LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,565 $244K <0.01% -127 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 17,526 $244K <0.01% -3,800 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 17,426 $242K 0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,413 $242K 0.01% +577 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 17,349 $241K 0.2% +994 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,332 $241K 0.01% +2,285 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 16,204 $240K 0.03% -5,015 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 17,296 $240K 0.03% +2,262 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 17,250 $240K 0.08% -3,033 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 17,154 $238K 0.01% +2,182 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 17,132 $238K 0.08% +119 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17,126 $238K 0.01% -1,108 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 17,099 $238K <0.01% +5,398 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 17,075 $237K 0.01% -9,893 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 17,036 $237K 0.04% -212 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 17,027 $237K 0.11% -2,000 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 17,012 $236K 0.02% -139 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,000 $236K 0.02% -4,700 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 16,907 $235K 0.09% +210 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 16,795 $233K 0.01% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 16,786 $233K 0.04% -901 13F-HR/A Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 16,732 $233K 0.04% -6,479 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 16,732 $233K 0.06% -322 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,721 $232K 0.06% -2,814 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 16,217 $230K 0.05% +2,176 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 16,558 $230K <0.01% -8,055 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 16,543 $230K 0.01% -3,042 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 16,531 $230K 0.01% +3,637 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 16,460 $229K 0.01% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 16,459 $229K 0.03% +235 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 16,353 $227K 0.02% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 16,345 $227K 0.01% -2,682 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,335 $227K 0.01% +556 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 16,271 $226K 0.01% -1,722 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 16,200 $225K 0.04% -457 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,176 $225K 0.01% +400 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 16,132 $224K 0.05% 0 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 16,123 $224K 0.01% +705 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 16,098 $224K 0.05% +268 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,077 $223K 0.01% -1,866 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 15,996 $222K 0.03% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 15,937 $222K 0.18% +7 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 15,923 $221K 0.11% +3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 15,908 $221K 0.01% +241 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 15,906 $221K 0.12% +2,914 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 15,885 $221K <0.01% +1,480 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 15,884 $221K 0.12% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,869 $221K <0.01% +3,081 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 15,499 $221K 0.07% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 15,841 $220K 0.06% -902 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 15,811 $220K 0.07% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 15,586 $219K 0.03% 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 15,727 $219K 0.04% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 15,639 $217K 0.02% +1,195 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 15,582 $217K 0.12% +27 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 15,570 $216K 0.01% -26,284 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 15,489 $215K 0.05% +10 13F-HR/A Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,453 $215K 0.02% -487 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 15,434 $215K 0.06% +2,922 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 15,415 $214K <0.01% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 15,387 $214K 0.03% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 15,369 $214K 0.04% +3,476 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 15,348 $213K 0.04% -1,000 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 15,339 $213K 0.03% +58 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 15,314 $213K 0.04% -1,640 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 15,271 $212K <0.01% -32 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,230 $212K 0.01% -9,046 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 15,516 $212K <0.01% +2,640 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 15,191 $211K 0.01% -134 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 15,174 $211K 0.01% +565 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,105 $210K 0.02% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 15,174 $210K 0.02% +3,907 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 15,098 $210K 0.03% +1,895 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 15,050 $209K <0.01% -105,849 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,023 $209K 0.01% +1,319 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 15,021 $209K 0.12% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 15,002 $209K 0.02% +1,657 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,985 $208K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,972 $208K 0.01% -165 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 14,950 $208K 0.06% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 14,922 $207K <0.01% +947 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 14,897 $207K 0.04% +214 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 14,900 $207K 0.1% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 14,849 $206K 0.04% -932 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,783 $205K 0.01% -858 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 14,780 $205K 0.02% +63 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 14,736 $205K 0.04% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,715 $205K <0.01% -45,460 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,695 $204K 0.02% -3,585 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 14,685 $204K 0.02% -618 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 14,669 $204K 0.03% +121 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 14,559 $202K 0.01% +3,158 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 14,488 $201K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,465 $201K 0.04% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 14,433 $201K 0.03% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,415 $200K 0.01% -3,270 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,408 $200K 0.01% +190 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 14,341 $199K <0.01% +2,934 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 14,271 $198K 0.06% -33,850 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 