GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,532 $434K 0.02% +25 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 8,480 $431K 0.24% +726 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,468 $431K 0.01% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,457 $430K <0.01% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,434 $429K 0.03% +1,319 13F-HR Timeline Group Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,694 $427K 0.06% -15,268 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8,349 $425K 0.08% -7,346 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,345 $425K 0.02% +3,727 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 8,291 $422K <0.01% -2,850 13F-HR Timeline Group COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,287 $422K 0.1% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 8,284 $421K 0.24% -8,538 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,244 $419K 0.16% -575 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,242 $419K 0.05% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,230 $419K 0.01% -1,187 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8,151 $415K 0.07% -1,120 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,149 $415K 0.09% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,133 $414K 0.05% -1,564 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,072 $411K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,056 $410K 0.01% +2,614 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,048 $409K 0.02% -754 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,029 $409K 0.25% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,009 $408K 0.02% -1,678 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 8,006 $407K 0.27% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,987 $406K 0.04% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,887 $406K 0.09% -43 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 7,966 $405K 0.15% -2,500 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,966 $405K 0.04% -53 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,959 $405K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,943 $404K 0.05% +6,783 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,902 $402K 0.02% +1,386 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 7,875 $401K 0.09% 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 7,877 $401K 0.2% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 7,862 $400K 0.09% +484 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,778 $396K 0.16% -1,450 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 7,763 $395K 0.13% 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 7,734 $393K 0.07% -1,245 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,732 $393K 0.01% +1,768 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 6,300 $392K 0.1% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,696 $392K 0.04% +1,396 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,656 $390K 0.03% +4,003 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,646 $389K <0.01% -135 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 7,602 $387K 0.44% -592 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 7,600 $387K 0.19% +1,600 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,525 $383K 0.08% +502 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,500 $382K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,499 $382K 0.01% +3,616 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 7,492 $381K 0.03% 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 7,489 $381K 0.08% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,489 $381K 0.06% -516 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,480 $381K 0.07% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,151 $380K 0.3% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 7,453 $379K 0.07% -889 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,442 $379K 0.05% -2,626 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 7,365 $375K 0.01% -448 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,315 $372K 0.24% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,313 $372K 0.02% -695 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 7,311 $372K <0.01% +7 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,303 $372K <0.01% -584 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,264 $370K 0.1% +580 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 7,247 $369K <0.01% -243 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 7,223 $368K 0.01% new 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 7,205 $367K <0.01% -1,051 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,190 $366K 0.01% +1,860 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,177 $365K 0.03% +90 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 7,100 $361K 0.16% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,045 $358K 0.17% -321 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,005 $356K -14,357 Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,961 $354K 0.01% -23,367 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,958 $354K 0.07% +1,327 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,670 $353K 0.02% +266 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,908 $351K 0.02% +1,291 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,891 $351K 0.03% +3,082 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 6,883 $350K 0.23% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,866 $349K 0.05% -304 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 6,850 $349K 0.09% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,846 $348K 0.01% +2,075 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,805 $346K <0.01% -87 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,788 $345K 0.05% +353 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,764 $344K 0.04% -777 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,716 $344K 0.11% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,735 $343K 0.09% -1,082 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,664 $339K 0.03% -1,544 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,638 $338K 0.25% +402 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 6,623 $337K 0.09% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 6,618 $337K 0.02% -500 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 6,610 $336K 0.28% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,557 $333K 0.01% +927 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,550 $333K 0.03% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,544 $333K 0.17% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,504 $331K 0.01% -1,587 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6,470 $329K 0.12% 0 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 6,466 $329K 0.33% -8,935 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 6,427 $327K 0.16% +2,045 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,410 $326K 0.09% +1,277 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,405 $326K 0.01% -3,054 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,384 $325K 0.07% -14,616 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,355 $323K 0.23% +378 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,343 $323K 0.02% +274 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,320 $322K 0.02% -5,818 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,258 $318K 0.1% -248 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 6,248 $318K 0.21% -835 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,242 $318K 0.06% +75 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,234 $317K 0.09% 13F-HR Timeline Group LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 6,234 $317K 0.27% -14,988 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,188 $315K 0.01% +851 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,173 $314K 0.05% -279 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6,137 $312K 0.14% 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 6,135 $312K 0.06% -29,866 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 6,120 $311K 0.15% 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,105 $311K 0.02% +1,762 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,091 $310K 0.03% -1,046 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. 