Northstar Group, Inc. More: the full row for Northstar Group, Inc. 7,089 $510K 0.07% +10 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,061 $508K 0.01% -861 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,020 $505K 0.03% +1,047 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 7,000 $504K 0.12% -7,503 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 6,987 $503K 0.05% -44,981 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 6,976 $502K 0.38% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,951 $500K 0.03% +104 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,951 $500K 0.18% -1,247 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,900 $496K 0.21% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,896 $496K 0.04% -98 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 6,886 $495K 0.15% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,874 $494K 0.37% +100 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,863 $494K 0.06% -8,912 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 6,819 $490K 0.44% new 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 6,804 $489K <0.01% 0 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,757 $486K 0.44% -504 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,729 $484K 0.04% +221 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 6,690 $481K 0.44% -17,804 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,670 $480K 0.07% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,665 $479K 0.01% -3,316 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 6,665 $479K 0.18% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 6,662 $479K 0.01% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 6,645 $478K 0.09% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,643 $478K 0.03% +638 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,571 $473K 0.01% -35 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6,554 $471K 0.03% -713 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 6,544 $471K 0.26% -125 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,544 $471K 0.03% -5,200 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,539 $470K 0.04% -2,024 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,529 $470K 0.01% -5,989 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,500 $468K 0.06% 0 13F-HR/A Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 6,475 $466K 0.42% 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 6,497 $466K 0.16% -2,198 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 6,466 $465K 0.07% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,453 $464K 0.03% +2,321 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,446 $462K 0.02% new 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 6,426 $462K 0.03% +1,259 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 6,407 $461K 0.19% +1,348 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6,389 $460K 0.11% +1,518 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,375 $459K 0.2% -2,700 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,347 $457K 0.04% -2,797 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,299 $453K 0.03% -2,707 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6,295 $453K 0.02% -63,324 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 6,283 $452K 0.16% -2,726 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 6,245 $451K 0.05% -1,041 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 6,216 $447K 0.39% +196 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,173 $444K 0.03% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,145 $442K 0.09% +980 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,127 $441K 0.25% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 6,125 $441K 0.27% +305 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,124 $440K 0.04% new 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 6,071 $437K 0.09% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 6,075 $437K 0.28% +11 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,064 $436K 0.03% +174 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,058 $436K 0.12% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 6,050 $435K 0.13% +1,572 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 6,046 $435K 0.02% -698 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,022 $433K 0.21% -6,454 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,016 $433K 0.01% -448 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,012 $432K 0.17% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 6,001 $432K 0.43% +1,640 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 5,999 $432K 0.03% -258 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,992 $431K 0.07% -1,494 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,991 $431K 0.1% +177 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 5,983 $430K 0.01% -3,702 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 5,980 $430K 0.01% +59 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,979 $430K 0.05% -99 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,951 $428K 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 5,946 $428K 0.26% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,948 $428K 0.42% +12 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,906 $425K 0.1% +302 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,897 $424K 0.09% +126 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,893 $424K 0.01% -58 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,875 $423K 0.15% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,823 $419K 0.03% -383 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 5,822 $419K 0.03% +585 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,815 $418K 0.04% -151 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 5,756 $414K 0.07% -959 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,742 $413K 0.05% +33 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 5,741 $413K 0.33% -5,455 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 5,734 $412K 0.12% +214 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 5,716 $411K 0.24% +1,244 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,710 $411K 0.41% -2,810 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,709 $411K 0.18% +2,438 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,700 $410K 0.04% +126 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 5,709 $409K 0.26% -353 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 5,684 $409K 0.39% +381 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,654 $407K 0.13% -8 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,654 $407K 0.25% +311 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,651 $406K 0.04% -13 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,649 $406K 0.03% +1,971 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,642 $406K 0.15% -1,277 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 5,610 $404K 0.06% -1,101 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 5,578 $401K 0.26% -300 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 5,559 $400K 0.19% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 5,544 $399K 0.06% -21,136 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,505 $396K 0.01% +1,632 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,110 $395K 0.25% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,478 $394K 0.12% +32 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,458 $393K 0.04% +127 