14,261 $198K 0.16% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 14,250 $198K 0.08% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 14,230 $198K 0.02% -333 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 14,228 $198K 0.01% -8,767 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,224 $198K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,197 $197K 0.09% +534 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 14,193 $197K 0.02% -218 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 14,170 $197K 0.05% +38 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 14,141 $197K 0.03% -230 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 14,127 $196K 0.01% +2,119 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,991 $196K 0.01% +165 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 14,090 $196K 0.01% +35 13F-HR/A Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 14,087 $196K 0.03% +157 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14,085 $196K 0.02% +8,000 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 14,057 $195K 0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 14,040 $195K 0.01% -1,070 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 14,032 $195K 0.1% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 14,006 $195K 0.02% -409 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 14,000 $195K 0.04% +424 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 13,879 $194K 0.03% -23,856 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 13,942 $194K 0.03% -223 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 13,940 $194K 0.01% +739 13F-HR Timeline Group Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 13,936 $194K 0.07% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 13,917 $193K 0.04% +7,872 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 13,841 $192K 0.06% -839 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 13,816 $192K 0.04% +11 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,727 $191K 0.02% -63 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 13,700 $190K 0.16% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 13,683 $190K 0.13% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,674 $190K 0.02% +1,398 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 13,652 $189K 0.07% +754 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 13,590 $189K 0.12% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 13,505 $188K 0.08% -645 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,500 $188K 0.01% +2,704 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 13,430 $187K 0.05% -1,476 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 13,421 $187K 0.02% -503 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 13,413 $186K 0.05% +122 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 13,412 $186K 0.11% -303 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 13,411 $186K 0.13% +88 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,408 $186K 0.09% +2 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 13,407 $186K 0.12% -200 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 13,386 $186K 0.02% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 13,386 $186K 0.03% +11 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,375 $186K 0.03% -3,309 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 13,361 $186K 0.14% -864 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 13,332 $185K 0.09% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,306 $185K 0.01% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 13,282 $185K 0.09% +300 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 13,202 $184K 0.03% -881 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,198 $183K 0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 13,137 $183K 0.03% +698 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,131 $183K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 13,108 $182K 0.02% +1,394 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,066 $182K 0.02% +1,250 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 13,056 $181K 0.04% +15 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 12,911 $179K <0.01% -1,626 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 12,861 $179K 0.06% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,858 $179K 0.05% +258 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,853 $179K 0.02% -36,431 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 12,829 $178K 0.05% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 12,795 $178K 0.02% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,703 $177K 0.03% +125 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,650 $176K 0.05% -100 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 12,622 $175K 0.01% +7 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 12,620 $175K 0.06% -126 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 12,615 $175K 0.03% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,593 $175K 0.01% -9,680 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,573 $175K 0.03% +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 12,551 $175K <0.01% new 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,528 $174K <0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,451 $173K 0.01% +3 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 12,435 $173K 0.05% +23 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 12,435 $173K 0.02% +105 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,426 $173K 0.01% -5,101 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,478 $173K 0.01% +638 13F-HR Timeline Group LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 12,376 $172K 0.17% 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 12,350 $172K 0.02% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 12,322 $171K 0.03% -387 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 12,317 $171K 0.06% +109 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 12,294 $171K 0.02% -2,206 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 12,292 $171K 0.02% +877 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12,289 $171K <0.01% -3,657 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 12,268 $171K <0.01% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 12,258 $170K 0.11% +55 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 12,252 $170K 0.06% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 12,237 $170K 0.03% -81 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 12,217 $170K 0.1% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,203 $170K 0.04% -376 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 12,175 $169K 0.02% -695 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 12,120 $168K 0.08% +1,075 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,119 $168K 0.12% -2,149 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 12,118 $168K 0.02% +100 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,100 $168K 0.03% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 12,057 $168K 0.08% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 12,036 $167K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 12,000 $167K 0.01% -19,299 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,000 $167K 0.02% +273 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 11,955 $166K 0.01% +44 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,945 $166K 0.01% +2,012 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 11,926 $166K 0.01% +84 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 11,925 $166K 0.02% +475 13F-HR Timeline