Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,647 $375K 0.02% +2,233 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,600 $373K <0.01% -2,282 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,575 $372K 0.04% +270 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 7,475 $371K 0.12% -3,047 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,511 $369K 0.01% +21 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 7,449 $366K 0.04% +2,231 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 7,449 $366K 0.05% +2,231 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,400 $363K 0.06% 0 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 7,386 $362K 0.02% new 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,382 $362K 0.14% +304 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,371 $362K 0.02% -2,151 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,351 $361K 0.03% +1,039 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,322 $359K 0.02% +1,324 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,276 $357K 0.01% +1,294 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,582 $355K 0.01% -1,130 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,164 $352K <0.01% -21,029 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,162 $351K 0.13% -49 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,141 $350K 0.01% -212 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 7,063 $347K 0.11% +349 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,990 $346K 0.01% +528 13F-HR/A Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 6,985 $343K 0.15% +3,326 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,939 $340K 0.15% +633 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,903 $339K 0.04% -1,759 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,902 $339K 0.05% -366 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 6,895 $338K 0.19% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 6,893 $338K 0.09% -5,724 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,876 $337K 0.03% +2,439 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,820 $335K 0.01% +1,067 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 6,814 $334K 0.22% +821 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 6,810 $334K 0.03% -10,753 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,763 $332K <0.01% +82 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,709 $329K 0.04% -80 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,672 $327K 0.02% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,632 $325K <0.01% -2,690 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 6,569 $322K 0.04% +1,097 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,554 $322K 0.02% -47,541 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 6,520 $320K 0.06% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,519 $320K 0.05% +604 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,482 $318K 0.01% +2,420 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,454 $317K 0.03% -7,162 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 6,371 $313K 0.06% -870 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 6,350 $312K 0.07% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,305 $309K 0.03% +149 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,248 $307K 0.02% +11 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,234 $306K 0.01% 0 13F-HR/A Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 6,527 $300K 0.06% -118,491 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,111 $300K 0.01% -78 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 6,092 $299K 0.16% +162 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,008 $295K 0.02% +1,023 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,502 $295K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,990 $294K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,968 $293K 0.01% -10,055 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,947 $292K <0.01% +1,150 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,916 $290K 0.06% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 5,814 $285K 0.03% +171 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,724 $281K 0.01% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,697 $280K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,689 $279K 0.01% +1,150 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,687 $279K 0.03% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 5,658 $278K 0.2% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,624 $276K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,618 $276K 0.03% +111 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,597 $275K 0.01% 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,721 $274K 0.17% -285 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,592 $274K 0.02% -1,516 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 5,569 $273K 0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,562 $273K 0.02% +629 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,556 $273K 0.1% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 5,513 $271K 0.26% -3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,510 $270K 0.13% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,441 $268K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,361 $263K 0.01% +54 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,339 $262K 0.05% +909 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,330 $262K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,330 $262K <0.01% new 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,256 $258K <0.01% +496 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,248 $258K 0.02% -2,608 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,200 $255K 0.02% -100 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,191 $255K 0.01% -21,816 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,184 $254K 0.02% -213 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,175 $254K 0.02% -1,595 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,071 $249K 0.08% -123 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,387 $248K <0.01% -3,065 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,058 $248K 0.01% -340 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,041 $247K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,006 $246K 0.01% +69 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 5,000 $245K 0.34% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,970 $244K 0.05% -113 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,954 $243K 0.02% -129 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,888 $240K 0.06% -36 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,857 $238K 0.01% -611 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,855 $238K 0.02% -990 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,851 $238K 0.03% -1,043 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,816 $236K 0.04% new 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,808 $236K <0.01% 0 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 4,790 $235K 0.01% -200 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,780 $235K 0.04% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,776 $234K 0.02% +117 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,717 $231K 0.02% -754 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,690 $230K <0.01% -35 