Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,790 $640K 0.01% -2,193 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,771 $637K 0.03% -147 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,769 $637K 0.51% 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 5,760 $636K 0.43% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,749 $635K 0.31% +189 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 5,704 $630K 0.05% +2,483 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,685 $628K 0.03% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,674 $627K 0.01% -56,964 13F-HR Timeline Group CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,670 $626K 1.37% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,666 $626K 0.16% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 5,644 $623K 0.02% -488 13F-HR Timeline Group Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 5,628 $622K 0.38% +181 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,606 $619K 0.04% -1,190 13F-HR/A Timeline GMT Capital Corp More: the full row for GMT Capital Corp 5,600 $619K 0.03% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,554 $613K 0.01% new 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,496 $607K 0.08% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,478 $605K 0.26% +2,143 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 5,375 $593K 0.02% -31,725 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,194 $590K 0.06% +1,408 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,322 $588K 0.08% +185 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,284 $584K 0.01% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 5,280 $583K 0.07% +7 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5,277 $583K 0.97% 13F-HR Timeline Varenne Capital Partners More: the full row for Varenne Capital Partners 5,268 $582K 0.17% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,265 $582K 0.42% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,560 $571K <0.01% +494 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,169 $571K 0.05% +2 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,817 $569K 0.24% -611 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,147 $568K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,108 $564K 0.03% -166 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,100 $563K 0.07% +200 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 5,075 $560K 0.35% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 5,050 $558K 0.06% -500 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,012 $554K 0.11% +455 13F-HR Timeline Group OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 5,000 $552K 0.01% -5,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 5,000 $552K 0.53% 13F-HR/A Timeline Group Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 5,000 $552K 0.02% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,999 $552K 0.02% +1,600 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,988 $551K 0.26% +426 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 4,906 $542K 0.05% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,901 $541K 0.05% +481 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,895 $541K 0.17% +175 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,862 $537K 0.1% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 4,847 $535K 0.16% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,776 $528K 0.02% +406 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,440 $525K 0.12% -85 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,750 $525K 0.3% +1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,751 $525K 0.16% +428 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,722 $522K 0.01% -6,497 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,655 $514K 0.26% +93 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,653 $514K 0.06% -23 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,630 $511K 0.01% -1,859 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4,623 $511K 0.12% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,608 $509K 0.05% +655 13F-HR/A Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,596 $508K 0.19% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,565 $504K 0.02% -3,812 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 4,563 $504K 0.28% -50 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,552 $503K 0.11% +190 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,527 $500K 0.04% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,525 $500K 0.23% -3,907 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,524 $500K 0.07% +22 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,100 $496K 0.06% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,482 $495K 0.18% -669 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,469 $494K <0.01% -263 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,468 $493K 0.05% +956 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,465 $493K 0.11% +150 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,459 $492K 0.04% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 4,446 $491K 0.09% -607 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,428 $489K 0.01% -2,674 13F-HR/A Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 4,424 $489K 0.06% new 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,417 $488K 0.24% -251 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,396 $486K 0.16% -531 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,373 $483K 0.03% +1,332 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,345 $480K 0.03% +642 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,282 $473K 0.06% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,263 $471K 0.08% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 4,258 $470K 0.19% +353 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,250 $469K 0.3% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 4,242 $468K 0.27% +949 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,217 $466K 0.01% -46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,205 $464K 0.08% +568 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 4,182 $462K 0.05% -2,446 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,131 $461K 0.04% +1,419 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,164 $460K 0.01% new 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 4,125 $456K 0.07% -125 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,107 $454K 0.02% -866 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,100 $453K 0.13% +300 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,095 $452K 0.05% +212 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,091 $451K 0.24% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 3,916 $448K 0.04% +118 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,024 $444K 0.04% +2,385 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,020 $444K 0.03% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,018 $444K 0.03% +894 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 4,000 $442K 0.03% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 4,000 $442K 0.98% -1,000 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,982 $440K 0.14% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,979 $439K 0.01% -11,942 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,960 $437K 0.02% -3,089 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,958 $437K 0.09% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,907 $432K 0.03% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,898 $431K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,893 $430K 0.02% +535 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,887 $429K <0.01% +901 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,874 $428K 0.03% -60 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,743 $428K 0.02% +538 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 3,873 $428K 0.01% new 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,871 $428K <0.01% -4,528 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,865 $427K 0.18% +41 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,860 $426K 0.01% -92 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,851 $425K 0.02% new 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,798 $419K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,782 $418K 0.04% +897 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,757 $415K 0.01% +2,733 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,744 $414K 0.04% +97 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,738 $413K 0.01% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,686 $407K 0.03% -172 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,573 $406K 0.03% -236,361 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,664 $405K 0.27% -71 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,599 $402K 0.04% +1,233 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,621 $400K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,608 $398K 0.01% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,592 $397K 0.12% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,184 $395K 0.12% 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 3,568 $394K 0.58% 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,544 $391K 0.07% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,536 $391K 0.19% +26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,525 $389K 0.03% -405 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 3,521 $389K 0.11% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,293 $387K 0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,500 $387K 0.14% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,473 $384K 0.01% +478 13F-HR Timeline Group LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3,461 $382K 0.06% -4 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,452 $381K 0.25% -57 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,446 $381K 0.03% -24 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,366 $376K 0.03% +1,379 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,380 $373K 0.29% -1,166 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3,374 $373K 0.09% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,373 $373K 0.03% +275 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,362 $371K 0.03% +427 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,360 $371K 0.24% -223 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,348 $370K 0.02% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,345 $369K 0.08% -31 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,344 $369K 0.05% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,340 $369K 0.27% -84 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,333 $368K 0.13% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,315 $366K 0.02% -76 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,314 $366K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,276 $362K 0.05% -187 13F-HR/A Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,267 $361K 0.03% new 13F-HR/A Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,265 $361K 0.04% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 3,250 $359K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,245 $358K 0.06% +229 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,238 $358K 0.04% -1,354 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,233 $357K 0.03% +1,025 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,146 $347K 0.31% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,136 $346K 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,131 $346K 0.02% +276 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,095 $346K 0.06% +3 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,125 $345K 0.26% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,124 $345K 0.01% +1,761 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 3,038 $345K 0.21% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,073 $339K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,070 $339K <0.01% +2,802 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,051 $337K 0.04% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,050 $337K 0.1% +650 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,032 $335K 0.01% +164 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,023 $334K 0.06% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,003 $332K 0.09% +138 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,977 $329K <0.01% -829 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,974 $328K 0.02% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,964 $327K 0.01% +103 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,964 $327K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,847 $325K 0.14% 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 2,946 $325K 0.34% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,929 $324K 0.15% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,916 $322K 0.04% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,910 $321K 0.04% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,901 $320K 0.22% -3,532 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,898 $320K 0.2% +198 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,896 $320K 0.02% -385 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,888 $319K 0.03% +92 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,874 $317K 0.01% new 13F-HR/A Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,866 $317K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,834 $313K 0.01% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,816 $311K 0.12% -18 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,805 $310K 0.09% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,788 $308K 0.05% -1,642 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,766 $306K 0.13% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,756 $304K 0.05% new 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 2,750 $304K 1.24% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,749 $304K 0.11% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,737 $302K 0.02% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,730 $302K 0.11% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,712 $300K 0.01% +2,464 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,704 $299K 0.47% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,637 $291K 0.02% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,732 $291K 0.03% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 2,613 $289K 0.08% new 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,611 $288K 0.03% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,606 $288K 0.01% new 13F-HR Timeline