WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 13,497 $1.03M 0.2% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 13,474 $1.02M 0.13% -156 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 13,464 $1.02M 0.09% -1,428 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 13,458 $1.02M 0.43% -110 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 13,448 $1.02M 0.16% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 13,440 $1.02M 0.28% 0 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 13,439 $1.02M 0.34% -698 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 13,680 $1.02M 0.09% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 13,411 $1.02M 1.01% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 13,400 $1.02M 0.21% +327 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 13,395 $1.02M 0.07% -1,485 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,389 $1.02M 0.33% -33 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 13,377 $1.02M 0.79% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 13,356 $1.02M 0.13% +63 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 13,336 $1.01M 0.8% +5,575 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 13,285 $1.01M 0.18% -1,085 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 13,277 $1.01M 0.35% -670 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 13,240 $1.01M 0.19% +139 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 13,228 $1.01M 0.14% -251 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 13,220 $1.01M 0.08% +653 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 13,158 $1M 0.55% -3,782 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,169 $1M 0.21% +4,571 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 13,167 $1M 0.75% -5,525 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 13,160 $1M 0.24% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 13,127 $998K 0.16% +4,994 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 13,098 $996K 0.46% -173 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 13,089 $995K 0.66% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,089 $995K 0.35% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 13,056 $993K 0.29% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13,048 $992K 0.1% -155 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 13,025 $991K 0.01% -615 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,023 $990K 0.11% +49 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13,023 $990K 0.14% +8 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 13,020 $990K 0.48% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,993 $988K 0.04% +92 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,896 $987K 0.07% +191 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 12,946 $985K 0.27% +219 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 12,931 $983K 0.13% +112 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 12,923 $983K 1.05% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,812 $980K 0.05% -26,275 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 12,813 $980K 0.33% -4,781 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 12,885 $980K 0.3% +279 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 12,882 $980K 0.18% -13 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 12,877 $979K 0.7% +8,536 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 12,430 $978K 0.37% -60 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,840 $976K <0.01% -326 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 12,807 $974K 0.57% +693 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 12,793 $973K 0.37% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,785 $972K 0.16% -34 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 12,754 $970K 0.57% +1,224 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 12,728 $968K 0.13% -1,551 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 12,721 $967K 0.35% +202 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 12,720 $967K 0.11% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 12,718 $967K 0.24% +28 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 12,708 $966K 0.05% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 12,700 $966K 0.06% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 12,263 $966K 0.15% +194 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 12,686 $965K 0.18% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,683 $965K 0.13% -250 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 12,656 $962K 0.05% -2,693 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 12,650 $962K 0.71% -65 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 12,639 $961K 0.23% -90 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,638 $961K 0.15% -313 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 12,636 $961K 0.36% -1,762 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 12,624 $960K 0.21% -995 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,624 $960K 0.25% +141 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 12,621 $960K 0.26% +96 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,596 $958K 0.03% -1,063 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,586 $957K 0.08% -1,782 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 12,576 $956K 0.83% +925 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 12,552 $955K 1.24% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 12,511 $951K 0.06% +1,300 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 12,500 $951K 0.26% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,501 $951K 0.22% -101 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 12,484 $949K 0.65% +200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 12,465 $948K 0.15% -69 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 12,428 $945K 0.18% -105 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 12,401 $943K 0.76% -1,691 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,404 $943K 0.23% +97 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,388 $942K 0.58% +42 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 12,373 $941K 0.11% +373 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 12,364 $940K 0.11% -135 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 12,349 $939K 0.01% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,341 $939K 0.02% +1,667 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 12,317 $937K 0.21% -14 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 12,301 $936K 0.03% -4 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,283 $934K 0.23% -203 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,186 $933K 0.52% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,263 $933K 0.23% -25 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 12,253 $932K 0.12% +185 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 12,246 $931K 0.09% -370 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 12,230 $930K 0.69% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12,225 $930K 0.26% +30 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 12,219 $929K 0.22% -100 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12,193 $927K 0.1% +1,100 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,179 $926K 0.15% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,169 $925K 0.2% -21 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,163 $925K 0.4% -79 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 12,157 $925K 0.79% +401 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,145 $924K 0.21% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 12,041 $922K 0.06% -186 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 12,114 $921K 0.85% -3,260 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,112 $921K 0.21% -397 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 12,108 $921K 0.01% -2,727 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 12,090 $919K 0.23% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for Ballast, Inc. 11,829 $900K 0.21% -277 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 11,820 $899K 0.19% -2,650 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,808 $898K 0.21% -108 13F-HR Timeline BANK OZK More: the full row for BANK OZK 11,807 $898K 0.32% -314 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,712 $897K 0.1% +545 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 11,748 $893K 0.06% +733 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 11,743 $893K 0.11% +145 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,710 $892K 0.12% +11 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11,703 $890K 0.29% +133 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 11,679 $888K 0.12% -100 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,676 $888K 0.18% -348 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,661 $887K 0.07% +44 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11,657 $887K 0.13% -35 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 11,648 $886K 0.31% +10 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,627 $884K 0.17% -449 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 11,627 $884K 0.41% -37 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 11,621 $884K 0.61% -1,072 13F-HR Timeline Bradyco, Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,275 $857K 0.27% -158 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,256 $856K 0.32% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,239 $855K 0.08% -291 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 11,239 $855K 0.18% +1,574 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,195 $851K 0.1% +79 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,190 $851K 0.04% -223 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 11,189 $851K 0.11% +865 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 11,163 $849K 0.05% -18,231 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 11,156 $848K 0.23% +40 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11,066 $847K 0.17% +15 13F-HR Timeline Alken Asset Management Ltd More: the full row for Alken Asset Management Ltd 11,100 $847K 1.53% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 11,125 $846K 0.19% +548 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 11,110 $845K 0.05% +657 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,096 $844K 0.03% -94 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 11,089 $843K 0.09% +950 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 11,066 $842K 0.05% -350 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,027 $841K 0.13% +990 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 11,053 $841K 0.03% +5,964 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 11,055 $841K 0.19% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 11,040 $840K 0.57% -150 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 11,042 $840K 0.43% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11,009 $837K 0.02% -175 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,998 $836K 0.27% +1,255 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 10,979 $835K 0.17% -2 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 10,979 $835K 0.32% -50 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,976 $835K 0.09% -9,078 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 9,622 $833K 0.29% -1,877 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,927 $831K 0.06% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10,921 $831K 0.18% -3,010 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,888 $828K 0.64% -80 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 10,865 $826K 0.53% +4,098 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 10,841 $824K 0.12% -879 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 10,835 $824K 0.25% +451 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 10,834 $824K 0.28% +230 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 10,811 $822K 0.09% 0 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 10,170 $816K 0.31% +133 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 10,700 $814K 0.05% 0 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 10,692 $813K 0.77% -158 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 10,682 $812K 0.15% 0 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 10,661 $811K 0.14% +26 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 10,642 $810K 0.52% -751 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 10,629 $809K 0.29% -3 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 10,589 $805K 0.1% +739 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,568 $804K 0.17% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 10,563 $803K 0.13% -3,739 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 10,531 $801K 0.16% -1,893 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,529 $801K 0.14% -89 13F-HR Timeline