Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,692 $296K 0.03% -890 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,667 $294K 0.01% -995 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,655 $293K 0.09% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 3,641 $292K 0.09% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,641 $292K 0.07% +7 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,634 $292K 0.09% +6 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 3,617 $290K 0.12% +27 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,613 $290K 0.04% +48 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,612 $290K 0.01% +241 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,571 $289K 0.05% -73 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,590 $288K 0.05% -1,459 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,579 $287K 0.06% -48 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,563 $286K 0.03% +371 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,561 $286K 0.13% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 3,541 $284K 0.03% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,532 $284K 0.03% -351 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,532 $284K 0.01% -41 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,515 $282K <0.01% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,515 $282K 0.15% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,511 $282K 0.08% +109 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,502 $281K 0.01% +382 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,500 $281K 0.18% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,521 $281K 0.05% +23 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,466 $278K 0.03% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,438 $276K 0.03% +163 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,404 $276K 0.08% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,427 $275K 0.05% -70 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 3,425 $275K 0.01% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,403 $273K 0.01% +21 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,400 $273K 0.12% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,400 $273K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,386 $272K <0.01% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,387 $272K 0.03% +11 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,382 $272K 0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,370 $271K 0.13% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,359 $270K 0.09% +859 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,352 $269K 0.02% -590 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,352 $269K 0.06% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,331 $267K 0.09% +154 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,323 $267K 0.02% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,306 $265K 0.03% +9 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,296 $265K 0.01% +164 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,301 $265K 0.01% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,298 $265K 0.05% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,287 $264K <0.01% -302 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,278 $263K 0.02% +4 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,276 $263K 0.01% +597 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,274 $263K 0.03% new 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 3,270 $263K 0.1% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,265 $262K <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,251 $261K 0.01% -332 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,204 $259K 0.05% +47 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,175 $255K 0.03% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,172 $255K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,163 $254K 0.03% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,145 $252K 0.07% +18 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,261 $252K <0.01% -7 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,130 $251K 0.23% +18 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,125 $251K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,109 $250K <0.01% -409,652 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,102 $249K 0.02% -527 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,099 $249K 0.01% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,088 $248K 0.05% -863 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,077 $247K 0.01% -133 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,075 $247K 0.01% +500 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,075 $247K 0.01% -82 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,069 $246K 0.01% +112 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 3,068 $246K 0.01% +2 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,065 $246K 0.01% +4 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,044 $244K 0.01% +49 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,020 $243K 0.01% -329 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,010 $242K 0.03% -101 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,995 $241K 0.01% -163 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,993 $240K 0.03% +89 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,018 $240K 0.01% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,959 $238K 0.02% -51 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,958 $238K 0.02% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,955 $237K 0.02% -1 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 2,951 $237K 0.05% -100 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,950 $237K 0.02% -18 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,949 $237K 0.02% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,942 $236K 0.01% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 2,933 $236K 0.12% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,905 $233K 0.04% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,893 $232K <0.01% +100 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,887 $232K 0.25% +75 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 2,880 $231K <0.01% -177 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,879 $231K 0.15% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,875 $231K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,872 $231K 3.87% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,870 $230K 0.04% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,869 $230K 0.03% +28 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,859 $230K <0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,851 $229K <0.01% -3,940 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,846 $229K <0.01% +257 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,761 $226K 0.02% new 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 2,817 $226K 0.18% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,811 $226K 0.03% +126 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,806 $225K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,805 $225K 0.03% +132 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,802 $225K 0.02% -395 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,802 $225K 0.01% 0 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 2,790 $224K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,777 $223K <0.01% 0 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 2,795 $223K 0.26% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,764 $222K 0.01% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,750 $221K 0.03% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,747 $221K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,746 $221K 0.02% +1,095 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,745 $220K 0.02% -2,629 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,742 $220K 0.14% -6,480 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,732 $219K 0.1% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,729 $219K 0.02% 0 13F-HR Timeline Price Financial Group Wealth Management… More: the full row for Price Financial Group Wealth Management, Inc 2,689 $219K 3.64% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 2,721 $218K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,719 $218K 0.01% -372 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,718 $218K 0.01% -78 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,717 $218K <0.01% -331 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,701 $217K 0.01% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,694 $216K 0.11% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,689 $216K 0.01% -832 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,682 $215K <0.01% new 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,672 $215K 0.12% +10 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,665 $214K 0.02% -601 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,642 $212K 0.01% -64 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,727 $212K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,607 $209K 0.01% -27 13F-HR Timeline City State Bank More: the full row for City State Bank 2,602 $209K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,594 $208K <0.01% -66 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,576 $207K 0.05% new 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 2,575 $207K 0.02% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,569 $206K 0.03% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,573 $206K 0.05% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 2,557 $205K 0.01% +18 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 2,550 $205K 0.12% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,548 $205K 0.04% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,543 $204K 0.01% +125 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,542 $204K <0.01% -956 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,542 $204K <0.01% -204 13F-HR Timeline Group nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,538 $204K 0.31% -1,581 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,537 $204K 0.02% -58,406 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,535 $204K 0.03% 0 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,532 $203K 0.05% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,529 $203K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,522 $203K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,520 $202K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,510 $202K 0.04% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,503 $201K 0.01% -246 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 2,500 $201K 0.17% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,500 $201K 0.06% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,499 $201K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,498 $201K 0.03% -129 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,496 $200K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,477 $200K 0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,495 $200K 0.05% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 2,477 $199K 0.05% +31 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,425 $195K 0.02% +147 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,422 $194K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,376 $191K 0.06% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,367 $190K 0.03% -1,730 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,356 $189K 0.01% +7 13F-HR Timeline MOTCO More: the full row for MOTCO 2,278 $183K 0.02% +12 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,269 $182K <0.01% +28 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 12,500 $182K 0.04% +12,000 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 2,235 $179K 0.06% 0 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,198 $176K 0.04% +36 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,060 $165K 0.02% +33 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,057 $165K 0.09% +6 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,050 $165K 0.01% -19 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,025 $164K 0.07% +92 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,027 $163K 0.01% +312 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,002 $161K <0.01% -88 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $161K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 2,000 $161K 0.07% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,000 $161K 0.03% +328 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 1,988 $160K 0.19% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,907 $153K <0.01% +105 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,899 $152K 0.09% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,848 $148K 0.04% -66 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,829 $147K 0.02% -38 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,763 $142K <0.01% -157 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,736 $139K 0.01% -164 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,713 $138K 0.03% -140 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,700 $137K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,699 $136K 0.08% +72 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,637 $131K 0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,641 $129K 0.02% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,584 $127K 0.04% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,535 $124K 0.05% -27 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,516 $122K <0.01% +500 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 1,509 $121K 0.01% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,500 $120K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,498 $120K 0.02% +7 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,481 $119K 0.04% -112 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,471 $119K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,474 $118K 0.11% +822 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,459 $117K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,450 $116K 0.06% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,418 $114K <0.01% +76 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,379 $111K <0.01% +722 13F-HR Timeline