 0.21% +84 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,710 $211K 0.12% +37 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,706 $211K 0.06% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,667 $208K 0.08% -26 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,601 $204K 0.1% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,601 $203K 0.11% +79 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,600 $203K 0.02% -1,626 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,600 $203K 0.02% 0 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,595 $202K 0.03% +9 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,593 $202K 0.08% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,587 $202K <0.01% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,581 $201K 0.05% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,579 $201K 0.22% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,577 $201K 0.07% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,560 $200K 0.08% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,554 $199K 0.03% +795 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,553 $199K 0.05% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,550 $199K 0.09% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,542 $198K 0.09% -8,880 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,519 $197K 0.08% +133 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,505 $195K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,505 $195K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,474 $193K 0.02% -29 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,404 $188K 0.17% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,264 $178K 0.04% -651 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,260 $176K 0.06% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,252 $176K <0.01% -2,046 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,987 $155K 0.03% -220 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,922 $150K 0.01% +298 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,862 $145K 0.08% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,809 $141K 0.05% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,802 $141K 0.03% -2,665 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,779 $139K 0.06% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,719 $134K 0.02% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,715 $134K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,712 $134K 0.03% 0 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 1,705 $133K 0.01% +900 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,695 $132K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 1,647 $128K 0.1% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,645 $128K 0.04% +313 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,643 $128K 0.09% -10 13F-HR Timeline MOTCO More: the full row for MOTCO 1,580 $123K 0.01% -120 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,514 $118K 0.03% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,488 $116K 0.06% +63 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,455 $114K <0.01% -3 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,447 $113K 0.03% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,425 $111K 0.06% -175 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,349 $105K 0.05% 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,348 $105K 0.05% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,349 $105K <0.01% -470 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,303 $102K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,286 $101K 0.1% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,223 $95.4K 0.06% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,165 $90.9K 0.01% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,150 $89.7K 0.45% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,120 $87.4K 0.01% -555 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,071 $83.5K 0.01% -14 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,063 $82.9K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,030 $80.4K 0.07% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 978 $76.3K 0.02% +3 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 962 $75K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 960 $75K <0.01% 0 13F-HR/A Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 947 $73.9K <0.01% -1,029 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 937 $73.1K <0.01% +537 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 937 $73.1K <0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 924 $72.1K 0.06% -17 13F-HR Timeline