BANK OF HAWAII More: the full row for BANK OF HAWAII 6,906 $557K 0.03% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,683 $539K 0.04% +230 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,578 $534K 0.05% +9 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,621 $534K 0.02% +185 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,575 $530K 0.2% -924 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 6,569 $530K 0.08% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,510 $525K 0.12% +730 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,493 $524K 0.01% +1,183 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,466 $521K 0.03% +205 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 6,450 $520K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 6,442 $520K 0.01% -479 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,407 $517K 0.01% +18 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,404 $516K 0.07% -302 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,340 $511K 0.12% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,298 $508K 0.05% +1,553 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,291 $507K 0.13% -70 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,288 $507K 0.25% +868 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,265 $505K 0.13% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,250 $504K 0.02% -409 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,201 $500K 0.03% +135 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,151 $496K 0.08% -916 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,209 $495K 0.04% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,125 $494K 0.02% -2,359 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,110 $493K 0.01% +400 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,093 $491K <0.01% new 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,051 $488K 0.03% +255 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,050 $488K 0.03% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,989 $483K 0.09% -78 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,988 $483K 0.1% -19 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,965 $481K 0.08% +45 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,856 $472K 0.01% +493 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,812 $469K 0.01% -261 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,741 $463K 0.06% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,738 $463K 0.08% +271 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 5,729 $462K 0.28% 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 $457K 0.06% 0 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,604 $452K 0.09% -2,347 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,592 $451K 0.07% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,590 $451K 0.16% -129 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,573 $449K 0.01% -22,327 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,550 $448K 0.04% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,463 $447K 0.01% -315 13F-HR/A Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,526 $446K 0.01% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 5,474 $441K 0.17% -32 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 5,400 $436K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,397 $435K 0.01% -189 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,394 $435K 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 $435K 0.03% 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 $435K 0.04% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 5,348 $431K 0.03% +52 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,337 $430K 0.19% -3 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,331 $430K 0.02% -154 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,279 $426K 0.02% +290 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,273 $425K 0.01% -608 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,211 $420K 0.02% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,191 $419K 0.04% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,178 $418K 0.16% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,177 $418K 0.02% -166 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,171 $417K 0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,159 $416K 0.05% -330 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,157 $416K 0.02% +74 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,146 $415K 0.28% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,139 $414K 0.01% -65 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,137 $414K 0.02% +936 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,097 $411K 0.01% +5 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,053 $408K 0.05% -830 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,989 $405K 0.01% +218 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,972 $401K 0.03% +363 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,970 $401K 0.07% +140 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,960 $400K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,947 $399K <0.01% -741 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,901 $395K 0.02% +1,000 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,940 $395K 0.09% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,862 $392K 0.03% -107 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,845 $391K 0.02% -7,999 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,839 $390K 0.08% -349 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,821 $389K 0.02% +688 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,810 $388K 0.01% -66 13F-HR Timeline Group SCP Investment, LP More: the full row for SCP Investment, LP 4,800 $387K 0.31% -8,000 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,786 $386K 0.01% -130 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,756 $384K 0.08% new 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,716 $380K 0.05% +164 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,700 $379K 0.1% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,676 $377K 0.11% +35 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,666 $376K 0.01% -289 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,640 $374K 0.01% -1,884 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,625 $373K <0.01% -93 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,552 $367K 0.08% +32 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,551 $367K 0.06% -23 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,541 $366K +151 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,531 $365K 0.05% +1 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,524 $365K 0.31% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,487 $362K 0.02% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,469 $360K 0.18% -952 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,403 $358K 0.01% +195 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,432 $357K 0.13% +109 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,483 $357K 0.01% -62 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,390 $354K 0.14% -75 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,517 $353K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,368 $352K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,363 $352K 0.13% -515 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,325 $349K <0.01% -1,431 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,312 $348K 0.03% +150 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 4,231 $346K 0.09% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,293 $346K <0.01% +1,060 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,304 $346K 0.03% +722 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 4,264 $344K +794 Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,257 $343K 0.27% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,210 $340K 0.04% -128 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,177 $337K 0.01% +90 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,177 $337K <0.01% -13,202 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,160 $336K 0.04% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,144 $334K 0.01% +1 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,139 $334K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,129 $333K 0.02% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,099 $333K 0.02% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,120 $332K 0.21% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,107 $331K 0.01% +515 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,078 $329K 0.01% +625 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,072 $328K 0.09% +70 13F-HR/A Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,059 $327K 0.09% +7 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,058 $327K 0.08% -193 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,046 $326K 0.02% new 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,024 $325K 0.02% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,991 $322K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,983 $321K <0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,982 $321K 0.06% -1,352 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,981 $321K 0.01% -1,320 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,931 $317K 0.15% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,912 $316K <0.01% +357 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 3,908 $315K 0.19% +5 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,881 $315K 0.01% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,906 $315K 0.01% +8 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,903 $315K 0.01% -421 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,898 $314K 0.01% +665 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,896 $314K 0.05% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,896 $314K 0.09% +326 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,894 $314K 0.06% 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,887 $314K 0.04% +521 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,856 $311K 0.01% -627 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,849 $310K <0.01% +152 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,845 $310K 0.03% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 3,842 $310K 0.1% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,805 $307K 0.03% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,804 $307K 0.2% +2 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,800 $306K 0.21% 0 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 3,787 $305K 0.04% -903 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,765 $304K 0.02% -15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,765 $304K 0.07% +434 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,743 $302K 0.05% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,738 $301K <0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,685 $297K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,669 $296K 0.01% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,657 $295K 0.05% +159 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,652 $295K 0.05% +27 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,649 $294K 0.06% -8 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,620 $294K 0.11% +41 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,634 $293K <0.01% 0 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,625 $292K 0.05% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,614 $291K 0.1% +8 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,603 $291K 0.22% +29 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,572 $288K 0.14% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 3,556 $287K 0.02% -120 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,552 $286K 0.02% -637 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,551 $286K 0.06% -1,006 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,542 $286K 0.05% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,522 $284K 0.18% -191 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,515 $283K <0.01% +146 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,473 $282K 0.06% -445 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3,500 $282K 0.22% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,490 $281K 0.04% -2,193 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 3,455 $279K 0.03% +45 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,454 $279K 0.09% -344 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,432 $278K 0.01% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,442 $278K 0.05% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,428 $276K 0.04% +364 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,404 $275K 0.09% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,400 $274K 0.12% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,394 $274K <0.01% -626 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,351 $272K 0.08% +82 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,370 $272K 0.01% -60 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,370 $272K 0.15% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,352 $270K 0.06% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,349 $270K 0.02% +12 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,325 $268K 0.11% -38 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,323 $268K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,314 $267K 0.07% +2,200 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,310 $267K 0.01% -145 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,301 $266K 0.01% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,292 $265K <0.01% -39 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 3,270 $264K 0.12% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,267 $263K 0.02% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 3,266 $263K 0.03% +5 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,246 $262K 0.02% +936 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,242 $261K 0.03% +7 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,242 $261K 0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,238 $261K 0.04% +120 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,219 $261K 0.22% -115 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 3,183 $258K 0.06% +33 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,192 $257K 0.05% 0 13F-HR Timeline