TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,879 $789K 0.11% 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,874 $788K 0.11% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,872 $788K 0.21% -898 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,850 $783K 0.13% -68 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,838 $781K 0.24% +150 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,834 $780K 0.14% +1,220 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 3,830 $779K 0.65% -1,118 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,827 $779K 0.01% -16,470 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,051 $778K 0.32% -50 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,819 $777K 0.08% +462 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,825 $777K 0.2% -422 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,813 $776K 0.27% -151 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,798 $773K 0.12% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,795 $772K 0.06% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,786 $770K 0.06% +2,393 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $770K 0.33% 0 13F-HR Timeline Amount filed as zero, left out of ratios. DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,782 $769K 0.17% +35 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,778 $769K 0.54% 0 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,775 $768K 0.61% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,774 $768K 0.26% -8 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,767 $766K 0.03% -108 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,761 $765K 0.08% -336 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,753 $763K 0.08% +55 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,752 $763K 0.16% +1,905 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,751 $763K 0.57% +183 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,746 $762K 0.07% -155 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,459 $762K 0.29% +1,999 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,742 $761K 0.09% -35 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,733 $759K 0.27% +1,130 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 3,730 $759K 0.06% +200 13F-HR Timeline Group Sunbelt Securities, Inc. 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More: the full row for Stonebrook Private Inc. 3,695 $752K 0.16% -47 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,689 $750K 0.1% +917 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,685 $750K 0.13% +231 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,678 $748K 0.47% +48 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,675 $748K 0.11% +4 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 3,740 $747K 0.03% -2,265 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,671 $747K 0.14% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,668 $746K 0.26% -1,463 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,651 $743K 0.09% -1,344 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,644 $741K 0.32% -219 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,643 $741K 0.32% +97 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 3,640 $740K 0.09% -2,673 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,632 $739K 0.05% +220 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,623 $737K 0.13% +50 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,623 $737K 0.03% +38 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,603 $733K 0.04% -5,147 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,596 $731K 0.23% +1,091 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,573 $727K 0.33% +620 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,816 $718K 0.1% +552 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 3,530 $718K 0.3% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,529 $718K 0.23% -370 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,528 $718K 0.14% +8 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,525 $717K 0.08% -207 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,514 $715K 0.02% -1,439 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,513 $715K 0.07% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,509 $714K 0.18% +166 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,509 $714K 0.08% -226 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,506 $713K 0.06% +360 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,690 $712K 0.68% +21 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 3,472 $706K 0.22% +732 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,446 $701K 0.09% new 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,440 $700K 0.54% -15 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,440 $700K 0.66% +1,679 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 3,436 $699K 0.42% -210 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,434 $699K 0.11% -133 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,430 $698K 0.15% -41,297 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,428 $697K 0.37% +914 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,416 $695K 0.07% +1,000 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,416 $695K 0.11% -4 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,413 $694K 0.19% -911 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,412 $694K 0.12% +295 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,408 $693K 0.39% +388 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,402 $692K 0.56% +261 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,400 $692K 0.42% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,397 $691K 0.26% +8 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,390 $690K 0.15% +237 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,389 $689K 0.19% +150 13F-HR Timeline Poehling Capital Management, INC. 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More: the full row for Physician Wealth Advisors, Inc. 3,296 $670K 0.09% -1,003 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,293 $670K 0.16% +772 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,287 $669K 0.09% -501 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,286 $668K 0.47% +327 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,277 $667K 0.07% -430 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 3,272 $666K 0.26% +2,247 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,268 $665K 0.03% +1,054 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,268 $665K 0.48% +132 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,259 $663K 0.12% +359 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,139 $660K 0.33% +426 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 3,238 $659K 0.49% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,234 $658K 0.11% -198 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,210 $653K 0.21% -507 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,206 $652K 0.56% -882 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,204 $652K 0.01% +114 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,203 $652K 0.21% +424 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,202 $651K 0.16% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,198 $651K 0.6% +134 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,194 $650K 0.14% +476 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 3,184 $648K 0.14% +288 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,182 $647K 0.38% +402 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,179 $647K 0.16% -31 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,824 $647K 0.11% +24 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,174 $646K 0.34% -1,839 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,171 $645K 0.43% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 3,156 $642K 0.27% +50 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,154 $642K 0.33% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,145 $640K 0.04% -277 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 3,137 $638K 0.6% -95 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,125 $636K 0.22% +707 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,111 $633K 0.24% +101 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,107 $632K 0.54% +508 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,106 $632K 0.43% -115 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,100 $631K 0.2% 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,096 $630K 0.08% +392 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,096 $629K 0.05% +1,037 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,093 $629K 0.07% +26 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,091 $629K 0.06% +386 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,089 $628K 0.32% -965 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,086 $628K 0.05% -1,923 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,063 $623K 0.03% -5,152 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,063 $623K 0.08% +10 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,062 $623K 0.07% -2,019 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3,058 $622K 1.16% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,054 $621K 0.25% +706 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,046 $620K 0.1% +747 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 3,044 $619K 0.06% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,028 $616K 0.71% +508 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,028 $616K 0.18% +35 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,028 $616K 0.26% +16 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,025 $615K 0.06% -341 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,017 $614K 0.08% +140 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,918 $613K 0.03% +381 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,014 $613K 0.1% +192 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,011 $613K 0.02% +10 13F-HR Timeline Confluence Wealth Services, Inc. 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More: the full row for Independent Wealth Network Inc. 2,992 $609K 0.18% -11 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,992 $609K 0.34% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,984 $607K 0.03% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,983 $607K 0.06% +789 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,979 $606K 0.1% +1,804 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,970 $604K 1.19% +971 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 2,971 $604K 0.54% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,962 $603K 0.13% -1,495 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,944 $599K 0.14% +49 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 2,941 $598K 0.35% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,937 $597K 0.35% +772 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,933 $597K <0.01% +878 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 2,927 $595K 0.5% -84 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,913 $593K 0.5% -314 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,912 $592K 0.07% -9 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,907 $591K 0.41% +124 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,904 $591K 0.23% -11,190 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,903 $591K 0.06% +166 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,903 $591K 0.01% +100 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,898 $590K 0.12% -3 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,895 $589K 0.1% -60 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,895 $589K 0.43% -40 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,891 $588K 0.07% -1,359 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,891 $588K 0.15% +55 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,872 $584K 0.21% +792 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,869 $584K 0.07% -379 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,869 $584K 0.08% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,863 $582K 0.17% -73 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,863 $582K 0.02% +173 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,862 $582K 0.26% +9 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,852 $580K 0.01% +119 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,851 $580K 0.04% +249 13F-HR Timeline Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 2,850 $580K 0.31% +2,100 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,841 $578K 0.07% +33 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,840 $578K 0.21% +16 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,837 $577K 0.07% +256 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,435 $576K 0.5% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,616 $576K 0.06% +396 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,828 $575K 0.18% -47 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,827 $575K 0.14% +170 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,825 $575K 0.05% -235 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,823 $574K 0.2% +125 13F-HR Timeline