Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,995 $2.17M 0.54% -98 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,987 $2.16M 0.06% +449 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 2,984 $2.16M 2.11% -577 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,980 $2.15M 0.44% -45 13F-HR/A Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,979 $2.15M 0.28% +139 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 2,967 $2.15M 0.14% +139 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,960 $2.14M 0.02% -153 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,960 $2.14M 1.07% -1,545 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,955 $2.14M 0.59% -10 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 2,950 $2.13M 0.67% -100 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,942 $2.13M 0.21% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,939 $2.12M 1.71% 0 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 6,197 $2.12M 2.45% 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,937 $2.12M 0.44% -120 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,936 $2.12M 1.07% -3 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,936 $2.12M 0.42% +58 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,931 $2.12M 0.51% +1,245 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,930 $2.12M 0.62% -128 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,922 $2.11M 0.14% +246 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,913 $2.11M 0.3% -111 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,912 $2.11M 0.09% +233 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,908 $2.1M 1.19% -101 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,907 $2.1M 0.53% -60 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,905 $2.1M 0.17% +378 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,900 $2.1M 0.88% +769 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 2,900 $2.1M 0.11% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,900 $2.1M 0.1% +65 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 2,898 $2.1M 0.76% -1,630 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,986 $2.1M 0.63% +540 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,896 $2.09M 0.28% 0 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,889 $2.09M 0.15% +105 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,881 $2.08M 1.69% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 2,875 $2.08M 1.03% +118 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,875 $2.08M 0.44% -1,963 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,873 $2.08M 1.09% +283 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,872 $2.08M 0.21% -279 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,744 $2.08M 0.03% +483 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,871 $2.08M 0.25% -1 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 2,870 $2.08M 0.3% 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,868 $2.07M 0.53% +1,765 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,867 $2.07M 0.05% -17 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,866 $2.07M 0.25% +728 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,863 $2.07M 1.15% +1,725 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,861 $2.07M 2.22% -119 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,851 $2.06M 0.67% +142 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,849 $2.06M 0.32% -11,386 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,841 $2.05M 0.19% -277 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,839 $2.05M 0.17% +245 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,828 $2.04M 0.39% -513 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 2,828 $2.04M 0.41% +2,827 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,825 $2.04M 0.26% -16 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,822 $2.04M 1.34% -1 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,819 $2.04M 0.07% +7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,123 $2.03M 0.17% -142 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,810 $2.03M 0.51% -36 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,810 $2.03M 0.51% +683 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,804 $2.03M 0.1% +369 13F-HR Timeline REX Advisers, LLC More: the full row for REX Advisers, LLC 2,800 $2.02M 5.43% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,797 $2.02M 0.63% -496 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,789 $2.02M 0.03% -147 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,770 $2M 0.34% -76 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,763 $2M 0.22% -42 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,758 $1.99M 1.33% +351 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,753 $1.99M 0.6% -12 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,745 $1.98M 0.19% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,744 $1.98M 0.23% -6,530 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,741 $1.98M 0.44% -184 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,726 $1.97M 0.37% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,725 $1.97M 0.06% -16 13F-HR Timeline TLWM More: the full row for TLWM 2,725 $1.97M 0.32% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,718 $1.97M 0.38% +495 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,722 $1.97M 0.03% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,710 $1.96M 0.53% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,706 $1.96M 0.2% +1,355 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,698 $1.95M 0.3% -591 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,688 $1.94M 0.77% -698 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,672 $1.93M 0.66% +75 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 2,670 $1.93M 1% new 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 2,668 $1.93M 0.45% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,664 $1.93M 0.34% +65 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,661 $1.92M 0.13% -915 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,655 $1.92M 0.28% -146 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,634 $1.9M 0.13% +242 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,631 $1.9M 0.37% new 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 2,631 $1.9M 0.23% -6,980 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,620 $1.89M 0.28% -41 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,615 $1.89M 0.52% -2,443 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,610 $1.89M 0.17% +478 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,610 $1.89M 