FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 500 $255K 0.02% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 500 $255K 0.02% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 500 $255K 0.03% new 13F-HR Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 500 $255K 0.02% new 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 500 $255K 0.06% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 500 $255K 0.08% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 500 $255K 0.07% new 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 500 $255K 0.04% new 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 500 $255K 0.08% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 498 $254K <0.01% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 498 $254K 0.04% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 496 $253K 0.07% new 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 496 $253K 0.19% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 495 $252K 0.02% new 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 495 $252K 0.06% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 495 $252K 0.06% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 494 $252K 0.14% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 494 $252K 0.09% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 494 $252K 0.05% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 494 $251K 0.03% -298 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 491 $250K 0.19% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 491 $250K 0.05% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 490 $250K 0.11% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 489 $249K 0.01% new 13F-HR/A Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 488 $249K 0.14% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 488 $249K 0.04% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 484 $246K 0.08% 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 533 $246K 0.11% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 483 $246K 0.01% -118 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 483 $246K 0.19% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 480 $244K 0.04% -229 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 479 $244K 0.05% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 479 $244K 0.08% new 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 478 $243K 0.01% -705 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 475 $242K 0.13% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 475 $242K 0.08% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 475 $242K 0.1% +474 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 474 $241K 0.03% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 474 $241K 0.06% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 472 $240K 0.03% new 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 481 $240K 0.94% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 471 $240K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 470 $239K 0.03% new 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 470 $239K 0.12% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 469 $239K 0.04% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 468 $238K 0.01% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 468 $238K 0.81% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 468 $238K 0.04% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 468 $238K 0.17% 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 468 $238K 0.03% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 467 $238K 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 466 $237K 0.06% -1 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 502 $237K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 72 $236K 0.14% new 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 464 $236K 0.12% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 464 $236K 0.18% new 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 463 $236K 0.02% new 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 463 $236K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 461 $235K 0.02% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 460 $234K 0.02% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 460 $234K 0.11% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 458 $233K 0.05% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 456 $232K 0.04% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 456 $232K 0.08% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 454 $231K 0.22% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 453 $231K 0.02% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 450 $229K 0.03% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 450 $229K 0.03% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 447 $228K 0.02% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 446 $227K 0.01% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 443 $226K 0.02% -197 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 443 $226K 0.06% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 441 $225K 0.01% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 440 $224K 0.07% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 440 $224K 0.1% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 496 $224K 0.03% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 438 $223K 0.09% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 438 $223K 0.02% -394 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 438 $223K 0.17% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 436 $222K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 434 $221K 0.04% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 515 $221K 0.32% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 433 $221K <0.01% -403 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 433 $221K 0.07% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 434 $220K 0.01% new 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 432 $220K 0.03% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 431 $220K 0.03% -6,271 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 430 $219K 0.06% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 430 $219K 0.07% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 429 $218K 0.03% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 428 $218K 0.06% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 428 $218K 0.06% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 428 $218K 0.06% +134 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 425 $216K 0.09% +125 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 424 $216K 0.01% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 421 $214K 0.05% -200 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 420 $214K 0.01% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 454 $214K 0.18% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 419 $213K 0.02% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 419 $213K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 418 $213K 0.07% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 418 $213K 0.01% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 417 $212K 0.03% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 416 $212K 0.14% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 415 $211K <0.01% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 617 $211K 0.14% +14 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 414 $211K 0.02% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 414 $211K 0.1% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 412 $210K 0.01% new 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 412 $210K 0.17% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 412 $209K 0.02% -40 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 410 $209K 0.05% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 407 $207K 0.11% +186 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 407 $207K 0.04% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 406 $207K 0.09% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 406 $207K 0.15% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 406 $207K 0.06% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 404 $206K 0.01% -240 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 404 $206K 0.02% -12 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 403 $205K 0.04% -1,396 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 403 $205K 0.05% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 400 $204K 0.01% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 400 $204K 0.02% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 400 $204K 0.05% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 399 $203K 0.1% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 399 $203K 0.09% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 398 $203K 0.02% new 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 396 $202K 0.02% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 395 $201K 0.02% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 395 $201K 0.04% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 394 $201K 0.01% new 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 394 $201K 0.07% new 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 393 $200K 0.14% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 393 $200K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 388 $198K 0.03% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 388 $198K 3% +19 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 382 $195K 0.03% -157 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 381 $194K 0.01% -78 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 380 $194K 0.08% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 379 $193K 0.18% +24 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 374 $190K 0.15% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 366 $186K 0.03% -275 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 363 $183K 0.1% -341 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 358 $182K 0.03% +125 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 357 $182K +3 Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 350 $178K 0.12% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 345 $176K 0.07% -27 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 342 $174K 0.06% +7 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 340 $173K <0.01% +142 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 336 $171K 0.2% +301 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 329 $168K 0.03% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 328 $167K 0.02% -77 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 323 $165K 0.01% +143 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 323 $165K 0.11% +130 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 323 $165K 0.04% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 320 $163K 0.07% +54 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 319 $162K 0.01% +17 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 314 $160K <0.01% -584 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 310 $158K 0.16% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 300 $153K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 299 $152K 0.02% +248 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 289 $147K 0.02% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 287 $146K 0.01% +48 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 286 $146K 0.01% new 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 278 $142K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 278 $142K 0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 277 $141K 0.03% +101 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 274 $140K 0.02% +110 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 271 $138K 0.07% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 270 $138K 0.05% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 266 $135K 0.01% +179 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 266 $135K 0.2% -250 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 257 $132K 0.01% -337 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 242 $123K 0.09% -2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 240 $122K 0.05% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 239 $122K 0.02% -6 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 238 $121K 0.01% +18 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 233 $119K 0.02% +42 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 232 $118K 0.01% +16 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 227 $116K 0.05% -48 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 225 $115K 0.01% +200 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 228 $112K 0.03% -91 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 218 $111K 0.01% +50 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 216 $110K 0.05% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 216 $110K 0.04% -19 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 214 $109K <0.01% +46 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 213 $108K 0.06% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 213 $108K 0.09% 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 250 $108K 0.05% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 211 $107K 0.1% +23 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 200 $102K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $102K 0.05% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 200 $102K 0.02% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 200 $102K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 199 $101K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 196 $99.8K 0.02% +67 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 193 $98.6K <0.01% +22 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 192 $97.8K 0.04% +49 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 192 $97.8K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 188 $96K <0.01% -8 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.