Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,207 $870K <0.01% +545 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,199 $868K 0.21% +321 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,853 $867K 0.14% -25 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,192 $866K 0.04% -36 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 3,186 $864K 0.05% -6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,937 $860K 0.02% -452 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,158 $856K 0.05% -255 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 3,135 $850K 0.16% -226 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,126 $848K 0.06% +548 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,122 $847K 0.05% +1,640 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,105 $842K +831 Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,087 $837K 0.14% +87 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,079 $835K 0.16% -504 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,071 $833K 0.03% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,064 $831K 0.04% -140 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,054 $828K 0.92% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,046 $827K 0.07% -221 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,026 $821K 0.44% +43 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,012 $817K 0.57% -179 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,010 $816K 0.09% -505 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,009 $816K 0.01% +550 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,007 $815K 0.28% 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $814K 0.21% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,999 $813K 0.18% +59 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,992 $811K 0.06% +1,164 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 2,991 $811K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,983 $809K 0.35% -9 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,521 $808K 0.57% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,977 $807K 0.1% -457 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,970 $805K 0.37% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,970 $805K <0.01% +1,087 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,969 $805K 0.08% +68 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,968 $805K 0.05% +189 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,950 $800K 0.02% +118 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,948 $800K 0.22% +662 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,939 $797K 0.24% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,935 $796K 0.04% -133 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,931 $795K 0.05% -288 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,928 $794K 0.02% -7,970 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,501 $792K 0.28% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,917 $791K 0.39% +183 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,916 $791K 0.08% +17 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,905 $788K 0.01% +207 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 2,886 $783K 0.2% +34 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,861 $776K 0.73% -4,578 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,860 $776K 0.04% -181 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,859 $775K 0.22% +292 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,855 $774K 0.41% +87 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,852 $773K 0.38% -100 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,847 $772K 0.03% -100 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,845 $772K 0.03% -148 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,622 $768K 0.01% -120 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,813 $763K 0.12% -19 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,800 $759K 0.3% -1,935 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,800 $759K 0.1% +40 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,783 $755K 0.02% -272 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,780 $754K 0.28% -123 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 2,748 $745K 0.06% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,748 $745K 0.06% +371 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,715 $736K 0.02% +385 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,706 $734K 0.49% 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 2,692 $730K 0.17% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,691 $730K 0.05% -64 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,677 $726K 0.03% +11 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,406 $724K 0.09% +690 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,669 $724K 0.08% +24 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,668 $724K <0.01% -33,595 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,658 $721K 0.1% +224 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,649 $719K 0.02% +141 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,637 $715K 0.26% +50 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,611 $708K 0.03% -99 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,609 $708K 0.23% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,605 $707K 0.06% +782 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,204 $706K 0.1% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,604 $706K 0.09% +26 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,596 $704K 0.09% +16 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,596 $704K 0.05% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,594 $703K 0.05% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,588 $702K 0.12% -52 13F-HR/A Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,408 $701K 0.19% +1,085 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,583 $701K 0.08% +82 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,561 $695K 0.05% +68 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,558 $694K 0.06% +377 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,536 $688K 0.06% -93 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,510 $681K 0.02% +1,088 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,504 $679K 0.65% 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,500 $678K +93 Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,496 $677K 0.03% -372 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,490 $675K 0.19% -255 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,486 $674K 0.01% -7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,485 $674K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,473 $671K 0.09% +149 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,464 $668K 0.04% +210 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,461 $667K 0.58% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,460 $667K 0.1% -95 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,127 $661K 0.08% +406 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,438 $661K 0.09% -710 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,432 $660K 0.07% +439 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,428 $658K 0.02% +179 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,402 $658K 0.16% +165 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,420 $656K 0.08% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,419 $656K 0.15% +11 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,147 $655K 0.53% +10 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,411 $654K 0.46% -118 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,405 $652K 0.07% -32 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,402 $651K 0.32% +4 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,399 $651K <0.01% -32 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,385 $647K 0.05% +243 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,379 $645K 0.04% +1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,373 $644K 0.1% -1,582 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,106 $643K 0.02% -322 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,369 $642K 0.03% +48 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,368 $642K 0.05% -356 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,357 $639K 0.03% -521 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,353 $638K 0.1% +41 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,352 $638K 0.03% +981 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,345 $636K 0.08% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,340 $635K 0.15% +63 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,334 $633K 0.12% +170 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,333 $633K 0.09% -217 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,333 $633K 0.02% -73 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,330 $632K 0.02% -254 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,328 $631K 0.02% -2,040 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,322 $630K 0.04% -54 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,321 $629K 0.02% +187 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 2,319 $629K <0.01% -290,081 13F-HR Timeline Group DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,314 $628K 0.03% +10 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,314 $628K 0.11% -131 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,311 $627K 0.04% +27 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,307 $626K 0.25% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,305 $625K 0.34% -2,280 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,296 $623K 0.05% +97 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,289 $621K 0.19% -828 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,283 $619K 0.36% +1 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,282 $619K 0.12% -161 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,280 $618K 0.07% +28 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,275 $617K 0.26% +864 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,266 $615K 0.04% +673 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,266 $615K 0.31% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,257 $612K 0.05% -6 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,254 $611K 0.35% -42 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,248 $610K 0.1% +259 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,242 $608K 0.08% +8 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,237 $607K 0.39% -16 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,234 $606K 0.03% +1 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,234 $606K 0.14% +912 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,233 $606K 0.08% new 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,219 $602K 0.15% -267 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,214 $600K 0.1% -22 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,212 $600K 0.04% +24 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,212 $600K 0.08% -889 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,205 $598K <0.01% +39 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,201 $597K 0.07% +802 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,987 $597K 0.02% -263 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,191 $594K 0.01% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,184 $592K 0.01% -133 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,184 $592K 0.01% +1,006 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,180 $591K 0.01% -20,738 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,167 $588K 0.03% +10 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,152 $584K 0.01% +43 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 2,146 $582K 0.01% -1,119 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,132 $578K <0.01% -4,925 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,126 $577K 0.06% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,124 $576K 0.13% +315 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,121 $575K 0.45% 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,120 $575K 0.03% +26 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,118 $574K 0.03% +165 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,118 $574K 0.06% -100 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,112 $573K 0.06% -21 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,109 $572K 0.09% +396 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,106 $571K 0.1% +163 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,102 $570K 0.01% +75 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,720 $570K 0.1% +34 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,100 $570K 0.08% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,084 $565K 0.01% +128 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,079 $564K 0.05% -19 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,065 $560K 0.05% -161 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,047 $555K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,209 $555K 0.01% +188 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,018 $555K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,036 $552K 0.2% -400 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,813 $551K 0.02% +501 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,032 $551K 0.02% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,819 $550K 0.05% +3 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,023 $549K 0.15% +904 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,004 $543K 0.02% -51 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,001 $543K 0.1% -91 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $542K 0.02% 0 13F-HR/A Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,000 $542K 0.17% -23 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,995 $541K 0.09% +2 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,778 $537K 0.03% +55 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,974 $535K 0.34% -84 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,972 $535K 0.88% +25 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,969 $534K 0.03% +77 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,959 $531K 0.03% +227 13F-HR Timeline Group Moment Partners, LLC More: the full row for Moment Partners, LLC 1,952 $529K 0.11% -281 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,952 $529K 0.02% +12 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,950 $529K 0.19% +82 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,932 $524K 0.03% +869 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,923 $522K 0.01% +950 13F-HR Timeline