Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,864 $1.06M 0.47% -49 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,860 $1.06M 0.07% +393 13F-HR Timeline Group Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,754 $1.06M 0.28% +20 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,854 $1.06M 0.01% +1,403 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,846 $1.05M 0.06% -33 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,830 $1.04M 0.04% 0 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 1,816 $1.03M 0.59% +82 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,810 $1.03M 0.61% -87 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,801 $1.03M 0.36% +141 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,800 $1.03M 0.28% +200 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,796 $1.02M 0.04% +395 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,797 $1.02M 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,785 $1.02M 0.04% -364 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 1,783 $1.02M <0.01% -22 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,770 $1.01M 0.48% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,758 $1M 0.08% +218 13F-HR/A Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,750 $997K 0.08% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,745 $994K 0.24% +250 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 1,738 $991K 0.03% -1,343 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,735 $989K 0.02% -580 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,731 $987K 0.3% -93 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,729 $985K 0.49% -1,283 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,725 $983K 0.04% +1,150 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,711 $975K 0.05% -379 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,711 $975K 0.34% -48 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,690 $965K 0.01% -1,701 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,677 $956K 0.03% -34 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,672 $953K 0.2% +152 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,670 $952K 0.26% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,685 $945K 0.06% +100 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,647 $939K 0.76% -17 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 1,635 $932K 0.04% +5 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,634 $931K 0.71% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,622 $924K 0.5% -339 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,621 $924K 0.01% +12 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,668 $919K 0.62% 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 1,607 $916K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,601 $912K 0.08% +904 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 1,595 $909K 0.5% +66 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,588 $905K 0.07% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,586 $904K 0.06% -4 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,584 $903K 0.27% -2,241 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,583 $902K 0.07% +20 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,582 $902K 0.02% +43 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,580 $900K 0.05% +100 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,578 $899K 0.12% +132 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,571 $895K 0.1% -29 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,576 $895K 0.02% +501 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,570 $895K 0.23% -150 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,563 $891K 0.03% -303 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $889K 0.1% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,552 $885K 0.01% -13 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,549 $884K 0.03% -49 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,550 $883K 0.05% -250 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,539 $877K 0.04% -227 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,537 $876K 0.13% -37 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,449 $876K 0.01% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,534 $874K 0.09% -174 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,531 $873K 0.07% +1 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,526 $871K 0.08% +258 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,525 $869K 0.13% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,531 $867K 0.07% -805,347 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,519 $866K 0.08% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,516 $864K 0.04% -19 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,509 $860K 0.03% -911 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,505 $858K 0.02% +200 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,500 $855K 0.02% 0 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,500 $855K 0.17% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,500 $855K 0.03% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,498 $854K 0.11% -46 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,493 $851K 0.06% +165 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,488 $848K 0.04% +579 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,489 $846K 0.06% -9 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,482 $845K 0.53% -72 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,478 $843K 0.19% -109 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,474 $840K 0.68% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,471 $838K 0.02% +1 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,463 $834K 0.11% -6 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,462 $833K 0.15% +325 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,462 $833K 0.4% +89 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,460 $832K 0.15% -37 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,460 $832K 0.01% -800 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,459 $831K 0.04% +75 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,454 $829K 0.6% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,443 $822K 0.01% -62 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,435 $818K 0.16% -303 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,430 $816K 0.03% +95 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,430 $815K 0.12% +9 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,419 $808K 0.56% +5 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,408 $802K 0.29% -13 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,350 $802K 0.19% -19 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,404 $800K 0.32% -18 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,400 $798K 0.33% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,400 $798K 0.35% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,400 $798K 0.2% +500 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,400 $798K 0.82% -1,300 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,397 $796K 0.01% -345 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,397 $796K 0.16% +22 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,397 $796K <0.01% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,389 $793K 0.08% +160 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,387 $791K 0.3% +37 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,381 $787K 0.49% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,380 $786K 0.05% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,367 $779K 0.22% -375 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 1,363 $777K 0.74% 13F-HR/A Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,355 $772K 0.31% -60 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,354 $772K 0.16% -5 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,350 $769K 0.12% +4 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,347 $769K 0.03% +222 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,346 $768K 0.03% -56 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,345 $766K 0.06% +685 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,334 $760K 0.35% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,332 $759K 0.01% +158 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,332 $759K 0.02% -18 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,331 $759K 0.13% -28 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,330 $758K <0.01% -38,364 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,324 $754K 0.35% +215 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,321 $753K 0.07% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,320 $752K 0.1% -297 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,264 $752K 0.38% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,310 $747K 0.1% -450 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,262 $745K 0.02% +580 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,301 $741K 0.41% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,287 $734K 0.03% -39 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,277 $728K 0.02% +96 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,273 $725K 0.5% +1,248 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,268 $723K 0.11% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,264 $720K 0.05% -16 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,260 $718K 0.1% -653 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,259 $718K 0.11% -1,670 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,258 $717K 0.01% -325 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,198 $713K 0.02% -40 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,251 $713K 0.67% 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,246 $710K 0.39% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,241 $708K 0.26% -19 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,238 $706K 0.02% -180 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,237 $705K 0.18% -77 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,235 $704K 0.22% +30 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,233 $703K 0.24% -986 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,232 $702K 0.04% +91 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,227 $699K 0.17% -963 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,225 $698K 0.16% -25 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,216 $693K 0.09% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,208 $688K 0.19% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,208 $688K 0.55% -8 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,201 $684K 0.36% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,200 $684K 0.1% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,200 $684K 0.14% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,195 $681K 0.22% -406 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,191 $679K 0.16% -87 13F-HR/A Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,385 $676K 0.67% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,182 $674K 0.1% +53 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,178 $671K 0.44% -381 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,178 $671K 0.07% +20 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,147 $667K 0.01% +63 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,170 $667K 0.02% -6 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,165 $664K 0.15% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,150 $655K 0.01% -100 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,145 $652K 0.07% -3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,144 $652K 0.02% +61 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,142 $651K 0.14% +1 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,139 $650K 0.04% +585 13F-HR/A Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,132 $645K 0.06% -16 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,130 $644K 0.07% -600 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,126 $643K 0.06% -52 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,125 $641K 0.01% new 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,121 $639K <0.01% -10,259 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,113 $634K 0.45% 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,107 $631K 0.4% -31 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,107 $631K 0.01% +174 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,106 $630K 0.18% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,102 $629K 0.56% -174 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,094 $623K 0.04% -103 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,251 $619K 0.2% +36 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,083 $618K 0.06% +600 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,077 $614K 0.14% +449 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,076 $613K 0.34% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,074 $612K 0.32% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,073 $612K 0.04% +90 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,072 $611K 0.03% +213 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,068 $609K 0.18% +27 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,054 $601K 0.16% +14 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,045 $596K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,029 $586K 0.02% +292 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,028 $586K 0.03% +75 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,025 $584K 0.09% +460 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,020 $581K 0.07% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,019 $581K 0.03% -21 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 1,014 $578K 0.53% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,006 $573K 0.03% +38 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,002 $571K 0.07% -502 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,000 $570K 0.03% new 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $570K 0.09% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,000 $570K 0.17% +40 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,000 $570K 0.39% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 942 $568K 0.05% +282 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 989 $564K 0.02% -133 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 984 $561K 0.52% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 984 $561K 0.08% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 984 $561K 0.08% -8 13F-HR Timeline