Garde Capital, Inc. More: the full row for Garde Capital, Inc. 493,403 $31.6M 1.89% -5,499 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 490,620 $31.4M 6.5% -67,115 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 487,941 $31.3M 8.71% +5,247 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 484,270 $31M 1.28% +48,140 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 483,856 $31M 9.06% +243,553 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 482,740 $30.9M 0.99% +4,639 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 482,654 $30.9M 0.96% +35,083 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 479,118 $30.7M 0.9% -35,045 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 475,835 $30.5M 1.03% +69,092 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 475,483 $30.5M 0.72% +100,790 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 474,704 $30.4M 0.24% +169,411 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 473,721 $30.4M 8.59% +50,147 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 463,139 $29.7M 0.35% new 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 462,616 $29.6M 1.9% -5,325 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 461,341 $29.6M 0.48% -507 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 461,236 $29.6M 0.01% +39,416 13F-HR Timeline Group American Trust More: the full row for American Trust 460,453 $29.5M 2.61% -8,060 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 457,832 $29.3M 0.68% +128,868 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 455,647 $29.2M 2.99% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 455,631 $29.2M 1.16% +14,531 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 455,174 $29.2M 12.2% +15,654 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 445,676 $29M 23.03% +770 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 451,513 $28.9M 7.38% +17,358 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 450,867 $28.9M 8.01% +171,140 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 450,573 $28.9M 9.69% -1,817 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 414,769 $28.8M 8.64% +7,712 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 448,614 $28.7M 0.1% -43,597 13F-HR Timeline Group UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 412,336 $28.7M 18.09% +4,849 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 447,638 $28.7M 5.72% +81,148 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 446,401 $28.6M 1.26% +3,601 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 444,563 $28.5M 2.86% +8,402 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 443,433 $28.4M 9.5% -228,696 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 440,860 $28.3M 7.96% +14,676 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 439,867 $28.2M 19.39% -28,737 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 438,386 $28.1M 3.1% -35,166 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 438,095 $28.1M 7.21% +74,152 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 437,845 $28.1M 0.16% +15,757 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 436,987 $28M 6.67% -9,045 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 435,762 $27.9M 16.51% +17,809 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 425,409 $27.7M 0.48% -12,749 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 431,796 $27.7M 1.69% +14,359 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 425,654 $27.5M 2.46% -28,995 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 428,358 $27.4M 0.35% -46,374 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 427,875 $27.4M 1.93% +55,141 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 427,636 $27.4M 3.3% +414,670 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 427,077 $27.4M 2.57% +11,852 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 426,624 $27.3M 1.46% -8,492 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 406,117 $27.2M -9,580 Timeline Invst, LLC More: the full row for Invst, LLC 424,139 $27.2M 3.07% -13,790 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 423,474 $27.1M 6.25% +20,072 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 423,017 $27.1M 0.97% +18,337 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 420,230 $26.9M 0.29% -7,540 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 417,202 $26.7M 2.28% +3,574 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 416,806 $26.7M 13.96% +2,612 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 415,705 $26.6M 0.35% +18,218 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 415,652 $26.6M 5.62% +9,108 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 414,535 $26.6M 4.74% -14,254 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 409,669 $26.3M 10.18% +25,040 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 403,190 $25.8M 1.04% -8,346 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 403,001 $25.8M 2.22% +8,595 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 401,173 $25.7M 13.94% +3,695 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 398,279 $25.5M 7.49% +13,736 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 397,336 $25.5M 1.71% +926 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 365,934 $25.4M 0.97% +28,100 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 395,812 $25.4M 0.6% +42,302 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 394,895 $25.2M 0.16% +9,513 13F-HR Timeline Group PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 389,773 $25M 10.59% +15,496 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 368,467 $25M 0.71% +10,567 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 387,943 $24.9M 1.7% -50,790 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 386,783 $24.8M 2.18% -8,856 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 385,705 $24.7M 14.13% -10,380 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 397,267 $24.6M 7.82% +7,604 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 378,257 $24.2M 8.31% -8,004 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 377,312 $24.2M 2.99% +12,752 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 377,003 $24.2M 2.01% -593 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 375,705 $24.1M 16.31% +10,264 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 375,039 $24M 6.3% -4,143 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 373,278 $23.9M 0.44% +45,771 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 373,156 $23.9M 1.18% -6,489 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 372,959 $23.9M 11.2% +32,388 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 372,019 $23.8M 3.51% -24,851 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 370,681 $23.7M 6.27% +18,402 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 369,956 $23.7M 0.24% +20,470 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 369,189 $23.7M 9.7% -2,941 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 368,434 $23.6M 0.39% +159,391 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 367,887 $23.6M 1.41% +14,228 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 366,593 $23.5M 11.92% +268,491 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 364,015 $23.3M 4.54% -36,799 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 363,700 $23.3M 12.14% +21,416 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 362,920 $23.3M 13.37% -15,904 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 361,711 $23.2M 9.42% -7,603 