Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 2,636 $851K 0.62% -66 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,532 $849K 0.04% new 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,558 $826K 0.03% +400 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,550 $820K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,516 $812K 0.02% -143 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,500 $807K 0.12% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,475 $799K 0.05% -4,585 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,465 $796K 0.03% +114 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,453 $792K 0.01% -184 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,419 $781K 0.3% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,390 $771K 0.06% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,373 $766K 0.06% +1,437 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,344 $757K 0.03% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,337 $754K 0.09% +125 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,324 $750K 0.14% -1,855 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,320 $749K 0.01% +1,625 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. 2,310 $746K 0.06% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,304 $744K 0.03% +972 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,299 $742K 0.07% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,280 $735K 0.02% +14 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 2,275 $734K 0.16% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,271 $733K 0.01% +389 13F-HR/A Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,267 $732K 0.03% -50 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,263 $730K 0.05% +268 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,257 $729K 0.26% +15 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,252 $727K 0.28% -178 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,245 $725K 0.01% -9,056 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,230 $722K 0.15% +988 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,233 $721K 0.04% -93 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,223 $718K 0.06% -60 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,216 $715K 0.05% +631 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,202 $711K 0.31% -1,698 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,179 $703K 0.13% +126 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,179 $703K 0.01% -210 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,173 $701K 0.08% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,167 $699K 0.02% -500 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,163 $698K 0.04% +467 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,142 $691K 0.01% +358 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,105 $679K 0.02% 0 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,100 $678K 0.51% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,093 $676K 0.05% +1,521 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,086 $673K 0.02% -447 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,081 $672K 0.01% +117 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,078 $671K 0.02% -13,952 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,077 $670K 0.05% +270 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,995 $669K 0.02% -144 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,062 $666K 0.03% -111 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,041 $659K 0.05% -14 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,024 $653K 0.02% -1,575 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,022 $653K 0.2% new 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 2,000 $646K 0.73% -1,900 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,000 $646K 0.08% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 1,989 $642K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,987 $641K 0.02% -1 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,985 $641K 0.04% +83 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,978 $639K 0.1% -69 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,945 $630K 0.02% -257 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,950 $629K <0.01% -298 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,938 $626K 0.02% +75 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,933 $624K 0.01% +843 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,915 $618K 0.17% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,909 $616K 0.02% +53 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 1,900 $613K 0.22% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,900 $613K 0.26% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,898 $613K 0.22% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,893 $611K 0.01% -226 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,952 $609K 0.01% +15 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,870 $604K <0.01% -36 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,866 $602K 0.04% -69 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,864 $602K 0.29% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,848 $596K 0.02% -387 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,843 $595K 0.2% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,835 $593K 0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,827 $590K 0.07% +278 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,825 $589K 0.01% -538 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,823 $588K 0.06% -2,837 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,822 $588K 0.29% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,816 $586K 0.07% -181 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,814 $586K 0.03% +270 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,805 $583K 0.06% +56 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,804 $582K 0.24% new 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,792 $578K 0.6% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,751 $577K 0.02% -125 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,783 $576K 0.06% -18 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,776 $573K 0.01% +151 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,772 $572K 0.15% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,763 $569K 0.01% -6,934 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,759 $568K 0.04% -21,613 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,750 $565K 0.02% +77 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,740 $562K <0.01% +135 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,724 $556K 0.09% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,716 $554K 0.01% +561 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,711 $552K 0.14% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,710 $552K 0.19% +439 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,699 $548K 0.02% +595 13F-HR Timeline Group Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,675 $547K 0.05% -180 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,631 $547K 0.08% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,691 $546K 0.08% 0 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,688 $545K 0.27% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,686 $544K 0 Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,683 $543K 0.38% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 1,677 $541K 0.14% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,665 $537K 0.07% +39 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,651 $533K 0.31% -219 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,632 $527K 0.29% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,630 $526K 0.08% -106 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,630 $526K 0.03% -2,751 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,625 $525K 0.01% +395 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,616 $522K 0.02% -4,002 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,608 $521K 0.09% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,606 $518K 0.03% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,600 $516K 0.07% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,595 $515K 0.02% +467 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,589 $513K 0.04% +12 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,583 $511K 0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,582 $511K 0.01% -408 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,575 $508K 0.03% +550 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,568 $506K 0.1% +51 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,561 $504K 0.02% new 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,558 $503K 0.32% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,536 $496K 0.02% -95 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,535 $495K 0.05% -68 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,525 $492K 0.06% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,524 $492K 0.05% -106 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,382 $491K 0.04% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,522 $491K 0.02% -1,058 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,521 $491K 0.08% +606 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,512 $488K 0.01% +2 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 1,500 $484K 0.19% 0 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 1,500 $484K 0.45% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,497 $483K 0.15% +54 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,492 $482K 0.1% -93 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,488 $480K 0.05% +66 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,478 $477K 0.03% +72 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,472 $475K 0.04% +194 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,464 $473K 0.03% -410 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,457 $470K 0.14% -157 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,455 $470K 0.13% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,453 $469K 0.14% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,451 $468K 0.1% -40 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,450 $468K 0.01% -119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,450 $468K 0.03% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,448 $467K 0.04% +9 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,441 $465K -153 Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,419 $458K 0.13% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,413 $456K 0.29% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,410 $455K 0.11% +159 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,405 $453K 0.02% +39 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,402 $453K 0.33% -30 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,401 $452K 0.05% +296 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,398 $451K 0.22% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,390 $449K 0.07% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,387 $448K 0.06% -1,378 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,386 $447K 0.02% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,384 $447K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,382 $446K 0.01% +959 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,381 $446K 0.16% -431 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,368 $442K 0.07% -1,065 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $441K 0.19% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,364 $440K 0.01% -66 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,358 $438K 0.01% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,352 $436K 0.11% -4 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,350 $436K 0.06% -4,355 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,350 $436K 0.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,340 $432K 0.01% new 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,338 $432K 0.12% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,337 $432K 0.03% -15 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,329 $429K <0.01% -393 13F-HR Timeline Group Mendel Money Management More: the full row for Mendel Money Management 1,326 $428K 0.18% +26 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,326 $428K 0.19% +498 13F-HR/A Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,325 $428K 0.06% +176 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,317 $425K 0.16% +172 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,316 $425K 0.03% +390 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,315 $424K 0.05% +230 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 1,339 $424K 0.37% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,300 $420K 0.06% -45 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,295 $418K 0.45% +447 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,282 $414K 0.02% -136 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,279 $413K 0.01% +47 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,279 $413K 0.05% +57 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,278 $413K 0.04% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,266 $409K 0.03% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,261 $407K 0.05% -174 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,256 $405K 0.13% 0 13F-HR/A Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,251 $404K 0.12% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,250 $403K 0.06% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,244 $402K 0.04% +5 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,215 $392K 0.08% -1,361 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,215 $392K 0.05% +147 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,195 $386K 0.03% +16 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,195 $386K 0.01% -393 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,183 $382K <0.01% +156 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,171 $378K 0.15% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,170 $378K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,167 $377K 0.03% +24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,166 $376K 0.04% -192 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,165 $376K 0.17% -880 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,162 $375K 0.03% -1,585 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,156 $373K 0.03% +14 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,155 $373K 0.11% 0 13F-HR Timeline