Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,390 $994K 0.13% -115 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 3,389 $994K 0.36% +320 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,384 $992K 0.01% +68 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,373 $989K 0.15% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,366 $987K 0.16% +21 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,365 $987K 0.06% +2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,346 $981K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,298 $967K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,294 $966K 0.01% +76 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,285 $963K 0.26% -316 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,282 $962K 0.2% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,264 $957K 0.03% +60 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,239 $953K 0.04% -113 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,242 $950K 0.01% -374 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,225 $946K 0.26% -201 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 3,209 $941K 0.25% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3,202 $939K 0.08% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,192 $936K 0.14% -122 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,165 $928K 0.12% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,154 $925K 0.03% -54 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,150 $924K 0.01% +44 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 3,130 $918K 0.16% +28 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,125 $916K 0.17% -85 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,116 $914K 0.71% +63 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,111 $912K <0.01% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,108 $911K 0.32% -159 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 3,100 $909K <0.01% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,085 $904K 0.15% -76 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,070 $900K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,996 $897K 0.02% +67 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,054 $895K 0.02% -143 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,044 $892K 0.05% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,044 $892K 0.02% -2,575 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 3,026 $887K 0.48% -259 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,021 $886K 0.3% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,019 $885K 0.06% +218 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 3,018 $885K 0.36% -2,000 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,010 $882K 0.47% -63 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 3,009 $882K 0.68% new 13F-HR/A Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,009 $882K 0.08% +36 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,000 $880K 0.17% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,995 $878K 0.01% new 13F-HR Timeline Group Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 2,993 $878K 0.08% new 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,993 $877K 0.2% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,984 $875K 0.23% -13 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,982 $874K 0.1% -42 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,976 $873K 0.04% 0 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,974 $872K 0.27% -245 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,973 $872K 0.03% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,968 $870K 0.31% +30 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,965 $869K 0.01% -40 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,940 $862K 0.09% +114 13F-HR Timeline Group KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,938 $861K 0.25% +13 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,930 $859K 0.04% -218 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2,921 $856K 0.03% -272 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,887 $846K 0.01% -1,583 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,883 $845K 0.02% +259 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,870 $841K 0.09% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,854 $837K 0.1% +41 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,822 $827K 0.04% +298 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,789 $818K 0.04% -519 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,787 $817K 0.06% -170 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,785 $817K 0.04% +535 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,780 $815K 0.13% -124 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,667 $814K 0.6% -344 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,773 $813K 0.09% -524 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,759 $809K 0.02% +5 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,756 $808K 0.02% +29 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,753 $807K 0.12% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,748 $806K 0.01% -1,504 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,748 $806K 0.3% -430 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,724 $798K 0.05% +96 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 2,709 $794K 0.08% -5,656 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,706 $793K 0.04% -23 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,700 $792K 0.07% +1,425 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,685 $787K 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,682 $786K 0.01% +407 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,670 $783K 0.01% -50 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,668 $782K 0.18% +12 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,659 $780K 0.01% +185 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,658 $779K 0.02% +208 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,653 $778K 0.01% +355 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,524 $773K 0.05% +64 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,630 $772K 0.15% -50 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,625 $770K 0.08% -5 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2,623 $769K 0.49% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,620 $768K <0.01% -13,405 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,619 $768K 0.02% +141 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,614 $766K 0.02% +91 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,820 $765K 0.01% +343 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,603 $763K 0.1% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,599 $762K 0.02% +50 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,593 $760K 0.1% -4 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,568 $753K 0.03% +51 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,564 $752K 0.1% -3 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,545 $746K 0.16% -40 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,542 $745K 0.2% -19 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,535 $743K 0.16% +20 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,514 $737K 0.02% +194 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,506 $734K 0.02% +30 13F-HR Timeline Group WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 2,500 $733K 0.3% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,493 $731K 0.01% -2,186 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 2,492 $731K 0.14% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,485 $729K 0.01% +404 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,480 $727K 0.05% -38 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,478 $727K 0.03% +78 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,459 $721K 0.2% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,458 $720K 0.01% -867 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,448 $718K 0.04% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,447 $717K 0.2% -45 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,444 $717K 0.03% -170 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,440 $715K 0.01% +128 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,438 $715K 0.48% +15 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,434 $714K 0.03% +968 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,433 $713K 0.13% -168 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,432 $713K 0.03% +1,099 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 2,420 $709K 0.02% +15 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,418 $709K 0.18% -50 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,417 $709K 0.01% -62 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,411 $707K 0.05% -1 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,401 $704K 0.27% -277 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,405 $699K 0.11% -581 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,369 $695K 0.11% -73 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,368 $694K 0.53% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,367 $694K 0.03% -7 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,361 $692K 0.03% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,354 $690K 0.06% +860 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 2,343 $687K 0.08% -26,823 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,340 $686K 0.02% -75 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,325 $682K 0.27% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,325 $682K 0.26% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,500 $678K 0.02% -1,000 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,313 $678K 0.01% -65 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,304 $675K 0.06% +9 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,298 $674K <0.01% +4 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,277 $667K 0.03% -250 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,275 $667K 0.33% -20 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,261 $663K <0.01% +209 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,258 $662K 0.13% +2,251 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,255 $661K 0.37% +15 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,250 $660K 0.2% +147 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,245 $658K 0.19% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,244 $658K 0.21% -295 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,234 $655K 0.2% -286 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,226 $653K 0.01% -91 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,219 $651K 0.01% -69 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,219 $651K <0.01% +19 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,215 $649K 0.49% +41 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,210 $648K 0.12% +178 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,205 $646K 0.25% -15 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,200 $645K 0.03% -80 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,200 $645K 0.46% -3,024 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,193 $643K 0.02% -73 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,193 $643K 0.01% +684 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,184 $640K 0.01% +144 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,183 $640K 0.13% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,172 $637K 0.01% +713 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,163 $637K 0.01% +565 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,086 $636K 0.01% +14 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,169 $636K 0.47% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,168 $636K 0.25% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,158 $633K 0.37% -61 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,147 $629K 0.31% +101 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,147 $629K 0.25% +968 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 2,143 $628K 0.25% +51 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,140 $627K 0.16% 0 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 2,139 $627K 0.05% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,133 $625K 0.2% +210 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,114 $620K 0.28% +98 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,110 $618K 0.16% -41 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,108 $618K 0.01% -30 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,098 $615K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,097 $615K 0.05% -32 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,093 $614K 0.37% +51 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,090 $613K 0.01% +204 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,087 $612K 0.85% +73 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,080 $610K 0.08% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,079 $610K 0.21% -22 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 2,078 $609K 0.09% -284 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,072 $607K 0.48% +154 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,067 $606K -1,897 Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,065 $605K 0.35% 0 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,045 $600K 0.03% -10,638 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,040 $598K 0.02% -287 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,040 $598K 0.02% +100 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,035 $597K 0.03% -417 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,018 $592K 0.04% -674 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,011 $590K 0.08% -111 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,003 $587K 0.04% -17 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,000 $586K 0.4% 0 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,000 $586K 0.33% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,999 $586K 0.05% -5 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $586K 0.4% -40 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,996 $585K 0.04% -2 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,995 $585K 0.06% +9 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,979 $580K 0.3% -2 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,978 $580K 0.06% -150 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,975 $579K 0.24% +495 13F-HR Timeline Alan B Lancz & Associates, Inc. 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