IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,735 $548K 0.01% -10,549 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,730 $547K 0.35% +271 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,721 $544K 0.02% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,720 $544K 0.38% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,718 $543K 0.04% 0 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,713 $541K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,701 $538K 0.04% -45 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,700 $537K 0.02% -50 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,700 $537K 0.13% +700 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,690 $534K 0.26% +64 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,686 $533K 0.06% -85 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,670 $528K 0.05% +134 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,658 $524K 0.01% +492 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,654 $523K 0.24% +60 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,640 $518K 0.35% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,628 $515K 0.36% -128 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,628 $515K 0.08% +20 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,575 $514K 0.21% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,623 $512K 0.03% -44 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 1,609 $509K 0.19% new 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,608 $508K 0.01% -32 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,599 $505K 0.06% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,589 $502K 0.03% -106 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,567 $495K <0.01% new 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,564 $494K 0.18% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,554 $491K 0.09% -161 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,550 $490K 0.1% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,544 $488K 0.05% +30 13F-HR Timeline Cutter & CO Brokerage, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 1,458 $461K 0.03% -30 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,457 $460K 0.06% -31 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,445 $457K 0.06% +18 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,445 $457K 0.03% +58 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,429 $452K 0.27% +8 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,420 $449K 0.03% -53 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,419 $448K 0.04% +157 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,412 $446K 0.01% -302 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,408 $445K 0.11% -844 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,408 $445K 0.01% +608 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,402 $443K 0.33% -36 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,399 $442K 0.01% +510 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,392 $440K 0.26% -127 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,389 $439K 0.17% new 13F-HR/A Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,386 $438K 0.26% +195 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,382 $437K 0.07% +10 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,379 $436K <0.01% +399 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,374 $434K 0.21% new 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,370 $433K 0.05% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,367 $432K 0.04% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,367 $432K 0.06% +81 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,365 $431K 0.02% -138 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,359 $430K 0.04% +329 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,359 $429K 0.02% +8 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,350 $427K 0.23% 0 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 1,348 $426K 0.14% +48 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,342 $424K 0.2% +221 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,341 $424K 0.25% -1 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,337 $422K 0.08% +274 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,320 $417K 0.04% +1 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,317 $417K 0.31% -200 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,314 $415K 0.02% -497 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,305 $412K <0.01% +83 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,305 $412K 0.61% +10 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,295 $409K 0.01% +6 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 1,295 $409K 0.2% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,293 $409K 0.13% +192 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,343 $405K 0.04% -58 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,279 $404K 0.01% +1 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,125 $403K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,270 $401K <0.01% +155 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 25,046 $395K 0.13% +18,183 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,244 $393K 0.01% +28 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 1,242 $393K 0.2% -398 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,235 $390K 0.03% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,215 $384K 0.05% -3 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,214 $384K <0.01% -26 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,209 $382K 0.03% -1,344 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,206 $381K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,205 $381K 0.05% +1,203 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 1,200 $379K 0.08% -728 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,200 $379K 0.12% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,195 $378K 0.16% -29 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,189 $376K 0.22% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,185 $375K 0.06% +200 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,180 $373K 0.07% -200 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 1,250 $373K 0.35% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,175 $371K 0.06% -12 13F-HR Timeline American Trust More: the full row for American Trust 1,171 $370K 0.03% -213 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,171 $370K 0.09% -1,547 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 1,165 $368K 0.04% +39 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,165 $368K 0.19% +43 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,157 $366K 0.05% +59 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,152 $364K 0.07% +29 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 1,152 $364K 0.14% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,151 $364K 0.01% +3 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,150 $363K 0.01% 0 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,150 $363K 0.18% -35 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,134 $358K 0.07% +326 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,108 $350K 0.07% -27 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 1,105 $349K 0.19% +100 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,105 $349K 0.14% -20 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,100 $348K <0.01% -135 13F-HR/A Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,100 $348K 0.07% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,100 $348K 0.24% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,094 $346K 0.04% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,092 $345K 0.05% +19 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,091 $345K 0.03% +381 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,091 $345K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,087 $344K 0.02% +32 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,080 $341K <0.01% -39,838 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,080 $341K 0.04% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,077 $340K 0.14% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,071 $339K 0.05% -293 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,069 $338K 0.06% -167 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,066 $337K 0.01% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,055 $333K 0.04% -5 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,054 $333K 0.2% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,053 $333K 0.08% -1,459 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 1,051 $332K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,050 $332K 0.09% +934 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,048 $331K 0.01% +103 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,042 $329K 0.07% +89 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,040 $329K 0.01% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,039 $328K 0.05% -159 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,036 $328K 0.02% +125 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,033 $326K <0.01% -3 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,023 $323K 0.01% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,022 $323K 0.18% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,019 $322K 0.06% +124 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,016 $321K 0.01% -5 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,015 $321K 0.14% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,005 $318K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,003 $317K 0.01% -22 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. 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More: the full row for Northwest & Ethical Investments L.P. 970 $306K 0.01% -100 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 968 $306K 0.21% 0 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 968 $306K 0.01% -256 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 957 $303K 0.14% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 957 $302K 0.01% +1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 955 $302K 0.02% +55 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 950 $300K 0.04% -54 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 943 $298K 0.01% new 13F-HR/A Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 933 $295K 0.1% +26 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 930 $294K 0.08% 0 13F-HR Timeline Monterey Private Wealth, Inc. 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Empirical Wealth Management 905 $286K 0.01% +161 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 903 $285K 0.02% +21 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 900 $284K <0.01% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 899 $284K 0.03% +1 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 897 $283K 0.04% -3 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 896 $283K 0.04% +10 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 886 $280K 0.02% +12 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 885 $280K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 883 $279K 0.06% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 882 $279K 0.01% -145 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 872 $276K <0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 866 $274K 0.02% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 861 $272K 0.09% +50 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 861 $272K 0.09% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,367 $271K 0.22% +3,182 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 856 $271K 0.2% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 804 $270K 0.01% -107 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 850 $269K 0.1% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 850 $269K 0.09% +4 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 846 $267K 0.02% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 844 $267K 0.06% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 841 $266K 0.02% +1 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 838 $265K 0.21% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 836 $264K 0.15% -563 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 832 $263K 0.01% -151 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 829 $262K 0.1% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 822 $260K 0.01% new 13F-HR Timeline