Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,035 $790K 0.02% -6 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,035 $790K 0.2% +128 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,029 $785K 0.05% -7 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,028 $784K 0.04% -15 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 1,025 $782K 0.05% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,024 $781K 0.08% -28 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,023 $781K 0.4% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,023 $780K 0.05% -522 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,013 $773K 0.21% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,011 $772K 0.07% -507 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,010 $771K 0.04% -126 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,009 $770K 0.06% -319 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,008 $769K 0.09% +17 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,005 $767K 0.52% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,003 $765K 0.24% +573 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,002 $765K 0.13% +101 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,001 $764K 0.01% +29 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,000 $763K 0.41% +3,000 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 3,390 $763K 0.36% +468 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,000 $763K 0.01% +25 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,000 $763K <0.01% 0 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,000 $763K 0.06% -140 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,000 $763K 0.15% 0 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $763K 0.15% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,000 $763K 0.27% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,000 $763K 0.3% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,000 $763K 0.2% 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 999 $762K 0.16% -1 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 995 $759K 0.43% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 992 $757K 0.16% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 991 $756K 0.36% +122 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,959 $755K 0.12% +171 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 983 $750K 0.38% -36 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 981 $749K 0.79% -159 13F-HR Timeline StepStone Group LP More: the full row for StepStone Group LP 3,922 $748K 0.03% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 979 $747K 0.31% -25 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 978 $747K 0.06% -103 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 978 $746K 0.36% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 978 $746K 0.05% +237 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 977 $746K 0.26% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 977 $746K 0.1% +163 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 974 $743K 0.13% -7 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 973 $743K 0.26% -85 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 970 $740K 0.09% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 3,828 $740K 0.01% +3,015 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 968 $739K 0.14% -165 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 967 $738K 0.14% +42 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 962 $734K 0.06% -51 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 961 $733K 0.02% -150 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 960 $733K 0.03% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 960 $733K 0.25% -3,368 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 958 $731K 0.17% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 957 $730K 0.04% +11 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 956 $730K 0.08% -1 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 956 $729K 0.06% +58 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 956 $729K 0.73% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 952 $727K 0.01% +363 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 952 $727K <0.01% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 952 $727K 0.14% +251 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 950 $725K 0.04% +128 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 948 $723K 0.01% -64 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 946 $722K 0.19% new 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 945 $721K 0.06% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 945 $721K 0.07% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 943 $720K 0.03% -1 13F-HR Timeline IFC & Insurance Marketing, Inc. 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More: the full row for Total Wealth Planning & Management, Inc. 936 $714K 0.52% +138 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 931 $710K 0.06% +402 13F-HR/A Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 926 $707K 0.55% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 922 $704K 0.09% +265 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 920 $702K 0.21% -14 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 920 $702K 0.39% -75 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 919 $701K 0.12% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 917 $700K 0.21% -10 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 915 $698K 0.04% +148 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 914 $698K 0.48% +333 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 910 $694K 0.16% +15 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 908 $693K 0.02% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 906 $691K 0.01% +92 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 904 $690K 0.13% -108 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 944 $690K 0.1% +121 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 900 $687K 0.13% -365 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 899 $686K 0.24% -205 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 896 $684K 0.35% -58 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 894 $682K 0.07% -23 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 893 $681K 0.02% -7 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 892 $681K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 890 $679K 0.03% -18 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 889 $678K 0.09% +40 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 889 $678K 0.15% +30 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 886 $676K 0.14% +174 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 885 $675K 0.29% +85 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 885 $675K 0.01% +253 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 883 $674K 0.04% new 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 881 $673K 0.07% +203 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 880 $672K 0.01% -40 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 879 $671K 0.15% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 879 $671K 0.18% -450 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 878 $670K 0.06% -4,650 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 869 $663K 0.09% -52 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 867 $662K 0.06% +28 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 866 $661K 0.01% -22 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 866 $661K 0.08% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 861 $657K 0.04% -119 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 860 $656K 0.07% -10 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 860 $656K 0.2% +61 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 859 $656K 0.35% -379 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 858 $655K 0.13% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 855 $652K 0.3% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 853 $651K 0.02% +193 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 845 $645K 0.07% +48 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 845 $645K 0.1% -33 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 844 $644K 0.04% -15 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 844 $644K 0.41% +2 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 861 $640K 0.02% +381 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 838 $640K 0.03% -18 13F-HR/A Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 836 $638K 0.19% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 835 $637K 0.35% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 827 $631K 0.28% +23 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 825 $630K 0.04% -410 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 823 $628K 0.04% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 823 $628K 0.48% +53 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 820 $628K 0.17% -14 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 821 $627K 0.08% -14 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 821 $627K 0.05% +5 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 820 $626K 0.41% +4 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 819 $625K 0.02% -1,452 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 816 $623K <0.01% +284 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 807 $616K 0.04% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 805 $614K 0.1% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 805 $614K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 803 $613K 0.18% +74 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 802 $612K 0.01% -63 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 801 $611K 0.28% +29 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 800 $611K 0.19% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $611K 0.04% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,200 $610K 0.22% +1,340 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 1,560 $609K 0.2% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 794 $606K 0.1% +206 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 793 $605K 0.06% -223 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 792 $604K 0.17% +5 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 792 $604K 0.06% +10 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 792 $604K 0.22% -2 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,038 $603K 0.07% +2,244 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,152 $602K 0.07% +2,364 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 789 $602K 0.17% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 786 $600K 0.49% +132 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 786 $600K 0.08% +23 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 785 $599K 0.07% -158 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 785 $599K 0.2% +1 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 783 $598K 0.03% -90 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 783 $598K 0.11% -85 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 782 $597K 0.1% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 782 $597K 0.36% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 781 $596K 0.02% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 780 $595K 0.07% +173 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 776 $592K 0.06% +164 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 776 $592K 0.06% +9 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 775 $591K 0.08% -250 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 775 $591K 0.14% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 774 $591K 0.11% +13 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 774 $591K 0.05% -228 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 773 $590K 0.05% +141 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 773 $590K 0.03% +54 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 772 $589K 0.23% -61 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 767 $585K 0.25% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 763 $582K 0.01% +87 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 763 $582K 0.02% -129 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 762 $582K 0.05% +92 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 762 $582K 0.1% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 762 $582K 0.3% -28 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 760 $580K 0.02% +210 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 758 $578K 0.12% -101 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 758 $578K 0.08% -270 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 758 $578K 0.16% +24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 756 $577K 0.21% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 755 $576K 0.05% +49 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 754 $575K 0.04% +100 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 3,000 $572K 0.12% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 750 $572K 0.02% 0 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 749 $572K 0.13% -1 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 749 $572K 0.03% +11 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 745 $569K 0.08% -6 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 744 $568K 0.03% +116 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 742 $566K 0.13% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,956 $565K 0.17% +2,228 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 740 $565K 0.05% -206 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 740 $565K 0.05% +134 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 740 $565K 0.17% 0 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 737 $562K 0.32% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 737 $562K 0.03% +47 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 734 $560K 0.13% -630 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 733 $559K 0.13% -2 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 732 $559K 0.03% -8 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 732 $559K 0.26% -282 13F-HR Timeline Appalachian Capital Management Ltd More: the full row for Appalachian Capital Management Ltd 731 $558K 0.4% 0 13F-HR Timeline