Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,303 $512K 0.28% -477 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,284 $509K 0.15% -87 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3,278 $509K 0.25% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,252 $504K <0.01% +378 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,224 $500K <0.01% +837 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 3,220 $500K 0.23% +220 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,187 $494K 0.34% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,347 $493K 0.03% +875 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,180 $493K 0.01% +330 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3,163 $491K <0.01% -885 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,165 $490K <0.01% -1,725 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 3,115 $483K 0.01% -3,776 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,106 $482K 0.02% -125 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,092 $480K 0.03% +32 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,087 $479K <0.01% +303 13F-HR/A Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 3,039 $471K 0.08% +1,009 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 3,035 $471K 0.48% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,025 $469K 0.04% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,011 $467K 0.05% new 13F-HR Timeline Spark Investment Management LLC More: the full row for Spark Investment Management LLC 3,000 $466K 0.91% 0 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 3,000 $465K 0.31% -34,000 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,994 $464K 0.03% +300 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,982 $463K 0.22% 0 13F-HR Timeline ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 2,947 $457K 0.29% +7 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,918 $453K 0.01% -516 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,903 $450K 0.01% -100 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 2,892 $449K 0.06% +452 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 2,889 $448K 0.3% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,887 $448K <0.01% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,884 $447K 0.25% -644 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,878 $446K 0.05% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,850 $442K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,839 $440K <0.01% -56 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,833 $439K 0.01% 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 2,831 $439K 0.26% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,827 $439K 0.04% +179 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,814 $437K 0.03% +200 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 2,814 $437K +412 Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,800 $434K 0.05% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,979 $430K 0.01% +3 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,774 $430K 0.12% +221 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,744 $426K <0.01% -300 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,738 $425K 0.01% -256 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,702 $419K <0.01% -2,427 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 2,700 $419K 0.08% -7,057 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,700 $418K 0.27% -1,570 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,676 $415K <0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,663 $413K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,658 $412K 0.02% +41 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 2,653 $412K 0.01% +643 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,641 $410K 0.01% new 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,630 $408K <0.01% -67 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,610 $405K 0.04% +164 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,602 $404K 0.01% +99 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,600 $403K 0.03% 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,579 $400K 0.01% -17 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 2,579 $400K 0.13% -45 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,578 $400K 0.05% -3 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 2,568 $398K 0.03% -63,781 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,560 $397K 0.09% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,551 $396K 0.08% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 2,551 $396K 0.08% 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,529 $392K 0.04% -515 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 2,512 $390K 0.06% +18 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,503 $388K 0.01% +26 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,482 $385K <0.01% -79 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,484 $385K 0.01% -73 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,444 $379K 0.06% -2,905 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,440 $379K 0.12% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 2,433 $377K 0.05% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,424 $376K 0.11% +304 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,413 $374K <0.01% -20 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,410 $374K <0.01% +746 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,403 $373K 0.01% +767 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,384 $370K 0.33% +496 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 2,371 $368K 0.08% -2,382 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,367 $367K 0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,365 $367K 0.16% +1,121 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,306 $358K 0.01% -66 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 2,302 $357K 0.09% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,270 $352K <0.01% +584 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,265 $351K 0.01% +550 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,264 $351K 0.13% +250 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,257 $350K 0.1% +1,153 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,256 $350K 0.01% +156 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,241 $348K 0.19% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,224 $345K 0.08% -45 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,214 $343K 0.02% +52 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,200 $341K 0.05% -830 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 2,187 $339K 0.21% -2,392 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,178 $338K <0.01% +2,083 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,175 $337K 0.17% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 2,171 $337K 0.29% +111 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,169 $336K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,153 $334K 0.02% -5 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,149 $333K 0.03% -78 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,147 $333K 0.06% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,863 $333K 0.05% -2 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,111 $327K <0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,107 $327K 0.08% +580 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,097 $325K 0.03% -5,832 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,096 $325K 0.02% -231 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,090 $324K 0.02% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 2,083 $323K 0.22% +200 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,075 $322K 0.18% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,075 $322K 0.12% -162 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,066 $320K 0.12% -234 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,055 $319K 0.05% 0 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 2,045 $317K 0.27% +466 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,044 $317K 0.02% -300 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,030 $315K 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,016 $313K <0.01% +735 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,000 $310K 0.03% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,000 $310K 0.14% +1,000 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 2,000 $310K 0.18% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,999 $310K 0.04% -369 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,987 $308K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,973 $306K 0.03% +59 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,965 $305K 0.01% -984 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,967 $305K <0.01% -7,536 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,957 $304K 0.08% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,818 $302K 0.01% new 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,936 $300K 0.01% +105 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,931 $300K <0.01% -386 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,920 $298K 0.04% +700 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,907 $296K 0.08% -84 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,900 $295K <0.01% +500 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,890 $293K 0.01% -14 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,884 $292K 0.01% -8 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,877 $291K <0.01% -628 13F-HR Timeline Group Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 1,865 $289K -1,865 Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,865 $289K 0.03% -8 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,861 $289K <0.01% -250 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,841 $286K 0.02% -2,139 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,840 $285K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,832 $284K <0.01% -2,712 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,819 $282K <0.01% +185 13F-HR Timeline Group BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,800 $280K <0.01% -16,381 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,800 $279K <0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,800 $279K 0.01% +472 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,795 $278K 0.05% 0 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,794 $278K 0.05% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,802 $278K 0.02% -8,894 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,788 $277K 0.01% -42 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,786 $277K 0.01% -266 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,784 $277K 0.01% -681 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,776 $276K 0.05% -140 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,773 $275K 0.01% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,768 $274K 0.06% +10 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,760 $273K 0.02% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,747 $271K 0.03% 0 13F-HR/A Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,746 $271K <0.01% +185 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,746 $271K <0.01% +6 13F-HR Timeline Group SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,732 $269K 0.04% +3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,731 $269K 0.01% +182 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,729 $268K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,723 $267K 0.11% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,720 $267K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,713 $266K 0.04% -229 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,702 $264K 0.01% +25 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,695 $263K 0.01% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,688 $262K 0.08% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 1,687 $262K 0.09% -4,393 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,680 $261K 0.02% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,670 $259K 0.01% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,665 $258K 0.03% -29 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,658 $257K <0.01% -151 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,650 $256K 0.07% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,650 $256K 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,642 $255K <0.01% +38 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,641 $255K 0.2% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,634 $253K 0.04% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,615 $251K 0.11% -483 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,608 $249K 0.09% -45 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,603 $249K <0.01% -601 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,593 $247K 0.06% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,579 $244K 0.08% +89 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,568 $243K 0.07% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,644 $241K 0.01% +355 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,459 $241K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,553 $241K 0.01% -524 13F-HR Timeline Group Dean, Jacobson Financial Services, LLC More: the full row for Dean, Jacobson Financial Services, LLC 1,544 $240K 0.13% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,533 $238K 0.02% +200 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,528 $237K 0.02% +1,244 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,525 $237K 0.15% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,523 $236K <0.01% -17 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,564 $235K 0.17% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,505 $233K 0.02% -40 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,500 $233K 0.02% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,500 $233K 0.02% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,489 $231K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,490 $231K 0.07% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,475 $229K 0.01% +201 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,462 $227K 0.05% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,460 $226K <0.01% +58 13F-HR/A Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 1,455 $226K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,302 $224K 0.09% -40 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,438 $223K <0.01% -3,564 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,433 $222K 0.01% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,427 $221K 0.12% 0 13F-HR Timeline