Glenview Trust Co More: the full row for Glenview Trust Co 3,591 $675K 0.01% -391 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,589 $675K 0.01% -6,029 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,587 $675K 0.02% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,557 $669K 0.16% -156 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,432 $661K 0.15% +24 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,466 $652K 0.23% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,453 $649K 0.64% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,448 $649K 0.02% +170 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,436 $646K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ellevest, Inc. More: the full row for Ellevest, Inc. 3,424 $644K 0.09% -569 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,417 $643K <0.01% 0 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 3,416 $643K 0.16% -718 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,412 $642K 0.02% +8 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,402 $640K 0.19% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,399 $639K 0.07% -50 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,399 $639K 0.07% +166 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,379 $636K 0.02% +30 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,360 $632K 0.15% -105 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,354 $631K 0.03% -110 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,344 $629K 0.01% -726 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,236 $627K 0.02% +298 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,334 $627K 0.08% +279 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,331 $626K 0.08% -2,341 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,316 $624K 0.2% +774 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,296 $620K 0.12% -2,188 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,296 $620K 3.99% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,283 $617K 0.25% -35 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,282 $617K 0.05% new 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,280 $617K 0.34% +287 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,280 $617K 0.01% -944 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,262 $613K 0.01% -757 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,257 $613K 0.49% +194 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,251 $611K +324 Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,242 $610K 0.09% -164 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,241 $610K 0.09% +191 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 3,228 $607K 0.37% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,226 $607K 0.37% 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,225 $606K 0.01% +950 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,202 $602K 0.21% +3 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,073 $602K 0.01% +45 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,200 $602K 0.07% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,107 $600K 0.08% +282 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,150 $596K 0.03% +500 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,167 $596K 0.07% 0 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 3,164 $595K 0.46% +492 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,162 $595K 0.34% -228 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,160 $594K 0.21% +1,162 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,141 $591K 0.05% -1,293 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,130 $589K 0.27% -50 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 3,102 $583K 0.49% +31 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 3,101 $583K 0.94% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,089 $581K 0.21% -349 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,060 $575K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,058 $575K 0.03% +546 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,002 $571K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,012 $566K 0.04% -139 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,006 $565K 0.28% +229 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,999 $564K 0.07% +21 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,837 $563K 0.13% +193 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,989 $562K 0.13% new 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,960 $557K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,958 $556K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,954 $555K 0.01% +1,064 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,953 $555K 0.03% -147 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,946 $554K 0.01% -22 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,936 $552K 0.02% +753 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,928 $551K 0.02% +1,048 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,921 $549K 0.08% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,920 $549K 0.37% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,918 $549K 0.39% -274 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,915 $548K 0.01% -527 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,901 $546K 0.01% -489 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,876 $541K 0.01% -86 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,871 $540K 0.03% -28 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,845 $535K 0.01% -69 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,840 $534K 0.15% +1,800 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,822 $531K 0.03% +234 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,820 $530K 0.25% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,803 $527K 0.27% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,800 $527K 0.07% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,796 $526K 0.06% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,796 $526K 0.08% +1,375 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,777 $522K 0.09% -157 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,772 $521K 0.03% +114 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,769 $521K 0.01% -264 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,758 $519K 0.07% -13 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 2,703 $508K 0.21% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,471 $507K 0.07% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,693 $506K 0.03% -6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,674 $503K 0.03% -106 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,674 $503K 0.03% -3,748 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,674 $503K 0.39% +15 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,674 $503K 0.01% -51 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,670 $502K 0.2% +7 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,656 $499K 0.03% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,652 $499K 0.02% +28 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,641 $497K 0.05% +44 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,638 $496K <0.01% -62 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,636 $496K 0.01% -172 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,625 $494K 0.06% -633 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,623 $493K 0.03% +46 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,622 $493K 0.03% -806 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,617 $492K 0.35% +6 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,592 $487K 0.08% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,587 $487K 0.03% -1,022 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,542 $487K 0.06% +709 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,560 $481K 0.06% -35 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,553 $480K 0.21% -408 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,545 $479K 0.3% -1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,527 $475K 0.04% -2,634 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,512 $472K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,503 $471K 0.12% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,496 $469K 0.12% 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,442 $467K 0.07% +286 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,476 $466K <0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,472 $465K <0.01% -1,011 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,461 $463K 0.04% +205 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,457 $462K 0.16% +496 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,676 $461K 0.21% +1,441 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,451 $461K 0.04% -195 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,449 $461K 0.06% -86 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,443 $459K 0.1% -433 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,442 $459K 0.01% +487 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,434 $458K 0.01% +2 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,433 $458K 0.07% -34 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,432 $457K 0.28% +81 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,418 $455K 0.13% 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,418 $455K 0.2% +4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,407 $453K 0.02% -80 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,400 $451K 0.11% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,400 $451K 0.11% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,400 $451K 0.07% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,387 $449K 0.02% +112 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,380 $448K 0.04% -80 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,369 $446K 0.01% +690 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,370 $446K 0.11% +30 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,352 $442K 0.05% -143 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,343 $441K 0.01% +250 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,318 $436K 0.43% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,306 $434K 0.08% -32 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,298 $432K 0.04% +1,601 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,291 $431K 0.07% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,270 $427K <0.01% +1,206 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,295 $425K 0.03% +784 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,253 $424K 0.01% new 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,248 $423K 0.1% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,247 $423K 0.22% +450 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,240 $421K 0.09% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,230 $419K 0.01% +194 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,220 $418K 0.19% 0 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,216 $417K <0.01% 0 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,215 $417K 0.21% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,209 $416K 0.17% +130 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,120 $415K 0.06% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,202 $414K 0.02% -8,239 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,192 $412K 0.39% -3,861 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,180 $410K 0.01% -172 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,175 $409K 0.02% +293 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,175 $409K 0.08% -4,460 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,161 $408K 0.07% +601 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,144 $403K 0.01% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,142 $403K 0.04% +100 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,138 $402K 0.17% -48 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,120 $399K 0.25% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,119 $399K 0.11% -153 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,102 $395K 0.02% -1,908 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,101 $395K 0.05% -97 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,100 $395K 0.08% -293 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,089 $393K 0.47% -76 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 2,077 $391K 0.19% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,075 $390K 0.14% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,068 $389K 0.3% -102 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,060 $387K 0.06% -458 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,060 $387K 0.01% 0 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,060 $387K 0.02% new 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,053 $386K 0.07% new 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,052 $386K 0.04% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,000 $381K 0.03% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,024 $381K 0.02% +24 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,022 $380K 0.05% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,020 $380K 0.12% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 2,012 $378K 0.02% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,009 $378K 0.01% -421 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,000 $376K 0.01% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,000 $376K 0.22% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,000 $376K 0.81% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,995 $375K 0.03% -331 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,985 $373K 0.01% +274 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,976 $372K 0.04% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,970 $370K 0.05% +111 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,963 $369K 0.01% +979 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,957 $368K <0.01% -2,793 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,956 $368K 0.27% 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,954 $367K 0.15% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,937 $364K 0.01% -2,275 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,941 $364K 0.01% -511 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 1,921 $361K 0.36% 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,920 $361K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,866 $360K 0.01% -1 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,889 $355K 0.1% +29 13F-HR Timeline