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,773 $230K 0.02% -1,422 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,673 $229K 0.02% -55 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,668 $229K 0.01% -183 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,639 $228K 0.01% -112,844 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,638 $228K 0.02% -565 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,634 $227K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,624 $227K <0.01% +523 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,624 $227K 0.04% +49 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,471 $222K <0.01% -4 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,516 $222K 0.01% -244 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,516 $222K 0.01% -48 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,504 $221K 0.05% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,502 $221K 0.08% 0 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,496 $221K 0.05% -343 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,484 $220K 0.01% -118 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 4,483 $220K 0.02% +1,079 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,470 $219K 0.02% new 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 4,454 $219K -84,026 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,429 $217K 0.01% +208 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,414 $217K <0.01% +1,075 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 4,390 $215K 0.06% -87,677 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,342 $213K 0.06% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,323 $212K 0.04% -64,429 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,320 $212K 0.02% +80 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,279 $210K 0.01% +382 13F-HR Timeline Group Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,260 $209K 0.14% -170 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,257 $209K <0.01% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,257 $209K 0.06% new 13F-HR/A Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,252 $209K 0.02% -864 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,246 $208K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,236 $208K 0.02% +692 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 4,228 $207K 0.02% +124 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,208 $206K 0.17% +438 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,206 $206K 0.03% -44 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,205 $206K <0.01% -69 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 4,200 $206K 0.01% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,178 $205K 0.1% -34,243 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 4,150 $204K 0.15% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,085 $200K 0.06% -153 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,878 $190K 0.01% +3,828 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,863 $190K 0.02% -279 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,598 $177K 0.02% -122 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,590 $176K -8 Timeline Covestor Ltd More: the full row for Covestor Ltd 3,588 $176K 0.1% -726 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,497 $172K 0.01% -755 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,457 $170K <0.01% +298 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,395 $167K <0.01% +1,072 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,944 $144K 0.1% +15 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 2,583 $127K 0.01% new 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,580 $127K <0.01% +20 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,537 $124K 0.01% +134 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 2,518 $123K 0.02% -229 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,507 $122K 0.07% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,311 $113K 0.08% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2,269 $111K 0.05% -479 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,256 $111K 0.08% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,223 $109K 0.05% -9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,183 $107K 0.01% +1,822 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,153 $106K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,070 $102K 0.09% -375 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,040 $100K 0.01% -77 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,031 $99.7K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,029 $99.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,012 $98.7K 0.02% -1,768 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,925 $94.5K 0.01% +1,123 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,916 $94K 0.06% -556 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,892 $92.8K 0.09% -946 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,102 $91.1K <0.01% -202 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,844 $90.5K <0.01% +100 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,803 $88.5K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,742 $85.5K <0.01% +232 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,786 $82.5K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,639 $80.4K <0.01% -33,289 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,822 $76.2K <0.01% -52,170 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,526 $74.9K <0.01% -83,675 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,508 $74K <0.01% -1,914 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,490 $73.1K 0.03% +600 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,478 $72.5K 0.01% +508 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,430 $70.2K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,384 $67.9K <0.01% +195 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,367 $67.1K 0.02% +19 13F-HR Timeline TOBAM More: the full row for TOBAM 1,340 $66K 0.03% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clark Wealth Partners More: the full row for Clark Wealth Partners 1,345 $66K 0.04% +319 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,340 $65.8K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,276 $62.6K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,227 $60.2K 0.01% -13 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,183 $58K <0.01% -174 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,120 $55K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,107 $54.3K 0.01% +77 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,072 $52.6K <0.01% -44 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,071 $52.6K 0.01% +392 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,060 $52.4K 0.01% +591 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,052 $51.6K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,012 $49.7K 0.04% -414 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 997 $48.9K <0.01% -855 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 968 $47.5K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 928 $45.5K 0.01% +4 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 910 $45K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 912 $44.8K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 908 $44.6K 0.03% 0 13F-HR Timeline