MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,179 $342K 0.16% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,176 $342K 0.03% +79 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,169 $340K 0.15% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,170 $340K 0.7% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,167 $339K 0.13% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,165 $338K 0.01% +278 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,164 $338K 0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,165 $338K 0.02% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,163 $338K 0.06% +300 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,162 $338K 0.01% +55 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,159 $337K 0.04% +33 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,158 $336K 0.01% -197 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,157 $336K 0.04% +1 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,155 $336K 0.06% -1 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,155 $336K 0.17% -4 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,152 $335K 0.25% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,150 $334K 0.17% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,145 $333K 0.08% -12 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,144 $332K 0.02% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,144 $332K 0.01% new 13F-HR Timeline Group Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,142 $332K 0.13% -3 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,134 $329K 0.13% -1 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,131 $329K 0.05% -95 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,129 $328K 0.01% new 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,127 $327K 0.23% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,125 $327K 0.02% -132 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,122 $326K 0.03% +250 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,107 $322K 0.12% -24 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,105 $321K 0.09% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,104 $321K 0.31% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,100 $320K 0.09% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,099 $319K 0.02% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,099 $319K 0.09% +142 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,066 $317K 0.16% -486 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,071 $317K 0.01% +64 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,089 $316K 0.05% -594 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,083 $315K 0.08% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,077 $314K 0.03% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,079 $313K 0.12% 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,079 $313K 0.01% -35 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,065 $309K 0.01% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,062 $308K 0.18% -46 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,054 $306K 0.04% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,052 $306K 0.01% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,048 $304K 0.01% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,002 $303K 0.06% -136 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,044 $303K 0.03% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,043 $303K 0.02% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,042 $303K 0.11% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,041 $302K 0.03% -137 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,038 $302K 0.07% +371 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1,037 $301K <0.01% +41 13F-HR Timeline Group MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 1,034 $300K 0.14% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,030 $299K 0.01% -187 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,029 $299K 0.04% +4 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,026 $298K 0.05% +114 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,023 $297K 0.03% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,022 $297K 0.08% +52 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,018 $296K 0.04% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,015 $295K 0.09% -17 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,014 $295K 0.06% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,013 $294K 0.03% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,011 $294K 0.07% -335 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,008 $293K 0.07% +8 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,006 $292K 0.02% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,006 $292K <0.01% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,006 $292K 0.11% -65 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,002 $291K 0.19% new 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,000 $290K 0.08% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,000 $290K 0.06% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,000 $290K 0.09% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 998 $290K 0.07% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 996 $289K 0.15% -14 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 994 $289K 0.2% -16 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 986 $287K 0.05% -7 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 984 $286K 0.03% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 981 $285K 0.01% -123 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 978 $284K 0.05% -1 13F-HR Timeline Group AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 974 $283K 0.21% -74 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 971 $282K 0.06% -304 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 970 $282K 0.02% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 969 $281K 0.27% +70 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 965 $280K 0.02% -41 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 964 $280K 0.15% -102 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 962 $279K 0.06% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 959 $279K 0.03% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 954 $277K 0.05% -3,193 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 950 $277K 0.24% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 944 $274K 0.16% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 942 $274K 0.16% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 941 $273K 0.23% -21 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 938 $272K 0.01% -333 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,100 $272K 0.2% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 934 $271K <0.01% -15 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 931 $270K <0.01% +4 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 924 $268K 0.1% -123 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 923 $268K 0.04% -500 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 922 $268K 0.03% +1 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 920 $267K 0.02% -1 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 919 $267K 0.01% +40 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 916 $266K 0.05% +217 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 915 $266K 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 914 $266K 0.01% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 913 $265K 0.03% +1 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 910 $264K 0.05% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 906 $263K 0.06% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 902 $262K 0.14% -25 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 870 $261K 0.25% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 895 $260K 0.23% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 893 $259K 0.08% -113 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 891 $259K 0.02% -1,531 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 890 $259K 0.01% -18 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 887 $258K 0.12% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 885 $257K 0.02% -36 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 882 $256K 0.03% +18 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 878 $255K 0.08% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 877 $255K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 874 $254K 0.09% 0 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 872 $253K 0.1% -11 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 868 $252K <0.01% -131 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 868 $252K 0.05% -480 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 867 $252K 0.01% -43 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 867 $252K 0.11% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 862 $250K 0.11% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 860 $250K 0.1% -73 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 858 $249K 0.07% +2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 857 $249K 0.01% -1,384 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 856 $249K <0.01% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 855 $248K 0.11% -49 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 852 $247K 0.07% +20 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 852 $247K 0.17% -32 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 850 $247K 0.02% -64 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 850 $247K 0.2% -20 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 849 $247K 0.07% +12 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 842 $245K 0.02% -25 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 838 $243K 0.08% -317 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 837 $243K 0.25% -74 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 835 $243K 0.01% +7 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 832 $242K 0.08% +1 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 830 $241K 0.04% +2 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 816 $241K 0.14% +1 13F-HR Timeline Belfer Management LLC More: the full row for Belfer Management LLC 828 $240K 4.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Wealth Management More: the full row for Dakota Wealth Management 820 $238K 0.01% -21 13F-HR/A Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 815 $237K 0.01% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 815 $237K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 814 $236K 0.04% new 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 813 $236K 0.13% -83 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 813 $236K 0.02% -127 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 810 $235K 0.24% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 810 $235K 0.22% -61 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 804 $234K 0.15% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 804 $233K 0.01% -349 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 803 $233K 0.02% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 803 $233K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 800 $232K 0.01% new 13F-HR/A Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 800 $232K 0.07% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 800 $232K 0.01% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 800 $232K 0.1% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 799 $232K 0.09% -146 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 800 $232K 0.05% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 796 $231K 0.07% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 796 $231K 0.02% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 795 $231K 0.01% 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 794 $231K 0.19% -115 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 793 $230K 0.04% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 790 $230K 0.86% -167 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 790 $229K <0.01% -570 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 789 $229K 0.07% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 787 $229K 0.06% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 785 $228K 0.03% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 782 $227K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 785 $227K 0.11% +4 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 781 $227K 0.05% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 778 $226K <0.01% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 777 $226K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 775 $225K 0.08% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 774 $225K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 774 $225K 0.03% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 773 $225K 0.07% new 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 770 $224K 0.04% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 768 $223K 0.16% new 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 766 $223K 0.13% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 764 $222K 0.12% -141 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 761 $222K 0.03% new 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 756 $220K 0.08% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 755 $219K <0.01% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 753 $219K 0.01% -2,034 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 752 $218K 0.1% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 751 $218K 0.01% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 751 $218K 0.74% -5 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 750 $218K <0.01% new 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 747 $217K 0.12% -96 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 746 $217K 0.04% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 745 $216K 0.01% -300 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 743 $216K 0.1% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 742 $216K 0.02% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 740 $215K 0.02% new 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 737 $214K 0.02% -424 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 737 $214K 0.04% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 736 $214K <0.01% new 13F-HR Timeline