Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,921 $534K 0.22% +153 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,915 $532K 0.05% +251 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,915 $532K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,909 $531K 0.01% +34 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,909 $530K 0.03% +32 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,909 $530K 0.02% +164 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,896 $527K 0.02% -5,596 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,877 $526K 0.01% +523 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,888 $525K 0.04% +300 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,886 $524K 0.11% -234 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,874 $521K 0.07% +166 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,874 $520K 0.02% +83 13F-HR/A Timeline Group Reflection Asset Management More: the full row for Reflection Asset Management 1,866 $519K 0.32% -245 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,860 $517K 0.04% +193 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,859 $517K 0.18% +8 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,850 $514K 0.02% -442 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,843 $512K 0.14% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,841 $512K 0.18% -367 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,832 $509K 0.01% +325 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,830 $509K 0.09% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,825 $507K 0.01% +206 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,823 $507K 0.2% 13F-HR/A Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,800 $504K 0.02% new 13F-HR Timeline Group Financial Management Professionals, Inc. 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Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 1,772 $492K 0.14% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,770 $492K 0.21% +805 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,765 $490K 0.02% -16,664 13F-HR Timeline Group Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,762 $490K 0.16% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,748 $486K 0.15% -39 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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Riley Wealth Advisors, Inc. 1,715 $465K 0.03% -584 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,667 $463K 0.01% +145 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,665 $463K 0.13% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,664 $462K 0.01% +712 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,657 $460K 0.01% +131 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,655 $460K 0.09% +17 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,637 $455K <0.01% -13,466 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,623 $451K 0.05% 0 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 1,612 $448K 0.22% +355 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,602 $445K 0.14% -1,285 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,572 $437K 0.13% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,572 $437K 0.02% +140 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,571 $436K 0.23% +40 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 1,561 $434K <0.01% +564 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,559 $433K 0.01% +330 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,558 $433K 0.02% new 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,556 $432K 0.11% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,549 $430K 0.02% +760 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 1,516 $421K 0.06% -12 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,515 $421K 0.02% -2,244 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,207 $421K 0.03% -26 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,514 $421K 0.02% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,513 $420K 0.23% +162 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,511 $420K 0.31% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,511 $420K 0.08% +498 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,499 $417K 0.11% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,488 $416K 0.16% -273 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,494 $415K 0.07% +19 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,488 $413K 0.03% +120 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,487 $413K 0.17% -377 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,484 $412K <0.01% -815 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,480 $411K 0.12% +746 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,475 $410K 0.15% +672 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,469 $408K 0.07% -369 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,467 $408K 0.04% +99 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,465 $407K 0.37% new 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 1,461 $406K 0.04% -33,006 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,523 $405K <0.01% +6 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,455 $404K 0.02% +25 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,455 $404K 0.36% -46 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,443 $401K 0.05% +54 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,441 $401K 0.01% -30 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,440 $400K 0.08% -3,829 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,432 $398K 0.2% +24 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,424 $396K 0.25% -9 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,407 $391K 0.02% +1,009 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,398 $389K <0.01% +212 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,394 $387K 0.06% -619 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,384 $385K <0.01% -54 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,382 $384K 0.01% -1,386 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,382 $384K 0.01% -108 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,380 $383K 0.09% -944 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,376 $382K 0.16% -110 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,376 $382K 0.15% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,054 $382K 0.01% -69 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,411 $382K 0.07% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,369 $381K 0.01% +38 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,364 $379K 0.3% -105 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,350 $375K <0.01% -542 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,345 $374K 0.01% -101 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,341 $373K 0.29% +32 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,339 $372K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,337 $372K 0.03% +62 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,334 $371K <0.01% -113 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,333 $370K 0.01% -583 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,332 $370K 0.04% +481 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,332 $370K 0.16% -993 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,325 $369K 0.01% -93 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,326 $368K 0.05% -25 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,316 $368K 0.12% -10 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,290 $358K 0.09% +5 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,277 $355K +326 Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,264 $351K 0.02% -522 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,263 $351K 0.01% +68 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,261 $350K <0.01% -611 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,259 $350K 0.04% +214 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,258 $350K 0.01% +13 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,257 $349K 0.03% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,254 $348K 0.03% -1,622 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,244 $346K 0.01% -254 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. 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More: the full row for McGlone Suttner Wealth Management, Inc. 1,195 $332K 0.04% -280 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,189 $330K <0.01% -78 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,299 $330K 0.1% -748 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,185 $329K 0.01% +461 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,185 $329K 0.07% -211 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,179 $328K 0.04% +96 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,179 $328K 0.16% +382 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,173 $326K 0.23% -241 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,172 $326K 0.04% +222 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,168 $325K 0.04% +4 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,158 $322K 0.02% -220 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,157 $321K 0.03% +21 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,152 $320K 0.01% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,151 $320K 0.08% -7 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,150 $320K 0.05% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,150 $320K 0.01% +48 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,148 $319K 0.03% -4 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,142 $317K 0.06% -67 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,141 $317K 0.04% -112 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,142 $317K 0.01% -20,352 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,137 $316K 0.05% -308 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,137 $316K 0.02% -568 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,126 $313K 0.02% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,125 $313K 0.07% +95 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,125 $313K 0.04% +110 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,123 $312K 0.04% -20 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 952 $310K 0.02% +153 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,112 $309K 0.01% -358 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,110 $308K <0.01% +264 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,102 $306K 0.02% new 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,102 $306K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,095 $304K 0.05% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,093 $304K 0.02% +8 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,090 $303K <0.01% +48 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,086 $302K <0.01% -1,203 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,085 $301K 0.23% -48 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,083 $301K <0.01% +358 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,078 $300K 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,075 $299K 0.02% -1,869 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,073 $298K 0.11% 0 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,068 $297K 0.07% +91 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,067 $296K 0.04% +76 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $296K 0.13% 0 13F-HR Timeline Amount filed as zero, left out of ratios. OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,061 $295K 0.02% -339 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,060 $295K 0.13% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,045 $290K 0.04% +230 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,044 $290K 0.03% -118 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,040 $289K 0.03% +237 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,033 $287K 0.02% +31 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,032 $286K 0.04% +91 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,028 $286K 0.01% -7,002 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,022 $284K 0.07% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,019 $283K 0.05% +352 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,013 $281K 0.01% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,001 $278K <0.01% 0 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,000 $278K 0.02% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,000 $278K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,000 $278K 0.07% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 989 $275K 0.12% +98 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 987 $274K 0.02% -39 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 981 $273K 0.04% -1,116 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 979 $272K 0.02% -677 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 978 $272K 0.01% +61 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 978 $272K 0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 975 $271K 0.11% +100 13F-HR Timeline