EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,955 $607K 0.23% +1,000 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 5,923 $603K 0.27% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,863 $597K 0.01% 0 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,853 $596K 0.07% -316 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,857 $596K 0.32% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 5,852 $594K <0.01% -219 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 5,805 $591K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,745 $585K 0.31% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,715 $582K 0.03% +1,434 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 5,672 $578K 0.44% +795 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 5,630 $573K 0.08% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,610 $571K 0.34% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,596 $570K <0.01% +187 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,595 $570K 0.03% +108 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,565 $567K 0.03% 0 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 5,564 $567K 0.19% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,469 $557K 0.04% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,188 $554K 0.01% -380 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,381 $548K <0.01% +873 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,350 $545K 0.27% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,350 $545K 0.1% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,347 $545K 0.02% -1,068 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 5,345 $544K 0.01% -833 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,311 $541K 0.01% +333 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,266 $536K 0.01% +1,784 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,248 $535K 0.01% -83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,167 $526K 0.2% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5,163 $526K 0.24% -18 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,161 $526K 0.01% -4,079 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,125 $522K 0.03% new 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 5,069 $516K 0.05% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,012 $510K 0.02% +1,828 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $509K <0.01% 0 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 5,000 $509K 0.06% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $509K 0.1% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,961 $505K 0.04% +816 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,950 $504K 0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,792 $488K <0.01% +1,826 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,765 $485K <0.01% -526 13F-HR Timeline Group Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 4,760 $484K 0.45% -100 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,751 $484K <0.01% -1,867 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 4,750 $484K 0.03% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,746 $483K 0.03% +415 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,722 $481K <0.01% -136 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,676 $476K 0.01% +2,942 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,640 $473K 0.01% +2,706 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,635 $472K 0.38% new 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 4,580 $467K 0.64% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 4,568 $465K 0.37% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,200 $456K 0.01% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,443 $453K <0.01% -16,293 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Csenge Advisory Group More: the full row for Csenge Advisory Group 4,417 $450K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,412 $450K <0.01% -137 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,390 $447K 0.02% 0 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,355 $444K <0.01% -1,123 13F-HR Timeline Group DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 4,250 $440K 0.33% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,306 $439K 0.18% -113 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,305 $439K 0.03% -14 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,238 $432K <0.01% +934 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,231 $431K <0.01% -27 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,203 $428K 0.13% -6,671 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,201 $428K 0.07% -643 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,150 $423K 0.01% -631 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,142 $422K 0.11% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,136 $421K <0.01% 0 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 4,123 $420K 0.13% -139 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,422 $419K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,109 $419K 0.01% -133 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 4,112 $418K 0.06% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,081 $416K <0.01% +2,030 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,079 $415K 0.17% +51 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,061 $414K <0.01% +501 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 4,000 $407K 0.12% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 3,979 $405K 0.04% +406 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 3,966 $404K <0.01% -757 13F-HR/A Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 3,960 $403K 0.13% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,900 $397K 0.01% -35,036 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,863 $393K 0.03% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,862 $393K <0.01% -36,793 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 3,800 $387K 0.19% -31 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,793 $386K 0.01% +730 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,788 $386K <0.01% -395 13F-HR Timeline Group Interval Partners, LP More: the full row for Interval Partners, LP 3,706 $377K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,703 $377K 0.01% +892 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,700 $377K 0.25% 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) 3,644 $371K 0.01% -8,625 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,590 $366K 0.1% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,500 $362K 0.01% -2,710 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,549 $362K 0.04% +210 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,546 $361K 0.02% +49 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,483 $355K <0.01% +69 13F-HR/A Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 3,426 $349K 0.23% -500 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,402 $347K 0.06% +402 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 3,388 $345K 0.07% -40 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,174 $345K 0.25% -2,823 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,377 $344K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,360 $342K <0.01% -612 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,333 $339K <0.01% 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 3,330 $339K 0.02% +720 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,320 $338K 0.02% +1,395 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,320 $338K 0.19% +1,297 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,290 $335K 0.02% -147 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,673 $330K 0.02% +90 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,227 $329K 0.01% +150 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 3,226 $329K 0.04% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,203 $326K <0.01% +797 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,156 $321K 0.04% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,137 $319K 0.04% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,134 $319K 0.07% -527 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,126 $318K 0.05% +182 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,112 $317K 0.03% 13F-HR Timeline Group WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 3,110 $317K <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,072 $313K 0.02% -9 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 3,065 $312K 0.09% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,057 $311K 0.01% +150 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,044 $310K <0.01% +775 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,181 $310K 0.02% -151 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,032 $309K 0.01% -261 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,032 $309K 0.01% +9 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,000 $306K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 3,000 $306K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 3,000 $306K 0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,992 $305K <0.01% +187 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,984 $304K 0.14% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,982 $304K 0.02% +874 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,966 $302K 0.05% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,980 $290K 0.04% -38 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 2,837 $289K <0.01% +1,420 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,833 $289K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,820 $287K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,801 $285K <0.01% -1,401 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,790 $284K 0.01% +10 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,783 $283K 0.01% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,700 $282K 0.02% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,725 $278K 0.08% -109 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,725 $278K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,724 $277K 0.04% +105 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,721 $277K 0.02% +80 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,716 $277K 0.03% -180 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,703 $275K <0.01% +3 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,700 $275K 0.01% +75 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 2,700 $275K 0.03% -500 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,690 $274K 0.01% +200 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,690 $274K 0.2% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,642 $269K 0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,640 $269K 0.01% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,635 $268K 0.03% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,633 $268K <0.01% new 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 2,627 $268K <0.01% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,622 $267K 0.01% -96 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,610 $266K 0.02% -10,645 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,605 $265K 0.03% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,562 $261K <0.01% new 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,546 $259K 0.02% -2 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,542 $259K <0.01% -4,927 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,539 $259K 0.02% +448 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 2,518 $256K 0.17% +2,401 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,509 $256K <0.01% +393 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,504 $255K <0.01% +53 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 2,500 $255K 0.02% -2,500 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 2,500 $255K 0.04% -500 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,493 $254K 0.05% -336 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,460 $251K 0.01% -3,998 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,462 $251K 0.03% -2,642 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,450 $250K 0.02% 0 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,449 $249K 0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,442 $249K <0.01% +393 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,420 $247K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,414 $246K 0.08% -82 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,561 $246K 0.09% new 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,400 $244K 0.1% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,394 $244K 0.01% +482 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,382 $243K <0.01% +315 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,378 $242K 0.01% -1,424 13F-HR Timeline Group TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,358 $240K 0.01% -1,495 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,350 $239K 0.03% new 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,350 $239K 0.09% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,348 $239K <0.01% -2,131 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,344 $239K 0.01% -63 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,339 $238K <0.01% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,306 $238K 0.01% new 13F-HR Timeline Group CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,314 $236K 0.03% -89 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,308 $235K 0.1% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,295 $234K <0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,294 $234K 0.01% -10 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 2,292 $234K 0.07% 0 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 2,289 $233K 0.05% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,286 $233K 0.1% +146 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,278 $232K 0.09% +110 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,254 $230K 0.03% -66 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 2,233 $227K 0.07% -299 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 2,225 $227K 0.14% 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,197 $224K <0.01% +100 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 2,183 $222K 0.02% +235 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,176 $222K <0.01% +36 13F-HR Timeline FIRST MANHATTAN CO. 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