CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,193 $1.32M 0.02% +1 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 8,161 $1.31M 0.3% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 8,103 $1.3M 0.04% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,090 $1.3M 0.01% +670 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,085 $1.3M 0.21% +254 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,072 $1.3M 0.92% -150 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 8,065 $1.3M 1.42% +2,671 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,047 $1.3M 0.05% -480 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 8,031 $1.29M 0.25% +533 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,028 $1.29M 0.3% +75 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 8,014 $1.29M 1.01% -791 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 8,000 $1.29M 0.2% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 7,953 $1.28M 0.95% 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 7,937 $1.28M 0.02% +19 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,931 $1.28M 0.16% +752 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,912 $1.27M 0.02% +621 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 7,897 $1.27M 0.07% -282 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,890 $1.27M 0.32% +338 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,840 $1.26M 0.02% -414 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,823 $1.26M 0.15% +10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,812 $1.26M 0.03% +3 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 7,807 $1.26M 0.22% 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 7,780 $1.25M 1.22% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,769 $1.25M 0.02% +313 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,025 $1.25M 0.08% +71 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 7,613 $1.23M 0.78% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7,596 $1.22M 0.15% -585 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,592 $1.22M 0.06% +939 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,585 $1.22M 0.1% +3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,383 $1.19M 0.02% +88 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,373 $1.19M 0.39% +7,150 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,327 $1.18M 0.08% new 13F-HR/A Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 7,272 $1.17M 0.07% +4,372 13F-HR Timeline Group Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 5,898 $1.17M 0.91% +4,219 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 7,221 $1.16M 0.13% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,213 $1.16M 0.04% -226 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 7,193 $1.16M -14,258 Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,185 $1.16M 0.11% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,170 $1.15M 0.05% -185 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,166 $1.15M 0.14% +44 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 6,863 $1.15M 0.08% +3,271 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 7,150 $1.15M 0.03% +4,708 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,122 $1.15M 0.09% -837 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 7,115 $1.15M 0.31% -50 13F-HR Timeline STF Management LP More: the full row for STF Management LP 7,109 $1.14M 1.07% -10,066 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,080 $1.14M 0.1% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 7,048 $1.13M 0.04% -118 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,045 $1.13M 0.1% -1,795 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,000 $1.13M 0.18% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,984 $1.12M 0.05% +429 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 6,974 $1.12M 0.13% -93 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,973 $1.12M 0.31% +116 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 6,931 $1.12M 0.61% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,912 $1.11M 0.17% +341 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,909 $1.11M 0.02% -1 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,877 $1.11M 0.29% +3,310 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 6,870 $1.11M 0.46% 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 6,858 $1.1M 0.69% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,857 $1.1M 0.01% -338 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,803 $1.1M 0.05% +425 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 6,801 $1.09M 0.51% +254 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,795 $1.09M 0.09% -36 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 6,761 $1.09M 0.07% -145 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,691 $1.08M 0.26% -368 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 6,689 $1.08M 0.1% -251 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,643 $1.07M 0.09% +365 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,579 $1.06M 0.12% -137 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 6,574 $1.06M 0.95% 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 6,571 $1.06M 0.07% +998 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,555 $1.06M 0.22% +1,008 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6,540 $1.05M 0.25% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,534 $1.05M 0.06% +4,011 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,534 $1.05M 0.05% -3,170 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,500 $1.05M 0.56% -450 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,492 $1.05M 0.03% -2,038 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,489 $1.04M 0.05% -4,299 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,472 $1.04M 0.59% -336 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,438 $1.04M 0.17% +75 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 6,420 $1.03M 1.29% 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 6,402 $1.03M 0.52% +1,450 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,370 $1.03M 0.07% -194 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,359 $1.02M 0.06% +3,479 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,361 $1.02M 0.22% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 6,356 $1.02M 1.3% 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 6,340 $1.02M 0.08% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,335 $1.02M 0.02% +2,223 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,326 $1.02M 0.48% -34 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,315 $1.02M 0.07% -566 13F-HR/A Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,360 $1.01M 0.27% -195 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,253 $1.01M 0.05% -35 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,251 $1.01M 0.06% +2,156 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 6,228 $1M 0.45% -11,967 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,225 $1M 0.02% +63 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 6,200 $998K 0.03% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,190 $996K 0.55% -36 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,184 $995K 0.65% +44 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,171 $993K 