Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,350 $3.32M 0.14% +24 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,349 $3.32M 0.04% +1,111 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,340 $3.31M 0.19% +533 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 8,240 $3.27M 0.25% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,231 $3.27M 0.02% +144 13F-HR Timeline Group MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 8,223 $3.27M 2.05% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 8,357 $3.25M 1.1% -753 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,083 $3.21M 0.1% +242 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 8,055 $3.2M 0.35% -35 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 8,048 $3.2M 1.58% +86 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,037 $3.19M 0.08% +329 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,026 $3.19M 0.28% -50 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,990 $3.17M 0.89% +57 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,970 $3.17M 0.69% -334 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 7,960 $3.16M 0.32% +1,141 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,901 $3.14M 0.05% +374 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 7,847 $3.12M 0.71% -1,970 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,845 $3.12M 0.03% -363 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,875 $3.12M 0.15% +117 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 7,832 $3.11M 0.86% -860 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 7,787 $3.09M 0.32% +155 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7,784 $3.09M 0.85% -2,161 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,740 $3.07M 0.06% -669 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,692 $3.06M 0.05% -400 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,636 $3.03M 1.31% -128 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 7,628 $3.03M 0.64% -4 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,596 $3.02M 0.03% +85 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,575 $3.01M 0.07% +4,408 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,573 $3.01M 0.15% +75 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,530 $2.99M 0.27% -315 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 7,530 $2.99M 0.14% -5,806 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,483 $2.97M 0.89% +40 13F-HR Timeline United Bank More: the full row for United Bank 7,449 $2.96M 0.9% +131 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,400 $2.94M 0.08% +3,800 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,331 $2.91M 0.14% +2,276 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,287 $2.89M 0.12% -67 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,258 $2.88M 0.03% +423 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 7,228 $2.87M 1.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,183 $2.85M 0.14% -56 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,163 $2.84M 0.25% +1,774 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,145 $2.84M 0.03% +520 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 7,101 $2.82M 0.26% +488 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,006 $2.78M 0.23% +480 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 7,003 $2.78M 0.35% +104 13F-HR/A Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 6,889 $2.74M 2.17% -13,019 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,871 $2.73M 0.35% -35 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,862 $2.73M 1.61% -385 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,791 $2.7M 0.02% +115 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,717 $2.67M 0.04% -19,428 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,666 $2.65M 0.14% +1,906 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,655 $2.64M 0.48% -11 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,617 $2.63M 0.05% +2,225 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 6,600 $2.62M 0.05% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,590 $2.62M 0.4% -441 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,588 $2.62M 0.13% +5 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,556 $2.6M 0.16% -7,783 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 6,554 $2.6M 0.03% -1,747 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,534 $2.6M 0.25% -765 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,511 $2.59M 0.03% +1,523 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,510 $2.59M 0.07% +623 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,461 $2.57M 1.72% -111 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,447 $2.56M 0.4% +3,683 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,410 $2.55M 0.07% +3,252 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 6,400 $2.54M 8.37% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,379 $2.53M 0.07% -679 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,373 $2.53M 0.19% +2 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,328 $2.51M 0.08% +560 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,331 $2.51M 0.43% -383 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,284 $2.5M 1.9% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,232 $2.47M 0.02% +883 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,230 $2.47M 0.14% -200 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,228 $2.47M 0.08% -435 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,223 $2.47M 0.04% +2,709 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,196 $2.46M 0.02% -96 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,188 $2.46M 0.04% -66 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,022 $2.39M 0.13% +455 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 6,000 $2.38M 2.13% new 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 6,000 $2.38M 2.58% +3,600 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 5,999 $2.38M 0.09% -116 13F-HR Timeline Group National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,981 $2.38M 0.73% -168 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,952 $2.36M 0.19% 0 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 5,902 $2.34M 0.62% -313 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,867 $2.33M 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,848 $2.32M 0.06% +1,298 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,845 $2.32M 0.02% +43 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,845 $2.32M 0.09% -201 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,841 $2.32M 0.26% +143 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 5,839 $2.32M 1.68% +1,007 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,803 $2.3M 0.15% +110 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,801 $2.3M 0.31% -1,257 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,698 $2.26M 0.57% +319 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,676 $2.25M 0.07% +140 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,663 $2.25M 0.7% -377 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,606 $2.23M 0.35% +1,483 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,574 $2.21M 0.04% +329 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,555 $2.21M 0.09% -48 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,533 $2.2M 0.05% -14,445 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 5,522 $2.19M 0.53% -365 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,503 $2.19M 0.05% +1,289 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,500 $2.18M 0.4% -3,545 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,500 $2.18M 0.1% +176 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,490 $2.18M 0.6% -451 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 5,485 $2.18M 0.54% new 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,449 $2.16M 0.16% -25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,423 $2.15M 0.13% -101 13F-HR/A Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,421 $2.15M 0.07% -197 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 5,395 $2.14M 0.05% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,433 $2.14M 0.03% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,368 $2.13M 0.17% -150 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,349 $2.12M 2.06% -318 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,320 $2.11M 0.02% +978 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,300 $2.11M 0.04% -99 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,295 $2.1M 0.43% +652 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,291 $2.1M 0.14% +4,149 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 5,262 $2.09M 0.01% -3,541 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,247 $2.08M 0.01% +959 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,225 $2.08M 0.63% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,216 $2.07M 0.12% +278 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,210 $2.07M 0.13% -106 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,187 $2.06M 0.48% -31 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,176 $2.06M 0.64% -1,169 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,156 $2.05M 0.1% -412 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,147 $2.04M 0.09% -203 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,129 $2.04M 0.06% -713 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,122 $2.03M 0.03% +153 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,093 $2.02M 0.03% -84 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,081 $2.02M 0.05% -97 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 5,076 $2.02M 0.18% -445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5,075 $2.02M 0.51% -125 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,044 $2M 0.07% -95 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 5,037 $2M 1% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,036 $2M 0.12% +2,040 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,028 $2M 0.69% -207 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,995 $1.98M 0.05% +441 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,994 $1.98M 0.19% -294 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,969 $1.97M 0.34% -718 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 4,955 $1.97M 0.91% -489 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,925 $1.96M 0.07% +34 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 4,910 $1.95M 0.14% -35,451 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,909 $1.95M 0.27% +4,879 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,898 $1.95M 0.04% -9,500 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 4,881 $1.94M 0.4% new 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 4,849 $1.93M 0.23% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,843 $1.92M 0.04% +92 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,840 $1.92M 0.28% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,836 $1.92M 0.09% +561 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 4,818 $1.91M 0.06% -134 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 4,817 $1.91M 0.36% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,814 $1.91M 0.04% +52 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,810 $1.91M 0.03% +472 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,801 $1.91M 0.1% +254 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,766 $1.89M 1.15% -331 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 4,749 $1.89M 0.23% +17 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,961 $1.87M 0.04% +32 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,709 $1.87M 0.1% +3,834 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,699 $1.87M 0.31% -470 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,681 $1.86M 0.56% +1,054 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,647 $1.85M 0.2% +1,152 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,640 $1.84M 0.09% +791 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,634 $1.84M 0.22% -288 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,603 $1.83M 0.24% -47 13F-HR Timeline Group Franchise GP Ltd More: the full row for Franchise GP Ltd 4,600 $1.83M 0.85% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,599 $1.83M 0.05% +152 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,577 $1.82M 0.04% +1,329 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,565 $1.81M 0.66% -348 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,562 $1.81M 0.04% +3,725 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 4,536 $1.8M 0.34% -6,194 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,525 $1.8M 1.54% +7 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 4,525 $1.8M 0.1% -82 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 4,520 $1.8M 0.44% new 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 4,473 $1.78M 0.83% -389 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 4,459 $1.77M 0.39% new 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,452 $1.77M 0.88% +100 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,438 $1.76M 0.02% +181 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 4,431 $1.76M 0.12% -7 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,419 $1.76M 0.16% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,408 $1.75M 0.14% +183 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,402 $1.75M 0.12% +64 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,397 $1.75M <0.01% +930 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,375 $1.74M 0.14% +24 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,355 $1.73M 0.07% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,346 $1.73M 0.02% +472 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,343 $1.72M 0.05% -159 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,323 $1.72M 0.03% -7,390 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,301 $1.71M 0.1% +1,015 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,293 $1.71M 0.45% +206 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,283 $1.7M 0.52% +147 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,276 $1.7M 0.44% -204 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,228 $1.68M 0.02% -130 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,222 $1.68M 0.17% -650 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,196 $1.67M 0.02% +808 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,155 $1.65M 0.2% +186 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,153 $1.65M 0.92% -9,440 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,116 $1.63M 0.03% +367 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,112 $1.63M 0.05% -195 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,097 $1.63M 0.59% +609 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,091 $1.62M 0.09% +2,063 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,083 $1.62M 0.37% +212 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 4,069 $1.62M 0.95% -3,269 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,058 $1.61M 0.36% -12 13F-HR Timeline