Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,568 $677K 0.01% -3 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,690 $676K 0.01% +186 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,450 $659K 0.13% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,423 $655K 0.14% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 4,400 $652K 0.01% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,340 $643K 0.03% -376 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,330 $642K 0.05% +2,967 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,330 $642K 0.09% +514 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,320 $640K 0.15% 0 13F-HR/A Timeline Ethic Inc. More: the full row for Ethic Inc. 4,248 $630K 0.01% +279 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,195 $622K 0.1% new 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,195 $622K 0.11% -8 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,185 $620K 0.02% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,143 $614K 0.24% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,143 $614K 0.02% -469 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,166 $613K 0.01% -160 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,110 $609K 0.08% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,110 $609K 0.04% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,099 $607K 0.01% -1,505 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,066 $602K 0.07% +20 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,037 $598K 0.01% +83 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,012 $594K 0.53% +398 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,009 $594K 0.17% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,004 $593K 0.06% +401 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $593K 0.33% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,000 $593K 0.17% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $593K 0.21% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,999 $593K 0.01% -192 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,996 $592K 0.02% -131 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,988 $591K 0.04% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,988 $591K 0.11% -536 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,967 $588K 0.09% -196 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,966 $588K 0.04% -229 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,926 $582K 0.02% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,918 $581K 0.03% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,915 $580K 0.45% +2 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,913 $580K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,905 $579K 0.07% -381 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,900 $578K 0.15% -17 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,899 $578K 0.04% -115 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,895 $577K 0.04% -220 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,888 $576K 0.15% -79 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,876 $574K 0.04% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,853 $571K 0.02% +605 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,832 $568K +3,502 Timeline Busey Bank More: the full row for Busey Bank 3,814 $565K 0.02% -1,458 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,802 $563K 0.02% +97 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,800 $563K 0.18% -486 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 3,797 $563K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,727 $562K 0.02% -206 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,787 $561K 0.15% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,779 $560K 0.22% +21 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,778 $560K 0.17% +232 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,773 $559K +627 Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,762 $557K 0.42% +97 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 3,761 $557K 0.14% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,756 $557K 0.04% +14 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,727 $552K 0.07% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,717 $551K 0.02% +18 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,713 $550K 0.45% +200 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,700 $548K 0.03% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,695 $548K <0.01% -10,300 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,669 $544K 0.06% -23 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,647 $541K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,779 $539K 0.01% +180 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,607 $534K 0.11% -485 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,571 $529K 0.01% +547 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,556 $527K 0.04% -471 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,531 $523K 0.01% +715 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,515 $521K 0.04% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,513 $518K 0.02% -34 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,467 $514K 0.03% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,466 $514K 0.35% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,464 $513K 0.02% -45 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,451 $511K <0.01% +83 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,429 $508K 0.08% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,391 $502K 0.04% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,385 $502K 0.02% 0 13F-HR Timeline Group Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,386 $502K 0.17% 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,364 $498K 0.08% -445 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,363 $498K 0.04% +87 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,360 $498K 0.18% -85 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,352 $497K 0.01% -90 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,344 $496K 0.02% +95 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,293 $488K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,272 $485K <0.01% +504 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,267 $484K 0.02% +890 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,263 $484K 0.01% +189 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,254 $482K 0.07% +148 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,245 $481K 0.08% -8 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,235 $479K 0.04% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,230 $479K 0.12% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,226 $478K 0.01% +211 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,223 $478K <0.01% -183 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,221 $477K 0.04% +7 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,219 $477K 0.04% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,205 $475K 0.13% -36 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,200 $474K 0.06% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,194 $473K 0.1% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,173 $470K 0.11% +2,002 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,167 $469K 0.01% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,159 $468K 0.06% -9,739 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,128 $464K 0.04% -24 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,126 $463K 0.01% -44 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,120 $462K 0.08% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,084 $457K 0.13% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,082 $457K 0.03% -325 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,070 $455K 0.07% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,064 $454K <0.01% +53 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 3,060 $453K 0.02% +280 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,043 $451K 0.04% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,043 $451K 0.06% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,041 $451K 0.06% +37 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,021 $448K 0.1% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,036 $445K 0.01% -187 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,005 $445K 0.19% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,995 $444K 0.03% +4 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,993 $444K 0.21% +149 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,977 $441K 0.1% -10 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,935 $435K 0.01% -579 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,934 $435K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,930 $433K 0.01% +566 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,918 $432K 0.03% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,916 $432K 0.03% +526 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,911 $431K 0.21% -155 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,910 $431K 0.05% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,907 $431K 0.01% -109 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,893 $429K 0.02% -2,201 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,892 $428K 0.01% -137 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,880 $427K 0.05% +700 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,879 $427K <0.01% -8,259 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,862 $424K 0.01% -122 13F-HR Timeline Group Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,860 $424K 0.07% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,850 $422K 0.01% +11 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,850 $422K 0.05% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,842 $421K 0.07% -1 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,836 $420K 0.03% -130 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,827 $419K 0.15% +92 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,812 $417K 0.01% +166 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,780 $412K 0.01% -162 13F-HR/A Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,777 $411K 0.26% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,751 $408K 0.07% -98 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,750 $407K 0.02% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,736 $405K 0.01% 0 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,733 $405K 0.22% new 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,715 $402K 0.05% -15 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,713 $402K 0.01% -22 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,705 $401K 0.13% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 2,704 $401K 0.11% new 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,703 $401K 0.18% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,698 $400K 0.02% -161 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,662 $395K 0.01% -38 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,651 $393K 0.03% -38 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,649 $393K 0.03% +243 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,632 $390K 0.01% +19 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,623 $389K 0.18% +6 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,606 $386K 0.05% +271 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,597 $385K 0.1% +721 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,587 $383K 0.08% +948 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,587 $383K 0.01% +20 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,585 $383K <0.01% -467 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,579 $382K 0.04% -1 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,578 $382K 0.22% +22 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,574 $381K 0.01% +127 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,527 $375K 0.19% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,524 $374K 0.03% +158 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,522 $374K 0.22% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,514 $373K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,513 $372K 0.03% -3 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,513 $372K 0.03% +341 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,511 $372K 0.1% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,510 $372K 0.04% -106 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,509 $372K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,508 $372K 0.05% -19 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 2,506 $371K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,502 $371K 0.01% +410 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,495 $370K 0.01% +138 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,497 $370K 0.01% +1,020 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,485 $368K 0.02% -92 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,473 $366K 0.06% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,471 $366K 0.08% -15 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,465 $365K 0.08% +482 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,464 $365K 0.03% -14 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,448 $363K 0.05% new 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,447 $363K 0.03% +3 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,440 $362K 0.06% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2,440 $362K 0.26% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,400 $361K 0.06% +439 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,421 $359K 0.04% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,409 $357K 0.12% +20 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,408 $357K 0.17% +8 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,266 $356K 0.02% +7 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,400 $356K 0.01% -734 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,400 $356K 0.06% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,397 $355K 0.01% -1,873 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,393 $355K 0.02% +156 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,390 $354K 0.48% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,387 $354K 0.03% +427 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,287 $353K 0.02% +25 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,372 $351K 0.16% +57 13F-HR Timeline