0.37% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 6,150 $990K 0.03% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,132 $987K 0.1% +147 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 6,121 $985K 0.22% +196 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,116 $985K 0.56% -307 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 6,113 $984K 0.21% 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,250 $982K 0.2% -300 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,103 $982K 0.07% -1,500 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 6,100 $981K 0.02% +4,500 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,095 $981K 0.02% -201 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,062 $976K 0.02% -1,762 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,062 $976K 0.03% +144 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,031 $971K 0.02% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,030 $971K 0.06% +62 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,004 $966K 0.04% +2,051 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,000 $966K 0.08% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,993 $965K 0.5% +271 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,953 $958K 0.36% +1,817 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 5,951 $958K 0.01% -728 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,948 $957K 0.39% -1,006 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,939 $956K 0.09% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,936 $956K 0.02% +159 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,936 $955K 0.11% -138 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,918 $953K 0.01% 13F-HR/A Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,892 $948K 0.01% +1,396 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,855 $942K 0.3% +330 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,845 $941K 0.42% -150 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,833 $939K 0.09% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,828 $938K 0.09% -531 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,820 $937K 0.02% +135 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 5,819 $937K 0.54% +39 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 5,819 $937K 0.54% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,818 $937K 0.05% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 5,813 $936K 0.13% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,794 $933K 0.28% -150 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,792 $932K 0.06% -365 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,723 $921K 0.04% 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,713 $921K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,704 $918K 0.05% +999 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,703 $918K 0.45% +36 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 5,656 $910K 0.61% 0 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 5,650 $909K 0.04% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,636 $907K 0.01% -130 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,631 $906K 0.13% -194 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,617 $904K 0.03% +1,072 13F-HR Timeline Group MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 5,605 $902K 0.41% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,570 $897K 0.34% -10 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,558 $895K 0.1% +130 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,500 $885K 0.05% -1,092 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,497 $885K 1.04% -480 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 5,485 $883K 0.11% -325 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,469 $880K 0.05% +376 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,463 $879K 0.49% -521 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,456 $878K 0.03% +619 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 5,450 $877K 0.29% -1,077 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,438 $875K 0.07% +3,190 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 5,423 $873K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,398 $869K 0.19% +426 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 5,395 $868K 0.09% -133 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,377 $866K 0.22% +270 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 5,376 $865K 0.01% new 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,350 $861K 0.76% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,332 $858K 0.02% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,329 $858K 0.07% +4 13F-HR/A Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 5,302 $853K 0.13% -2,223 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,298 $853K 0.01% +34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,262 $847K 0.29% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,261 $847K 0.38% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 5,235 $843K 0.64% -1,000 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,234 $843K 0.07% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,231 $842K 0.03% -196 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 5,195 $836K 0.11% +1,727 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 5,190 $835K 0.77% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,180 $834K 0.14% -44 13F-HR/A Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 5,086 $819K 0.04% -1,124 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,077 $817K 0.11% +51 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 5,068 $816K 0.2% -221 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 5,063 $815K 0.61% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,053 $813K 0.07% +535 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,050 $813K 0.03% +98 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 5,046 $812K 0.21% -55 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,043 $812K 0.06% -4,518 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,022 $808K 0.01% -10,055 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 5,013 $807K 0.48% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,008 $806K 0.01% +70 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,000 $805K 0.24% -500 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 4,997 $804K 0.45% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,995 $804K 0.84% -5,216 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 4,962 $799K 0.01% -338 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,980 $797K 0.08% -78 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,938 $795K 0.19% +218 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,923 $792K 0.46% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,919 $792K 0.03% +1,608 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 4,900 $788K 0.77% 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 4,704 $788K 0.52% -2,986 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,861 $782K 0.01% +776 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,845 $780K 0.14% -39 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 4,835 $778K 0.45% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4,825 $777K 0.08% -240 13F-HR Timeline Savvy Advisors, Inc. 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