Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,345 $717K 0.1% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,275 $710K 0.05% -6 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,272 $710K 0.15% -49,034 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,270 $710K 0.11% -54 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,219 $705K 0.02% -100 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 7,215 $704K 0.64% -2,831 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,145 $698K 0.04% -243 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 7,088 $692K 0.21% +2,476 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,083 $692K 0.01% -839 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,079 $691K 0.02% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 7,058 $689K 0.28% +280 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,051 $688K 0.04% -629 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,000 $683K 0.18% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,971 $681K 0.08% +239 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,920 $676K 0.02% +53 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,903 $674K 0.06% -1,614 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,897 $673K 0.1% +271 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,884 $672K 0.02% +721 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 6,881 $672K 0.07% -425 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 6,840 $668K 0.43% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 6,783 $662K 0.48% -61 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 6,714 $655K 0.26% +401 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,694 $654K 0.01% -181 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,692 $653K 0.02% +36 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 6,682 $652K 0.31% +2,131 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,674 $652K 0.07% +2,252 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 6,635 $648K 0.49% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 6,618 $646K 0.09% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,599 $644K 0.12% +272 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,592 $644K 0.05% new 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 6,578 $642K 0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 6,569 $641K 0.01% +2,829 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,545 $639K 0.08% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,510 $636K 0.12% +341 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,500 $635K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,495 $634K 0.09% +2,797 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,494 $634K 0.11% -401 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 6,466 $631K 0.05% +30 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 6,446 $629K 0.03% -374,847 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,434 $628K +65 Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,374 $622K 0.21% +459 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,355 $620K 0.06% +2,285 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,124 $618K 0.02% +706 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,323 $617K 0.03% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,317 $617K 0.14% +32 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,296 $615K 0.01% -150 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,284 $614K 0.01% -4,250 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,278 $613K 0.03% new 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,275 $613K 0.1% +3,640 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,251 $610K 0.02% +287 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,230 $608K 0.19% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,201 $605K 0.03% -63 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,186 $604K 0.22% +2,274 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,157 $599K 0.01% +61 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,136 $599K 0.05% +45 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 6,122 $598K <0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,121 $598K 0.15% +1,340 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 6,110 $597K 0.03% -1,876 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,092 $595K 0.02% -41 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,074 $593K 0.01% -234 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,040 $590K 0.01% +896 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 6,031 $589K 0.06% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,991 $585K 0.04% -183 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,979 $584K 0.06% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,972 $583K 0.01% +2,350 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,970 $583K 0.01% +250 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,924 $578K 0.01% +731 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 5,910 $577K 0.03% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,890 $575K 0.3% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,841 $570K 0.03% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,830 $569K <0.01% -1,096 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,917 $567K 0.09% +275 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,790 $565K 0.07% +5,450 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,769 $563K 0.07% +2,251 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,744 $561K 0.03% -134 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,737 $560K 0.12% -256 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,729 $559K 0.03% +824 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,715 $558K 0.08% -1,079 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,688 $555K 0.01% +487 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5,676 $554K 0.05% +77 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,632 $550K 0.07% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,564 $543K 0.07% -467 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,548 $542K 0.02% +3,392 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 5,537 $541K 0.04% -135 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 5,517 $539K 0.02% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 7,280 $535K 0.12% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 5,478 $535K 0.3% +3,105 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,471 $534K 0.02% -998 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,463 $533K 0.03% +480 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,961 $533K 0.04% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,442 $531K 0.02% -1,155 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 5,417 $529K 0.21% -1,421 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,411 $528K 0.15% -595 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,410 $528K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CERTUITY, LLC More: the full row for CERTUITY, LLC 5,383 $525K 0.04% +1,314 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,376 $525K 0.16% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,359 $523K 0.31% +771 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 5,338 $521K 0.1% -351 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 5,327 $520K <0.01% +111 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,322 $520K 0.13% -88 