Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,226 $962K 0.05% -412 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 2,215 $958K 0.15% -1,214 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,212 $956K 0.01% +689 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,210 $955K 0.36% +764 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 2,198 $950K 0.17% -2,964 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,193 $949K 0.03% +479 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,190 $947K 0.27% +36 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,178 $942K 0.05% -158 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 2,173 $940K 0.11% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,166 $937K 0.04% +871 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,166 $937K 0.03% -54 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,156 $932K 0.05% -5 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,157 $932K 0.06% -92 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,152 $931K 0.2% +314 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,150 $930K 0.08% +132 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,139 $925K 0.04% +661 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,136 $923K 0.07% -448 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,131 $921K 0.02% -238 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,114 $914K 0.05% +929 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,110 $912K 0.06% -150 13F-HR Timeline United Bank More: the full row for United Bank 2,105 $910K 0.3% +458 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,105 $910K 0.03% +304 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,090 $904K 0.11% +88 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,050 $887K 0.03% +619 13F-HR/A Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,045 $884K 0.05% -130 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,032 $879K 0.17% -315 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,029 $877K 0.11% +1,598 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,023 $875K 0.12% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,022 $874K 0.36% 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,021 $874K 0.07% -15 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,019 $873K 0.01% -1,588 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,017 $872K 0.05% +447 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,013 $870K 0.09% +140 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,007 $868K 0.09% +333 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,001 $865K 0.31% +127 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,000 $865K 0.27% +200 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,000 $865K 0.29% +1,421 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,974 $854K 0.06% -67 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,973 $853K 0.02% +126 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,970 $852K 0.64% +118 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,963 $849K 0.03% -985 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,955 $845K 0.08% -3,716 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 1,953 $844K 0.19% +74 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,959 $843K 0.03% 0 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,949 $843K 0.5% -205 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,949 $843K 0.08% -392 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,949 $843K 0.12% -2,083 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,945 $841K 0.02% -850 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,944 $841K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,923 $831K 0.02% +541 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,898 $821K 0.67% -413 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,892 $818K 0.78% +55 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 1,889 $817K 0.5% -636 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,888 $816K 0.23% +988 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 1,884 $815K 0.68% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,883 $814K 0.1% +3 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,870 $809K 0.09% -20 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,858 $803K 0.32% -201 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,840 $796K 0.29% +129 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,834 $793K 0.29% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,833 $793K 0.03% -121 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,823 $788K 0.16% +48 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,811 $783K 0.1% -114 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,789 $774K 0.26% +117 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,782 $771K 0.18% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,777 $768K 0.03% -651 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,772 $766K 0.05% -491 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,770 $765K 0.04% +1,152 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,770 $765K 0.07% -441 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,765 $763K 0.01% -1,393 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 1,764 $763K 0.03% +1,103 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,764 $763K 0.09% -95 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,790 $762K 0.44% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,751 $757K 0.16% +333 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,748 $756K 0.02% +371 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,746 $755K 0.01% -2,773 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 1,745 $755K 0.83% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,743 $754K 0.05% +819 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,740 $752K 0.17% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,735 $750K 0.03% -606 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,733 $749K 0.27% +632 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,732 $749K 0.01% +144 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,730 $748K 0.05% +22 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,729 $748K 0.02% +30 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 1,729 $748K 0.55% new 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 1,716 $742K 0.61% +918 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,712 $740K 0.03% +759 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,708 $738K 0.01% -1,346 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 1,700 $735K 0.22% new 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,689 $730K 0.14% -573 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,019 $730K 0.04% -319 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,684 $728K 0.09% +396 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,683 $728K 0.05% -385 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,681 $727K 0.02% -9,727 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,680 $726K 0.14% +77 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,676 $725K 0.01% -12,277 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,672 $723K 0.12% +585 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,652 $714K 0.22% -416 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,639 $709K 0.36% +7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,636 $707K 0.07% -379 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,635 $707K 0.06% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,635 $707K 0.06% -1,010 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,633 $706K 0.05% +596 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,630 $705K 0.01% +1,480 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,629 $704K 0.12% +12 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,623 $702K 0.01% +303 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,621 $701K 0.13% -317 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,621 $701K 0.29% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,612 $697K 0.11% -95 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,631 $694K 0.05% +1 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,604 $694K 0.5% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,603 $693K 0.01% +687 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,597 $690K 0.46% -119 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,589 $687K 0.05% -197 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,587 $686K 0.59% +59 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,586 $686K 0.03% +656 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,764 $685K 0.04% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,584 $685K 0.1% -2,829 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,581 $684K 0.29% -28 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,579 $683K 0.03% -794 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,591 $683K 0.1% +173 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 1,564 $676K 0.01% -5,927 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 1,556 $673K <0.01% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,012 $670K 0.06% +50 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,546 $668K 0.05% -157 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,548 $668K 0.01% +48 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 1,530 $662K 0.33% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,523 $659K 0.07% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,526 $657K 0.03% +60 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,519 $657K 0.04% +340 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,518 $656K 0.06% -268 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,512 $654K 0.08% -194 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,507 $652K 0.04% -11 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,505 $651K 0.12% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,502 $649K 0.02% -44 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 1,498 $648K 0.05% -175 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,497 $647K 0.25% 13F-HR/A Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,497 $647K 0.06% +117 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,494 $646K 0.01% +6 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,493 $646K 0.03% -237 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,492 $645K 0.08% +659 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,493 $645K 0.25% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,488 $643K 0.12% +568 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,486 $643K 0.19% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,475 $638K 0.09% -118 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,475 $638K -617 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,470 $636K 0.02% -575 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,461 $632K 0.04% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,456 $630K 0.12% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,454 $628K 0.15% +104 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,452 $628K 0.01% +129 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,446 $625K 0.09% +58 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,439 $622K 0.64% +124 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,433 $620K 0.05% 0 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,431 $619K 0.45% +687 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,430 $618K 0.17% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,430 $618K 0.15% +12 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,428 $617K 0.05% +217 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,423 $615K 0.01% +687 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,423 $615K 0.1% +584 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,421 $614K 0.02% -456 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,420 $614K 0.19% +465 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,417 $613K 0.04% +463 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,417 $613K <0.01% -41,669 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,416 $612K 0.01% -52 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,413 $611K 0.05% +92 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,413 $611K 0.06% +347 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,409 $609K 0.59% +103 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 1,407 $608K 0.01% -1,568 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,406 $608K 0.11% -562 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,403 $607K 0.4% +80 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $605K 0.14% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,386 $599K 0.01% -241 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,373 $594K 0.08% -334 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,373 $594K 0.01% -331 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,368 $591K 0.23% new 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,367 $591K 0.31% +439 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,366 $591K 0.12% -209 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,365 $590K 0.02% -418 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,365 $590K 0.07% -300 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 1,365 $590K 0.38% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,364 $590K 0.02% -6,049 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,363 $590K 0.03% +196 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,371 $588K 0.5% +397 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,360 $588K 0.26% -306 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,351 $584K 0.02% +338 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,350 $584K 0.4% +12 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,350 $584K 0.05% -2,415 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,349 $583K 0.13% +53 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,344 $581K 0.03% -2,884 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,341 $580K 0.23% -20 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,338 $579K 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,339 $579K 0.01% -17 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,486 $577K 0.05% +166 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,332 $576K 0.08% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,328 $574K 0.02% +440 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,317 $569K 0.04% -233 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,303 $563K 0.48% +50 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,303 $563K 0.05% +999 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,300 $562K 0.1% -1,100 13F-HR Timeline