WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 626 $311K <0.01% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 621 $308K <0.01% +23 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 620 $308K 0.07% +18 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 617 $306K 0.06% +46 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 616 $306K 0.03% -253 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 616 $306K 0.03% -253 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 615 $305K 0.1% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 615 $305K 0.24% -1 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 614 $305K 0.03% +61 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 612 $304K 0.02% +55 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 612 $304K 0.06% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 609 $303K 0.22% +32 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 609 $303K 0.2% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 608 $302K 0.22% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 607 $302K 0.01% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 606 $301K 0.07% +51 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 605 $301K 0.06% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 600 $298K 0.01% -17 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 599 $298K 0.02% -15 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 599 $298K 0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 664 $297K 0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 596 $296K 0.02% +31 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 596 $296K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 594 $295K 0.02% +105 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 592 $294K 0.03% +131 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 592 $294K 0.06% 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 591 $294K 0.16% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 586 $291K 0.14% -25 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 585 $291K 0.06% 0 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 584 $290K 0.04% -45 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 583 $290K <0.01% new 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 583 $290K 0.06% +1 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 575 $286K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 575 $286K 0.01% +69 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 575 $286K 0.01% +81 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 575 $286K <0.01% +5 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 574 $285K 0.03% +17 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 546 $285K 0.01% -23 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 573 $285K 0.03% -5 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 565 $281K 0.06% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,625 $281K 0.07% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 563 $280K 0.02% +63 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 563 $280K 0.08% +38 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 562 $279K 0.05% -7 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 559 $278K 0.13% +17 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 559 $278K 0.04% +143 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 556 $277K 0.04% +42 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 522 $276K 0.03% +27 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 556 $276K 0.05% -291 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 554 $275K 0.05% -15 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 554 $275K 0.09% 0 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 552 $274K 0.18% +6 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 550 $273K 0.1% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 549 $273K 0.03% -42 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 548 $272K 0.02% +15 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 548 $272K 0.03% -27 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 547 $272K 0.01% +18 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 546 $271K 0.03% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 544 $270K 0.02% +20 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 556 $270K 0.11% +100 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 543 $270K 0.01% new 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 542 $269K 0.16% +6 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 539 $268K 0.03% -6 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 537 $267K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 537 $267K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 537 $267K 0.04% +52 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 536 $266K 0.08% +6 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 534 $265K 0.03% -20 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 530 $263K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 529 $263K 0.01% +40 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 527 $262K 0.03% -48 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 525 $261K 0.11% +395 13F-HR/A Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 521 $259K <0.01% -25 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 519 $258K 0.01% -1 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 519 $258K 0.04% +30 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 517 $257K 0.1% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 515 $256K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 515 $256K 0.01% -14 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 515 $256K 0.19% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 513 $255K <0.01% +35 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 512 $254K 0.01% -50 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 511 $254K 0.01% -90 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 511 $254K 0.04% +11 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 511 $254K 0.05% -408 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 510 $253K 0.04% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 510 $253K 0.09% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 509 $253K <0.01% +262 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 508 $252K 0.02% new 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 508 $252K 0.06% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 507 $252K 0.17% -126 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 506 $251K 0.01% -14 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 506 $251K 0.08% -2 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 504 $250K 0.19% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 503 $250K 0.02% -8 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 503 $250K 0.16% +20 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 500 $248K <0.01% +3 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 500 $248K 0.02% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 500 $248K 0.03% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 500 $248K 0.14% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 500 $248K 0.13% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 500 $248K 0.03% -380 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 499 $248K 0.05% -155 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 499 $248K 0.05% -77 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 498 $247K 0.01% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 503 $247K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 507 $246K 0.01% +42 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 494 $245K 0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 492 $245K 0.04% +12 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 503 $244K 0.05% +8 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 490 $243K 0.04% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 489 $243K 0.05% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 487 $242K 0.05% +18 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 486 $241K 0.01% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 485 $241K <0.01% 0 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 485 $241K 0.12% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 485 $241K 0.13% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 482 $239K 0.02% +10 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 481 $239K 0.1% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 479 $238K 0.04% -285 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 478 $238K <0.01% new 13F-HR Timeline Group Marble Wealth, LLC More: the full row for Marble Wealth, LLC 477 $237K 0.04% +10 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 476 $236K <0.01% -140 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 476 $236K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 474 $235K 0.01% +169 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 472 $234K 0.02% -238 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 472 $234K 0.09% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 472 $234K 0.11% +6 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 471 $234K 0.16% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 470 $233K 0.03% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 468 $232K 0.02% +11 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 467 $232K 0.06% -19 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 464 $230K <0.01% -81 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 465 $230K 0.03% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 463 $230K 0.01% +14 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 462 $229K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 462 $229K 0.01% -101 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 460 $228K 0.06% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 457 $227K 0.03% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 457 $227K 0.1% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 457 $227K 0.01% -375 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 455 $226K 0.03% -66 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 455 $226K 0.04% -149 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 454 $226K 0.01% -1,371 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 452 $225K 0.04% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 464 $224K 0.01% -43 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 451 $224K 0.01% +254 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 451 $224K 0.01% new 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 450 $224K 0.05% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 448 $223K 0.06% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 448 $223K 0.02% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 447 $222K 0.02% new 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 446 $222K <0.01% -39 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 446 $222K <0.01% -72 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 443 $220K 0.07% -16 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 442 $220K 0.01% -72 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 441 $219K 0.2% -47 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 440 $219K 0.13% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 440 $219K 0.12% +75 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 439 $218K 0.06% -11 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 439 $218K 0.03% new 13F-HR/A Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 435 $216K 0.03% -434 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 434 $216K 0.02% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 433 $215K 0.02% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 433 $215K 0.02% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 432 $215K 0.01% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 432 $215K 0.04% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 431 $214K 0.04% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 431 $214K 0.02% -63 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 430 $214K 0.01% -28 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 429 $213K <0.01% -980 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 429 $213K 0.01% new 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 428 $213K 0.21% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 427 $212K 0.02% 13F-HR Timeline Group INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 426 $212K 0.11% new 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 425 $211K 0.15% -50 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 424 $211K 0.05% -6,164 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 424 $211K 0.1% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 424 $210K 0.02% -257 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 423 $210K <0.01% -64 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 420 $208K 0.01% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 419 $208K 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 441 $208K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 417 $207K 0.01% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 417 $207K 0.04% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 417 $207K 0.05% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 414 $206K 0.01% new 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 414 $206K <0.01% -245 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 414 $206K 0.02% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 460 $205K 0.03% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 412 $205K 0.01% -98 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 412 $205K 0.12% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 411 $204K 0.03% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 409 $203K <0.01% -203 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 408 $203K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 408 $203K 0.06% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 405 $201K 0.09% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 405 $201K 0.02% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 405 $201K 0.02% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 405 $201K 0.03% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 404 $201K 0.07% new 13F-HR Timeline