American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 3,000 $1.15M 0.1% 0 13F-HR/A Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,000 $1.15M 0.05% -26,247 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,998 $1.15M 0.32% -138 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,997 $1.15M 0.09% +255 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,997 $1.15M 0.12% -1,053 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,996 $1.15M 0.72% -25 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,995 $1.15M 0.08% +2,520 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,994 $1.15M 0.08% -22 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,983 $1.14M 0.27% +1,454 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,968 $1.14M 0.72% -260 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,964 $1.14M 0.93% +72 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,963 $1.14M 0.04% +186 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,963 $1.14M 0.43% -155 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,942 $1.13M 0.3% -178 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,938 $1.13M 0.12% +97 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 2,930 $1.12M 0.64% +668 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,924 $1.12M 0.15% +249 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 2,918 $1.12M 0.67% +177 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,915 $1.12M 0.07% +218 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,909 $1.12M 0.32% -3,893 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,903 $1.11M 0.59% +69 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,896 $1.11M 0.14% -162 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,896 $1.11M 0.04% -1,324 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,894 $1.11M 0.15% -254 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,883 $1.11M 0.29% -2,055 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,880 $1.1M 0.29% +1,680 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,873 $1.1M 0.5% +52 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,853 $1.09M 0.49% new 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,846 $1.09M 1.11% -605 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,841 $1.09M 0.51% +50 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,835 $1.09M 0.09% +347 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,832 $1.09M 0.12% +529 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,815 $1.08M 0.06% +157 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,812 $1.08M 0.06% -551 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 2,802 $1.07M 0.41% +117 13F-HR Timeline American Trust More: the full row for American Trust 2,800 $1.07M 0.26% +475 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,792 $1.07M 0.47% -100 13F-HR/A Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,787 $1.07M 0.32% +87 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,784 $1.07M 0.04% -442 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,878 $1.07M 0.09% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,783 $1.07M 0.08% +352 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,778 $1.07M 0.05% -21 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,776 $1.06M 0.37% +582 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,757 $1.06M 0.05% -69 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,770 $1.06M 0.15% +31 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,770 $1.06M 0.55% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 2,769 $1.06M 0.06% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,764 $1.06M 0.47% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,034 $1.06M 0.14% +1,357 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,754 $1.06M 0.62% +47 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,748 $1.05M 0.09% +25 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,744 $1.05M 0.06% +393 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,740 $1.05M 0.12% -75 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,737 $1.05M 0.28% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,721 $1.04M 0.08% -1,373 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,721 $1.04M 0.14% -1,147 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,976 $1.04M 0.4% -153 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,716 $1.04M 0.09% -758 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,712 $1.04M 0.13% -27,693 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,710 $1.04M 0.37% +196 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 2,702 $1.04M 0.23% -593 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,702 $1.04M 0.03% +1,139 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,701 $1.04M 0.16% +205 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,700 $1.04M 0.28% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,699 $1.04M 0.47% -11 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,697 $1.03M 0.27% +515 13F-HR Timeline Group LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,696 $1.03M 0.14% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,695 $1.03M 0.1% +1,835 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,931 $1.03M 0.35% +1,632 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,680 $1.03M 0.77% -12 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 2,665 $1.02M 0.4% +453 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,655 $1.02M 0.34% +40 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,651 $1.02M 0.11% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,645 $1.01M 0.5% +1,200 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,642 $1.01M 0.23% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,638 $1.01M 0.67% +303 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,627 $1.01M 0.24% -362 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,627 $1.01M 0.6% +454 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,624 $1.01M 0.19% +95 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,623 $1.01M 0.13% +554 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,614 $1M 0.23% +120 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,612 $1M 0.09% -71 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,611 $1M 0.08% +1,502 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,598 $996K 0.05% +689 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,581 $990K 0.01% +1,852 13F-HR Timeline Group L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,579 $989K 0.26% -954 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 2,571 $986K 0.24% -90 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,567 $986K 0.05% -265 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,566 $984K 0.19% -686 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,565 $984K 0.49% +631 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,561 $982K 0.64% +420 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,553 $979K 0.05% +788 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,540 $974K 0.32% +255 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,538 $973K 0.01% -36,337 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,534 $972K 0.18% 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,532 $971K 0.97% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,528 $970K 0.39% -63 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,527 $969K 0.81% -196 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,526 $969K 0.52% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,524 $968K 0.03% +1,785 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,522 $967K 0.38% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,518 $966K <0.01% -41 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,516 $965K 0.09% -91 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 2,500 $959K 1.05% -7,500 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,500 $959K 0.51% +123 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 2,500 $959K 1.