Bell Bank More: the full row for Bell Bank 7,508 $1.09M 0.05% +87 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 7,499 $1.09M 0.62% -2,939 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 7,479 $1.09M 0.35% new 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 7,457 $1.09M 0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,406 $1.08M 0.03% +712 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 7,377 $1.07M 0.22% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 7,332 $1.07M 0.24% +4 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,326 $1.07M 0.38% +32 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,297 $1.06M <0.01% +82 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,291 $1.06M 0.03% +2,783 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 7,284 $1.06M 0.01% +3,354 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,270 $1.06M 0.12% +309 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,237 $1.05M 0.44% -331 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 7,236 $1.05M 0.1% +3,267 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 7,203 $1.05M 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 7,163 $1.04M 0.41% +889 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 7,162 $1.04M 0.3% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 7,117 $1.04M 0.16% +60 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,109 $1.04M 0.02% +2,252 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,107 $1.04M 0.05% +554 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,100 $1.03M 0.07% -206 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6,906 $1.03M 0.51% +357 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,039 $1.03M 0.01% -234 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,948 $1.01M 0.17% -238 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 6,935 $1.01M 0.19% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,894 $1M 0.08% new 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 6,880 $1M 0.6% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,877 $1M 0.84% -462 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,867 $1M 0.07% +748 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,850 $998K 0.02% -4,321 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,840 $997K 0.27% +2,263 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 6,836 $996K 0.01% +486 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,831 $995K 0.11% -1,921 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,805 $992K 0.07% -734 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,658 $970K 0.01% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,660 $970K 0.28% -2,085 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,651 $969K 0.05% +2,052 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,750 $966K 0.4% 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,619 $964K 0.09% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,584 $959K 0.03% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 6,583 $959K 0.5% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 6,582 $959K 0.11% -1,644 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,710 $958K 0.03% +3,569 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,531 $952K 0.06% -574 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,524 $951K 0.01% -763 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,513 $949K 0.45% +1,030 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,492 $946K 0.37% +270 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 6,465 $942K 0.26% +374 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,413 $934K 0.2% +81 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,406 $933K 0.07% +1,855 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 6,400 $933K 0.09% -1,280 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,400 $933K 0.15% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,394 $932K 0.1% 0 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 6,360 $927K 0.64% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,352 $926K 0.07% +1,600 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,343 $924K 0.08% +3,091 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,335 $923K 0.08% -1,449 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,281 $915K 0.08% +932 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,239 $909K 0.07% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,220 $906K 0.27% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,219 $906K 0.12% +239 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,209 $905K 0.04% +2,928 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,151 $896K 0.33% +50 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 6,147 $896K 0.02% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,136 $894K 0.89% +994 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 6,114 $891K 0.46% -14 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,069 $884K 0.01% +104 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,066 $884K 0.5% -580 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,040 $880K 0.02% +2 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 5,990 $873K 0.34% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,982 $872K +631 Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,961 $869K 0.13% -58,790 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 5,922 $863K 0.06% -270 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,864 $854K 0.1% +1,200 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,855 $853K 0.06% +891 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 5,842 $851K 0.19% +7 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,838 $851K 0.19% -455 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 5,800 $845K 0.25% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,776 $842K <0.01% -3,104 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,753 $838K 0.04% -187 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,750 $838K 0.13% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,383 $832K 0.37% +62 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,702 $831K 0.03% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,701 $831K 0.04% +2,007 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,700 $831K 0.38% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 5,682 $828K 0.37% +1,244 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,677 $827K 0.25% +366 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,663 $825K 0.04% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 5,658 $824K 0.18% -100 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 5,632 $821K 0.02% -29 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 5,600 $816K 0.29% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,599 $816K 0.09% +2,223 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,595 $815K 0.39% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,589 $814K 0.15% 0 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 5,568 $811K 0.26% +848 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,565 $811K 0.2% -131 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,558 $810K 0.05% +288 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,529 $806K 0.21% -3,464 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 5,536 $805K 0.25% +403 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,518 $804K 0.03% +308 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,500 $801K 0.07% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,499 $801K 0.32% +185 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,446 $794K 0.08% +121 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,439 $793K 0.24% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 5,431 $791K 0.1% -222 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,429 $791K 0.03% -71,481 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,400 $787K 0.13% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,374 $783K 0.05% -1,829 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,354 $780K 0.07% +497 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,352 $780K 0.01% +1,820 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,335 $777K 0.18% -107 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 5,285 $770K 0.33% +91 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,268 $768K 0.08% 0 13F-HR/A Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 5,265 $767K 0.15% -114 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 5,260 $766K 0.27% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,257 $766K 0.11% -1,342 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 5,257 $766K 0.51% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,207 $759K 0.06% +1,970 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,207 $759K 0.27% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,187 $756K 0.67% -630 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,803 $756K 0.08% +1,341 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,164 $752K 0.1% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,121 $746K 0.01% +419 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 5,089 $742K 0.05% -5,209 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,047 $735K 0.02% -9 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,019 $731K 0.05% +21 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,016 $731K 0.03% -697 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,002 $729K 0.23% -400 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,002 $729K 0.01% -994 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 5,000 $729K 0.29% -1,100 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,937 $719K 0.28% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,919 $717K 0.04% +325 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 4,884 $712K 0.08% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 4,884 $712K 0.1% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,880 $711K 0.12% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,872 $710K 0.06% +62 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,850 $707K 0.03% +711 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,848 $706K 0.08% -280 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,846 $706K 0.03% +365 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,844 $706K 0.03% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,837 $705K 0.06% +560 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,819 $702K 0.04% -616 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,815 $702K 0.12% -60 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,797 $699K 0.04% +1,145 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 4,704 $685K 0.04% -236 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,704 $685K 0.04% -5 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,700 $685K 0.07% +530 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 4,697 $684K 0.14% +150 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,697 $684K 0.41% +461 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,663 $679K 0.06% -758 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,659 $679K 0.04% +983 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,661 $678K 0.01% +2,125 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,645 $677K 0.18% +449 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,640 $676K 0.1% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,636 $676K 0.1% -20 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,627 $674K 0.1% +209 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 4,619 $673K 0.42% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,579 $668K 0.11% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,572 $666K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,558 $664K 0.23% +50 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 4,558 $663K 0.52% -85 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,500 $655K 0.08% -54 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,473 $652K 0.04% -36 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,472 $652K 0.28% +1,251 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,468 $651K 0.01% -2,757 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4,458 $650K 0.37% +110 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,456 $649K 0.01% +1,102 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 4,425 $645K 0.02% -320 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,425 $645K 0.16% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,402 $641K 0.65% 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,397 $641K 0.11% +1,736 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,393 $640K 0.12% +642 13F-HR Timeline QVR LLC More: the full row for QVR LLC 4,387 $639K 0.77% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,381 $638K 0.16% -4 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,368 $636K 0.3% +97 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,349 $634K 0.03% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,343 $633K 0.4% -492 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,333 $631K 0.01% +82 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 4,359 $631K 0.23% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,314 $629K 0.02% +225 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 4,314 $629K 0.2% +25 13F-HR/A Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 4,311 $628K 0.12% -218 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,303 $627K 0.5% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,303 $627K 0.01% +189 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,300 $627K 0.13% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,300 $627K 0.1% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,288 $625K 0.32% -8 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 4,274 $623K 0.01% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,238 $618K 0.04% -100 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,237 $616K 0.04% +76 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,203 $612K 0.02% +205 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,195 $611K 0.17% +48 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,187 $610K 0.04% +471 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,180 $609K 0.22% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 4,155 $605K 0.17% +266 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,138 $603K 0.29% +711 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,125 $601K 0.01% +197 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 4,122 $601K 0.22% 0 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 4,099 $597K 0.73% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,079 $594K 0.08% new 13F-HR Timeline