First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,358 $540K 0.04% +18 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,356 $539K 0.03% +783 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 1,355 $539K 0.4% -155 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,354 $538K 0.4% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,350 $537K 0.07% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,346 $535K 0.09% -2,089 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,338 $532K 0.04% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,335 $531K 0.1% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,328 $528K 0.11% -69 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,328 $528K 0.1% -208 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 1,327 $528K 0.1% +10 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,229 $525K 0.01% +343 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,319 $525K 0.06% +2 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,293 $514K 0.02% -137 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,287 $512K 0.02% 0 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,287 $512K 0.04% -74 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 1,287 $512K 0.16% +662 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,286 $511K 0.04% -153 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,285 $511K 0.02% -669 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,282 $510K 0.19% +70 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,280 $509K 0.08% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,280 $509K 0.12% +26 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,278 $508K 0.09% -176 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,274 $507K 0.03% +202 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,270 $505K 0.02% +238 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,269 $505K 0.02% +704 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,268 $504K 0.03% -207 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,265 $503K 0.01% -1,308 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,264 $503K 0.01% -161 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,236 $502K 0.01% -966 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,258 $500K 0.02% +120 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 1,245 $495K 0.22% +121 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,243 $494K 0.03% +203 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,315 $494K 0.03% +751 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,238 $492K 0.25% +1,110 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,238 $492K 0.29% -14 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,235 $491K 0.27% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,235 $491K 0.24% -2 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,232 $490K 0.11% -1,936 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,232 $490K 0.01% +170 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,230 $489K 0.04% -1,277 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,230 $489K 0.2% -18 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,225 $487K 0.03% +23 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,225 $487K 0.28% +293 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,224 $487K 0.05% +134 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,221 $486K 0.08% -218 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,221 $486K 0.06% -266 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,219 $485K 0.16% +162 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,215 $483K 0.04% +6 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,211 $482K 0.38% -130 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,208 $480K 0.05% +334 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 1,208 $480K 0.24% -650 13F-HR Timeline Group Copos Capital B.V. More: the full row for Copos Capital B.V. 1,207 $480K 0.06% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,204 $479K 0.22% +67 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,202 $478K 0.05% +1 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,200 $477K 0.01% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,197 $476K 0.45% -12 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,195 $475K 0.17% -1,169 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,195 $475K 0.03% -382 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,186 $472K 0.03% -35 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,185 $471K 0.05% -8 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,182 $470K 0.08% +17 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,178 $468K 0.03% -65 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,177 $468K 0.11% -49 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,175 $467K 0.12% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,174 $467K 0.22% -1,309 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,167 $464K 0.14% -3 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,161 $462K 0.03% +162 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,160 $461K <0.01% -320 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,159 $461K 0.09% +20 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,158 $461K 0.29% -266 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,155 $459K 0.12% +653 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,155 $459K 0.28% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,150 $457K 0.06% +48 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,145 $455K 0.12% -20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,145 $455K 0.2% +1 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,144 $455K <0.01% -51 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,139 $453K 0.03% -12 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,137 $452K 0.18% +175 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 1,135 $451K 0.08% +10 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,133 $451K 0.1% +55 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,133 $451K 0.31% +40 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,154 $449K 0.39% -847 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,128 $448K 0.02% +8 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,122 $446K 0.01% -266 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,116 $444K 0.06% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,114 $443K 0.02% -38 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,112 $442K 0.03% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,111 $442K 0.07% -351 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 1,111 $442K 0.1% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,109 $441K 0.15% +531 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,107 $440K 0.07% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,105 $439K 0.05% +128 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,103 $439K 0.18% +423 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,100 $437K 0.06% -898 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,098 $437K 0.18% +103 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 1,096 $436K 0.1% -64 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,091 $434K 0.11% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,089 $433K 0.08% +17 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,081 $430K 0.25% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,079 $429K 0.04% +32 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,079 $429K 0.01% -230 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,069 $429K 0.13% +68 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,078 $429K 0.12% +25 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,074 $427K 0.19% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,072 $426K 0.25% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,069 $425K 0.08% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,067 $424K 0.01% -46 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,062 $422K 0.13% -75 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 1,061 $422K 0.08% +140 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,053 $419K 0.01% -11 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,052 $418K 0.15% +50 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 1,050 $418K 0.12% -3,990 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,049 $417K 0.07% -69 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,047 $416K 0.01% +26 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,038 $413K 0.05% -102 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,037 $412K 0.11% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,036 $412K 0.3% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,033 $411K 0.04% -2 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 1,033 $411K 0.18% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,032 $410K 0.04% -31 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,031 $410K 0.1% -56 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,029 $409K 0.01% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,028 $409K 0.15% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,024 $407K 0.04% -107 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,016 $404K 0.05% +4 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 981 $403K 0.02% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,010 $402K 0.02% -7 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,007 $400K 0.19% -16 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,006 $400K 0.1% -919 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,006 $400K 0.03% +104 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,002 $398K 0.06% -425 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 997 $396K 0.09% +163 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 996 $396K 0.31% -57 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 992 $394K 0.07% -502 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 991 $394K 0.04% -58 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 987 $393K 0.12% -90 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 976 $388K 0.1% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 973 $387K 0.15% -8 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 972 $387K 0.01% -57 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 972 $387K 0.04% +56 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 971 $386K 0.12% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 833 $384K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 965 $384K 0.02% +64 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 965 $384K 0.22% -8 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 964 $383K 0.03% -265 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 958 $381K 0.12% -31 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 957 $381K 0.04% +129 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 954 $379K 0.2% -1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 953 $379K 0.01% -51 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 951 $378K 0.02% -42 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 951 $378K 0.12% +22 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 950 $378K 0.2% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 949 $377K 0.14% +51 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 948 $377K 0.05% -37 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 948 $377K 0.04% -16 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 946 $376K 0.15% -12 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 946 $376K 0.02% +42 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 943 $375K <0.01% +26 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 942 $375K 0.11% +39 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 942 $375K 0.02% +46 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 940 $374K 0.11% -206 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,082 $374K 0.05% +18 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 936 $372K 0.21% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 935 $372K 0.03% -178 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 932 $371K 0.03% -36 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 925 $368K 0.11% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 925 $368K 0.06% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 924 $367K 0.02% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 923 $367K 0.05% -44 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 917 $365K 0.01% new 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 916 $364K 0.25% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 913 $363K 0.03% -1,097 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 919 $362K 0.17% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 907 $361K 0.27% +215 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $360K 0.09% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 905 $360K 0.09% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 904 $360K 0.04% -218 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 903 $359K 0.05% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 901 $358K 0.1% -300 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 901 $358K 0.13% -3 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 901 $358K 0.08% 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 895 $356K 0.03% +93 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 895 $356K 0.03% +93 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 894 $356K 0.02% -95 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 894 $356K 0.1% -51 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 891 $354K 0.02% -327 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 886 $352K 0.08% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 886 $352K 0.14% +384 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 886 $352K 0.14% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 879 $350K 0.23% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 876 $348K 0.02% -201 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 876 $348K 1.67% +186 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 875 $348K 0.04% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 875 $348K 0.11% -102 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 872 $347K 0.01% -359 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 872 $347K 0.11% -292 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 867 $345K 0.08% -73 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 866 $344K 0.05% new 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 863 $343K 0.13% 0 13F-HR Timeline