Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,488 $501K 0.1% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,186 $500K 0.01% +39 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,176 $499K 0.03% +111 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,158 $497K 0.17% -21 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,151 $496K <0.01% +132 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,083 $495K 0.13% +9 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,144 $495K 0.21% -56 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,097 $489K <0.01% -770 13F-HR/A Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,085 $488K 0.02% 0 13F-HR/A Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,056 $485K 0.21% -68 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,035 $482K <0.01% +412 13F-HR/A Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,997 $478K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,955 $473K 0.02% +8 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,158 $471K <0.01% +762 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,911 $467K 0.05% -97 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,871 $462K 0.29% +115 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,758 $451K 0.01% new 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,722 $445K 0.09% -1,558 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,718 $444K <0.01% +300 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,702 $442K 0.01% new 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,700 $442K 0.08% +2,300 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,671 $439K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 3,650 $436K 0.01% -204 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,601 $430K 0.09% +293 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,601 $430K 0.03% +416 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,597 $430K 0.04% +1,282 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,595 $429K 0.02% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,587 $429K 0.04% +218 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,575 $427K 0.09% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,575 $427K 0.03% +44 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,549 $424K 0.01% -112 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,491 $417K 0.03% -248 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,486 $416K 0.01% +164 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,483 $416K 0.05% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,480 $416K 0.16% +19 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,450 $412K 0.01% +99 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,429 $410K 0.02% +52 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,403 $407K 0.01% +2 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,400 $406K 0.04% 0 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 3,389 $405K 0.01% +121 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,384 $404K 0.18% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,287 $393K 0.02% +20 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,282 $392K 0.18% +429 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,259 $389K 0.01% +341 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,250 $388K 0.03% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,243 $387K 0.03% +765 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,242 $387K 0.03% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,156 $377K 0.12% -491 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,154 $377K 0.03% +259 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,143 $376K 0.1% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,139 $375K <0.01% +543 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,112 $372K 0.01% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,100 $370K 0.03% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,099 $370K <0.01% -65 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,089 $369K 0.05% +4 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,064 $366K 0.19% +80 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,064 $366K 0.04% -753 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,049 $364K <0.01% +680 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,032 $362K 0.21% +46 13F-HR Timeline Group ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 3,257 $360K 0.07% -7,493 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,015 $360K -4,128 Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,010 $360K 0.03% +1,378 13F-HR/A Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,000 $358K 0.26% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,000 $358K 0.08% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 3,000 $358K 0.2% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,991 $357K 0.01% +151 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,968 $355K 0.06% +59 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,964 $354K <0.01% 0 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,916 $348K <0.01% +210 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,896 $346K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,972 $345K 0.15% -251 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,887 $345K 0.14% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,875 $343K 0.02% +242 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,871 $343K 0.01% -109 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,868 $343K <0.01% -1,059 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 2,868 $343K 0.69% -14 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,867 $342K 0.01% -45,328 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,864 $342K 0.02% +207 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,863 $342K <0.01% +342 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,811 $336K 0.01% -31 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,801 $335K <0.01% +9 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,800 $334K 0.09% +842 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,784 $333K 0.02% +1,010 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,751 $329K 0.01% -39 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,744 $328K 0.17% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,707 $323K <0.01% +312 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,691 $321K 0.04% new 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,686 $321K 0.02% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,674 $319K <0.01% -1,803 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,660 $318K 0.05% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,658 $318K 0.03% +551 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,657 $317K 0.01% -1,066 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,650 $317K 0.13% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,626 $314K <0.01% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,605 $311K 0.02% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,587 $309K 0.02% +216 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,583 $309K 0.09% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,580 $308K 0.05% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,568 $307K 0.02% new 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,557 $305K 0.03% -15,483 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,537 $303K <0.01% +245 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,488 $297K 0.04% -293 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,477 $296K 0.04% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,442 $294K 0.03% -1,032 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,463 $294K 0.01% -114 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,455 $293K 0.01% -340 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 2,462 $293K <0.01% 0 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,413 $289K 0.05% -38 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,408 $288K <0.01% -77 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,401 $287K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,392 $286K 0.04% +196 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,387 $285K 0.02% +110 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,377 $284K 0.01% -83 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,341 $280K 0.05% +1,973 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,340 $280K 0.07% -21 13F-HR/A Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,330 $278K 0.09% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,326 $278K 0.14% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,312 $276K 0.02% -119 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,291 $274K 0.03% -29 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,236 $267K 0.02% +81 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,222 $265K 0.01% -264 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,213 $264K <0.01% +11 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,206 $264K 0.23% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,200 $263K 0.03% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,195 $262K 0.14% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,192 $262K 0.02% -100 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,190 $262K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,189 $261K 0.01% +320 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,186 $261K 0.07% +1 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,177 $260K 0.01% -2,884 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,170 $258K 0.01% -476 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,161 $258K 0.14% +172 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,348 $256K 0.01% +136 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,110 $252K <0.01% +176 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 2,103 $251K 0.01% -651 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,086 $249K <0.01% -638 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,079 $248K 0.11% new 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 2,055 $245K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,050 $245K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,012 $240K 0.01% +123 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,068 $239K <0.01% +784 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,000 $239K 0.04% 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,990 $238K 0.12% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,977 $236K 0.12% -434 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,972 $236K 0.02% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,916 $235K 0.16% -272 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,968 $235K <0.01% -514 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,961 $234K 0.06% -10 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,843 $234K 0.05% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,946 $232K 0.03% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,940 $232K 0.02% -20 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,930 $231K 0.02% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,930 $230K <0.01% -478 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,925 $230K 0.01% -250 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,923 $230K 0.02% -621 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,920 $229K 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,919 $229K 0.03% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,909 $228K 0.03% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,905 $228K 0.02% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,900 $227K <0.01% -137 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,888 $226K 0.01% +33 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,887 $225K 0.01% -3,933 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,876 $224K 0.07% +1 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,868 $223K 0.44% +6 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,867 $223K 0.02% +57 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,859 $222K 0.01% +7 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,846 $221K <0.01% -35 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,020 $221K 0.16% +20 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,845 $220K 0.05% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,838 $220K 0.09% +21 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,828 $218K 0.11% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,818 $217K 0.01% -199 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,797 $215K 0.01% +419 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,800 $215K 0.03% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,800 $215K 0.02% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,791 $214K 0.01% -11 13F-HR/A Timeline Weil Company, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,684 $201K 0.01% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,683 $201K 0.16% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,665 $199K 0.08% -376 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,600 $191K 0.07% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,505 $180K 0.05% +46 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,479 $177K 0.13% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,449 $173K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,442 $172K 0.01% +155 13F-HR Timeline North Star Investment Management Corp. 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