Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,025 $385K 0.21% +304 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,022 $384K 0.03% +162 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,013 $380K 0.01% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,010 $379K 0.09% -4,220 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,005 $377K 0.02% +5 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,004 $377K 0.05% +228 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,001 $376K <0.01% 0 13F-HR Timeline Group Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,000 $375K 0.03% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,000 $375K 0.08% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,113 $375K 0.01% +59 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 991 $372K 0.03% -49 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 986 $370K 0.01% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 985 $370K 0.09% +32 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 984 $369K 0.02% +76 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 984 $369K 0.25% -380 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 975 $366K 0.01% -3 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 975 $366K 0.08% -627 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 970 $364K 0.01% +53 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 968 $363K 0.09% +150 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 970 $363K 0.07% -329 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 962 $361K 0.23% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 951 $357K 0.02% -36 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 935 $351K 0.09% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 935 $351K 0.07% +29 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 930 $349K 0.04% +210 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 929 $349K 0.2% -447 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 925 $347K 0.13% -50 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 919 $345K <0.01% +8 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 916 $344K 0.11% -559 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 909 $341K <0.01% -177 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 908 $341K 0.01% -28 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 907 $340K 0.06% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 906 $340K <0.01% new 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 905 $340K 0.08% -2,737 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 887 $333K 0.18% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 883 $331K 0.12% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 882 $331K 0.03% +1 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 879 $330K 0.03% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 879 $330K 0.04% +100 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 878 $330K 0.18% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 870 $327K 0.02% +157 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 868 $326K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 868 $326K 0.06% +223 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 868 $326K 0.24% -10 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 862 $324K 0.02% -296 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 862 $323K 0.05% -275 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 859 $322K 0.03% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 852 $320K <0.01% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 848 $318K 0.01% -12,632 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 846 $318K 0.14% -18 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 843 $316K 0.01% 0 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 843 $316K 0.02% +16 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 842 $316K 0.19% -128 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 842 $316K 0.03% +64 13F-HR/A Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 841 $316K <0.01% new 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 839 $315K 0.06% +3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 832 $312K 0.14% +67 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 831 $312K 0.01% -281 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 830 $312K 0.21% +20 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 829 $311K 0.03% -144 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 827 $310K 0.06% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 826 $310K -906 Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 820 $308K 0.09% +65 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 817 $307K 0.13% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 811 $304K 0.18% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 808 $303K 0.03% +111 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 806 $303K 0.01% -110 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 795 $298K 0.09% -14 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 790 $297K 0.07% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 784 $296K 0.02% +3 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 785 $295K <0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 783 $294K 0.01% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 779 $292K 0.03% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 777 $292K 0.08% -2 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 776 $291K 0.02% -27 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 776 $291K 0.08% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 769 $289K 0.02% 0 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 769 $289K 0.1% 0 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 759 $285K 0.1% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 754 $283K 0.16% +5 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 751 $282K 0.01% -52 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 750 $281K 0.09% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 749 $281K 0.02% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 749 $281K 0.02% -4,753 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 748 $281K 0.03% -10 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 748 $281K 0.02% +11 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 745 $279K <0.01% -115 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 743 $279K 0.08% -28 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 746 $279K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 734 $276K 0.01% -74 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 732 $275K 0.05% -15 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 730 $274K <0.01% -6 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 725 $272K -29 Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 724 $272K 0.02% -145 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 721 $271K 0.21% -64 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 720 $270K 0.06% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 718 $269K 0.02% -105 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 717 $269K 0.04% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 716 $269K 0.04% -126 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 712 $267K 0.01% -25 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 704 $266K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 707 $265K 0.41% -758 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 707 $265K 0.13% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 706 $265K 0.08% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 705 $265K 0.01% -248 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 700 $263K 0.08% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 700 $263K 0.01% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 697 $262K 0.1% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 696 $261K 0.02% +7 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 696 $261K <0.01% new 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 695 $261K 0.11% -53 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 694 $260K 0.03% -55 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 692 $260K 0.02% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 690 $259K 0.01% -10,117 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 686 $257K 0.02% -49 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 685 $257K 0.03% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 808 $256K 0.06% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 680 $255K 0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 677 $254K 0.02% -3,631 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 676 $254K 0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 675 $253K <0.01% new 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 674 $253K 0.02% -523 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 671 $252K 0.03% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 669 $251K 0.04% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 667 $250K 0.03% -279 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 649 $250K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 665 $250K 0.03% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 661 $248K 0.03% +539 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 655 $246K 0.06% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 647 $243K 0.15% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 731 $243K 0.08% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 640 $240K 0.03% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 640 $240K 0.03% -116 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 644 $239K <0.01% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 633 $238K 0.16% -119 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 631 $237K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 630 $236K 0.01% new 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 628 $236K 0.2% new 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 628 $236K 0.2% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 626 $235K 0.01% -134 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 623 $234K <0.01% -5 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 622 $233K 0.05% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 621 $233K 0.06% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 619 $232K 0.06% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 619 $232K 0.03% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 615 $231K 0.07% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 613 $230K 0.18% -842 13F-HR/A Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 609 $229K 0.03% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 604 $227K 0.09% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 604 $227K 0.09% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 603 $226K 0.01% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 601 $226K 0.06% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 600 $225K 0.15% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 606 $225K 0.17% +2 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 668 $225K 0.01% -820 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 598 $224K 0.14% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 596 $224K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 594 $223K 0.01% +108 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 588 $221K 0.02% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 585 $220K <0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 582 $218K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 580 $218K 0.03% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 578 $217K 0.06% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 576 $216K <0.01% -193,568 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 574 $215K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 574 $215K 0.02% +2 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 571 $214K 0.1% +36 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 639 $212K 0.09% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 565 $212K 0.05% new 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 565 $212K 0.06% +80 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 562 $211K 0.04% +12 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 560 $210K 0.02% new 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 559 $210K <0.01% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 559 $210K 0.04% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 558 $209K 0.05% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 558 $209K 0.06% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 557 $209K 0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 555 $208K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 554 $208K 0.03% +34 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 550 $206K 0.02% -419 13F-HR/A Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 550 $206K 0.05% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 550 $206K 0.02% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 550 $206K 0.1% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 550 $206K 0.1% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 549 $206K 0.03% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 548 $206K 0.04% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 543 $204K 0.01% +5 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 539 $202K 0.01% -57 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 537 $202K 0.04% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 535 $201K <0.01% -14,367 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 530 $199K 0.02% +71 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 525 $197K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 524 $197K 0.07% +36 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 519 $195K 0.04% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 505 $190K 0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 484 $182K <0.01% -269,470 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 480 $180K 0.02% +74 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 470 $176K 0.04% -33 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 430 $161K 0.01% +336 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 429 $161K 0.01% -241 13F-HR Timeline