Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,436 $438K 0.02% 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,411 $437K 0.1% -32,916 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,389 $435K 0.01% +597 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,346 $434K 0.15% +2,233 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,370 $434K <0.01% new 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,361 $433K 0.12% +62 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,340 $432K 0.11% +17 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,330 $431K 0.07% +206 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,290 $428K 0.01% +292 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,277 $427K 0.13% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,265 $427K 0.11% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,261 $426K 0.03% +2,458 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,243 $425K 0.04% -234 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,238 $425K 0.32% -714 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,247 $423K 0.04% -736 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,122 $417K 0.03% +1,767 13F-HR/A Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,073 $414K 0.03% -9 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,067 $413K 0.08% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,066 $413K 0.03% +1,759 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,063 $413K 0.06% +498 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,007 $413K 0.09% -22 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,050 $412K 0.02% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,920 $403K 0.07% -83 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,883 $401K 0.05% -183 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,881 $400K 0.02% +2,158 13F-HR Timeline Quaero Capital S.A. More: the full row for Quaero Capital S.A. 5,876 $400K 0.5% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,868 $400K 0.09% +1,104 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,796 $395K 0.02% 0 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 5,780 $394K 0.1% +77 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,778 $393K 0.01% +40 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,756 $392K <0.01% +2,555 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,748 $391K 0.09% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,726 $390K 0.02% +87 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,719 $389K 0.15% -219 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,741 $389K 0.06% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,710 $389K 0.01% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,688 $387K <0.01% -75 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,683 $387K 0.05% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,666 $386K 0.07% -134 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,592 $381K 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,586 $380K 0.01% -1,554 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,562 $379K 0.01% +1,596 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,550 $378K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,506 $375K 0.17% +88 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,500 $375K 0.06% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,489 $374K 0.05% +301 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,485 $374K 0.02% -4,113 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,467 $372K 0.07% -306 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 5,421 $369K 0.2% -2,226 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,421 $369K 0.03% +44 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 5,420 $369K 0.18% -294 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 5,400 $368K 0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,394 $367K 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 $367K 0.02% 0 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,388 $367K 0.03% +184 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,363 $365K 0.01% +1,585 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,343 $364K 0.01% +436 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,340 $364K 0.17% -234 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,334 $363K 0.07% -34 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,301 $361K 0.01% -10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,296 $361K 0.02% +2,188 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 5,278 $359K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,204 $354K 0.01% +508 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,930 $354K 0.08% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,191 $354K 0.04% -1,006 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 5,188 $353K 0.08% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,171 $352K 0.01% -838 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,146 $350K 0.26% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,092 $347K 0.01% +1,197 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,083 $346K 0.02% +347 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,050 $344K 0.03% -1,021 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,989 $340K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,969 $338K 0.03% -453 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,958 $338K 0.01% +120 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,955 $337K 0.01% +941 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,916 $335K 0.01% -17 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,878 $332K 0.14% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,876 $332K 0.01% -99 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,863 $331K 0.03% -32,713 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,830 $329K 0.06% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,771 $328K 0.01% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,769 $325K 0.1% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,745 $323K 0.04% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,718 $321K <0.01% -2,026 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,700 $320K 0.09% new 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 4,690 $319K 0.04% -407 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4,652 $317K 0.06% 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 4,642 $316K 0.02% +375 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,641 $316K 0.09% +562 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,609 $314K 0.03% +98 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 $311K 0.07% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 4,570 $311K 0.02% -450 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,557 $310K 0.07% +1,971 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 4,546 $310K 0.25% +1,693 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,552 $310K 0.05% +446 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,545 $310K 0.01% +31 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,530 $309K 0.05% -788 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,524 $308K 0.28% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,520 $308K 0.08% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 4,507 $307K 0.11% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,487 $306K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,483 $305K 0.01% -106 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,483 $305K 0.04% -241 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,465 $304K 0.13% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,437 $302K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,390 $299K -141 Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,338 $295K 0.04% -68 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,324 $294K 0.01% -76 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,323 $294K 0.13% -262 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,306 $293K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,301 $293K 0.01% -14,496 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,283 $292K 0.14% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,257 $290K 0.25% -14 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,251 $290K 0.08% -498 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,208 $289K 0.01% -595 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,201 $286K 0.02% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,189 $285K 0.03% -776 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,171 $285K 0.01% -5,770 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,162 $283K 0.03% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,161 $283K 0.27% +8 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,143 $282K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,139 $282K <0.01% +21 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,099 $281K 0.01% +77 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,133 $281K 0.02% -47 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,120 $281K 0.19% +150 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,124 $281K 0.04% +582 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,089 $278K 0.01% +1,369 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,087 $278K 0.01% -897 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,070 $277K 0.05% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,052 $276K 0.08% +765 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,020 $274K <0.01% +548 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,009 $273K 0.01% -338 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,002 $273K 0.08% 0 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,991 $272K 0.02% -375 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,931 $268K 0.14% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,873 $266K 0.02% +44 13F-HR Timeline Group BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,903 $266K 0.2% +387 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,918 $266K 0.05% +29 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,901 $266K 0.02% -60 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,898 $265K 0.01% +8 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,896 $265K 0.05% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,907 $265K 0.05% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,881 $264K 0.06% -115 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,583 $262K <0.01% -273 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,845 $262K 0.03% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 3,842 $262K 0.09% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,805 $259K 0.03% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,802 $259K 0.17% +392 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,800 $259K 0.21% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,798 $259K 0.09% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,780 $257K 0.02% -100 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,738 $255K <0.01% -328 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,713 $253K 0.17% -430 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,701 $252K 0.01% +1 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,699 $252K 0.03% -830 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,697 $252K <0.01% +61 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,676 $250K 0.02% -150 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,410 $250K 0.02% +45 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,657 $249K 0.06% +8 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 3,649 $248K 0.41% -529 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,648 $248K 0.02% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,634 $247K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,626 $247K <0.01% -69,777 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,625 $247K 0.05% +28 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,579 $246K 0.1% +16 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,606 $246K 0.09% +7 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,592 $245K 0.01% +85 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,582 $244K 0.02% +413 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,574 $243K 0.21% +29 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,572 $243K 0.13% +147 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,570 $243K 0.08% +245 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,562 $243K 0.02% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,555 $242K <0.01% +30 13F-HR/A Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,542 $241K 0.05% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,525 $240K 0.19% -3,132 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,500 $238K 0.19% +3,480 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,498 $238K 0.04% -195 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,470 $236K +351 Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,437 $236K 0.01% -150 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,432 $235K 0.01% 0 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,455 $235K 0.01% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,453 $235K 0.01% +83 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,442 $234K 0.05% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,436 $234K 0.01% -10,451 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,430 $234K 0.01% +60 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,427 $233K <0.01% +71 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,419 $233K 0.07% +22 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,410 $232K 0.03% +28 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,404 $232K 0.09% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,400 $232K 0.11% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,400 $232K 0.2% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,150 $231K 0.06% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,373 $230K 0.33% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,370 $229K 0.13% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,369 $229K <0.01% +478 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,366 $229K 0.04% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,363 $229K 0.11% +4 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,352 $228K 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 $228K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,337 $227K 0.02% +1 13F-HR Timeline