6,070 $309K 0.01% new 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 6,066 $309K 0.1% -5,383 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,790 $306K 0.02% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,019 $306K 0.02% -3,457 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 6,017 $306K 0.16% +298 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,000 $305K 0.11% 0 13F-HR/A Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 6,000 $305K 0.05% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,000 $305K 0.25% new 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 6,000 $305K 0.16% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,981 $304K 0.01% -1,176 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,975 $304K 0.58% 0 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 5,966 $304K 0.08% 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 5,954 $303K 0.09% +580 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 5,952 $303K 0.03% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,950 $303K 0.12% -836 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,935 $302K <0.01% +653 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,878 $299K 0.14% -234 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,870 $299K <0.01% +18 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,863 $298K 0.05% +642 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,847 $297K 0.02% +2,103 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,832 $297K 0.16% -50 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,815 $296K <0.01% +2,052 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,786 $294K 0.02% -1,876 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,719 $291K 0.04% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,717 $291K <0.01% -1,929 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,717 $291K 0.09% 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,696 $290K 0.28% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,683 $289K 0.03% -6,521 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 5,679 $289K 0.07% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,647 $287K 0.1% -3,213 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 5,625 $286K 0.03% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,601 $285K 0.03% -1,058 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,585 $284K 0.02% +1,539 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,559 $283K -527 Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 5,555 $283K 0.23% -1,668 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 5,542 $282K 0.05% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,509 $280K 0.08% -247 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,506 $280K 0.12% -443 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,505 $280K 0.07% +1,641 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,486 $279K 0.09% +1,296 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,452 $277K 0.01% +1,757 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,438 $277K 0.01% +517 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 5,422 $276K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,415 $276K 0.24% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,394 $274K 0.02% -28,409 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 5,386 $274K 0.04% +200 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 5,370 $273K 0.17% -9,493 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,359 $273K 0.02% +944 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,358 $273K 0.01% -955 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,330 $272K 0.01% 0 13F-HR/A Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,342 $272K 0.05% -41,468 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,340 $272K <0.01% -4,723 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,305 $270K 0.03% +199 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5,301 $270K 0.49% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,279 $269K <0.01% -140 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5,250 $267K 0.14% -400 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,223 $266K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,222 $266K 0.01% -7,734 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,215 $265K 0.02% -119 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 5,200 $265K 0.1% -100 13F-HR/A Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 5,199 $265K 0.15% -797 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 5,176 $263K 0.02% 0 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 5,104 $260K 0.15% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,076 $258K 0.01% +1,122 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 5,058 $257K 0.07% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,052 $257K 0.02% +177 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,047 $257K 0.02% -413 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 5,045 $257K 0.08% 0 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,034 $256K 0.2% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,000 $254K 0.02% -47,298 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,000 $254K 0.03% -286 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,000 $254K 0.06% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,950 $252K <0.01% -122 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,941 $251K 0.01% +6 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,929 $251K <0.01% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,921 $250K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,914 $250K 0.03% -2,271 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 4,895 $249K 0.11% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,881 $248K <0.01% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,880 $248K 0.07% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,860 $247K 0.05% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 4,820 $245K 0.24% 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 4,797 $244K 0.26% 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,776 $243K 0.03% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 4,774 $243K <0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,769 $243K 0.01% -2,625 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 4,767 $243K <0.01% -16,200 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,073 $242K 0.09% -2 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,745 $241K <0.01% -162 13F-HR Timeline