Summit Financial, LLC More: the full row for Summit Financial, LLC 3,326 $602K 0.01% -125 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,320 $601K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,314 $600K 0.01% +349 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,275 $593K 0.03% -7,341 13F-HR Timeline Group Sapience Investments, LLC More: the full row for Sapience Investments, LLC 3,264 $591K 0.39% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,252 $589K <0.01% -74 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,202 $579K 0.01% +502 13F-HR Timeline Group Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 2,000 $578K 0.86% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3,183 $576K 0.07% -5,552 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 3,170 $574K 0.01% -143,803 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,161 $572K 0.06% +225 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,148 $570K 0.05% -2 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,147 $569K 0.01% +2,595 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,145 $569K 0.11% -38 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,144 $569K 0.07% +2,769 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,082 $558K 0.04% -10 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,076 $557K 0.01% -50 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,016 $546K 0.01% +274 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,007 $544K 0.54% +30 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,000 $543K 0.17% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,999 $543K 0.01% +649 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,974 $538K 0.01% -8,550 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,963 $536K 0.02% -283 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $534K 0.09% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,943 $532K 0.14% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,931 $530K 0.01% -128 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,909 $526K 0.02% +496 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,903 $525K 0.01% -26 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,870 $519K 0.02% +1,609 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,843 $514K 0.08% +14 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,825 $511K 0.05% -100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,817 $510K 0.01% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,750 $498K 0.15% -155 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,735 $495K 0.27% new 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $495K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,665 $494K 0.05% +53 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,722 $493K 0.25% -105 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,718 $492K 0.15% -2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,713 $491K 0.01% -250 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,697 $488K 0.01% +363 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,658 $481K 0.01% +15 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,630 $476K 0.01% -1,067 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,584 $468K +330 Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,556 $463K 0.09% -10 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,547 $461K 0.07% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,537 $459K 0.01% -227 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,519 $457K 0.01% +328 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,523 $457K 0.02% +1,028 13F-HR Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,522 $456K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,521 $456K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,511 $454K 0.02% +97 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,511 $453K 0.31% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,454 $444K 0.01% +20 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,439 $441K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2,425 $440K 0.21% -1,283 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,423 $438K 0.03% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,390 $433K 0.12% +1,070 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,361 $427K 0.03% -376 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,335 $423K 0.01% +69 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,295 $415K <0.01% +21 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,287 $414K 0.14% -129 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,280 $412K 0.07% -54 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,246 $406K 0.01% new 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,225 $403K 0.05% -25 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,203 $399K 0.07% +14 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,163 $391K <0.01% -231 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,160 $391K 0.12% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,157 $390K 0.04% -341 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,134 $386K 0.03% -1,080 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,121 $384K 0.15% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,115 $383K <0.01% -26,008 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,099 $380K 0.01% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $378K 0.07% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,075 $375K 0.04% -42 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,055 $372K 0.22% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,054 $372K 0.03% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,010 $364K 0.02% -244 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,008 $363K 0.04% -656 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,005 $363K 0.03% +504 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,003 $362K <0.01% +244 13F-HR Timeline HARVEST MANAGEMENT LLC More: the full row for HARVEST MANAGEMENT LLC 2,000 $362K 0.18% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $362K 0.28% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,994 $361K 0.01% +346 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,972 $357K 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,963 $355K 0.01% +151 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,937 $350K 0.01% +159 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $344K 0.03% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $344K 0.07% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,862 $337K <0.01% -111 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $330K 0.01% 0 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,810 $328K 0.02% +82 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,803 $326K 0.01% +175 13F-HR/A Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,797 $325K 0.06% -25 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $325K 0.05% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,779 $322K 0.04% -760 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,773 $321K <0.01% -2,108 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,765 $319K <0.01% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,757 $318K 0.01% -27 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,748 $316K 0.02% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,739 $315K <0.01% -130 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,711 $310K 0.01% +31 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,699 $307K <0.01% -800 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,681 $304K 0.04% +113 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,662 $301K 0.01% +282 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,648 $298K 0.01% +277 13F-HR/A Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,645 $298K 0.11% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,645 $298K 0.02% -13 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,629 $295K 0.01% -74 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,628 $295K 0.1% new 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,624 $294K 0.01% +4 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,619 $293K 0.1% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,616 $292K 0.02% +425 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,600 $290K 0.1% -117 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,592 $288K <0.01% new 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 1,579 $286K 0.01% -144 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,578 $286K 0.04% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,578 $286K 0.03% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,656 $285K 0.21% +221 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,565 $283K 0.01% -93 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,564 $283K 0.13% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,562 $283K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,542 $279K 0.04% +149 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,517 $275K <0.01% +216 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,505 $272K 0.13% -319 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,501 $272K 0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,493 $270K 0.01% -108 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,492 $270K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,474 $267K 0.02% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,472 $266K 0.02% 0 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,097 $265K 0.1% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,465 $265K 0.03% -335 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $262K 0.06% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,422 $262K 0.1% +121 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,414 $256K <0.01% +1,019 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,412 $256K 0.02% 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,408 $255K 0.01% +13 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,407 $255K 0.02% -130 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $253K 0.04% 0 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,391 $252K 0.41% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,383 $250K <0.01% -94 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,381 $250K 0.01% +124 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,356 $248K 0.11% -249 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,361 $246K 0.08% -21 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,361 $246K 0.03% -571 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,350 $244K 0.13% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $244K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,348 $244K <0.01% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,339 $242K 0.08% -101 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,338 $242K <0.01% -540 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,334 $241K 0.01% -3 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,327 $240K 0.01% -53 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,320 $239K 0.05% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,319 $239K 0.06% -328 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,311 $237K 0.03% +83 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,305 $236K 0.21% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,301 $235K 0.03% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,287 $233K 0.01% +26 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,279 $231K 0.01% -28 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 1,252 $227K 0.07% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,249 $226K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,250 $226K 0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,239 $224K <0.01% -48 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,234 $223K 0.1% -100 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,233 $223K 0.02% -335 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,226 $222K 0.01% +276 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,214 $220K 0.03% -96 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,210 $219K 0.06% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,205 $218K 0.01% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,200 $217K 0.12% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 36,192 $217K 0.06% +35,019 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,194 $216K 0.03% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,192 $216K 0.14% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,189 $215K 0.01% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,188 $215K 0.01% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,186 $215K <0.01% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,154 $213K 0.01% -228 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,171 $209K 0.01% -56 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,155 $209K 0.02% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,150 $208K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,149 $208K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,139 $206K 0.01% -54 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,125 $204K 0.04% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,124 $203K 0.08% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,135 $203K 0.02% -91 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,118 $202K <0.01% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,110 $201K <0.01% -24,860 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 1,106 $200K 0.14% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,005 $182K <0.01% -12 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 984 $178K 0.01% -32 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 765 $138K 0.01% +20 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 747 $135K 0.01% +267 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 701 $127K 0.02% -18 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 695 $126K 0.02% new 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 681 $123K 0.01% new 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 681 $123K <0.01% -948 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 663 $120K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 619 $112K <0.01% +210 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 606 $110K 0.08% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 601 $109K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 519 $94K 0.01% 0 13F-HR Timeline