READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 3,320 $540K 0.02% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,315 $539K 0.05% +1,050 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,296 $536K 0.2% -624 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,289 $535K 0.13% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,285 $534K 0.18% -1,359 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,282 $534K 0.03% -24,631 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,262 $530K 0.01% -86 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,256 $530K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,244 $528K 0.06% -794 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,242 $527K 0.08% -899 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,215 $527K 0.04% -639,887 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 3,234 $526K 0.16% -158 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,229 $525K 0.27% +51 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,212 $522K 0.03% +90 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 3,212 $522K 0.3% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,212 $522K 0.02% -43 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,207 $522K 0.15% -211 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,186 $518K 0.1% -190 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,179 $517K 0.05% -4 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,170 $516K 0.24% -447 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,170 $516K 0.18% +55 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,156 $513K 0.33% +856 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,153 $513K 0.37% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,145 $511K 0.25% -1,835 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,143 $511K 0.05% +21 13F-HR/A Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,141 $511K 0.08% -600 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 3,121 $508K 0.06% -305 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,118 $507K 0.24% 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 3,111 $506K 0.24% -71 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,108 $505K 0.04% +47 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,092 $503K 0.03% +166 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 3,090 $503K 0.15% 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,076 $500K 0.04% +625 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 3,075 $500K 0.11% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,072 $500K 0.04% +5 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,071 $499K 0.06% +6 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 3,067 $499K 0.21% -61 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,062 $498K 0.05% +68 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,050 $496K 0.42% -1,050 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,046 $495K 0.19% +537 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 3,044 $495K 0.29% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 3,039 $494K 0.04% +423 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 3,029 $493K 0.14% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,026 $492K 0.03% +41 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,022 $492K 0.15% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,667 $491K 0.04% -173 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,017 $491K 0.25% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,000 $488K 0.2% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,998 $488K 0.03% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,998 $488K 0.01% +704 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,994 $487K 0.11% new 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,992 $487K 0.02% -18,884 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,992 $487K 0.06% +42 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,965 $482K 0.42% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 2,965 $482K 0.07% +379 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,965 $482K 0.16% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,961 $482K 0.49% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,949 $480K 0.17% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,945 $479K 0.31% -220 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,943 $479K 0.28% +2,358 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,933 $477K -404 Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,932 $477K 0.1% +4 13F-HR/A Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,921 $475K 0.03% +15 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,911 $473K 0.14% -24 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,897 $471K 0.24% 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,896 $471K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,896 $471K 0.1% +537 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,892 $470K 0.06% -280 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,890 $470K 0.35% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,875 $468K 0.22% -15 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,874 $467K 0.14% +33 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,868 $466K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,861 $465K 0.06% +736 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,859 $465K 0.01% -67 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,858 $465K 0.05% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,851 $464K 0.05% +1 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,843 $462K 0.05% -182 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,842 $462K 0.13% +214 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,838 $462K 0.02% +27 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,831 $460K 0.05% -98 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,824 $459K 0.41% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,821 $459K 0.06% +73 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,815 $458K 0.08% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,808 $457K 0.09% -154 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,801 $456K 0.02% +7 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 2,800 $455K 0.04% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,791 $454K <0.01% +1,667 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,783 $453K 0.34% +85 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,781 $452K 0.11% +251 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,778 $452K 0.03% +2 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,775 $451K 0.02% -62 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,766 $450K 0.08% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,757 $448K 0.2% +165 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,756 $448K 0.43% 13F-HR/A Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,752 $448K 0.04% -182 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,743 $446K 0.11% -1,257 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,740 $446K 0.26% -311 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,736 $445K 0.28% +236 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,730 $444K 0.03% -2,028 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,443 $441K 0.38% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,708 $440K 0.1% +3 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,705 $440K 0.08% -780 13F-HR/A Timeline Athena Investment Management More: the full row for Athena Investment Management 2,701 $439K 0.25% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,700 $439K 0.31% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,694 $438K 0.07% +123 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,689 $437K 0.06% -79 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 2,670 $434K 0.23% -120 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,666 $434K 0.49% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,664 $433K 0.12% -153 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,662 $433K <0.01% +30 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,656 $432K 0.03% -462 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,651 $431K 0.08% +1,058 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,646 $430K 0.21% -170 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,642 $430K 0.14% +200 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,640 $429K 0.16% -11 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,630 $428K 0.03% +317 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,630 $428K 0.22% -240 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,604 $423K 0.02% +469 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,590 $421K 0.09% -49 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,589 $421K 0.09% -9 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,579 $419K 0.13% new 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 2,575 $419K 0.55% new 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,572 $418K 0.28% +136 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,051 $414K 0.18% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,544 $414K 0.01% +517 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 2,538 $413K 0.12% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,535 $412K 0.03% +500 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,534 $412K 0.14% -178 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,532 $412K <0.01% -1,505 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,528 $411K 0.24% +505 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,525 $411K 0.06% -34 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,519 $410K 0.09% 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,515 $409K 0.04% +168 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,514 $409K 0.18% -90 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,513 $409K 0.03% -517 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,507 $408K 0.06% -276 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,507 $408K 0.1% +318 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,500 $407K 0.44% -3,410 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,498 $406K 0.14% +1,317 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,497 $406K 0.08% -108 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,496 $406K 0.2% -96 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,494 $406K 0.08% -7 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,493 $405K 0.01% -89 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,488 $405K 0.04% -260 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2,485 $404K 0.04% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,483 $404K 0.25% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,480 $403K 0.2% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,479 $403K 0.2% 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,479 $403K 0.05% +626 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,478 $403K 0.07% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,475 $403K 0.17% -22 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,471 $402K 0.23% +39 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,460 $400K 0.11% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,172 $399K 0.18% +171 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,451 $399K 0.08% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,426 $395K 0.18% -43 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,420 $394K 0.01% +20 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,420 $394K 0.05% +250 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,409 $392K 0.42% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,408 $391K 0.02% +359 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,402 $391K 0.21% +108 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,400 $390K 0.39% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,391 $389K 0.01% -826 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,388 $388K 0.02% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,383 $388K 0.15% +12 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,380 $387K 0.07% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,377 $387K 0.26% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,375 $386K 0.09% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,157 $386K 0.18% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,369 $385K 0.02% +18 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,369 $385K 0.05% +465 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,366 $385K 0.14% -50 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,362 $384K 0.1% -755 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,366 $384K 0.03% -4,126 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,353 $383K 0.23% -185 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,330 $379K 0.04% -244 13F-HR/A Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,323 $378K 0.12% +17 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,319 $377K 0.03% +5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,316 $377K 0.12% -47 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,302 $374K 0.05% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,300 $374K 0.17% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,300 $374K 0.13% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,287 $372K 0.34% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,287 $372K 0.05% -1,295 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,284 $371K 0.16% -27 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,284 $371K 0.05% -283 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,279 $371K 0.03% +35 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,273 $370K 0.21% 0 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,273 $370K 0.05% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,264 $368K 0.26% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,261 $368K 0.08% +37 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,259 $367K 0.09% -61 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,255 $367K 0.14% -208 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,241 $364K 0.01% +439 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,324 $364K 0.16% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,237 $364K 0.27% 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,797 $363K 0.25% +655 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 2,230 $363K 0.03% -2 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,228 $362K 0.28% +169 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,213 $360K 0.05% +431 13F-HR Timeline