ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 26,945 $1.32M 0.1% +2,719 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 26,930 $1.32M 0.17% +3,060 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 26,851 $1.32M 0.54% +5,060 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 26,846 $1.32M 0.29% +7,783 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 26,882 $1.32M +2,159 Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 26,790 $1.31M 0.62% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 26,783 $1.31M 0.45% +411 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 26,701 $1.31M 0.28% -122 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 26,688 $1.31M 0.17% +3,478 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 26,622 $1.31M 0.13% +9,052 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26,172 $1.28M 0.4% -11,385 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 26,079 $1.28M 0.78% +17,513 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 26,021 $1.28M 0.16% -597 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 26,017 $1.28M 0.09% +18,079 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 25,904 $1.27M 1.35% -6,343 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 25,867 $1.27M 0.19% -5,491 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 25,867 $1.27M 0.49% -1,781 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 25,709 $1.26M 0.2% -2,231 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 25,664 $1.26M 0.01% -2,950 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 25,610 $1.26M 0.05% +3,060 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 25,140 $1.23M 0.71% -3,673 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 25,091 $1.23M 0.09% -1,800 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 25,027 $1.23M 0.35% +340 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 25,001 $1.23M 0.47% +4,818 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 25,000 $1.23M 0.67% -3,000 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 24,999 $1.23M 0.21% -1,650 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 24,954 $1.22M 0.82% +2,162 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 24,945 $1.22M 0.53% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 24,753 $1.21M 0.28% +9,521 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 24,544 $1.2M 0.51% 0 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 24,510 $1.2M 0.38% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 24,403 $1.2M 0.37% -8,737 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 24,384 $1.2M 0.02% -5,544 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24,337 $1.19M 0.14% -3,760 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24,266 $1.19M <0.01% -13,197 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 24,216 $1.19M 0.14% +15,524 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 24,130 $1.18M 0.06% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24,118 $1.18M 0.24% -54 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,062 $1.18M <0.01% -101,873 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 24,020 $1.18M 0.41% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 23,976 $1.18M 0.14% -8,607 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 23,640 $1.16M 0.15% -8,029 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 23,639 $1.16M 0.16% -3,158 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 23,419 $1.15M 0.35% -391 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 23,363 $1.15M 0.21% -2,687 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 23,348 $1.14M 0.63% new 13F-HR/A Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 23,172 $1.14M 0.1% -3,075 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 23,096 $1.13M 0.34% -205 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 22,998 $1.13M 0.23% +1,812 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 22,852 $1.12M 0.46% +5,696 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 22,513 $1.1M 0.01% -494 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,447 $1.1M 0.18% -16,595 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 22,431 $1.1M 0.04% +7,113 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 22,401 $1.1M 0.12% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 22,382 $1.1M -19,201 Timeline FC Advisory LLC More: the full row for FC Advisory LLC 22,322 $1.09M 0.34% +1,164 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 22,269 $1.09M <0.01% +12,454 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 22,147 $1.09M 0.03% +5,446 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 22,135 $1.09M 0.01% +7,552 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 22,311 $1.08M 0.03% -5,475 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 22,013 $1.08M 0.41% +1,590 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 21,969 $1.08M 0.39% +2,821 13F-HR Timeline CROBAN More: the full row for CROBAN 21,855 $1.07M 0.92% +1,270 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 21,750 $1.07M 0.36% -690 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 21,711 $1.06M 1.03% -66 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 21,646 $1.06M 0.47% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 21,611 $1.06M 0.2% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,602 $1.06M 0.09% -677 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 21,286 $1.04M 0.26% -15,110 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 21,255 $1.04M 0.45% +1,442 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 21,201 $1.04M 0.16% -2,641 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 21,146 $1.04M 0.16% -2,930 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 20,173 $1.03M 0.09% 0 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 21,020 $1.03M 0.38% +4,000 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 21,017 $1.03M 0.11% +464 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 20,929 $1.03M 0.11% -23 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 20,793 $1.02M 0.68% new 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 20,760 $1.02M 0.66% +8,470 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 20,735 $1.02M 0.11% +1,301 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 20,423 $1M 0.04% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 20,414 $1M <0.01% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 20,430 $999K 0.3% 0 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 20,380 $999K 1.29% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 20,374 $999K 0.35% new 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 20,352 $998K 1% +3,201 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 20,282 $994K 0.21% -244 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 20,183 $990K 0.42% +4,172 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 20,111 $986K 0.83% +2,240 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,086 $985K 0.07% -13,260 