Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,831 $411K 0.03% +568 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 4,829 $411K 0.23% -11 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,827 $411K 0.01% -159 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,796 $408K 0.02% +38 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,786 $407K 0.01% +755 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,782 $407K 0.08% -212 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,774 $406K 0.24% +489 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,750 $404K 0.09% +725 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,736 $403K 0.09% +402 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,729 $402K 0.14% -308 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,722 $402K 0.17% +708 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,705 $400K 0.11% -4,026 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,700 $400K 0.21% +2,125 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,697 $400K 0.02% -8,360 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,696 $400K 0.02% -167 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,680 $398K 0.2% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,675 $398K 0.32% +27 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,670 $397K 0.07% -3,713 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,618 $393K 0.02% -1,112 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,608 $392K 0.06% +88 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,603 $392K 0.18% -978 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 4,585 $390K 0.15% -211 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,575 $389K 0.01% -987 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 4,558 $388K 0.3% +3 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,552 $387K 0.1% -2,492 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 4,545 $387K 0.63% +73 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,540 $386K 0.09% -2,576 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,531 $386K 0.03% -573 13F-HR Timeline Group BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 4,530 $386K 0.3% -2,070 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,503 $383K 0.2% -115 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,501 $383K 0.06% +58 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,499 $383K <0.01% +857 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 4,499 $383K 0.17% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,498 $383K 0.04% -59,094 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 4,496 $383K 0.18% +6 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,491 $382K 0.07% -40 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 4,486 $382K 0.23% -4,231 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,475 $381K 0.17% -578 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 4,419 $376K 0.22% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,403 $375K 0.02% -86 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,387 $373K 0.04% +984 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,378 $373K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,374 $372K 0.02% -536 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 4,371 $372K 0.16% -437 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 4,368 $372K 0.07% -40 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 4,365 $372K <0.01% -1,375,743 13F-HR/A Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,356 $371K 0.08% -62 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,339 $369K 0.12% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,015 $369K 0.17% +319 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,314 $367K <0.01% +188 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,310 $367K 0.13% +2 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,297 $366K 0.02% -130 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,295 $366K 0.27% -200 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,272 $364K 0.04% +522 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 4,136 $362K 0.13% +650 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,241 $361K 0.08% -367 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,238 $361K 0.01% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,234 $360K 0.27% -20 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,231 $360K 0.03% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,229 $360K 0.02% +193 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,210 $358K 0.02% -9 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,203 $358K <0.01% +213 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,202 $358K <0.01% -7 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,191 $357K 0.09% +111 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 4,175 $355K 0.26% -4,607 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,162 $354K 0.02% -110 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,158 $354K 0.34% +414 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,142 $353K 0.03% -80 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,129 $351K 0.01% +43 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,126 $351K 0.18% +1 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 4,100 $349K 0.29% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 4,074 $347K 0.14% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,067 $346K 0.09% new 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,044 $344K 0.04% +80 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,029 $343K 0.05% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 4,017 $342K 0.07% -200 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,008 $341K 0.01% 0 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,997 $340K 0.11% -6,767 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,000 $340K 0.05% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,976 $338K 0.02% -384 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 3,968 $338K 0.16% +235 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,962 $337K 0.07% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,958 $337K 0.07% +596 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,955 $337K 0.07% +1,117 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 3,940 $335K 0.09% +130 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,931 $335K 0.01% +940 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,908 $333K 0.07% +778 13F-HR Timeline Brickwood Asset Management LLP More: the full row for Brickwood Asset Management LLP 5,345 $332K 0.24% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,896 $332K 0.05% +225 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,889 $331K 0.24% +227 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,886 $331K 0.02% +113 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,868 $329K 0.07% +52 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,868 $329K 0.2% -99 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,866 $329K 0.16% 0 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,863 $329K 0.05% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 3,860 $329K 0.4% -7,002 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,857 $328K 0.09% +82 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,846 $327K 0.11% +81 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,829 $326K 0.24% -8,080 