Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,420 $454K 0.22% -7,767 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,420 $454K 0.03% +574 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,333 $448K 0.02% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,330 $448K 0.2% +3,262 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,323 $448K 0.13% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,306 $446K 0.21% -5,912 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,299 $446K 0.16% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,280 $445K 0.02% +4,311 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 6,276 $444K 0.01% -10,518 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,265 $444K 0.12% +15 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 6,237 $442K 0.36% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,197 $439K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,195 $439K 0.01% +549 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,134 $434K 0.01% +197 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,124 $434K 0.07% +442 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,082 $431K 0.02% -256 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,071 $430K 0.04% -668 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,067 $429K 0.1% -100 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,066 $429K 0.05% -450 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,050 $428K 0.02% 0 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,029 $427K 0.12% -163 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,024 $426K 0.04% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,009 $425K 0.02% +25 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,003 $425K 0.09% +69 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,998 $425K 0.02% -697 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,998 $425K 0.01% +183 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 6,148 $424K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,968 $422K 0.01% -300 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,938 $420K 0.17% -220 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,800 $411K 0.08% +67 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,796 $410K 0.03% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,792 $410K 0.01% -274 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,789 $410K 0.09% -9,700 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,773 $409K 0.09% +1,128 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,763 $408K 0.01% -9,478 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,748 $407K 0.1% +107 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,738 $406K 0.01% -165 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,741 $406K 0.06% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,714 $405K 0.21% +833 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 5,710 $404K 0.02% -183 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,703 $404K 0.11% +66 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,639 $399K 0.03% +269 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 5,629 $398K 0.14% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,592 $396K 0.08% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,574 $395K 0.2% +23 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,565 $394K 0.06% -81 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,422 $384K 0.04% +634 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,418 $384K 0.2% -463 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 5,400 $382K 0.02% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 5,404 $382K 0.02% new 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,394 $382K 0.04% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,389 $381K 0.03% 0 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,377 $381K 0.04% -1 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,368 $380K 0.08% +1,689 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,318 $376K 0.05% +95 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,311 $376K 0.01% -332 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 5,278 $373K 0.04% +57 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,242 $371K 0.01% +709 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,215 $369K 0.01% +670 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,204 $368K 0.04% 0 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,197 $368K 0.04% -397 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,188 $367K 0.09% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,188 $367K 0.06% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,146 $364K 0.3% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 5,107 $362K 0.01% +3,556 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 5,097 $361K 0.05% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,022 $356K 0.02% +1,071 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,020 $355K 0.03% -3 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,984 $353K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,975 $352K 0.01% -198 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,965 $351K 0.04% -8,830 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,962 $351K 0.01% +1,811 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,949 $350K 0.24% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,933 $349K 0.01% +1,384 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,989 $348K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,907 $347K 0.01% -224 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,930 $347K 0.09% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,878 $345K 0.18% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,803 $343K 0.01% +486 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,838 $342K 0.01% -151 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,799 $340K <0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,764 $337K 0.11% +102 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,749 $336K 0.1% -802 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,736 $335K 0.02% +1,079 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,724 $334K 0.04% -346 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,696 $332K 0.01% +445 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,656 $330K 0.01% +638 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,652 $329K 0.07% 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,616 $327K 0.01% +120 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,589 $325K 0.01% +207 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,585 $325K 0.16% +347 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,574 $324K 0.08% -700 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,531 $321K +115 Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,529 $321K 0.04% new 13F-HR/A Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,524 $320K 0.33% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,514 $320K 0.01% -16 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,511 $319K 0.03% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 4,507 $319K 0.13% +98 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,487 $318K 0.02% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,465 $316K 0.15% 0 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 4,457 $316K 0.21% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,416 $313K 0.05% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,406 $312K 0.04% +182 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,400 $311K 0.01% +172 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,366 $309K 0.02% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,355 $308K 0.03% -321 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,347 $308K 0.01% +553 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,308 $305K 0.03% new 13F-HR/A Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,307 $305K 0.02% new 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 4,306 $305K 0.05% 0 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,271 $302K 0.28% +213 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,267 $302K 0.02% +248 13F-HR Timeline Centre Asset Management, LLC More: the full row for Centre Asset Management, LLC 4,228 $299K 0.08% +130 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,180 $296K 0.02% -127 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,178 $296K 0.35% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,162 $295K 0.03% -115 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,153 $294K 0.3% -29 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,143 $293K 0.22% 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,143 $293K 0.01% 0 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 4,129 $292K 0.18% +365 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,118 $292K <0.01% -183 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,113 $291K 0.11% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,106 $291K 0.05% -93 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,094 $290K <0.01% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,079 $289K 0.09% +33 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,070 $288K 0.05% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,066 $288K <0.01% +328 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,065 $288K 0.01% -863 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,022 $287K 0.01% +10 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,028 $285K 0.02% -9,741 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,014 $284K 0.01% +325 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 4,004 $283K 0.22% +4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,002 $283K 0.09% -90 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,996 $283K 0.07% -576 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,938 $281K 0.05% -3,003 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,970 $281K 0.21% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,966 $281K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,961 $280K 0.02% new 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,931 $278K 0.16% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 3,842 $277K 0.11% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,896 $276K 0.05% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,895 $276K 0.01% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,890 $275K 0.01% +9 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,889 $275K 0.07% -230 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,880 $275K 0.02% +26 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,874 $274K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,856 $273K <0.01% +62 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,845 $272K 0.03% -171 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,829 $272K 0.02% +18 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,826 $271K 0.02% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,805 $269K 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,803 $269K 0.02% +252 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,798 $269K 0.1% -73 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,794 $269K 0.05% -81 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,778 $267K 0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,771 $267K 0.02% +1,311 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,723 $264K 0.01% +48 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,700 $262K 0.02% -40 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,693 $261K 0.05% -31 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,649 $258K 0.07% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,636 $257K <0.01% -265 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,632 $257K 0.01% -4 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,587 $256K 0.01% -15 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,599 $255K 0.1% -243 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,597 $255K 0.05% +27 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,563 $254K 0.14% +64 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,549 $251K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,545 $251K 0.25% +29 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,542 $251K 0.04% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,635 $250K 0.01% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,630 $250K 0.05% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,525 $250K <0.01% +386 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,520 $249K 0.02% -102 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,516 $249K 0.24% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,507 $248K 0.01% -1,665 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,491 $246K 0.13% +66 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,476 $246K <0.01% new 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,472 $246K 0.01% -165 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,472 $246K <0.01% -680 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,460 $245K <0.01% 0 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,432 $245K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,454 $245K 0.01% +42 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,425 $242K 0.14% -1 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,410 $241K 0.18% -388 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,404 $241K 0.1% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,400 $241K 0.12% 0 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,397 $240K 0.07% +22 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,391 $240K 0.08% -68 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,382 $239K 0.03% -535 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,370 $239K 0.01% -752 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,370 $239K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,370 $239K 0.15% -144 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,359 $238K 0.13% -74 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,356 $238K <0.01% new 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,352 $237K 0.06% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,347 $237K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,336 $236K 0.02% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,325 $235K 0.09% -387 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,323 $235K 0.07% 0 13F-HR/A Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,323 $235K 0.03% 0 13F-HR Timeline