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,499 $958K 0.16% 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,497 $958K 0.06% -3,007 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,495 $957K 0.09% +557 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,496 $957K +391 Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,493 $956K 0.07% -25 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,468 $947K 0.03% +356 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,468 $947K 0.82% +120 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,456 $942K 0.28% -1,102 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,450 $940K 0.03% -88,735 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,449 $939K 0.5% +470 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,448 $939K 0.1% +1,182 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,443 $937K 0.19% -213 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,440 $936K 0.2% -300 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,439 $935K 0.02% +363 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,436 $934K 0.31% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,435 $934K 0.02% +482 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,425 $930K <0.01% +1,526 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,425 $930K 0.43% +1,205 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,422 $929K 0.12% -41 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,420 $928K 0.27% +538 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,415 $926K 0.24% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,415 $926K 0.39% +11 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,415 $926K 0.2% -223 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,110 $925K 0.6% +9 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,403 $922K 0.22% +234 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,400 $920K 0.1% -695 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,400 $920K 0.03% -111 13F-HR Timeline TLWM More: the full row for TLWM 2,388 $916K 0.18% +36 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,387 $915K 0.04% +4 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,383 $914K 0.13% +625 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,382 $914K 0.22% -91 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,379 $912K 0.23% +26 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,377 $912K 0.01% new 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,365 $907K 0.03% -85 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,361 $906K 0.03% +41 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,591 $904K 0.05% -282 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,351 $902K 0.04% -389 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,282 $901K 0.19% +23 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,349 $901K 0.34% -24 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,348 $901K 0.31% +1,633 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,343 $898K 0.03% +281 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,336 $896K 0.11% +379 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,319 $889K 0.38% -15 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,318 $889K 0.41% -619 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,320 $889K 0.31% +369 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,302 $883K 0.42% -138 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 2,300 $882K 0.44% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,297 $881K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,294 $880K 0.19% +152 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,289 $878K 0.22% -49 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,282 $875K 0.74% +606 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,280 $874K 0.61% -336 13F-HR/A Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 2,272 $871K 0.98% -42 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 2,267 $869K 0.01% +78 13F-HR Timeline Group Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,267 $869K 0.33% +558 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 2,264 $868K 0.96% -536 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,260 $867K 0.03% new 13F-HR/A Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 2,259 $866K 0.17% -344 13F-HR/A Timeline Group OV Management LLC More: the full row for OV Management LLC 2,255 $865K 0.4% -2,802 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 2,252 $864K 0.34% +52 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,249 $863K 0.09% +88 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,248 $862K 0.19% +351 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,242 $860K 0.13% -105 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,241 $859K 0.31% +10 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,236 $858K 0.02% +447 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,231 $856K 0.34% -152 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,221 $852K 0.86% -1,490 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,115 $850K 0.02% +312 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,215 $850K 0.77% -20 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,214 $849K 0.06% +405 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 2,214 $849K 0.04% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 2,213 $849K 0.33% +7 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,213 $849K 0.15% +600 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,210 $848K 0.36% -195 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 2,208 $847K 0.28% +662 13F-HR Timeline ANB BANK More: the full row for ANB BANK 2,208 $847K 0.38% +162 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,206 $846K 0.06% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,190 $840K 0.11% +38 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,185 $838K 0.27% -168 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,184 $838K 0.06% -161 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,180 $836K 0.47% +13 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,165 $830K 0.2% +5 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 2,163 $830K 0.04% new 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,164 $830K 0.73% +245 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,159 $828K 0.42% -84 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,158 $828K 0.35% +700 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,157 $827K 0.11% +210 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,157 $827K 0.08% +691 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,146 $823K 0.01% +499 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,139 $820K 0.22% +484 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,129 $817K 0.05% +1,033 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,129 $817K 0.26% -487 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 2,129 $817K 0.62% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,126 $815K 0.12% -464 13F-HR Timeline