SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,937 $1.19M 0.1% -43 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,931 $1.19M 0.95% +474 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,800 $1.16M 0.16% -400 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,771 $1.15M 0.03% -198 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,706 $1.14M 0.48% +285 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 4,681 $1.13M 0.35% +20 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,613 $1.12M 0.02% +62 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,502 $1.09M 0.1% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,475 $1.08M 0.15% -80 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,468 $1.08M 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,456 $1.08M 0.02% -498 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,397 $1.06M 0.14% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,337 $1.05M 0.04% +3,058 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,323 $1.05M 0.01% +17 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,313 $1.04M 0.03% -534 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,253 $1.03M 0.12% +8 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,251 $1.03M 0.2% +988 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,235 $1.02M 0.12% +30 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 4,186 $1.01M 0.01% -890 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,165 $1.01M 0.06% +1,672 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,164 $1.01M 0.17% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,135 $1M 0.11% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,119 $997K 0.04% -67 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,107 $994K 0.11% +4,091 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,106 $993K <0.01% -881 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,096 $991K 0.02% -3 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,020 $973K 0.02% +2,700 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 4,514 $968K 0.06% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,980 $962K 0.01% -1,272 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,974 $961K 0.02% -285 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 3,940 $953K 0.11% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,926 $950K 0.09% +122 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,908 $946K 0.03% +290 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,886 $940K 0.03% +1,286 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,885 $940K 0.08% -837 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,817 $923K 0.03% +503 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,596 $916K 0.02% -235 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,786 $916K 0.25% +1,146 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,727 $902K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,718 $900K 0.02% +922 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 3,680 $890K <0.01% -7,123 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,666 $887K 0.01% +122 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,657 $885K <0.01% +271 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,654 $884K 0.1% +202 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,593 $869K 0.01% +3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,684 $862K 0.02% +74 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 4,360 $852K 0.31% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,496 $846K 0.02% +537 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,494 $845K 0.01% -22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,486 $843K 0.07% +1 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,434 $831K 0.01% -1,190 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,421 $828K 0.02% -285 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,420 $827K 0.17% +3,388 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,419 $827K 0.09% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,303 $799K 0.05% +90 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,297 $798K 0.01% +60 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,291 $796K 0.01% +1,564 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,289 $796K 0.01% -971 13F-HR Timeline Group Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,265 $790K 0.13% -3,118 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,262 $789K 0.19% -30 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,253 $787K <0.01% +580 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,213 $777K 0.11% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,204 $775K 0.01% -24 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,189 $772K <0.01% -28 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,176 $768K 0.02% -67 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 3,147 $761K 0.14% -43,974 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3,120 $755K 0.08% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,085 $746K 0.19% -244 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,079 $745K 0.09% +43 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,078 $745K 0.01% +1,843 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,070 $742K 0.04% +1,039 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,063 $741K 0.01% -82 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,055 $739K 0.06% +104 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,044 $736K 0.5% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,038 $735K 0.08% +108 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,042 $735K 0.1% 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,031 $733K 0.66% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,000 $726K 0.18% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,996 $725K 0.04% +1,886 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,982 $721K 0.08% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,979 $721K 0.04% +221 13F-HR Timeline Group Calder Financial LLC More: the full row for Calder Financial LLC 2,966 $718K 0.68% -236 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,949 $713K 0.04% -60 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,943 $712K 0.06% +41 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,943 $712K 0.04% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,912 $705K 0.19% -5,358 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,895 $700K 0.01% +310 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,885 $698K +825 Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,867 $694K 0.16% -2,867 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $690K 0.1% 0 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 2,850 $690K 0.35% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,828 $684K 0.08% -16 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,822 $683K 0.05% -116 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 2,811 $680K 0.29% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,744 $664K 0.02% -613 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $661K 0.02% 0 13F-HR/A Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,714 $657K 0.5% +5 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,711 $656K 0.04% +711 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,707 $655K 0.28% 0 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,693 $652K 0.07% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,656 $643K 0.02% +130 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,635 $637K 0.01% -5 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,606 $630K 0.01% -745 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,600 $629K 0.15% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,583 $625K 0.09% -59 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,559 $619K 0.02% +63 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,547 $616K 0.01% -73 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,530 $613K 0.1% +69 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,532 $613K 0.06% -743 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,530 $612K 0.05% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,522 $610K 0.51% +50 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,522 $610K 0.03% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,522 $610K 0.01% -157 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,486 $602K <0.01% +846 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,485 $601K 0.01% +23 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,433 $589K 0.01% +64 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,423 $586K 0.03% -24 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,410 $583K 0.03% +23 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,409 $583K 0.01% -1,804 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,409 $583K <0.01% +98 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,406 $582K 0.07% +1,054 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,379 $576K 0.06% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,372 $574K 0.02% +13 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,363 $572K 0.03% -122 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,338 $566K 0.07% -627 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,260 $547K 0.01% +74 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,251 $545K 0.01% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,259 $539K 0.01% +30 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,227 $539K 0.03% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,221 $537K 0.01% +57 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,215 $536K 0.12% +32 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,213 $535K 0.01% +44 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,197 $532K 0.07% 0 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,173 $526K 0.06% -163 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,149 $520K 0.1% -215 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,136 $517K 0.02% -38 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,135 $517K 0.09% +2 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,134 $516K 0.16% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,127 $515K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,106 $510K 0.03% -324 13F-HR Timeline Group TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,105 $509K 0.16% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,101 $508K 0.05% +1,116 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,092 $506K 0.01% +844 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,092 $506K 0.07% +320 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $505K 0.07% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,067 $500K 0.01% -18 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,062 $499K 0.01% +138 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,053 $497K 0.01% -78 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,027 $490K 0.01% +50 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,016 $488K 0.08% -10 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,013 $487K 0.01% -64 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,005 $485K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $484K 0.03% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,000 $484K 0.08% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,000 $484K 0.04% +429 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $484K 0.3% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,977 $478K 0.08% -799 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,950 $472K 0.01% +2 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,921 $465K 0.03% -2,005 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,915 $464K 0.01% +382 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,915 $463K 0.01% +63 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $459K 0.09% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,893 $458K <0.01% -15 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,882 $455K 0.2% -36 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,871 $453K <0.01% -60 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,870 $452K 0.22% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,857 $449K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,850 $448K 0.04% +10 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,844 $446K <0.01% +69 13F-HR Timeline Group Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,839 $445K 0.36% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,827 $442K 0.01% +248 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $441K 0.01% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,816 $439K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $434K 0.05% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,751 $424K 0.04% -7,843 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,746 $422K 0.01% +409 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,738 $420K 0.03% +7 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 1,737 $420K 0.07% -234 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,730 $419K 0.32% new 13F-HR/A Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,703 $412K 0.32% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,698 $411K <0.01% -62 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 1,680 $406K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,652 $400K 0.02% -64 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,649 $399K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,645 $398K <0.01% -85 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,626 $393K 0.27% +389 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,625 $393K 0.04% -450 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,610 $390K 0.02% -27 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,607 $389K 0.04% +18 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,603 $388K 0.08% -130 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,601 $387K 0.03% 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,575 $381K 0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,563 $378K 0.06% -13,540 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,562 $378K 0.02% +260 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,561 $378K 0.15% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,557 $377K 0.13% +161 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,556 $376K 0.01% +40 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,554 $376K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,544 $374K 0.08% +1,250 13F-HR/A Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 1,542 $373K 0.02% 0 13F-HR Timeline Group