WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,387 $387K 0.25% -112 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,384 $387K 0.05% -766 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,318 $382K 0.05% -646 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,268 $379K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,265 $379K 0.01% +276 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,260 $378K 0.04% -87 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,158 $371K 0.26% +600 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 5,147 $370K 0.03% -5 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,129 $369K 0.03% +129 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,111 $368K 0.01% +256 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 5,109 $367K 0.08% +29 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,100 $367K 0.06% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,096 $366K 0.02% +81 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,088 $366K 0.01% +464 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,057 $364K 0.01% -2,166 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,037 $362K <0.01% +730 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5,026 $361K 0.04% -132 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,022 $361K 0.14% -1,002 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,014 $361K 0.03% -85 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 5,001 $360K 0.13% -2,426 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 5,000 $360K 0.36% 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,999 $359K 0.01% -1,157 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,932 $355K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,905 $353K 0.01% -849 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,904 $353K 0.01% -2,706 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,903 $353K <0.01% -3,868 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,890 $352K 0.02% 0 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,872 $350K 0.11% -16 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,859 $349K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,837 $348K 0.04% +491 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 4,812 $346K +293 Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,798 $345K 0.09% +700 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,779 $344K 0.13% -514 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,778 $344K 0.01% +353 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,717 $339K 0.06% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,707 $338K 0.02% -119 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,706 $338K 0.02% +2,699 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,706 $338K 0.03% -104 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,700 $338K 0.03% new 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,684 $337K 0.15% -496 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Family Firm, Inc. More: the full row for Family Firm, Inc. 4,664 $335K 0.07% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,653 $335K 0.01% +263 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,634 $333K 0.02% -140 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 4,611 $332K 0.06% +106 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,586 $330K 0.06% -50 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,583 $330K 0.09% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,560 $328K <0.01% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,543 $327K <0.01% -208,840 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,537 $326K 0.08% +903 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,500 $324K 0.03% -17 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,476 $322K 0.22% +89 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,465 $321K 0.09% +72 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,511 $321K 0.17% +79 13F-HR/A Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,457 $321K 0.01% +450 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 4,441 $319K 0.07% -45 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,419 $318K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,403 $317K 0.01% -1,267 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,398 $316K 0.03% -399 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,396 $316K 0.09% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,395 $316K 0.04% -91 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,390 $316K 0.06% -36 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,389 $316K 0.01% +346 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,366 $314K <0.01% +833 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,127 $314K 0.05% -9,343 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,342 $312K 0.05% 0 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 4,335 $312K 0.01% +89 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 4,329 $311K 0.19% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,317 $310K <0.01% +959 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 4,284 $308K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,264 $307K 0.02% new 13F-HR/A Timeline Group State of Wyoming More: the full row for State of Wyoming 4,218 $303K 0.04% +2,785 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,198 $302K 0.24% +9 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,191 $301K 0.11% +223 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,156 $299K 0.01% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,142 $298K 0.07% -54 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,134 $297K 0.03% +135 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,139 $297K 0.01% -200 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,132 $296K 0.01% +1,396 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,100 $295K 0.03% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,100 $295K 0.1% 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,097 $295K 0.09% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,085 $294K 0.03% -36 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 4,061 $292K 0.17% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,056 $292K 0.04% -1,342 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 4,051 $291K 0.13% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,033 $290K 0.01% -99 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,048 $290K 0.03% new 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,007 $288K 0.02% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,000 $288K 0.09% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,993 $287K 0.12% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,991 $287K 0.01% -9 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,020 $286K 0.02% -265,829 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 3,960 $285K 0.02% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,940 $283K 0.01% +105 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,937 $283K 0.02% +19 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,919 $282K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,908 $281K <0.01% +757 13F-HR/A Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,904 $281K 0.17% 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,901 $281K 0.01% -673 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,898 $280K 0.02% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,888 $280K 0.01% +10 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,869 $278K 0.01% -150 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,780 $272K 0.02% +100 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,777 $272K 0.02% -1,205 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,774 $271K 0.05% +2,762 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,772 $271K 0.04% +43 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,770 $271K 0.01% -10,306 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,769 $271K 0.01% +106 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,766 $271K 0.04% +632 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,763 $271K 0.01% -20 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,761 $270K 0.01% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,731 $268K 0.01% -5 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,731 $268K 0.1% +28 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,700 $266K 0.05% 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,699 $266K 0.04% -1,965 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,696 $266K 0.07% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,678 $265K 0.02% +235 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,676 $264K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,625 $261K -300 Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,578 $257K 0.02% +121 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,588 $257K 0.06% -285 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,563 $256K 0.01% -21 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,539 $254K <0.01% -1,447 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 3,536 $254K 0.01% +274 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 3,542 $254K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,526 $254K 0.02% +3,488 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3,518 $253K 0.25% 13F-HR/A Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,500 $252K 0.02% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,500 $252K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,494 $251K 0.01% -90 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,460 $249K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,455 $248K <0.01% -29 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,452 $248K 0.05% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,448 $248K <0.01% +30 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,446 $248K 0.18% -1,350 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,442 $248K 0.08% +83 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,436 $247K 0.13% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,434 $247K <0.01% +97 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,427 $246K 0.03% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,424 $246K 0.09% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,422 $246K <0.01% -3,268 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,380 $243K 0.16% +33 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,370 $242K 0.04% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,321 $239K 0.02% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,300 $237K 0.02% 0 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 3,300 $237K 0.16% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,291 $237K 0.04% new 13F-HR/A Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,179 $234K 0.08% -48 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,234 $233K 0.01% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,225 $232K <0.01% -1 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,220 $232K 0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,155 $227K <0.01% -5,038 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,008 $225K 0.01% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,105 $223K 0.02% 0 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,100 $223K 0.01% -1,000 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,100 $223K 0.13% +92 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 3,099 $223K 0.05% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,095 $223K 0.05% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,088 $222K 0.02% +226 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,083 $222K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,076 $221K <0.01% +184 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,036 $218K 0.02% new 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,025 $218K 0.16% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,023 $217K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,009 $216K 0.01% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,004 $216K 0.07% -178 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,000 $216K <0.01% 0 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 3,000 $216K 0.08% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,000 $216K 0.09% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,985 $215K 0.02% +155 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,982 $214K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,977 $214K 0.13% -584 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,967 $213K <0.01% +82 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,960 $213K 0.07% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,959 $213K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,953 $212K 0.12% -84 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,915 $210K 0.04% +308 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,911 $209K <0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,906 $209K <0.01% +35 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,878 $207K 0.02% -30 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,864 $206K 0.01% -1,543 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,862 $206K 0.24% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 2,860 $206K 0.11% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,843 $204K 0.06% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,836 $204K <0.01% 0 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,815 $202K 0.11% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,803 $202K <0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,789 $201K 0.01% -33 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,786 $200K 0.18% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,766 $199K 0.06% -40 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,701 $194K 0.05% -206 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,609 $188K 0.02% -202 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,500 $180K 0.01% +224 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,370 $170K 0.08% -386 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,316 $167K 0.08% -37 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 4,631 $167K 0.03% 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,308 $166K 0.01% +39 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,241 $161K 0.08% -3,025 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,208 $159K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,080 $150K 0.09% -62 13F-HR Timeline