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 20,045 $983K 0.48% +4,811 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 19,954 $978K 0.03% +1,810 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 19,814 $971K 0.38% +6,200 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 19,762 $969K 0.25% +93 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 19,795 $969K 0.21% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 19,695 $966K 0.31% +1,167 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 19,624 $962K 0.65% +270 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 19,531 $958K 0.28% -8,042 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 19,713 $956K 0.34% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 19,491 $956K 0.09% -225,892 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 19,461 $954K 0.09% -5,863 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 19,411 $952K 0.49% -935 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 19,319 $947K 0.72% -34,345 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 19,310 $947K 0.12% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 19,291 $946K 0.23% -205 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 19,237 $944K new Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 19,198 $941K 0.02% -3,263 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 19,136 $938K +993 Timeline Argent Trust Co More: the full row for Argent Trust Co 19,046 $934K 0.04% +1,235 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 18,880 $926K 1.27% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 18,861 $925K 0.15% -2,737 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 18,789 $921K 0.14% +34 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,678 $916K 0.02% -6,892 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 18,629 $913K 0.63% -198 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 18,538 $909K 0.7% +9,445 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 18,536 $909K 0.77% -11,056 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 18,438 $904K 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,423 $903K 0.06% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 18,277 $896K 0.06% +39 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,260 $895K 0.09% -1,781 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,235 $894K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,226 $894K 0.03% +373 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 18,190 $892K 0.5% +151 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 18,162 $890K 0.05% -8,000 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 18,113 $888K 1.2% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 18,034 $884K 0.14% -2,933 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 18,022 $884K 0.28% -862 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 17,945 $880K 0.08% +6,200 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 17,944 $880K 0.1% -930 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 17,903 $878K 0.34% +4,833 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 17,850 $875K 0.19% -56 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,828 $874K 0.24% +9,489 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 17,753 $870K 0.06% +4,092 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 17,579 $862K 0.39% -1,684 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 17,490 $856K 0.23% +1,681 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 17,446 $855K 0.8% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 17,441 $855K 0.43% +9,814 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 17,390 $853K 0.08% -99,338 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,437 $852K 0.01% -3,976 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 17,387 $850K 0.18% -5,075 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 17,296 $848K 0.33% +373 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 17,183 $842K 0.15% +8,451 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,142 $840K 0.01% +6,801 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 17,119 $839K 0.19% +5,393 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 16,828 $825K 0.59% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 16,809 $824K 0.18% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 16,755 $821K 0.32% -505 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 16,730 $820K 0.1% -114 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 16,662 $817K 0.27% +623 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 16,624 $815K 0.52% +8,925 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 16,583 $813K 0.22% -2,910 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 16,562 $812K 0.19% -5,502 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 16,509 $809K 0.14% +11,472 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 16,413 $805K 0.17% +8,065 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 16,272 $798K 0.19% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 16,241 $796K 0.41% +558 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 16,217 $795K 0.27% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16,141 $791K 0.11% +6,000 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 16,099 $789K 0.24% -292 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 15,860 $777K 0.38% +103 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 15,739 $772K 0.41% 0 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 15,724 $771K 0.67% 0 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 15,530 $761K 0.72% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 15,525 $761K 0.95% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15,516 $761K 0.16% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 15,458 $758K 0.3% -196 13F-HR/A Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 15,467 $753K 0.62% -2,018 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 15,339 $752K 0.04% -180 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 15,322 $751K 0.65% -825 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,288 $750K 0.04% -4,207 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 15,186 $745K 0.46% -3,690 13F-HR/A Timeline Optas, LLC More: the full row for Optas, LLC 15,166 $744K 0.14% -15,122 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,970 $734K 0.19% -391 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,888 $730K 0.06% +3,653 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,851 $728K 0.14% -472 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 14,848 $728K 0.02% -27,320 13F-HR Timeline Peak Retirement Planning, Inc. 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Mason LLC More: the full row for S.A. Mason LLC 14,270 $700K 0.34% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,250 $699K 0.14% +1,537 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,206 $697K <0.01% new 13F-HR Timeline Group Astoria Portfolio Advisors LLC. 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