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,815 $325K 0.28% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,815 $325K 0.11% -177 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,805 $323K 0.03% +558 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,785 $322K 0.07% +60 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,778 $322K 0.15% +198 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,740 $318K 0.07% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,739 $318K 0.13% -300 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,735 $318K 0.03% -69 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,719 $317K 0.03% +238 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,714 $316K 0.04% -844 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,704 $315K 0.1% +2,475 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,704 $315K 0.16% +368 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3,695 $315K 0.09% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 3,657 $311K 0.32% -540 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 3,652 $311K 0.05% +100 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,646 $310K 0.02% -34 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,644 $310K 0.09% -47 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 3,639 $310K 0.15% -1,141 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,638 $310K 0.11% +31 13F-HR Timeline Group Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,638 $310K 0.35% -4,986 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,638 $310K 0.02% -1,053 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,613 $308K 0.08% -117 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,606 $307K 0.04% +386 13F-HR/A Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,605 $307K 0.09% -981 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,602 $307K 0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,591 $306K <0.01% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,589 $306K 0.02% +624 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,587 $305K 0.1% +24 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 3,586 $305K 0.06% -434 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,557 $303K 0.04% +450 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 3,556 $303K 0.18% +330 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,554 $303K 0.05% -590 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,543 $302K 0.15% -180 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,546 $302K 0.02% -71,513 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,516 $299K 0.14% +1 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,505 $298K 0.11% -200 13F-HR/A Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 3,500 $298K 0.53% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,500 $298K 0.05% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 3,477 $296K 0.04% -8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,473 $296K 0.02% -1,128 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,468 $295K 0.27% -4 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,466 $295K 0.01% +132 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 3,450 $294K 0.03% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,445 $293K 0.08% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,424 $291K 0.04% new 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,401 $290K 0.02% +299 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,389 $288K 0.04% +464 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,382 $288K 0.06% +43 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,380 $288K 0.05% +276 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,373 $287K 0.71% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,369 $287K 0.01% +430 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,396 $286K 0.04% new 13F-HR/A Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,351 $285K 0.07% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,334 $284K 0.39% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,332 $284K 0.06% +346 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,322 $283K 0.05% +105 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 3,321 $283K 0.13% -78 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,319 $282K 0.03% +8 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 3,315 $282K 0.75% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,312 $282K 0.19% +6 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,312 $282K 0.17% -200 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,307 $281K 0.06% -2,398 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,299 $281K 0.01% -61 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,294 $280K 0.04% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,290 $280K 0.05% +118 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,287 $280K 0.01% 0 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,287 $280K 0.1% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,280 $279K 0.2% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,274 $279K 0.1% -1,480 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,249 $277K 0.09% -488 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 3,217 $275K <0.01% -1,284 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,230 $275K 0.27% +398 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,225 $275K 0.04% +321 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,218 $274K 0.06% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 3,246 $274K 0.24% -42 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,211 $273K 0.01% +72 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,210 $273K 0.02% +5 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,206 $273K 0.05% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,201 $272K 0.06% -347 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,196 $272K 0.02% -149 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,168 $270K 0.01% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,143 $268K 0.06% +107 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,129 $266K 0.01% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 3,128 $266K 0.1% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,126 $266K 0.08% -6,585 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 3,121 $266K 0.17% -3,990 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,120 $266K 0.08% +135 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,117 $265K 0.04% +109 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 3,115 $265K 0.03% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,114 $265K 0.07% +222 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,107 $264K 0.02% 0 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,100 $264K 0.13% -1,330 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,079 $262K 0.26% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 3,076 $262K 0.02% -800 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 3,077 $262K 0.14% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,070 $261K 0.04% -44 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,064 $261K 0.07% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 3,050 $260K 0.17% -40 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,046 $259K 0.05% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,045 $259K 0.01% +225 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,706 $259K 0.05% -1,837 13F-HR Timeline