Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,970 $392K 0.06% +243 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,960 $391K 0.17% +2,000 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,936 $389K 0.03% +143 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 5,924 $389K 0.03% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,910 $388K 0.56% +2,954 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,855 $387K 0.05% +200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,872 $385K 0.01% -671 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,855 $384K 0.15% +350 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 5,739 $382K 0.36% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 5,795 $380K 0.05% +35 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 5,700 $374K 0.14% -6 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,623 $369K 0.02% -16,538 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,583 $366K <0.01% +1,387 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,561 $365K 0.24% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,550 $364K <0.01% new 13F-HR/A Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,550 $364K 0.05% -358 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,524 $362K 0.04% -1,241 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,518 $362K 0.02% +2,502 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,511 $362K <0.01% -8,404 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,484 $360K <0.01% +1,277 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,414 $355K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5,415 $355K 0.12% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,381 $352K 0.37% +2,236 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,364 $352K 0.03% +100 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,307 $350K 0.02% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,333 $350K 0.01% -26 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,263 $345K 0.06% +269 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,220 $342K 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,218 $342K 0.02% +434 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5,203 $341K 0.08% -280 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,206 $341K 0.09% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,129 $336K 0.07% +480 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,085 $334K 0.12% +100 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 5,063 $332K 0.03% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,014 $329K 0.01% +367 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,000 $328K 0.05% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,240 $325K 0.02% new 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,920 $323K 0.03% +893 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,920 $323K 0.02% +37 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,848 $318K 0.02% -350 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,824 $316K 0.09% +36 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,800 $315K 0.04% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,800 $315K 0.22% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,791 $314K 0.01% -809 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,767 $313K 0.03% -23 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4,752 $312K 0.04% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,746 $311K 0.16% -888 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,728 $310K 0.22% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,706 $309K 0.03% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,700 $308K 0.05% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,700 $308K 0.03% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,676 $307K 0.05% +132 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,620 $303K 0.07% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,616 $303K <0.01% -1,343 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,613 $303K 0.03% -3,478 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,504 $295K 0.02% +568 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,495 $295K 0.01% -6,247 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,483 $294K 0.01% -1,791 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,476 $294K 0.03% new 13F-HR/A Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,470 $293K 0.05% +230 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,453 $292K 0.09% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 4,453 $292K 0.21% -11 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,406 $289K 0.02% +671 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4,400 $289K 0.03% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,400 $289K 0.22% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,330 $284K 0.14% new 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,300 $282K 0.13% -2,430 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,245 $278K 0.02% 0 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,237 $278K 0.21% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,227 $277K 0.13% +164 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,206 $277K 0.01% -1,013 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 4,207 $276K 0.14% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,169 $273K 0.01% -378 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,160 $273K 0.12% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,140 $272K 0.03% -172 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,132 $271K 0.07% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,122 $270K 0.02% +193 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,105 $270K 0.12% -411 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,113 $270K 0.02% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,107 $269K 0.02% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,103 $269K 0.11% +965 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,086 $269K 0.1% +933 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,150 $266K 0.06% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,044 $265K 0.07% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,036 $265K 0.03% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,014 $264K 0.03% +340 13F-HR Timeline Group KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 4,000 $262K 0.08% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 4,000 $262K 0.03% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,000 $262K 0.04% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,000 $262K 0.1% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,991 $262K 0.02% -159 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,978 $261K 0.02% -99 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,969 $260K 0.14% +863 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,966 $260K 0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,941 $258K 0.01% +164 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,921 $257K 0.14% -1,015 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,897 $256K 0.05% -2,111 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,888 $255K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,851 $253K 0.03% -1,628 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,851 $253K 0.02% -29 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,835 $252K 0.17% +652 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,820 $251K 0.04% new 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 3,805 $250K <0.01% -3,715,780 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,799 $249K 0.01% -199,181 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,733 $245K 0.07% -490 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,733 $245K 0.02% -91 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,722 $244K 0.49% +737 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3,700 $243K 0.04% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,693 $242K 0.08% new 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,670 $241K 0.02% +304 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,669 $241K 0.25% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,661 $240K 0.02% +61 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,643 $239K 0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,600 $236K 0.07% +100 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 3,839 $234K 0.16% -1,147 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,562 $234K 0.09% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,560 $234K <0.01% -76 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,525 $231K 0.02% +139 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,507 $230K 0.02% -32 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,506 $230K 0.04% -105 13F-HR Timeline Laurus Global Equity Management Inc. More: the full row for Laurus Global Equity Management Inc. 3,500 $230K 0.15% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,498 $229K 0.03% -10 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,496 $229K 0.12% +232 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,455 $227K 0.03% -994 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,424 $225K 0.18% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,776 $224K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,394 $223K 0.07% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 3,382 $222K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,373 $221K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,365 $221K 0.1% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,356 $221K 0.14% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,361 $220K 0.01% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,340 $220K 0.11% +140 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,317 $218K 0.03% 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 3,321 $218K 0.01% new 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,309 $217K 0.03% +211 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,303 $217K 0.03% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 3,302 $217K 0.64% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,256 $214K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,250 $213K 0.01% -2,050 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,236 $213K 0.05% +131 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,241 $213K 0.04% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,236 $212K 0.15% -82 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,228 $212K 0.05% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,222 $211K 0.02% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,218 $211K 0.18% +18 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,209 $210K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,200 $210K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 3,197 $210K 0.09% -2,830 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 3,200 $210K 0.03% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,200 $210K 0.03% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,199 $210K 0.12% -160 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,197 $210K 0.1% +142 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,191 $209K 0.17% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,190 $209K 0.21% +2 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,180 $209K 0.01% -20 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,134 $208K 0.05% +282 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,164 $208K 0.04% +215 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,152 $207K 0.01% +124 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,154 $207K 0.12% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,150 $207K 0.12% 0 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,119 $205K 0.02% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,889 $204K 0.02% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 3,065 $202K 0.19% +7 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,072 $201K 0.02% -111 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,056 $200K 0.02% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,047 $200K <0.01% +109 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,010 $197K 0.03% +167 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,003 $197K 0.07% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,935 $192K -113 Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,905 $191K 0.25% +511 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,887 $189K 0.03% -435 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,815 $185K 0.1% -7 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,700 $177K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,661 $175K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,604 $171K <0.01% -4,529 13F-HR Timeline Group 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 2,604 $171K 0.01% +84 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,594 $170K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,446 $160K 0.08% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,370 $155K 0.05% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,360 $155K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,352 $154K 0.02% +50 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,329 $153K 0.02% +2,251 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,260 $148K 0.01% +214 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,220 $146K 0.1% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,182 $143K 0.01% +14 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,176 $143K -618,641 Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,143 $141K 0.14% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,008 $132K 0.04% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,007 $132K 0.02% +377 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,999 $131K <0.01% +9 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,997 $131K 0.05% -1,392 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,916 $126K 0.01% -1,027 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,915 $126K 0.01% +220 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,894 $124K 0.01% +1,266 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,886 $124K <0.01% +1,020 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,870 $123K 0.01% -49 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,856 $122K 0.07% +111 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,719 $113K 0.05% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,706 $112K 0.01% +58 13F-HR Timeline