Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,128 $952K 0.11% +8 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,097 $947K 0.12% +76 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 6,088 $945K 0.3% +8 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,075 $943K 0.62% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,075 $943K 0.17% +124 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,061 $941K 0.23% +277 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,050 $940K 0.08% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 6,045 $939K 0.09% -4,175 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 6,025 $936K 0.8% +60 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 6,022 $935K 0.48% -474 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 6,015 $934K 0.43% -403 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 6,062 $934K 0.27% +36 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 6,002 $932K 0.07% -367 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,997 $931K 0.14% +942 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 5,988 $930K 0.15% +350 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,985 $929K 0.24% -2,018 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,982 $929K 0.09% -45,133 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5,971 $927K 0.48% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 5,970 $927K 0.41% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,968 $927K 0.24% -45 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,968 $927K 0.06% -15 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 5,967 $927K 0.54% -92 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,941 $923K 0.09% +205 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,936 $922K 0.09% +7 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,932 $921K 0.18% +1,361 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,930 $921K 0.01% +50 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,923 $920K 0.03% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,905 $917K 0.34% +377 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,903 $917K 0.09% +727 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 5,902 $917K 0.3% +1,687 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,900 $916K 0.02% +4,067 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,885 $914K 0.03% +271 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,871 $912K 0.11% -18 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,864 $911K 0.14% -254 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5,854 $909K 0.41% +228 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,853 $909K 0.4% +12 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,841 $907K 0.31% +125 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,836 $906K 0.24% +3,676 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,836 $906K 0.16% +1,277 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,831 $906K 0.11% -87 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,825 $905K 0.8% -350 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 5,808 $903K 0.12% +79 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,806 $902K 0.13% +775 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 5,802 $901K 0.17% -71 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,800 $901K 0.13% -261 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,800 $901K 0.69% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,792 $899K 0.14% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,791 $899K 0.52% +3,064 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 5,790 $899K 0.05% -1,591 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,808 $899K 0.18% -15 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 5,783 $898K 0.16% +347 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 5,768 $896K 0.54% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,765 $895K 0.02% -55,527 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,756 $894K 0.26% -8 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,755 $894K 0.13% +2 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,740 $891K 0.13% +2,747 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,733 $890K 0.14% +268 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,727 $889K 0.45% -8,592 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,712 $887K 0.1% +274 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 5,708 $886K 0.41% -355 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 5,698 $885K 0.29% +177 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,697 $885K 0.06% -963 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,693 $884K 0.05% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,797 $883K 0.49% +971 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 5,680 $882K 0.42% -1,812 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,675 $881K 0.23% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,742 $880K 0.15% -1,810 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 5,658 $879K 0.03% -74 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,656 $878K 0.21% +1 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 5,655 $878K 0.35% +130 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,649 $877K 0.08% -158 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,641 $876K 0.14% -2,878 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 5,640 $876K 0.48% +179 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,629 $874K 0.05% +448 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,610 $871K 0.19% +189 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 5,600 $870K 0.07% new 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,595 $869K 0.54% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,593 $869K 0.05% +1,279 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,586 $867K 0.08% +150 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 5,780 $866K 0.31% +2,471 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,570 $865K 0.3% +143 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,562 $864K 0.46% +869 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,558 $863K 0.08% +98 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 32,171 $863K 0.14% +30,024 13F-HR/A Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,560 $862K 0.39% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,542 $861K 0.13% +250 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,523 $858K 0.12% +105 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 5,510 $856K 0.45% -561 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 5,508 $855K 0.38% +173 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,495 $853K 0.22% -398 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 5,495 $853K 0.21% +251 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,492 $853K 0.55% +954 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,485 $852K 0.55% +327 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 5,475 $850K 0.34% +38 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,470 $849K 0.06% +1,262 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,459 $848K 0.06% +197 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,484 $848K 0.42% -62 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,457 $847K 0.33% +235 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 5,444 $845K 0.22% +177 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,444 $845K 0.01% -989 