Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,776 $514K 0.18% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,774 $514K 0.03% +38 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,750 $510K 0.25% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,742 $509K <0.01% -334 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,693 $503K 0.03% +14 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,603 $500K 0.01% -2,355 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,675 $500K 0.02% -453 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,661 $498K 0.03% +3,556 13F-HR Timeline Everhart Financial Group, Inc. 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Cornerstone Investments Inc. 3,562 $485K 0.3% +1,981 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,553 $484K 0.14% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,536 $481K 0.01% -524 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,517 $479K <0.01% -774 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,500 $476K 0.33% +66 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,450 $470K 0.21% -75 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,445 $469K 0.01% -392 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,424 $466K 0.04% -452 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,336 $454K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,320 $452K 0.04% -48 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,254 $443K 0.01% -317 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,234 $440K 0.05% -202 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,209 $437K 0.02% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,208 $437K 0.02% -676 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,183 $433K 0.13% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,181 $433K 0.02% +1,361 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,174 $432K 0.04% -1,388 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,173 $432K 0.18% +171 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,172 $432K <0.01% +408 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,138 $427K 0.04% -13,557 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,100 $422K 0.03% -447 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,094 $421K <0.01% -2,386 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,089 $420K <0.01% +11 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,064 $417K 0.37% -7,211 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,051 $415K <0.01% -114 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,047 $415K 0.02% -362 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,044 $414K 0.02% +164 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,038 $413K 0.02% +77 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,022 $411K 0.03% +1,333 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,004 $409K 0.24% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,993 $407K <0.01% +191 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 2,945 $401K 0.03% +165 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,930 $399K 0.11% 0 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 2,913 $396K <0.01% -3,544 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,913 $396K <0.01% -176,891 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,907 $396K <0.01% -188 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,902 $395K 0.06% +326 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,880 $392K 0.01% +49 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,879 $392K 0.03% 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 2,862 $389K 0.04% -165 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,853 $388K 0.01% +184 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,846 $387K 0.05% -140 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,824 $384K 0.08% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,823 $384K 0.17% -52 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,824 $384K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,814 $383K 0.01% -150 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,791 $380K 0.01% new 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,789 $380K <0.01% +353 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 2,781 $378K 0.06% -641 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,762 $376K 0.09% -112 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,752 $375K 0.01% -8,565 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,746 $374K <0.01% +456 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,739 $373K 0.02% -1,035 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,736 $372K 0.2% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,725 $371K 0.22% -200 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,656 $363K 0.01% +52 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,663 $362K 0.06% -30 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,660 $362K 0.05% -500 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,651 $361K 0.05% +473 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,634 $358K 0.23% +164 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,629 $357K 0.02% new 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,620 $357K <0.01% +40 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,597 $353K <0.01% +513 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,593 $353K 0.05% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 2,583 $352K 0.05% new 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,568 $349K 0.06% -4,432 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,550 $347K 0.18% +400 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,546 $346K 0.12% -1,457 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,516 $342K 0.27% +17 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,500 $340K 0.04% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,478 $337K 0.16% -9 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,477 $337K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,437 $332K 0.01% +69 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,139 $330K 0.02% -710 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,414 $329K <0.01% +74 13F-HR Timeline Group Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,413 $328K 0.04% -124 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,411 $328K 0.23% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,392 $326K 0.02% -103 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,387 $325K 0.02% -8 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,381 $324K 0.29% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,376 $323K 0.03% +93 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,367 $322K 0.05% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,360 $321K <0.01% -792 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,325 $316K 0.04% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,318 $315K 0.01% +2,158 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,315 $315K 0.02% -353 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,308 $314K 0.02% -93 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 2,307 $314K 0.16% +443 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,306 $314K 0.05% +515 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,272 $309K 0.02% -1,967 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,272 $309K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,265 $308K 0.03% -4 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,268 $308K 0.04% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,250 $306K 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,245 $305K 0.01% -441 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,237 $304K <0.01% +13 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,222 $302K 0.05% +2 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,215 $301K 0.01% +598 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,204 $300K 0.01% -76 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,200 $299K 0.08% +200 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,187 $298K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,172 $296K 0.01% -226 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,164 $294K 0.02% +574 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,160 $294K 0.01% +376 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,154 $293K 0.02% -244 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,111 $287K 0.08% -356 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,109 $287K 0.1% -62 13F-HR Timeline Compound Planning, Inc. 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More: the full row for GWN SECURITIES INC. 2,035 $277K 0.05% +202 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,119 $277K 0.04% -79 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,029 $276K 0.2% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,987 $276K 0.01% +38 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,024 $275K 0.01% +149 13F-HR Timeline Group HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,021 $275K 0.13% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,012 $274K 0.56% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,006 $273K 0.03% -120 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,004 $273K 0.01% +113 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $272K 0.03% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,000 $272K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,979 $269K 0.01% +779 13F-HR/A Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,968 $268K 0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,967 $268K <0.01% -287 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,952 $266K 0.04% new 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,916 $261K 0.14% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,900 $259K 0.11% -200 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,899 $258K 0.04% +7 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,870 $254K 0.01% -320 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,867 $254K 0.04% +169 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,863 $254K 0.05% +37 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,858 $253K 0.04% -62 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,853 $252K 0.01% +150 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,849 $252K 0.07% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,830 $249K <0.01% new 13F-HR/A Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,830 $249K 0.06% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,827 $249K 0.01% +219 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,820 $248K 0.13% +225 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 1,820 $248K 0.28% 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,810 $246K 0.01% -1,653 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,799 $245K <0.01% -104,282 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,781 $242K 0.11% -1,297 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,778 $242K -1,761 Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,753 $241K 0.03% -1,431 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,764 $240K 0.01% +70 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,761 $240K 0.04% +226 13F-HR Timeline Group Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,754 $239K 0.2% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,752 $238K 0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,748 $238K 0.01% -92 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,742 $237K 0.17% +23 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,740 $237K 0.16% +105 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,730 $235K <0.01% -157 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,729 $235K 0.01% -1,272 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,719 $234K 0.02% -84 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,703 $232K 0.03% -35 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,700 $231K 0.06% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,696 $231K 0.17% +110 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,691 $230K 0.23% -178 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,690 $230K 0.03% +22 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,685 $229K 0.01% -39,802 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,685 $229K 0.09% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,684 $229K 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,675 $228K 0.01% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,673 $228K 0.03% -40 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,672 $228K 0.01% +36 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,671 $227K <0.01% 0 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,671 $227K <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,668 $227K 0.01% -18 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,666 $227K 0.34% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,643 $225K 0.01% -1 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,648 $224K <0.01% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,628 $222K 0.01% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,625 $221K 0.12% -335 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,625 $221K 0.03% -250 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,612 $219K 0.01% +13 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,610 $219K 0.05% -262 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,608 $219K 0.01% -7 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,602 $218K 0.08% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,594 $217K 0.03% +40 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,593 $217K <0.01% -814 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,589 $216K 0.01% +55 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,588 $216K 0.01% -10 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,588 $216K 0.02% +48 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 1,586 $216K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,581 $215K <0.01% -297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.