0.18% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,608 $1.89M 0.45% -765 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,595 $1.88M 0.1% -5,107 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,585 $1.87M 0.73% +1,136 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,100 $1.87M 0.34% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,581 $1.87M 0.3% +9 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 2,574 $1.86M 0.44% +2,309 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,566 $1.86M 0.17% +19 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,562 $1.85M 0.03% +129 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,560 $1.85M 0.06% 0 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,554 $1.85M 0.08% +6 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,552 $1.85M 0.63% -9 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,551 $1.84M 0.05% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,551 $1.84M 0.11% -810 13F-HR Timeline Group QVT Financial LP More: the full row for QVT Financial LP 2,550 $1.84M 0.12% -736 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 2,533 $1.83M 0.16% +81 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,522 $1.82M <0.01% -58 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,521 $1.82M 0.36% -184 13F-HR Timeline Greenwoods Asset Management Hong Kong L… in group Greenwoods Asset Management H… More: the full row for Greenwoods Asset Management Hong Kong Ltd. 2,520 $1.82M 0.08% new 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,519 $1.82M 0.06% +4 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,516 $1.82M 0.69% -24 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,508 $1.81M 0.3% -105 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,500 $1.81M 0.63% -75 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,487 $1.8M 0.17% +1,843 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,480 $1.79M 0.73% +10 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 2,479 $1.79M 1.48% -30 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,751 $1.79M 0.78% -1,206 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,474 $1.79M 0.02% +1,221 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,472 $1.79M 0.12% +891 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,469 $1.79M 0.43% -356 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 2,468 $1.78M 0.02% -867,475 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,464 $1.78M 0.46% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,463 $1.78M 0.52% +854 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,458 $1.78M 0.67% -34 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,456 $1.78M 0.04% +400 13F-HR Timeline Group McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,453 $1.77M 1.36% +43 13F-HR/A Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 2,443 $1.77M 1.15% -15 13F-HR/A Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,443 $1.77M 0.74% +58 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,471 $1.76M 1.16% -1,107 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,434 $1.76M 1.05% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,432 $1.76M 0.79% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,696 $1.75M 0.1% +94 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 3,356 $1.75M 0.6% -817 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,421 $1.75M 0.18% +1,445 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,412 $1.74M 0.52% -289 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,144 $1.74M 0.03% -832 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,403 $1.74M 0.03% +46 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,403 $1.74M 1.62% -85 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,397 $1.73M 0.35% +1,765 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,392 $1.73M 0.53% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,391 $1.73M 0.15% +902 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,388 $1.73M 0.08% -46 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,381 $1.72M 0.57% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 2,369 $1.71M 0.34% +79 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,368 $1.71M 1.36% +244 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 2,367 $1.71M 0.17% 0 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 2,360 $1.71M 0.01% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,356 $1.7M 0.99% -325 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,350 $1.7M 0.21% +177 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 2,344 $1.69M 0.15% +2,051 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,343 $1.69M 0.05% -54 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 2,343 $1.69M 1.29% +229 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,341 $1.69M 0.48% -211 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,339 $1.69M 0.21% -220 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,338 $1.69M 0.08% +293 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,839 $1.69M 0.21% 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,332 $1.69M 0.09% 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,316 $1.68M 0.06% -3,452 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,314 $1.67M 0.17% +271 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3,182 $1.67M 0.88% +3 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,305 $1.67M 0.03% -113 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,302 $1.66M 0.25% +390 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 2,300 $1.66M 0.61% -5,180 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,300 $1.66M 0.25% -2,700 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,299 $1.66M 0.42% -170 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,296 $1.66M 0.91% +69 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,295 $1.66M 0.08% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,293 $1.66M 0.18% +26 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 2,288 $1.65M 1.14% +194 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 2,281 $1.65M 0.58% +3 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,280 $1.65M 0.06% -665 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,279 $1.65M 0.22% -772 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,268 $1.64M 0.26% -133 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,265 $1.64M 0.88% -532 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 2,264 $1.64M 0.44% +17 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,261 $1.63M 0.41% 0 13F-HR Timeline Wall Street Financial Group, Inc. 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