Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,718 $489K 0.01% -318 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,707 $488K 0.15% -69 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,705 $488K 0.13% -97 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 3,700 $487K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,696 $486K 0.01% +816 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,658 $481K <0.01% -84 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,639 $479K 0.01% +103 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 3,636 $478K 0.01% new 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,633 $478K 0.31% +133 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,602 $474K 0.17% -26 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,456 $469K 0.01% +11 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,563 $469K 0.2% -31 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,553 $468K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,523 $464K -846 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,497 $462K <0.01% +751 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,501 $461K <0.01% -445 13F-HR Timeline Group Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,498 $460K 0.19% +762 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,485 $459K <0.01% +434 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,457 $455K <0.01% -60 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,455 $455K 0.02% +119 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,450 $454K 0.18% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,434 $452K 0.03% -220 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,414 $449K <0.01% +242 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 3,403 $448K 0.15% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,394 $447K 0.03% +186 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,382 $445K 0.01% +128 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,343 $440K 0.01% -278 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,319 $437K 0.03% -1 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,300 $434K 0.2% -600 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,253 $428K 0.02% -605 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,223 $424K 0.01% +567 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,206 $422K 0.22% +202 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,176 $418K 0.08% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,166 $416K 0.06% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,157 $415K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,130 $412K 0.02% -766 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,128 $412K 0.15% -45 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,106 $409K 0.01% -1,356 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,100 $408K 0.03% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,094 $407K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,085 $406K 0.03% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,064 $403K 0.02% -2,042 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,063 $403K 0.02% +755 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,060 $403K 0.01% -1,914 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,043 $400K 0.01% +856 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,026 $398K 0.02% -12 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,024 $398K 0.01% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,002 $395K 0.03% -172 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,001 $395K 0.02% -46 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,990 $393K 0.09% new 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,955 $392K <0.01% -648 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,974 $391K 0.11% new 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,943 $387K 0.08% +119 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,931 $386K 0.02% +1,434 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,930 $386K 0.1% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,926 $385K 0.06% +24 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,916 $384K 0.01% +1,089 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,875 $378K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,863 $377K 0.01% +386 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,856 $376K 0.02% +117 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,855 $376K 0.04% -3,449 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,851 $375K 0.03% -28 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,834 $373K 0.01% +1,253 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,824 $372K 0.01% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,810 $370K 0.03% -52 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,787 $367K 0.2% +153 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,787 $367K 0.02% -257 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 2,781 $366K 0.05% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,771 $365K 0.02% -1,003 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,752 $362K <0.01% 0 13F-HR/A Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,725 $359K 0.19% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,715 $357K 0.02% new 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,703 $356K 0.28% -361 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,684 $353K 0.01% +955 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,677 $352K 0.05% +26 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,668 $351K 0.03% -756 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,659 $350K <0.01% -130 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,634 $347K <0.01% +274 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,596 $342K <0.01% -311 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,595 $341K 0.05% -65 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,593 $341K 0.05% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,571 $338K 0.16% +21 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,564 $337K 0.01% -4,154 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,517 $331K 0.14% +39 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,516 $331K 0.24% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,500 $329K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,481 $326K <0.01% -333 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 16,233 $322K 0.08% new 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 2,403 $316K 0.02% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,401 $316K 0.09% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,400 $316K 0.02% +13 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,393 $315K 0.03% +17 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,388 $314K 0.02% -4 13F-HR Timeline Group Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,373 $312K 0.08% -810 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,030 $311K 0.02% -109 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,350 $309K 0.01% +35 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,346 $309K 0.04% -16,647 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,257 $308K 0.02% +711 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,325 $306K 0.03% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,319 $305K 0.05% -48 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,313 $304K 0.01% -124 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,311 $304K 0.01% +332 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,307 $304K 0.01% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,268 $298K 0.03% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,256 $297K 0.04% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,251 $296K <0.01% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,250 $296K 0.06% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,229 $293K 0.01% +14 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,221 $292K 0.03% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,220 $292K 0.04% -2 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,204 $290K 0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 4,024 $290K 0.02% +3,024 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,200 $289K 0.06% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,200 $289K 0.02% -72 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,211 $289K 0.03% +458 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,195 $289K 0.12% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,194 $289K 0.08% +85 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,120 $288K 0.05% +1 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,170 $286K 0.01% -2 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,167 $285K 0.02% +3 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,155 $284K 0.01% +302 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,154 $283K 0.01% +80 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,154 $283K 0.02% 0 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,124 $279K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,106 $277K 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,104 $277K 0.04% -52 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,082 $274K 0.01% -78 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,082 $274K <0.01% +78 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,039 $268K 0.01% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,029 $267K 0.18% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,016 $265K 0.02% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,011 $265K 0.18% -400 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,987 $263K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $263K 0.03% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,000 $263K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,994 $262K 0.01% -1,681 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,992 $262K 0.06% +382 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,984 $261K 0.11% +164 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,981 $261K <0.01% -264 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,975 $260K <0.01% -439 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,951 $257K 0.1% -70 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,946 $256K 0.01% +978 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,941 $255K 0.02% +269 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,938 $255K 0.01% -103 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,931 $254K 0.05% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,930 $254K 0.02% -76 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,929 $254K 0.06% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,916 $252K 0.12% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,909 $251K 0.08% +9 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,900 $250K <0.01% -67 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,867 $246K 0.03% -398 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,866 $246K 0.01% -1,079 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,864 $245K 0.03% -197 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,858 $245K 0.03% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,837 $242K 0.03% -62 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,830 $241K 0.05% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,822 $240K <0.01% +798 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,816 $239K <0.01% -14 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,814 $239K 0.04% -49 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,809 $238K 0.01% -1,372 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,804 $237K 0.01% -164 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,803 $237K 0.13% -2,027 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,790 $236K 0.01% -80 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,780 $234K 0.03% +186 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,779 $234K 0.01% +871 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,772 $233K 0.01% -2,609 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,772 $233K 0.03% new 13F-HR/A Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,745 $230K 0.15% +54 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,744 $229K 0.01% -2,634 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,740 $229K 0.16% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,690 $229K 0.12% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,731 $228K 0.01% +63 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,730 $228K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,730 $228K <0.01% new 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 1,730 $228K 0.2% -90 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,729 $227K 0.01% +45 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,724 $227K <0.01% -86 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,722 $227K 0.01% -30 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,720 $226K 0.01% +132 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,709 $225K <0.01% -7,052 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,709 $225K 0.18% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,704 $224K 0.03% +1 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,700 $224K 0.05% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,690 $222K 0.03% -723 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,684 $222K 0.01% -21,203 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,681 $221K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,678 $221K 0.01% -100 13F-HR Timeline Group Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,676 $221K 0.15% -20 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,663 $219K 0.03% -10 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,659 $218K 0.01% -26 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,659 $218K <0.01% new 13F-HR/A Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,649 $217K 0.13% -93 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,648 $217K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,628 $214K 0.02% +185 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,625 $214K 0.03% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,602 $211K 0.07% 0 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,586 $209K <0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,586 $209K 0.03% -3,046 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,585 $209K 0.11% -40 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,604 $208K 0.01% 0 13F-HR Timeline