E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6,783 $4.9M 1.63% +3,419 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,776 $4.9M 0.71% -1,285 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,736 $4.87M 0.41% +8 13F-HR/A Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,730 $4.87M +200 Timeline NWAM LLC More: the full row for NWAM LLC 6,721 $4.86M 0.24% +978 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,718 $4.86M 1.05% -3,274 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,676 $4.83M 0.03% +5,100 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,668 $4.82M 0.8% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,665 $4.82M 0.48% -1,999 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 6,647 $4.81M 1.46% -2,041 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 6,642 $4.8M 1.73% +3,865 13F-HR Timeline Davis Asset Management, L.P. More: the full row for Davis Asset Management, L.P. 6,626 $4.79M 0.12% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 6,611 $4.78M 0.26% -72 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,609 $4.78M 0.2% -11 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 6,574 $4.75M 2.17% -700 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,562 $4.74M 0.16% +1,209 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 6,519 $4.71M 1.8% +468 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,500 $4.7M 0.17% -375 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,497 $4.7M 0.45% +1 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 6,494 $4.7M 1.42% -1,004 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 6,485 $4.69M new Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,474 $4.68M 0.23% +578 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 6,463 $4.67M 0.39% -188 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,449 $4.66M 0.22% -380 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,445 $4.66M 1.87% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,705 $4.66M 0.25% -280 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,438 $4.65M 0.22% -3,366 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,419 $4.64M 0.18% +620 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,347 $4.59M 0.11% -21 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,346 $4.59M 1.1% -1,800 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,329 $4.58M 0.29% -263 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,319 $4.57M 0.88% -310 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,308 $4.56M 0.86% +331 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,284 $4.54M 0.28% +1,781 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 6,270 $4.53M 0.7% -191 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 6,261 $4.53M 1.88% +2,580 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,259 $4.52M 0.85% +684 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 6,224 $4.5M 2.64% -690 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,206 $4.49M 0.39% -51 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,193 $4.48M 0.66% -311 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,219 $4.47M 0.6% +214 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 6,181 $4.47M 0.22% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,178 $4.47M 1.38% -955 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,166 $4.46M 0.27% -109 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,164 $4.46M 1.68% -86 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,141 $4.44M 0.15% +1,733 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,126 $4.43M 1.46% -2,252 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 6,119 $4.42M 1.31% -924 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,115 $4.42M 0.72% -132 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,082 $4.4M 0.32% +2,258 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,079 $4.39M 0.06% +382 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,074 $4.39M 0.16% +2,645 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 6,068 $4.39M <0.01% -102,535 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 6,068 $4.39M 0.1% -7,002 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,055 $4.38M 0.17% -1,083 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 6,045 $4.37M 0.6% -110 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,034 $4.36M 0.84% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,018 $4.35M 0.91% -696 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,001 $4.34M 1.5% -2,017 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 6,000 $4.34M <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 6,000 $4.34M 0.09% new 13F-HR Timeline Group PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 6,000 $4.34M 3.03% -100 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,991 $4.33M 0.26% -8,541 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 5,985 $4.33M 1.09% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,977 $4.32M 0.69% +4,619 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,967 $4.31M 0.12% -209 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,959 $4.31M 0.96% +128 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,909 $4.27M 0.29% +198 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,882 $4.25M 0.05% +961 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,881 $4.25M 0.19% +1,160 13F-HR Timeline Group ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 5,851 $4.23M 3.09% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,790 $4.19M 0.64% +47 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 5,788 $4.18M 0.67% new 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 5,787 $4.18M 3.28% -615 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,761 $4.16M 2.8% -630 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 5,748 $4.16M 2.25% -818 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,730 $4.14M 1.95% -5,020 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,727 $4.14M 4.62% +424 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,700 $4.12M 1.66% -3,850 13F-HR Timeline Group Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 5,690 $4.11M 1.81% new 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 5,670 $4.1M 0.69% -15,880 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 5,661 $4.09M 0.95% +458 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,653 $4.09M 1.46% +2,373 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 5,626 $4.07M 0.65% -351 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,624 $4.06M 0.16% +460 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,621 $4.06M 1.96% +8 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,606 $4.05M 0.16% -98 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,855 $4.04M 0.22% -36 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 5,588 $4.04M 0.31% -240 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 5,563 $4.02M -46 Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,539 $4M 0.16% +1,106 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,527 $4M 0.72% -24 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,518 $3.99M 0.19% -134 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,501 $3.98M 2.14% +12 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,497 $3.97M 2.44% +7 