Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 631 $296K 0.01% +25 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 630 $295K 0.09% -4 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 629 $295K 0.05% +72 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 626 $293K 0.01% -10 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 626 $293K 0.02% +129 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 622 $292K 0.19% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 617 $289K 0.1% new 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 611 $286K 0.16% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 607 $285K 0.04% new 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 605 $284K 0.2% +155 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 603 $283K 0.01% +228 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 603 $283K 0.01% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 603 $283K 0.02% -100 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 602 $282K 0.03% -8 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 602 $282K 0.03% -50 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 602 $282K 0.04% +50 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 601 $282K 0.09% -50 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 601 $282K 0.02% -41 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 600 $281K 0.02% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 600 $281K 0.06% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 600 $281K 0.03% new 13F-HR Timeline Group Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 600 $281K 0.05% 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 599 $281K <0.01% -2,410 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 598 $280K 0.04% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 598 $280K 0.03% -25 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 596 $279K 0.01% -160 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 596 $279K 0.04% -128 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 595 $279K 0.06% +105 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 586 $275K 0.04% +80 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 586 $275K 0.01% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 585 $274K 0.07% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 583 $274K <0.01% -135 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 583 $273K 0.02% -58 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 578 $273K 0.21% +3 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 578 $271K 0.01% -20 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 578 $271K 0.11% -384 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 577 $270K 0.1% -50 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 577 $270K 0.05% +5 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 577 $270K 0.16% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 575 $270K 0.12% new 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 575 $270K 0.18% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 573 $269K 0.03% +6 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 571 $268K <0.01% -29 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 571 $268K 0.24% 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 570 $267K 0.1% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 570 $267K 0.11% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 565 $265K 0.02% +40 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 564 $264K 0.2% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 562 $263K 0.14% +522 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 561 $263K 0.07% +1 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 561 $263K 0.02% -3 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 560 $263K 0.14% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 559 $262K 0.07% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 559 $262K <0.01% +44 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 559 $262K 0.07% -1 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 561 $262K 0.12% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 557 $261K 0.09% -113 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 623 $261K 0.1% +72 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 556 $261K 0.01% -4 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 552 $259K <0.01% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 552 $259K 0.1% -355 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 550 $258K 0.09% -45 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 550 $258K 0.01% +38 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 549 $257K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 547 $256K 0.06% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 546 $256K 0.08% +21 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 619 $256K 0.16% +46 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 545 $255K 0.03% +345 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 544 $255K 0.01% -186 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 543 $255K 0.2% 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 560 $254K 0.07% -490 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 541 $254K 0.07% 0 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 541 $254K 0.13% 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 538 $253K 0.03% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 540 $253K 0.02% +13 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 540 $253K 0.12% -2 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 539 $253K <0.01% +106 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 538 $252K 0.17% -123 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 530 $252K 0.01% 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 537 $252K <0.01% -100 13F-HR Timeline Group Dedeker Financial LLC More: the full row for Dedeker Financial LLC 537 $252K 0.23% 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 536 $251K 0.03% +40 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 536 $251K 0.06% +114 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 535 $251K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 535 $251K 0.01% +201 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 533 $250K 0.04% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 530 $249K <0.01% +12 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 548 $249K 0.09% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 528 $248K 0.05% +5 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 526 $247K 0.31% -39 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 525 $246K 0.12% -48 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 523 $245K 0.08% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 522 $245K 0.06% 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 521 $244K 0.03% +3 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 521 $244K 0.19% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 520 $244K <0.01% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 519 $243K 0.18% 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 517 $242K 0.06% -533 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 517 $242K 0.19% -241 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 517 $242K 0.04% +13 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 516 $242K 0.16% new 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 515 $241K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 514 $241K 0.1% +20 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 512 $240K 0.01% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 512 $240K 0.11% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 512 $240K 0.12% -83 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 511 $240K 0.02% new 13F-HR Timeline Group Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 511 $240K 0.06% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 510 $239K 0.02% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 510 $239K 0.09% -129 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 510 $239K 0.15% 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 509 $239K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 509 $239K 0.01% -62 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 508 $238K 0.1% +20 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 508 $238K 0.03% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 508 $238K 0.03% -20 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 506 $237K 0.05% +75 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 504 $236K 0.03% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 503 $236K 0.01% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 503 $236K 0.08% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 503 $236K 1.87% 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 502 $235K 0.03% +2 13F-HR/A Timeline Whelan Financial More: the full row for Whelan Financial 502 $235K 0.07% -102 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 501 $235K 0.07% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 500 $234K 0.07% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 500 $234K 0.01% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 500 $234K 0.05% +50 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 500 $234K 0.05% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 500 $234K 0.03% 0 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 500 $234K 0.05% +57 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 500 $234K 0.1% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 500 $234K 3.69% 0 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 500 $234K 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 499 $234K 0.01% -10 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 498 $233K 0.05% 0 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 497 $233K 0.12% -293 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 496 $233K 0.05% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 495 $232K 0.07% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 495 $232K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 495 $232K 0.04% +59 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 491 $230K 0.02% -7 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 490 $230K 0.05% +54 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 503 $228K 0.05% -225 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 486 $228K <0.01% -101 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 486 $228K 0.06% -1 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 485 $227K 0.15% -24 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 485 $227K 0.16% +37 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 484 $227K 0.06% +24 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 484 $227K 0.07% -50 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 483 $226K 0.04% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 479 $225K 0.22% 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 479 $225K 0.02% -143 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 476 $223K 0.16% -53 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 475 $223K 0.06% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 474 $222K 0.02% -33 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 474 $222K 0.11% -104 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 473 $222K <0.01% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 472 $221K 0.01% -3 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 472 $221K 0.12% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 471 $221K 0.02% -32 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 471 $221K 0.07% +62 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 471 $221K 0.24% 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 470 $220K 0.07% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 469 $220K 0.02% +17 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 469 $220K 0.02% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 468 $219K 0.13% -3 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 464 $218K 0.1% -21 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 464 $218K 0.21% 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 463 $217K 0.02% +39 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 461 $216K 0.06% +20 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 461 $216K 0.05% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 460 $216K 0.02% -4 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 460 $216K 0.02% -3 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 460 $216K 0.08% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 459 $215K 0.17% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 459 $215K 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 458 $215K 0.02% 0 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 457 $214K 0.03% -8 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 457 $214K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 457 $214K <0.01% +182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 456 $214K 0.08% -80 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 455 $213K 0.22% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 539 $213K 0.35% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 454 $213K 0.02% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 454 $213K 0.06% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 453 $212K 0.01% +33 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 453 $212K 0.44% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 453 $212K 0.08% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 453 $212K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 450 $211K 0.01% +6 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 450 $211K 0.03% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 449 $210K <0.01% new 13F-HR Timeline Group Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 448 $210K 0.11% 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 448 $210K 0.02% new 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 448 $210K 0.03% -23 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 446 $209K 0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 445 $209K 0.01% -721 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 445 $209K 0.01% new 13F-HR Timeline Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 444 $208K 0.12% 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 444 $208K 0.05% 13F-HR Timeline