Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,543 $1.1M 0.02% +161 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,462 $1.08M 0.01% +4,351 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,457 $1.08M 0.01% +22 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,452 $1.08M 0.04% 0 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 4,425 $1.08M 0.81% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,418 $1.07M 0.06% +30 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 4,490 $1.07M 0.89% -144 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 4,408 $1.07M 0.46% -57 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,404 $1.07M 0.03% +775 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 4,400 $1.07M 0.06% +1,280 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,400 $1.07M 0.16% 0 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,395 $1.07M 0.13% +206 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,385 $1.07M 0.06% -3,524 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,380 $1.06M 0.25% +2,225 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,367 $1.06M 0.02% +920 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 4,381 $1.06M 0.84% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,327 $1.05M 0.05% +2,650 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,315 $1.05M 0.16% +1,301 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,259 $1.05M 0.08% +922 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,308 $1.05M 0.03% -8,345 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,305 $1.05M 0.11% -1,681 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,290 $1.04M 0.04% -702 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,290 $1.04M 0.2% +250 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,286 $1.04M 0.28% 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,279 $1.04M 0.12% 0 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 4,271 $1.04M 0.89% +123 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 4,259 $1.04M 0.14% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,258 $1.04M 0.09% -217 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,246 $1.03M 0.08% -291 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,214 $1.02M 0.01% -2,222 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,198 $1.02M 0.07% -176 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,193 $1.02M 0.13% +163 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,161 $1.01M 0.12% -1,205 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,158 $1.01M 0.05% -2,192 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,105 $998K 0.43% -58 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,093 $997K 0.03% -1,232 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,078 $991K 0.47% -325 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,062 $987K 0.02% -902 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,061 $987K 0.04% -91 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,059 $987K 0.25% +219 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 4,053 $985K 0.09% -399 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 4,280 $984K 0.61% +1,587 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,041 $982K 0.06% -2,237 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,019 $977K 0.05% -65 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,017 $976K 0.67% +386 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,015 $976K 0.24% -901 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 4,000 $972K 0.05% -9,500 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,995 $971K 0.05% +92 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 3,978 $967K 0.7% -174 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,976 $966K 0.07% -2,825 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,976 $966K 0.11% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,970 $965K 0.03% -612 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,964 $964K 0.12% -337 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,963 $963K 0.06% -95 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,837 $952K 0.03% -838 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,903 $949K 0.15% -135 13F-HR Timeline Group Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,902 $948K 0.14% +1,556 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 3,890 $946K 0.09% +365 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,888 $945K 0.01% +40 13F-HR Timeline S&CO INC More: the full row for S&CO INC 3,887 $944K 0.06% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,860 $938K 0.37% -691 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,879 $936K 0.07% -1,974 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,841 $934K 0.34% +154 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,837 $933K 0.46% +2,446 13F-HR Timeline Group EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,835 $932K 0.11% +321 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,833 $932K 0.48% 0 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 3,830 $931K 0.79% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,811 $926K 0.02% +2,244 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 3,800 $924K 0.56% +300 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,788 $921K 0.04% +742 13F-HR/A Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,787 $921K 0.79% +1,770 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,772 $917K 0.05% +1,182 13F-HR Timeline Group Hardy Reed LLC More: the full row for Hardy Reed LLC 3,738 $909K 0.07% +18 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 3,738 $909K 0.86% +111 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,704 $900K 0.02% +408 13F-HR/A Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,696 $898K 0.18% -574 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,696 $898K 0.26% +1,719 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,798 $896K 0.05% +459 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,662 $890K 0.05% +912 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,659 $889K 0.24% -16 13F-HR Timeline United Bank More: the full row for United Bank 3,658 $889K 0.3% +49 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,639 $885K 0.12% +1,714 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,635 $884K 0.02% +1,000 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 3,634 $883K 0.42% +82 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,614 $878K 0.15% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,583 $871K 0.38% +171 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,586 $865K 0.13% +316 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,556 $864K 0.11% +243 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,556 $864K 0.21% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 3,553 $864K 0.52% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,574 $863K 0.19% -950 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,544 $861K 0.08% -25,104 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,532 $859K 0.01% -391 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,530 $858K 0.07% +183 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,525 $857K 0.02% -222 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,506 $852K 0.08% -200 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,505 $852K 0.14% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,495 $850K 0.03% -392 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,491 $849K 0.19% +599 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,468 $843K 0.01% -984 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,458 $841K 0.05% -6,052 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,438 $836K 0.17% -601 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,434 $835K 0.21% -2,036 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,420 $831K 0.12% -119 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,385 $823K 0.05% -2,490 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,384 $823K 0.03% -583 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,358 $816K 0.01% +894 13F-HR/A Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 3,336 $811K -1,559 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,315 $806K 0.03% -3,384 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,296 $801K 0.04% +229 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,271 $795K 0.04% +41 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 3,269 $795K 0.38% +2,647 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,268 $794K 0.17% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,264 $793K 0.22% -319 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,262 $793K 0.21% +371 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,256 $791K 0.02% -8,596 13F-HR/A Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,250 $790K 0.1% -8,595 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,247 $789K 0.03% +3,237 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,112 $789K 0.25% -254 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,245 $789K 0.64% -976 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,249 $788K 0.03% -8,262 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,217 $782K 0.17% +215 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,214 $781K 0.6% +37 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 3,200 $778K 0.1% 0 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 3,200 $778K 0.35% -831 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,195 $777K 0.07% -3,274 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,188 $775K 0.13% -369 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,179 $773K 0.01% -4,417 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,173 $771K 0.24% -577 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,167 $770K 0.56% +1,382 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,166 $770K 0.19% +1,256 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,162 $769K 0.09% -16 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,147 $765K 0.03% -316 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,122 $759K 0.48% +30 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,075 $747K 0.4% -132 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,055 $743K 0.02% 0 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,048 $741K 0.3% +1,004 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,040 $739K 0.21% -25 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,038 $738K 0.03% +636 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,036 $738K 0.04% +1,438 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,044 $733K 0.02% +334 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,010 $732K 0.05% -388 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,010 $732K 0.01% -326 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 3,008 $731K 0.49% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,008 $731K 0.54% +123 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,990 $727K 0.02% +1,210 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,979 $724K 0.02% -418 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,975 $723K 0.01% +40 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,972 $722K 0.15% -1,192 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,957 $719K 0.12% -299 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,950 $717K 0.32% +600 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,936 $714K 0.02% new 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,930 $712K 0.1% +1,060 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,920 $710K <0.01% +33 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,915 $709K 0.25% +2,138 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,910 $707K 0.02% +837 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,904 $706K 0.23% +127 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,904 $706K 0.12% -1,724 13F-HR Timeline NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 2,896 $704K 0.05% 0 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,007 $702K 0.06% 0 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,885 $701K 0.14% -1,171 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,873 $698K 0.03% -184 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,868 $697K 0.22% +1,158 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,864 $696K 0.04% +819 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,864 $696K 0.23% +63 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,860 $695K 0.09% +862 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,858 $695K 0.06% -5,269 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,858 $695K 0.08% +868 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,855 $694K 0.5% +339 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,852 $693K 0.12% +20 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,834 $689K 0.19% +1,034 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,831 $688K 0.03% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,824 $686K 0.1% new 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,820 $685K 0.26% -36 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,118 $681K 0.12% +2,441 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,800 $681K 0.14% +24 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,800 $681K 0.03% -924 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,796 $680K 0.05% +195 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 2,784 $677K 0.01% -34,794 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,771 $674K 0.01% +86 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,767 $673K 0.18% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,765 $672K 0.05% -598 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,748 $668K 0.02% -3,688 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,735 $665K 0.22% -85 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,723 $662K 0.03% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,722 $662K 0.01% -110 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,721 $661K <0.01% -1,221 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,714 $660K 0.13% +744 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,700 $656K 0.19% -49 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,690 $654K 0.28% +63 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,686 $653K 0.01% -1,927 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,696 $650K 0.04% -1,495 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2,670 $649K 0.48% -4 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,664 $648K 0.01% -5,352 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,657 $646K 0.01% -297 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,657 $646K 0.19% -8,000 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,654 $645K 0.29% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,634 $640K 0.01% +261 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,628 $639K 0.04% -1,431 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,626 $638K 0.06% +6 13F-HR Timeline