Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,059 $342K 0.04% -158 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,054 $341K 0.02% -5 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,050 $341K 0.3% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,042 $340K 0.02% +29 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,027 $338K 0.03% new 13F-HR Timeline Group Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 3,019 $337K 0.15% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,013 $337K <0.01% -305 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,000 $335K 0.03% 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 2,991 $334K 0.16% -231 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,987 $334K 0.1% -721 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,985 $334K 0.15% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,981 $333K 0.04% +16 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,968 $332K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,918 $326K <0.01% +284 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,913 $326K 0.02% +311 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,907 $325K 0.01% +567 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,899 $324K 0.01% -294 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,891 $323K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,875 $321K 0.14% +2,510 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,859 $319K 0.1% +15 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,848 $318K 0.08% -213 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,818 $315K 0.08% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,796 $312K 0.03% -2,298 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,818 $312K 0.02% +125 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,792 $312K 0.01% +147 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,791 $311K 0.07% -129 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,780 $311K 0.02% -2,974 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,768 $309K 0.01% +328 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,763 $309K 0.03% -807 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,759 $308K 0.06% +157 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,754 $308K 0.06% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,750 $307K <0.01% +14 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,744 $307K 0.17% -79 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,737 $306K 0.1% +73 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,727 $305K 0.03% -45 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,725 $305K 0.01% +22 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2,716 $304K 0.14% -61 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,706 $302K 0.04% -46 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,698 $302K <0.01% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,691 $301K <0.01% -56 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,690 $301K <0.01% +490 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,687 $300K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,681 $300K <0.01% -112 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,670 $298K <0.01% +442 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,643 $295K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,637 $295K 0.01% -30 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,635 $294K 0.05% -19 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 2,613 $292K 0.01% -200 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,600 $291K 0.01% +244 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 2,600 $291K 0.01% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,538 $289K 0.16% +1 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,582 $289K 0.02% +82 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,541 $284K 0.16% +7 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,538 $284K 0.15% +20 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,535 $283K 0.01% new 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,522 $282K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,504 $280K <0.01% +200 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,500 $279K <0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,495 $279K 0.01% -838 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,490 $278K 0.01% -1,325 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,489 $278K 0.04% -713 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,480 $277K 0.03% +6 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,479 $277K 0.03% +149 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,471 $276K 0.44% -120 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,466 $276K 0.08% -110 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,429 $271K <0.01% -866 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,415 $270K 0.03% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,404 $269K 0.04% +4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,401 $268K 0.03% +80 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,400 $268K 0.01% +7 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,397 $268K 0.03% -50 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,392 $267K 0.02% +165 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 2,396 $266K 0.01% -400 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,373 $265K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,369 $265K 0.03% +30 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,365 $264K <0.01% +57 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,356 $263K 0.01% -3 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,349 $262K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,345 $262K 0.03% -2,619 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,336 $261K 0.01% -7,454 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,329 $260K 0.08% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,329 $260K 0.02% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,324 $260K 0.03% -51 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,300 $257K 0.1% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 2,289 $256K 0.04% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,284 $255K 0.01% +22 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,278 $255K 0.01% +21 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,273 $254K 0.04% +66 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,269 $254K 0.01% +17 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,265 $253K <0.01% -355 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,264 $253K 0.03% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,258 $252K 0.01% new 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,256 $252K 0.06% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,251 $252K <0.01% +895 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,250 $251K 0.03% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,247 $251K 0.01% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,256 $250K 0.05% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,232 $249K <0.01% -437 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,231 $249K 0.02% +28 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,220 $248K 0.11% -391 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,216 $248K 0.02% -95 13F-HR Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,413 $246K 0.07% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,195 $245K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,193 $245K 0.01% -59 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,177 $243K 0.01% new 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 2,172 $243K 0.09% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,163 $242K 0.03% -1,067 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,160 $241K 0.03% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,142 $239K 0.09% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,140 $239K <0.01% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,132 $238K 0.05% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,107 $235K <0.01% -2,816 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,104 $235K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,096 $234K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,566 $234K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,087 $233K 0.01% +17 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,085 $233K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,057 $230K <0.01% -1,185 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,040 $228K <0.01% -910 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 2,035 $227K 0.1% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,032 $227K 0.06% -1,078 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,005 $224K <0.01% new 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,000 $224K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,004 $224K 0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,001 $224K 0.02% new 13F-HR/A Timeline PARTHENON LLC More: the full row for PARTHENON LLC 2,000 $224K 0.02% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,000 $224K 0.02% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,000 $224K 0.06% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,989 $222K 0.09% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,989 $222K 0.09% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,979 $221K 0.01% new 13F-HR Timeline Group Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,975 $221K 0.06% new 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,971 $220K 0.14% new 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 1,970 $220K 0.19% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,963 $219K 0.08% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,959 $219K 0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,950 $218K 0.17% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,943 $217K 0.06% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,936 $216K 0.01% new 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,900 $216K 0.06% new 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,931 $216K 0.02% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,918 $214K 0.02% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,918 $214K 0.01% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,877 $214K 0.03% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,909 $213K 0.07% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,893 $212K 0.02% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,888 $211K 0.02% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,882 $210K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,862 $208K <0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,862 $208K 0.04% new 13F-HR/A Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 1,859 $208K 0.02% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,858 $208K 0.02% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,850 $207K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 1,850 $207K 0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,845 $206K <0.01% 0 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 1,839 $205K 0.04% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,833 $205K 0.02% new 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,832 $205K 0.04% new 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,818 $203K 0.04% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,819 $203K 0.01% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,809 $202K 0.04% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,805 $202K 0.01% new 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,803 $201K 0.02% new 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 1,801 $201K 0.12% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,800 $201K 0.01% -642 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 1,798 $201K 0.04% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,793 $200K 0.59% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,792 $200K 0.09% +39 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,791 $200K <0.01% new 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,790 $200K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,780 $199K 0.01% +1,240 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,708 $191K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,706 $191K 0.01% +38 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,673 $187K <0.01% -53 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,655 $185K 0.01% -909 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,643 $184K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,640 $183K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,592 $178K <0.01% -31 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,511 $169K 0.01% +58 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,500 $168K 0.12% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,407 $157K 0.02% -1 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,360 $152K 0.01% +24 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,350 $151K <0.01% -307 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,277 $146K <0.01% -571 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,310 $146K 0.04% -1,265 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,304 $146K <0.01% +22 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,303 $146K 0.05% +57 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,213 $136K 0.08% -30 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,200 $134K 0.03% -11 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,186 $133K 0.02% -59 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,130 $126K 0.02% +130 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,104 $123K 0.01% -86 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,090 $122K 0.08% +19 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,076 $120K 0.03% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,060 $118K <0.01% 0 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,059 $118K 0.08% -42 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,045 $117K 0.01% +868 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,013 $113K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,000 $112K 0.06% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 981 $110K 0.02% 0 13F-HR Timeline