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 360,959 $23.1M 15.94% +24,566 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 360,560 $23.1M 1.67% -74,450 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 359,988 $23.1M 4.63% +19,373 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 330,567 $23M 1.58% +37,299 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 357,365 $22.9M 5.26% +24,988 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 356,156 $22.8M 0.79% +41,624 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 355,456 $22.8M 1.94% -11,094 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 354,834 $22.7M 0.79% +47,019 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 352,211 $22.6M 12.69% -1,835 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 351,354 $22.5M +18,191 Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 351,057 $22.5M 6.81% +8,519 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 349,879 $22.4M 0.41% +12,138 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 347,448 $22.3M 6.4% +35,069 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 346,246 $22.2M 10.42% -59,627 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 345,658 $22.1M 3.51% +5,060 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 343,869 $22M 1.31% -1,818 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 343,634 $22M 8.45% +1,648 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 340,970 $21.8M 16.49% +6,641 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 339,275 $21.7M 0.91% +8,125 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 339,208 $21.7M 1.17% -8,650 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 337,884 $21.7M 8.08% +5,545 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 336,871 $21.6M 0.34% -21,095 13F-HR/A Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 336,262 $21.5M 2.83% -35,779 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 334,121 $21.4M 9.06% +2,688 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 333,758 $21.4M 0.23% +144,535 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 330,777 $21.2M 8.79% +13,312 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 329,996 $21.1M 15.39% +50,181 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 327,533 $21M 4.74% -14,653 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 326,965 $21M 6.34% +23,013 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 326,609 $20.9M 2.23% +3,433 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 333,953 $20.9M 0.41% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 325,489 $20.9M 10.17% 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 325,021 $20.8M 11.21% +6,623 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 324,323 $20.8M 7.13% +17,552 13F-HR Timeline KALEIDOSCOPE CAPITAL LP More: the full row for KALEIDOSCOPE CAPITAL LP 323,236 $20.7M 7.98% -23,945 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 321,898 $20.6M 1.98% +5,909 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 321,897 $20.6M 0.69% -4,933 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 321,836 $20.6M 5.74% +18,434 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 320,707 $20.6M 5.33% -38,392 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 317,399 $20.3M 18.17% +17,992 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 317,045 $20.3M 0.5% +9,520 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 316,339 $20.3M 11.51% -31,740 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 316,257 $20.3M 9.65% +14,047 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 312,947 $20.1M 1.16% -10,803 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 310,210 $19.9M 5.08% -4,750 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 307,921 $19.7M 2.01% -8,660 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 307,596 $19.7M 0.45% +8,070 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 307,040 $19.7M 11.45% +4,041 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 306,975 $19.7M 9.8% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 306,648 $19.7M 6.25% +3,888 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 304,707 $19.5M 3.47% +23,877 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 301,703 $19.3M 0.01% -2,908,479 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 301,466 $19.3M 4.09% +2,265 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 301,247 $19.3M 4.43% +925 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 300,377 $19.2M 0.21% +271,816 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 300,064 $19.2M 7.91% +29,066 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 299,599 $19.2M 2.33% -76,474 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 298,929 $19.2M 2.78% +79,461 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 588,378 $19.1M 0.12% +178,016 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 298,169 $19.1M 1.34% -5,019 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 295,188 $18.9M 0.33% +56,223 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 295,083 $18.9M 7.66% +36,000 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 295,068 $18.9M 0.12% +43,299 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 294,843 $18.9M 0.03% +67,739 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 294,834 $18.9M 0.38% +23,163 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 294,591 $18.9M 0.05% +29,844 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 294,246 $18.9M 0.27% +164,750 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 291,948 $18.7M 11.73% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 291,456 $18.7M 0.64% +19,704 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 291,269 $18.7M 4.28% +2,984 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 290,987 $18.6M 3.57% +4,957 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 289,996 $18.6M 0.28% -14,108 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 289,238 $18.5M 0.83% -5,771 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 289,181 $18.5M 7.98% +5,303 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 288,563 $18.5M 8.78% +17,558 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 288,503 $18.5M 2.5% +13,761 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 288,278 $18.5M 1.83% +47,489 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 287,746 $18.4M 5.81% +7,732 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 286,411 $18.4M 7.32% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 286,089 $18.3M 2.09% +111,831 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 285,838 $18.3M 9.67% +32,792 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 284,944 $18.3M 5.01% -186 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 284,792 $18.2M 5.8% +408 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 284,774 $18.2M 10.95% +1,348 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 268,606 $18.2M 4.33% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 282,823 $18.1M 8.69% +13,092 13F-HR Timeline Rareview Capital LLC More: the full row for Rareview Capital LLC 315,371 $18M 10.54% +4,908 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 275,743 $18M 2.87% +23,888 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 279,667 $17.9M 11.31% +254,515 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 278,974 $17.9M 1.3% +530 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 277,967 $17.8M 9.57% +274,197 13F-HR Timeline INVESTMENT PARTNERS, LTD. 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