Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,299 $331K 0.03% -95 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,250 $328K 0.03% +15 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,245 $328K 0.04% +192 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,163 $324K 0.01% +1,017 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,152 $323K 0.15% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,100 $321K 0.01% +452 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,087 $320K <0.01% +192 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,050 $318K 0.04% -1,483 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,042 $318K 0.06% +2,069 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,023 $317K 0.01% +64 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,010 $316K 0.01% -621 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 6,000 $315K 0.03% -435 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,000 $315K <0.01% -77 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 6,000 $315K 0.25% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,614 $314K 0.03% +309 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,968 $314K 0.01% -697 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,941 $312K 0.02% +1,077 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,883 $309K 0.05% -1,487 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,874 $309K <0.01% -204 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,795 $305K 0.01% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,725 $301K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,651 $297K 0.01% -2,492 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,634 $296K 0.01% -137 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 5,618 $295K 0.01% -440 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,586 $294K <0.01% new 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,585 $294K 0.01% -294 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,569 $293K 0.02% +1,395 13F-HR/A Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,504 $289K 0.06% +849 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 5,456 $287K 0.06% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,369 $282K <0.01% -76 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,361 $282K 0.02% -494 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,331 $280K 0.02% +11 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,226 $275K 0.02% -534 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,213 $274K 0.02% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,210 $274K 0.27% 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 5,159 $271K 0.35% -146,011 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,118 $269K 0.01% -464 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,111 $269K 0.14% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 5,094 $268K <0.01% +1,399 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,054 $266K 0.02% +104 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,014 $264K 0.01% -238 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,999 $263K 0.07% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,996 $263K 0.01% +220 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,992 $262K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,923 $259K 0.03% +711 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,880 $256K 0.02% -200 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,871 $256K 0.01% -25 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,873 $256K 0.16% +35 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,179 $255K <0.01% +951 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,844 $255K 0.09% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,820 $253K 0.01% -399 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,809 $253K 0.01% +166 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 4,800 $252K 0.09% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,798 $252K 0.02% +1,386 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,797 $252K 0.01% -521 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,793 $252K 0.02% +584 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,755 $250K 0.14% +58 13F-HR/A Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,742 $249K 0.03% -16,189 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,742 $249K 0.01% +141 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,730 $249K +198 Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,970 $248K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,705 $247K <0.01% +373 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,698 $247K <0.01% -1,882 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 4,673 $246K 0.03% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,656 $245K 0.02% -401 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,528 $244K 0.01% +650 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,633 $244K <0.01% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,608 $242K 0.12% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,504 $237K 0.09% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,471 $235K <0.01% -720 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 4,454 $234K 0.13% +94 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,423 $232K 0.01% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,416 $232K 0.02% -22 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,415 $232K 0.02% -144 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,400 $231K 0.11% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,361 $229K 0.01% -130 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,358 $229K 0.12% +449 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,353 $229K 0.02% -863 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,340 $228K 0.02% +235 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,791 $226K 0.01% +24 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,256 $224K 0.02% -24,329 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,255 $224K 0.02% -231 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,245 $223K 0.07% +734 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,319 $223K 0.01% +317 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 4,236 $223K 0.01% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,235 $223K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,227 $222K 0.03% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,153 $218K 0.01% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,150 $218K 0.07% -5,754 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,120 $217K 0.03% +28 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,115 $216K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,096 $215K <0.01% +166 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,073 $214K 0.04% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,012 $211K 0.03% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,005 $211K 0.11% -420 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,977 $209K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,969 $209K 0.01% -3,957 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,960 $208K 0.15% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,953 $208K 0.06% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,936 $207K 0.05% new 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,933 $207K 0.05% -3,696 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,931 $207K 0.02% new 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,919 $206K 0.09% -5,415 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,918 $206K 0.14% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,911 $206K 0.04% -311 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,887 $204K 0.01% 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 3,880 $204K 0.02% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,840 $202K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,839 $202K <0.01% -4,535 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,810 $200K 0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,598 $189K <0.01% 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,600 $189K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,527 $185K 0.02% +130 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,360 $177K 0.04% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,344 $176K 0.13% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,277 $172K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,274 $172K 0.01% -44 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,264 $172K 0.02% +68 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,053 $160K <0.01% -46 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,893 $152K <0.01% -1,493 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,847 $150K <0.01% -4,351 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,839 $149K 0.07% -38 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,808 $147K <0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,785 $146K 0.07% -453 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,689 $141K 0.02% -100 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,681 $141K 0.04% -188 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,514 $132K 0.09% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,511 $132K <0.01% +42 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 2,497 $131K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,456 $129K <0.01% 0 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 2,420 $127K 0.08% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,374 $125K <0.01% -430,516 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,314 $122K 0.01% +249 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 2,295 $121K 0.08% -828 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,274 $120K 0.01% -2,259 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,223 $117K <0.01% +811 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,222 $117K 0.07% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,199 $116K 0.02% +75 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,116 $111K 0.01% -33 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,076 $109K 0.01% +279 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,018 $106K <0.01% -59,249 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,913 $101K 0.06% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,884 $99K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,857 $97K <0.01% +531 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,723 $90.6K 0.11% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,713 $90K 0.01% +1,446 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,700 $89.4K 0.01% -1,478 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,616 $84.9K 0.07% -185 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,543 $81K 0.06% +410 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,536 $80.1K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,455 $76.5K <0.01% +187 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,385 $73K <0.01% -134 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,386 $72.8K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,380 $72.5K 0.01% +774 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,365 $71.7K <0.01% +65 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,344 $70.6K +22 Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,270 $66.8K 0.07% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,242 $65.3K <0.01% -125 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,226 $64.4K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,185 $62.3K 0.01% +544 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,181 $62.1K 0.01% +99 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,170 $61.5K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,108 $58K 0.02% -1,106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,000 $52.6K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 964 $50.7K new Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 976 $50K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 940 $49.4K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 900 $47.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 888 $46.7K <0.01% -4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 854 $46K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 830 $43.6K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 810 $42.6K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 772 $40.6K 0.04% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 760 $39.9K <0.01% -1,800 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 728 $38.3K <0.01% +176 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 701 $36.8K 0.01% +72 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 686 $36K 0.01% +495 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 680 $35.7K 0.02% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 715 $35.3K 0.01% -49 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 655 $34.4K <0.01% +32 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 638 $33.5K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 632 $33.2K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 632 $33.2K 0.01% -3,453 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 600 $31.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 600 $31.5K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 600 $31.5K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 597 $31.4K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 609 $30.3K 0.03% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 555 $29.2K 0.01% -9 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 549 $28.9K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 540 $28.4K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 528 $28K <0.01% +203 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 500 $26.3K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 477 $25.1K 0.01% +10 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 470 $24.7K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 458 $24K 0.01% +57 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 456 $24K <0.01% -785 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 439 $23.1K <0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 421 $22K <0.01% +129 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 406 $21.3K 0.01% 0 13F-HR Timeline