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,487 $3.97M 0.1% +10 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,480 $3.96M 0.66% -1,159 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,396 $3.95M 0.21% +1,124 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,444 $3.94M 1.95% -914 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 5,423 $3.92M 0.42% -39,677 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,409 $3.91M 0.15% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,392 $3.9M 1.21% 0 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 5,390 $3.9M 1.52% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,364 $3.88M 0.06% +135 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,364 $3.88M 0.25% +1,228 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 5,364 $3.87M 0.27% -3,698 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 5,354 $3.87M 0.63% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 5,350 $3.87M 1.17% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 5,344 $3.86M 1.02% -1,512 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,341 $3.86M 0.28% +1,805 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,340 $3.86M 0.38% +2,482 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,313 $3.84M 0.31% -820 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 5,302 $3.83M 0.1% -3,783 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,301 $3.83M 0.27% -30 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,299 $3.83M 0.76% -442 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,249 $3.8M 3.4% -6,085 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 5,243 $3.79M 1.53% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,220 $3.77M 0.22% +54 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,213 $3.77M 0.84% -41 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,205 $3.76M 1.74% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,203 $3.76M 0.76% -465 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 5,193 $3.75M 0.25% -168 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,172 $3.74M 0.18% +2,815 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 5,159 $3.73M 0.79% -170 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,148 $3.72M 0.23% +167 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,136 $3.71M 0.38% -25 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,135 $3.71M 0.01% +124 13F-HR Timeline Group Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 5,123 $3.7M 2.52% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,827 $3.7M 0.15% +228 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,090 $3.68M 0.94% -304 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,086 $3.68M 1.97% -670 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,142 $3.67M 1.71% -1 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,063 $3.66M 0.53% +4,157 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 5,032 $3.64M 2.7% -10 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,954 $3.58M 0.69% -6 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,944 $3.57M 0.36% -1,177 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 4,940 $3.57M 0.74% +190 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,939 $3.57M 0.47% +2 13F-HR Timeline EULAV Asset Management More: the full row for EULAV Asset Management 4,927 $3.56M 0.11% new 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,877 $3.53M 2.41% -5 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,876 $3.53M 1% +27 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,860 $3.51M 0.21% +123 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,857 $3.51M 0.04% +743 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 4,843 $3.5M 0.12% +2,785 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 4,840 $3.5M 4.71% +340 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,832 $3.49M 1.34% -2,748 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,828 $3.49M 0.94% -156 13F-HR Timeline Candelo Capital Management LP More: the full row for Candelo Capital Management LP 4,800 $3.47M 2.55% -8,100 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,800 $3.47M 0.65% -120 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,797 $3.47M 0.5% -164 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,795 $3.47M 0.16% -46 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,817 $3.46M 0.02% -1,132 13F-HR Timeline Group G&S Capital LLC More: the full row for G&S Capital LLC 4,785 $3.46M 1% +3,827 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,782 $3.46M 0.21% +240 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 4,777 $3.45M 0.13% new 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,772 $3.45M 0.78% -623 13F-HR Timeline Group October Effect Ltd More: the full row for October Effect Ltd 4,770 $3.45M 3.24% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,756 $3.44M 0.94% +3,566 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,745 $3.43M 0.11% +440 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,741 $3.43M 1.34% -100 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,739 $3.43M 0.05% +649 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 4,729 $3.42M 2.52% +267 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,721 $3.41M 1.38% -375 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 4,714 $3.41M 2.34% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 4,712 $3.41M 1.69% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,683 $3.39M 0.2% +263 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,675 $3.38M 0.31% -44 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,659 $3.37M 0.83% -104 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,658 $3.37M 0.48% -193 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 4,657 $3.37M 0.9% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,656 $3.37M 0.35% -622 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,639 $3.35M 0.94% +1,333 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,598 $3.32M 0.11% -231 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,593 $3.32M 2.08% -849 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 5,571 $3.32M 0.47% -175 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,587 $3.32M 0.04% +542 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,577 $3.31M 0.27% +98 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 4,564 $3.3M 0.31% +1,900 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,558 $3.3M 0.29% +517 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,557 $3.29M 0.54% +352 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,545 $3.29M 1.8% -1,627 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,536 $3.28M 0.09% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,535 $3.28M 0.1% +279 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 4,522 $3.27M 0.34% +63 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 4,509 $3.26M 2.82% -6,491 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,507 $3.26M 0.91% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4,504 $3.26M 0.2% -32 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 4,508 $3.25M 0.21% -446 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 4,496 $3.25M 0.42% 0 13F-HR Timeline QV Investors Inc. 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