George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,485 $399K 0.04% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,482 $398K 0.05% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,468 $395K 0.06% +611 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,712 $395K 0.02% -118 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,466 $394K 0.13% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,458 $392K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,445 $389K 0.03% +1,011 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,437 $386K <0.01% +137 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,435 $386K 0.05% +58 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,429 $384K <0.01% +416 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,420 $382K <0.01% -5,111 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,418 $381K 0.04% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,404 $377K 0.08% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,395 $375K 0.02% -255 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,386 $373K 0.02% +140 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,386 $373K 0.16% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,375 $370K 0.02% +50 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,374 $369K 0.07% -2 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,373 $369K 0.04% +442 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,373 $369K 0.06% +60 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,372 $369K 0.03% -2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,317 $366K <0.01% +367 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,359 $365K 0.01% +17 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,355 $364K 0.01% -246 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 1,349 $363K 0.03% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,346 $362K 0.03% +85 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,350 $362K <0.01% +81 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,345 $361K 0.09% +188 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,344 $361K 0.01% +83 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,343 $361K 0.04% -23 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,342 $361K 0.08% +72 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,340 $360K 0.12% +385 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,335 $359K 0.06% -4 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,335 $359K 0.08% +272 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,335 $359K 0.02% +442 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,335 $359K 0.02% +57 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,308 $359K 0.04% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,334 $359K 0.02% +30 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,334 $359K 0.03% -378 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 1,334 $359K 0.06% -378 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,332 $358K 0.02% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,333 $358K 0.03% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $356K 0.08% 0 13F-HR Timeline Amount filed as zero, left out of ratios. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,324 $356K 0.02% +34 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,323 $356K 0.15% +11 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 1,319 $355K <0.01% +394 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,319 $355K 0.11% +1 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,316 $354K 0.01% +213 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,309 $352K 0.02% +8 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,306 $351K 0.05% +30 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 1,303 $350K 0.09% -918 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,276 $343K 0.07% +397 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,275 $343K <0.01% +3 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,275 $343K 0.05% -63 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,268 $341K 0.07% -4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,267 $341K 0.04% +75 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,266 $340K <0.01% new 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 1,266 $340K 0.11% 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,260 $339K 0.42% new 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,259 $338K 0.15% +357 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,253 $337K 0.09% -22 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,253 $337K 0.02% +74 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,251 $336K 0.02% +106 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 1,250 $336K 0.2% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,248 $336K 0.01% +72 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,243 $334K 0.23% +8 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,239 $333K 0.04% -276 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,239 $333K 0.06% -6 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,237 $333K 0.01% +198 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,232 $331K 0.2% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,231 $331K 0.08% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,221 $328K 0.11% -14 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,218 $328K 0.05% -46 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,213 $326K <0.01% +20 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,212 $326K 0.08% +60 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,209 $325K 0.02% -39 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,139 $323K 0.13% -29 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,192 $321K 0.02% -630 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,192 $320K 0.02% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,183 $318K 0.02% -269 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 1,180 $317K 0.05% -41 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,177 $316K 0.08% +98 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,168 $314K 0.07% +996 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,167 $314K 0.01% +42 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,165 $313K 0.03% +70 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,161 $312K 0.11% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,160 $312K 0.01% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,155 $311K 0.29% +335 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,155 $311K 0.6% -99 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,065 $310K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,148 $309K 0.07% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 1,148 $309K 0.17% +22 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,147 $308K 0.01% new 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,145 $308K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,143 $307K 0.14% +14 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,143 $307K 0.02% +24 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,141 $307K 0.16% +98 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,141 $307K 0.04% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,132 $304K 0.04% +17 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,131 $304K 0.01% -39 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,130 $304K 0.02% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,127 $303K 0.08% -1 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,123 $302K 0.09% -331 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,120 $301K 0.03% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,112 $299K 0.03% -137 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,110 $299K 0.17% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,110 $298K 0.03% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,110 $298K 0.01% -521 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 1,109 $298K 0.07% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,102 $296K 0.02% -137 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,066 $296K 0.04% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,101 $296K 0.03% +63 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,094 $294K 0.09% +45 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,089 $293K 0.17% -17 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,084 $291K 0.04% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,083 $291K 0.05% -11 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 1,081 $291K 0.1% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,079 $290K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,079 $290K 0.03% +831 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,078 $290K 0.07% +776 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,073 $288K 0.04% -25 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,069 $287K <0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,068 $287K 0.02% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,066 $287K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,000 $286K 0.02% +76 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,064 $286K 0.05% +64 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,064 $286K 0.03% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,062 $286K 0.01% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,058 $284K 0.12% -46 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,058 $284K 0.02% +35 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,056 $284K 0.03% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,056 $284K 0.03% +559 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,055 $284K 0.03% +46 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,050 $282K 0.17% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 1,050 $282K 0.04% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,048 $282K 0.02% -7 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,047 $281K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,045 $281K 0.05% +132 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,045 $281K <0.01% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,040 $280K 0.06% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,039 $279K 0.04% -833 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,039 $279K 0.13% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,037 $279K 0.09% 0 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 1,036 $279K 0.3% 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,034 $278K 0.04% -6,478 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,033 $278K <0.01% +36 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,032 $277K 0.13% +70 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,032 $277K 0.02% +92 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,030 $277K 0.01% -57 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,027 $276K 0.05% +62 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,023 $275K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,021 $275K 0.01% +69 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,016 $273K 0.01% -63 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,015 $273K 0.02% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,013 $272K <0.01% -242 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,008 $271K <0.01% +27 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 992 $271K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,006 $271K 0.04% +125 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,004 $270K 0.14% +2 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,002 $269K 0.07% +8 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,002 $269K 0.02% -46 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,001 $269K 0.05% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 999 $269K 0.03% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,000 $269K 0.01% -200 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 994 $267K 0.08% -22 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 994 $267K 0.01% +88 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 993 $267K 0.03% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 991 $266K 0.1% -105 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 986 $265K 0.03% -475 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 986 $265K 0.07% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 983 $264K 0.01% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 983 $264K 0.14% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 982 $264K 0.14% +782 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 981 $264K 0.14% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 976 $262K 0.02% +873 13F-HR Timeline Group Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 975 $262K 0.07% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 973 $262K 0.06% +8 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 974 $262K 0.04% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 973 $262K 0.04% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 973 $262K 0.05% +90 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 967 $260K 0.03% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 963 $259K 0.02% new 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 959 $258K 0.11% 0 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 955 $257K 0.02% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 954 $256K <0.01% +19 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 953 $256K 0.01% -9 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 950 $255K 0.05% +58 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 949 $255K 0.01% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 948 $255K 0.05% -400 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 941 $253K 0.03% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 908 $252K 0.01% +46 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 937 $252K 0.05% +4 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 934 $251K 0.06% +1 13F-HR Timeline Group Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 929 $251K 0.09% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 933 $251K 0.03% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 931 $250K 0.02% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 930 $250K 0.03% -319 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 930 $250K 0.08% -67 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 928 $250K 0.03% +19 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 926 $249K 0.01% +487 13F-HR Timeline