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,454 $392K 0.2% +776 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,444 $392K 0.37% +1,302 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 5,444 $392K 0.96% +229 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,443 $392K 0.01% -4,184 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,439 $391K 0.08% -417 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,417 $390K 0.05% -2,391 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,379 $387K 0.1% -28 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 5,350 $385K 0.31% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,347 $385K 0.02% -58 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,346 $385K 0.05% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,342 $384K 0.03% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,302 $381K 0.36% +100 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,287 $380K 0.18% -232 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 5,277 $380K 0.29% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,275 $379K 0.02% new 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 5,271 $379K 0.38% +2,095 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,269 $379K 0.13% -17,820 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 5,260 $378K 0.02% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 5,260 $378K 0.19% -450 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 5,256 $378K 0.28% +231 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,252 $378K 0.02% -58 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,243 $377K 0.05% -158 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,213 $375K 0.05% +891 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,272 $372K 0.04% -2,831 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 5,166 $372K 0.24% +2,614 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,150 $370K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,132 $369K 0.01% -54 13F-HR/A Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 5,128 $369K 0.02% +4,946 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,131 $369K 0.01% +109 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 5,109 $367K 0.3% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,085 $366K 0.07% -511 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,078 $365K 0.11% +1,309 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,076 $365K 0.02% +2,030 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,073 $365K 0.06% -1,255 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,073 $365K 0.05% -4,886 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,062 $364K 0.04% -1,679 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,051 $363K 0.13% -26 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,050 $363K 0.05% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 5,046 $363K 0.07% +2,454 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,018 $361K 0.12% -319 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,000 $360K 0.06% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 5,000 $360K 0.09% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,983 $358K <0.01% -2,260,682 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,978 $358K 0.13% -176 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,967 $357K 0.05% -616 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,958 $357K 0.16% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,949 $356K 0.02% +411 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,935 $355K 0.02% -243 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,933 $355K 0.08% -165 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,924 $354K 0.01% -260 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,923 $354K 0.25% +50 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,913 $353K 0.04% -379 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,898 $352K 0.07% +862 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,895 $352K 0.11% +64 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 4,887 $352K 0.18% -1,089 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,878 $351K 0.05% +631 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 4,876 $351K 0.13% -362 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 4,860 $350K 0.02% 0 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 4,849 $349K <0.01% -1,040 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,822 $347K 0.01% +419 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,808 $346K 0.09% 0 13F-HR Timeline Group Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,806 $346K 0.2% -500 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,802 $345K 0.11% +958 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 4,800 $345K 0.27% -11,043 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 4,783 $344K 0.02% -153,701 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,758 $342K 0.02% +1,319 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 4,746 $341K 0.21% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,738 $341K 0.14% +181 13F-HR/A Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 4,725 $340K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,652 $339K 0.14% +15 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 4,439 $339K 0.29% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,704 $338K 0.23% -1,023 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,679 $337K 0.24% +840 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,662 $335K 0.02% -1,360 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 4,655 $335K 0.05% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,651 $335K 0.07% +4 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 4,647 $334K 0.28% -4 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,623 $333K 0.02% +145 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,628 $333K 0.22% -500 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 4,628 $333K 0.11% +122 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 4,605 $331K 0.06% -69,285 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,348 $331K 0.12% +63 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,601 $331K <0.01% -1,158 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,587 $330K 0.09% +153 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,551 $329K 0.09% +5 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,578 $329K 0.02% +1,316 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,567 $329K 0.11% +1,237 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 4,540 $327K 0.07% -19,164 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,538 $326K 0.1% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,534 $326K 0.01% -1,946 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 4,505 $325K 0.2% +252 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,510 $324K 0.05% -3,597 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,502 $324K 0.1% -1,170 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,500 $324K 0.76% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,500 $324K 0.03% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 4,500 $324K 0.13% -12,400 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,498 $324K 0.17% +1,172 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,498 $324K 0.21% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,494 $323K 0.07% +339 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 4,487 $323K 0.07% -1,200 13F-HR Timeline