JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,779 $611K 0.07% -23,167 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,777 $610K 0.17% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,777 $610K 0.01% -595 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,774 $609K 0.38% -406 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,771 $608K 0.56% +3 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,762 $605K 0.03% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,755 $603K 0.01% -249 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,753 $602K 0.05% +175 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,747 $600K 0.11% +255 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,746 $599K 0.01% +45 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,737 $596K 0.07% -95 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,729 $594K 0.04% +281 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 1,720 $593K 0.38% +274 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,726 $593K 0.02% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,724 $592K 0.05% -2 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,716 $590K 0.05% +484 13F-HR/A Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,715 $589K 0.06% +22 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,715 $589K 0.09% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,712 $588K 0.18% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,713 $587K 0.03% 0 13F-HR/A Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 1,706 $586K 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,705 $585K 0.11% -320 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,698 $583K 0.06% -436 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,685 $579K 0.05% +18 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,684 $578K 0.01% +475 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,683 $578K 0.03% +71 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,682 $578K 0.06% +13 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,681 $577K 0.03% -15 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,674 $575K <0.01% 0 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,670 $573K 0.21% -88 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,665 $572K 0.09% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,663 $571K 0.05% -3 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,660 $570K 0.08% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,660 $570K 0.07% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,657 $569K <0.01% +111 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,640 $563K 0.2% -11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,635 $561K 0.06% 0 13F-HR Timeline Dana Investment Advisors, Inc. 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Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,587 $545K 0.09% -3,998 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,583 $544K 0.03% -385 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,582 $543K 0.04% -46 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,574 $540K 0.03% -4 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,571 $539K 0.03% -5 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,568 $539K 0.29% -17 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,563 $537K 0.01% +181 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,560 $536K 0.08% +121 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,538 $528K 0.01% +99 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,535 $527K 0.15% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,531 $525K 0.07% -22 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,526 $524K 0.08% -84 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,525 $524K 0.12% -96 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,523 $523K 0.01% -419 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,522 $523K 0.02% +478 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,520 $522K 0.01% -3,806 13F-HR Timeline Group Clark Capital Management Group, Inc. 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Schill & Associates 1,503 $516K 0.38% +3 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,500 $515K 0.03% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,494 $513K 0.01% +183 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,477 $511K 0.01% new 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,481 $509K 0.39% -1 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,480 $508K 0.17% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,475 $506K 0.24% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,467 $504K 0.06% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,464 $503K 0.11% +188 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,461 $502K 0.03% -52 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,460 $501K 0.16% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,447 $497K 0.14% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,445 $496K 0.13% +48 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,434 $492K 0.04% +105 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,433 $492K 0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,432 $492K 0.07% +286 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,425 $489K 0.01% -26 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,418 $487K 0.2% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 1,400 $481K 0.07% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,397 $480K 0.39% -68 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,394 $479K 0.01% +39 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,390 $477K 0.47% +170 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,387 $476K 0.01% -64 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,381 $474K 0.36% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,359 $467K 0.04% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,350 $464K 0.03% -536 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 1,322 $463K 0.47% 0 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 1,342 $461K <0.01% -14,225 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,335 $458K 0.12% +4 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,334 $458K 0.02% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,330 $457K 0.2% -347 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,330 $457K 0.04% +239 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,328 $456K 0.21% +8 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,315 $455K 0.16% -321 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,323 $454K 0.08% +70 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,322 $454K 0.03% +494 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,319 $453K <0.01% +173 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,315 $452K 0.01% +12 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,311 $450K 0.34% +31 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,305 $448K 0.43% -62 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,294 $444K 0.14% 0 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 1,285 $441K 0.06% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,282 $440K 0.04% -51 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,280 $440K 0.13% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,260 $433K 0.05% -16 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,258 $432K 0.01% +58 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,258 $432K 0.09% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,250 $429K 0.07% +40 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,250 $429K 0.1% +93 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,228 $422K 0.01% -90 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 1,226 $421K 0.45% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,224 $420K 0.06% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,222 $420K 0.05% +19 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,221 $419K 0.13% -9 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,219 $418K 0.01% -61 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,217 $418K 0.22% +3 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,216 $417K 0.05% +79 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,211 $416K 0.16% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,209 $415K 0.28% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,200 $412K 0.04% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,196 $411K 0.01% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,194 $410K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,191 $409K 0.05% -102 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,186 $407K 0.02% +7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,184 $407K 0.01% -5 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,177 $404K 0.03% -2,730 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,173 $403K 0.03% +370 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,168 $401K 0.05% +393 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,168 $401K 0.06% +393 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,165 $400K 0.33% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,160 $398K 0.04% +4 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,159 $398K 0.19% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,150 $395K 0.06% 0 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 1,150 $395K 0.17% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,139 $391K 0.12% +227 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,130 $391K 0.05% -12 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,129 $388K 0.03% -780 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,128 $387K 0.03% -444 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,127 $387K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,127 $387K 0.13% -45 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,125 $386K 0.07% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,125 $386K 0.04% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,112 $382K <0.01% -25 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,107 $380K 0.02% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,104 $379K 0.06% +54 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,103 $379K 0.03% +7 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,103 $379K 0.03% +13 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,100 $378K 0.08% -280 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,093 $375K 0.03% -7 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,089 $374K 0.11% +2 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,054 $373K 0.26% +8 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,084 $372K 0.02% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,083 $372K 0.05% +3 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,077 $370K 0.08% -35 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,076 $369K 0.08% +194 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,076 $369K 0.03% +1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,075 $369K 0.03% -40 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,066 $366K 0.13% 0 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,065 $366K 0.02% -35 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,063 $365K <0.01% +13 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 1,062 $365K 0.02% +83 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,058 $363K 0.15% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,057 $363K 0.09% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,055 $362K 0.01% -13 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,054 $362K 0.01% +131 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,052 $361K 0.09% +6 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,047 $359K 0.18% +17 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,044 $358K 0.22% -29 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,036 $356K 0.08% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,036 $356K 0.06% +44 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,000 $355K 0.08% -53 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,026 $352K 0.07% -25 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,014 $348K 0.1% +15 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,013 $348K 0.05% +5 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,011 $347K 0.22% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 989 $347K 0.03% -49 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,009 $346K 0.04% -156 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,005 $345K 0.21% +78 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 1,001 $344K 5.26% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,000 $343K 0.06% 0 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,000 $343K 0.03% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,000 $343K 0.03% +28 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,000 $343K 0.02% -263 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 995 $342K 0.01% +150 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 992 $341K 0.04% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 987 $339K 0.23% -33 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 984 $338K 0.09% +248 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 980 $336K 0.45% 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 979 $336K 0.17% -27 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 977 $335K 0.18% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 977 $335K 0.01% -222 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 974 $334K 0.34% -129 13F-HR/A Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 972 $334K 0.05% -21 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 971 $333K 0.04% -6 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 971 $333K 0.12% 0 13F-HR Timeline