Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,033 $278K 0.01% -149 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,031 $278K 0.18% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,027 $277K 0.06% -40 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,024 $277K 0.05% -99 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,015 $276K 0.13% -32 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,011 $275K 0.03% +61 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,010 $275K 0.06% +30 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,007 $275K 0.02% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,004 $274K 0.01% 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,003 $274K 0.17% -1,247 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,000 $274K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $274K 0.06% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,000 $274K 0.05% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,000 $274K 0.04% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,998 $273K 0.15% -26 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,997 $273K 0.01% +8 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,996 $273K 0.02% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,989 $272K 0.11% +10 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,985 $272K 0.02% -52 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,974 $270K <0.01% +250 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,966 $269K 0.01% +293 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,965 $269K 0.03% -2 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,961 $268K 0.02% +170 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,959 $268K 0.08% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,960 $268K 0.01% -189 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,957 $268K 0.2% new 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,956 $268K 0.03% -38 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 1,956 $268K 0.18% -160 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,954 $267K 0.03% +275 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,941 $266K 0.11% -540 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,933 $264K 0.03% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,929 $264K 0.02% +235 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,927 $264K 0.03% +11 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,921 $263K 0.03% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,916 $262K 0.04% +239 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,937 $262K 0.03% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,908 $261K 0.05% -54 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,904 $260K 0.02% +17 13F-HR/A Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,904 $260K 0.17% +195 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,903 $260K 0.03% +40 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,902 $260K 0.01% -78 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,901 $260K 0.03% +842 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 1,961 $260K 0.13% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,899 $260K 0.01% +306 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,899 $260K <0.01% +87 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,898 $260K 0.05% +217 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,895 $259K 0.11% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,895 $259K 0.04% +32 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,895 $259K 0.04% -53 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,892 $259K 0.01% +19 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,890 $259K 0.02% -236 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,888 $258K 0.04% +11 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,887 $258K 0.01% +9 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,885 $258K 0.01% +50 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,885 $258K 0.16% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,884 $258K 0.03% -185 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,883 $258K 0.04% +130 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,877 $257K 0.02% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,869 $256K 0.02% +4 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,868 $256K 0.07% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,867 $255K 0.06% -446 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,860 $254K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,858 $254K 0.02% +15 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,857 $254K 0.02% +200 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 1,845 $252K 0.15% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,845 $252K 0.07% +82 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,825 $250K 0.06% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,819 $249K 0.05% -10 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,818 $249K 0.09% -52 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,815 $248K 0.03% +58 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,811 $248K 0.02% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,808 $247K 0.06% -13 13F-HR/A Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,805 $247K 0.1% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,803 $247K 0.3% -1,314 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,799 $246K 0.03% -113 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,792 $245K 0.01% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,790 $245K 0.12% +177 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,788 $245K 0.1% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,787 $244K 0.07% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,784 $244K 0.08% +59 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 1,815 $243K 0.03% -126 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,768 $242K 0.19% +26 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,764 $241K 0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,763 $241K 0.01% -297 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,758 $241K 0.04% +260 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,756 $240K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,755 $240K 0.03% +47 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,752 $240K 0.06% +12 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,749 $239K 0.03% +1 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,746 $239K 0.03% +177 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,741 $238K 0.03% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,735 $237K 0.1% -64 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,735 $237K 0.06% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,733 $237K 0.17% -70 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,732 $237K 0.07% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,731 $237K 0.11% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,728 $236K 0.02% +5 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,723 $236K 0.1% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,721 $235K 0.01% -1,687 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,725 $235K 0.09% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,716 $235K 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,715 $235K 0.03% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,713 $234K 0.07% +92 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,711 $234K 0.14% -50 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,710 $234K 0.14% +95 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,700 $233K 0.01% -27 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,700 $233K 0.02% 0 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,700 $233K 0.19% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,700 $233K 0.02% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,693 $232K 0.13% +44 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,683 $230K 0.02% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,679 $230K 0.02% -13 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,678 $230K 0.02% +775 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,677 $229K 0.02% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,675 $229K 0.04% -156 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,671 $229K 0.03% +4 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,667 $228K 0.02% +8 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 1,664 $228K 0.05% 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,656 $227K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,655 $226K 0.01% +160 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,654 $226K 0.02% +58 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,650 $226K 0.02% -271 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,650 $226K 0.04% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,650 $226K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,643 $225K 0.06% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,643 $225K 0.01% +285 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,641 $225K 0.03% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 1,638 $224K 0.02% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,638 $224K 0.06% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,638 $224K 0.04% -1,083 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,634 $224K <0.01% -3,926 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,633 $223K 0.01% +2 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,631 $223K 0.05% +4 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,628 $223K 0.07% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,626 $222K 0.02% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,625 $222K 0.02% -141 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,623 $222K 0.05% +12 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,925 $222K 0.09% 0 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,620 $222K 0.17% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,618 $221K 0.02% +9 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,618 $221K 0.07% +6 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,613 $221K 0.01% -33 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,609 $220K 0.03% -8 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,607 $220K 0.07% 0 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 1,603 $219K 0.2% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,600 $219K 0.12% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,598 $219K 0.05% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,598 $219K 0.02% 0 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,594 $218K 0.09% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,592 $218K 0.01% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 1,590 $218K 0.14% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,588 $217K 0.01% -85 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,586 $217K 0.03% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,583 $217K 0.1% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,566 $214K <0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 1,563 $214K 0.14% -200 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,555 $213K 0.1% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,555 $213K 0.07% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,657 $213K 0.01% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,553 $212K 0.04% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,551 $212K 0.01% -266 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,545 $211K 0.07% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,544 $211K 0.02% -81,662 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,540 $211K 0.03% +4 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,541 $211K 0.1% +3 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,540 $211K 0.05% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,539 $211K 0.11% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,537 $210K <0.01% -1,271 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,533 $210K 0.09% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,530 $209K 0.01% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,528 $209K <0.01% -4,138 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,525 $209K 0.07% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,520 $208K 0.1% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,519 $208K 0.03% -79 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,518 $208K 0.05% -86 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,515 $207K 0.07% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,515 $207K 0.01% new 13F-HR Timeline Group ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,509 $206K 0.05% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,549 $206K 0.02% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,505 $206K 0.02% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,501 $205K 0.01% -371 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,500 $205K 0.04% -50 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,500 $205K 0.07% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 1,500 $205K 0.02% -749 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,498 $205K 0.05% +27 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,496 $205K 0.01% -525 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,492 $204K 0.39% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,490 $204K 0.03% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,489 $204K 0.02% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,487 $203K 0.01% -11,293 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,487 $203K 0.12% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,484 $203K 0.03% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,483 $203K 0.11% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,482 $203K 0.12% +10 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,493 $202K 0.04% +26 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 1,472 $201K 0.05% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,470 $201K 0.05% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,470 $201K 0.04% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,468 $201K 0.05% new 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,529 $200K 0.07% 0 13F-HR Timeline