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,320 $519K 0.03% +203 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,294 $517K 0.02% -2,062 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,274 $515K 0.03% -1,069 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 5,259 $513K 0.08% -1,500 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 5,248 $512K 0.17% -36 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,232 $511K 0.02% -680 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,216 $509K 0.17% +2,575 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,215 $509K 0.01% -187 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,200 $507K 0.01% +2,277 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,192 $507K 0.04% +35 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,114 $501K 0.02% -1,404 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,110 $499K 0.04% +164 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 5,097 $498K 0.16% -675 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,085 $496K 0.01% +290 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,080 $496K 0.05% +160 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,077 $496K 0.01% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,066 $495K 0.12% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,062 $494K 0.17% -11 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,041 $492K 0.05% -6,330 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,020 $490K 0.09% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,006 $489K 0.01% +477 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 4,978 $486K 0.05% +318 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 4,977 $486K 0.03% -82 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,971 $485K 0.02% +151 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,967 $485K 0.01% +789 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,950 $483K 0.02% +2,518 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,928 $481K 0.04% new 13F-HR Timeline Group Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 4,926 $481K 0.07% -504 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,694 $475K 0.12% -1,100 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 4,860 $474K 0.14% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,849 $473K 0.04% +1,079 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,807 $469K 0.01% new 13F-HR Timeline Group CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,805 $469K 0.18% +8 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 4,783 $467K 0.33% -1,099 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,780 $467K 0.13% +432 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,776 $466K 0.03% +121 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,758 $465K 0.4% +97 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,738 $463K 0.03% +167 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,728 $462K 0.04% +1 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,703 $459K 0.05% -31 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 4,382 $455K 0.21% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,641 $453K 0.02% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,610 $450K 0.18% +281 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,602 $449K 0.03% +717 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 4,582 $447K 0.2% +3,002 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,570 $446K 0.02% -1,145 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,530 $442K 0.21% -196 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,511 $440K 0.06% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,495 $439K 0.03% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,490 $438K 0.08% +698 13F-HR Timeline SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 4,484 $438K 0.11% -1,606 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,473 $437K 0.15% -720 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,466 $436K 0.01% -105 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,465 $436K 0.23% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,464 $436K 0.2% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,459 $435K 0.04% new 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 4,494 $435K 0.06% -8 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,414 $431K 0.07% +673 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,400 $430K 0.07% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,369 $427K 0.03% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,365 $426K 0.08% +1,790 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,354 $425K 0.15% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,381 $424K 0.02% -3,032 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 4,330 $423K 0.04% +368 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,323 $422K 0.03% -213 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,306 $420K 0.17% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 4,265 $416K 0.08% -385 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,250 $411K 0.27% -443 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,183 $408K 0.09% +458 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,182 $408K 0.09% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,179 $408K 0.09% +318 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,178 $408K 0.36% -764 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,176 $408K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,175 $408K 0.01% +396 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,170 $407K 0.11% +2,295 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 4,170 $407K 0.08% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,140 $404K 0.05% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4,137 $404K 0.28% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 4,114 $402K 0.12% -332 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,110 $401K 0.05% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,101 $400K 0.06% -103 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,092 $400K 0.1% +3,309 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,086 $399K 0.1% +2,291 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,072 $398K 0.02% +132 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,064 $397K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,057 $396K 0.11% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,048 $395K 0.19% +65 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,041 $395K 0.03% +203 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,037 $394K 0.02% +796 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 4,029 $393K 0.09% +858 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,000 $391K 0.12% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,004 $391K 0.25% +132 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,992 $390K 0.03% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,021 $390K 0.07% +12 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,986 $389K 0.03% +268 13F-HR Timeline DSM CAPITAL PARTNERS LLC More: the full row for DSM CAPITAL PARTNERS LLC 3,977 $388K 0.01% +1,119 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,968 $387K 0.02% +3,599 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 3,935 $384K 0.06% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,924 $383K 0.1% +25 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,907 $381K 0.16% 0 13F-HR Timeline