Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,095 $1.04M 0.05% +1,008 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,070 $1.04M 0.04% +1,267 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,110 $1.03M 0.03% +228 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,103 $1.03M 0.09% -57 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,100 $1.03M 0.03% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,095 $1.03M 0.17% +93 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,074 $1.02M 0.22% +43 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,058 $1.01M 0.01% -161 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,023 $1.01M 0.02% +443 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,040 $1M 0.14% -195 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,035 $998K 0.08% -3 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,031 $996K 0.01% +1,195 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,028 $994K 0.34% -17 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 2,027 $994K <0.01% +72 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,023 $992K 0.15% +3 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,021 $991K <0.01% -193 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,949 $990K 0.12% +348 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,016 $989K 0.13% -181 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,007 $984K 0.08% +424 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,000 $981K 0.11% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,990 $976K 0.15% -49 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,989 $975K 0.02% -73 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,983 $972K 0.02% -5 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,978 $970K 0.03% -232 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,976 $969K 0.02% +126 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,969 $965K 0.07% -4,408 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,940 $951K 0.78% -15 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,934 $948K 0.03% +36 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,932 $947K 0.32% new 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,900 $932K 0.09% -628 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,894 $929K 0.02% +736 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,888 $926K 0.07% +33 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,883 $924K 0.01% +60 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,875 $919K 0.01% 0 13F-HR Timeline Group Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,856 $918K 0.02% -17,844 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,866 $915K 0.02% -97 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,855 $910K 0.01% -1,043 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,853 $909K 0.15% +1,155 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,849 $907K 0.17% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,848 $906K 0.09% new 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,837 $901K 0.09% +248 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,831 $898K 0.03% +486 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,790 $878K 0.25% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,789 $877K 0.03% +1,136 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,787 $876K 0.06% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,763 $864K 0.02% -26 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,715 $841K 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,711 $839K 0.01% +1,301 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,707 $837K 0.12% 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,705 $836K 0.16% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,640 $835K 0.03% +222 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,701 $834K 0.03% +79 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,691 $829K 0.25% -406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,688 $828K 0.03% +217 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,685 $826K 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,677 $822K 0.03% -13 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,674 $821K 0.04% -6,143 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,665 $816K <0.01% +426 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,638 $813K 0.02% +1,049 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,646 $807K 0.02% +31 13F-HR Timeline Group TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,645 $807K 0.25% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,630 $799K 0.16% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,626 $797K 0.03% -30 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,624 $796K 0.06% +298 13F-HR Timeline Group Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,616 $792K 0.3% +6 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,615 $792K 0.2% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,614 $791K 0.05% -19 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,606 $787K 0.22% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,606 $787K 0.03% -1,176 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,583 $776K 0.02% +177 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,581 $775K 0.02% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,577 $773K 0.1% +286 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,546 $758K 0.04% +358 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,541 $756K 0.01% -115 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,540 $755K 0.04% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,539 $755K 0.02% +14 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,502 $736K 0.01% +522 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,500 $736K <0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,498 $735K 0.01% +185 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,497 $734K 0.02% +676 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,497 $734K 0.01% -232 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,483 $733K 0.01% -52 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 1,493 $732K 0.6% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,488 $729K 0.03% +21 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,488 $729K 0.01% -6 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,478 $725K 0.03% -77 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,474 $723K 0.24% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,473 $722K 0.18% -142 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,472 $722K 0.41% +8 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,471 $721K 0.06% -4 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,467 $719K 0.5% -25 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,463 $718K 0.01% +22 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,453 $713K 0.21% -3 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,442 $707K 0.19% -9 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,439 $706K 0.03% -27 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,605 $705K 0.08% +75 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,420 $696K 0.11% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,414 $693K 0.04% +759 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,411 $692K 0.04% -80 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,411 $692K 0.02% +123 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,409 $691K 0.06% 0 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 1,405 $689K 0.11% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,403 $688K 0.04% +92 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,392 $683K 0.05% -12 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,388 $681K 0.37% +816 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,386 $680K 0.04% +404 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,381 $677K 0.11% +680 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,372 $673K 0.33% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,367 $670K 0.05% -87 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,367 $670K 0.01% +2 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,364 $669K 0.01% +5 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,347 $660K 0.22% -1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,342 $658K 0.05% -76 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,336 $655K 0.07% -3 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,329 $652K 0.01% -36 13F-HR Timeline TOBAM More: the full row for TOBAM 1,326 $650K 0.16% +1,183 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,322 $648K 0.08% -13 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,320 $647K 0.43% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,313 $644K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,312 $644K 0.01% +146 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,301 $638K 0.01% +36 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,300 $637K 0.02% -359 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,300 $637K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,300 $637K 0.18% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,296 $636K 0.01% +61 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,295 $635K 0.01% -1,331 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,293 $634K 0.05% -36 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,287 $631K 0.1% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,224 $621K 0.11% +1 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,265 $620K 0.03% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,261 $618K 0.03% -51 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,260 $618K 0.09% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,179 $618K 0.05% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,258 $617K 0.15% -111 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,254 $615K 0.27% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,253 $614K 0.24% -457 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,246 $611K 0.01% +156 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,244 $610K 0.01% -3 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,236 $606K 0.02% +282 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,231 $604K 0.15% +195 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,230 $603K 0.12% +371 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,224 $600K 0.11% -3,127 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,220 $598K 0.09% 0 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,205 $591K 0.02% +14 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,202 $589K 0.01% -115 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,200 $588K 0.14% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,200 $588K <0.01% +25 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,200 $588K 0.33% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,196 $586K 0.01% -47 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,191 $584K 0.03% +123 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,188 $583K 0.67% 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,174 $576K 0.08% +9 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,172 $575K 0.03% +26 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,126 $575K 0.01% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,083 $571K 0.09% +74 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,164 $571K 0.09% -40 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,158 $568K 0.07% -660 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,156 $567K 0.02% -49 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,150 $564K 0.28% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,143 $561K 0.05% +7 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,141 $559K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,140 $559K 0.04% -45 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,136 $557K 0.02% +390 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,136 $557K 0.03% -139 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,135 $557K 0.12% +94 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,129 $553K 0.3% -7 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,126 $552K 0.02% +235 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,106 $542K 0.04% -1,502 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,103 $541K 0.03% +2 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,075 $540K +413 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,102 $540K 0.03% -31 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,100 $539K 0.02% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,100 $539K 0.04% -2,000 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,098 $538K 0.02% -1,940 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,096 $537K 0.23% +351 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,096 $537K 0.02% +1 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,087 $533K 0.07% +6 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,087 $533K 0.34% -940 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,085 $532K 0.04% -42 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,081 $530K 0.12% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,080 $530K 0.24% -67 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,035 $525K 0.39% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,070 $525K 0.01% +384 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,069 $524K 0.02% -333 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,064 $522K 0.05% -14 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,050 $515K 0.28% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,014 $515K 0.18% -3 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,035 $508K 0.1% -100 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 997 $506K 0.04% -175 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,028 $504K 0.15% 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,026 $503K 0.03% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,023 $501K 0.02% -137 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,021 $501K 0.14% -1 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,021 $501K 0.03% 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,018 $499K 0.06% -162 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,015 $498K 0.05% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,014 $497K 0.06% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,011 $496K 0.15% +3 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,001 $491K 0.29% +80 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,000 $490K 0.07% 0 13F-HR Timeline