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,434 $844K 0.04% -81 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,430 $843K 0.38% -73 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 5,428 $843K 0.23% -3 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,424 $842K 0.11% +1,657 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,551 $842K 0.56% +368 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,420 $842K 0.48% +1,150 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,411 $840K 0.15% +3,419 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 5,400 $839K 0.04% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 5,391 $837K 0.48% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 5,391 $837K 0.01% +834 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,513 $836K 0.05% -865 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,375 $835K 0.74% -55 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,369 $834K 0.14% +54 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,367 $833K 0.07% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 5,353 $831K 0.32% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,349 $831K 0.61% +94 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,346 $830K 0.83% +70 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,334 $828K 0.45% -395 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,325 $827K 0.39% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,324 $827K 0.07% +191 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,319 $826K 0.04% -593 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,318 $826K 0.5% -20 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 5,318 $826K 0.16% -18 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 5,356 $826K 0.44% +34 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 5,316 $826K 0.06% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,314 $825K 0.32% -43 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,313 $825K 0.58% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 5,303 $825K 0.09% -515 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,302 $823K 0.19% -2,216 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,295 $822K 0.19% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,294 $822K 0.06% +14 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,289 $821K 0.18% +179 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 5,285 $821K 0.16% +65 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 5,252 $820K 2.62% new 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 5,277 $820K 0.31% +179 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,273 $819K 0.67% +3,057 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,269 $818K 0.34% +693 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,262 $817K 0.04% -499 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 5,250 $815K 0.42% +46 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,242 $814K 0.66% +102 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,334 $813K 0.53% -191 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,227 $812K 0.05% +2,429 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 5,222 $811K 0.46% +603 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 5,199 $807K 0.14% +45 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 5,194 $807K 0.53% -13,706 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,193 $806K 0.25% -1,300 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,185 $805K 0.2% +6 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 5,185 $805K 0.1% +63 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,184 $805K 0.43% +7 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,177 $804K 0.08% -285 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 5,168 $803K 0.3% +39 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,449 $802K 0.44% +63 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,160 $801K 0.26% +826 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 5,156 $801K 1.58% +3,998 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,154 $800K 0.28% -3,001 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,153 $800K 0.18% +403 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,138 $798K 0.17% -43 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,130 $797K 0.03% +110 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,129 $797K 0.08% +381 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 5,129 $796K 0.12% 0 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 5,127 $796K 0.26% -144 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 5,127 $796K 0.08% +725 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,123 $796K 0.87% +1 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,118 $795K 0.67% 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 5,110 $794K 0.58% -400 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,108 $793K 0.53% -257 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 5,096 $791K 0.29% +464 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 5,296 $789K 0.27% -128 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 5,067 $787K 0.17% -380 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,053 $785K 0.34% +153 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,042 $784K 0.37% +1,036 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,044 $783K 0.61% +51 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,042 $783K 0.32% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 5,041 $783K 0.27% +360 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 5,029 $781K 0.3% +20 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,025 $780K 0.11% -231 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 5,001 $777K 0.06% -662 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 5,000 $776K 0.48% 0 13F-HR Timeline Group Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,000 $776K 0.62% -10 13F-HR/A Timeline Emprise Bank More: the full row for Emprise Bank 4,995 $776K 0.33% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,985 $774K 0.07% +128 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 4,980 $773K 0.42% +581 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 4,979 $773K 0.13% +3,479 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,977 $773K 0.06% +523 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,973 $772K 0.22% +257 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 4,965 $771K 0.75% -382 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,965 $771K 0.12% +345 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,951 $769K 0.08% +860 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,945 $768K 0.1% +2,425 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,943 $768K 0.44% +86 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,942 $767K 0.11% -33,539 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,920 $764K 0.13% -1,365 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,919 $764K 0.19% +702 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,881 $762K 0.09% +585 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 4,898 $761K 0.18% -28 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,892 $760K 0.09% +11 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,887 $759K 0.09% +330 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,885 $759K 0.54% +15 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,882 $758K 0.15% +2 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,880 $758K 0.24% +6 13F-HR Timeline