SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,612 $2.14M 0.03% -719 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,557 $2.13M 0.07% +1,379 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,488 $2.11M 0.02% +517 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,488 $2.11M 0.02% +1,594 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,462 $2.1M 0.08% +1,816 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,445 $2.1M 0.25% -2,976 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 8,434 $2.1M 0.05% -596 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,401 $2.09M 0.02% +1,596 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 8,366 $2.08M 0.96% +614 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 8,362 $2.08M 1.11% -288 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,357 $2.08M <0.01% -346,810 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 8,300 $2.06M -453 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,254 $2.05M 0.07% +1,634 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,181 $2.03M 0.05% +1,388 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,107 $2.01M 0.01% +5,761 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 8,078 $2.01M 0.03% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,041 $2M 0.04% +1,657 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,024 $1.99M 0.06% +743 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 8,000 $1.99M 0.18% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,978 $1.98M 0.02% +2,831 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,952 $1.98M 0.04% +162 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,946 $1.97M 0.03% -1,148 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,934 $1.97M 0.25% +705 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 7,906 $1.96M 0.42% +5,426 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 7,888 $1.96M 0.56% +7 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 8,062 $1.93M 1.14% -10 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,761 $1.93M 0.06% -1,401 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 7,753 $1.93M 0.06% -1,388 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,747 $1.92M 0.01% +4,119 13F-HR/A Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 7,741 $1.92M 0.31% +282 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 7,626 $1.89M 0.2% +7 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,617 $1.89M 0.16% -2,389 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,552 $1.88M 0.11% +503 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 7,531 $1.87M 0.01% new 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 7,450 $1.85M 6.61% +1,050 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 7,372 $1.83M 0.42% +2,652 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,358 $1.83M 0.01% +214 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,346 $1.82M 0.04% +2,572 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,324 $1.82M 0.01% -2,745 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,241 $1.8M 0.03% new 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 7,206 $1.79M 1.44% +242 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 7,177 $1.78M 0.16% new 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 7,138 $1.77M 0.46% +1,604 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,114 $1.77M 0.07% +1,011 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,103 $1.76M 0.09% +1,062 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 7,100 $1.76M 0.22% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,026 $1.75M 0.03% +463 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 7,019 $1.74M 0.5% 0 13F-HR Timeline Pentwater Capital Management LP More: the full row for Pentwater Capital Management LP 7,000 $1.74M 0.01% new 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 7,000 $1.74M 1.12% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,931 $1.72M 0.02% +1,201 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,900 $1.71M 0.81% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,896 $1.71M 0.08% -140 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,827 $1.7M 0.1% +4,847 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,740 $1.67M 0.02% +572 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 6,702 $1.66M 0.22% -86,383 13F-HR/A Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 6,598 $1.64M 0.92% +58 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 6,583 $1.64M 0.55% +75 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,570 $1.63M 0.04% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,534 $1.62M 0.26% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,513 $1.62M 0.02% -293 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,508 $1.62M 0.3% +535 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 6,500 $1.61M 0.88% +300 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 6,490 $1.61M 1.02% +2,833 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,485 $1.61M 0.22% +658 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,445 $1.6M 0.15% +999 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 6,408 $1.59M 0.18% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,372 $1.58M 0.03% +1,391 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,337 $1.57M 0.02% +82 13F-HR Timeline Group Dockside LLC More: the full row for Dockside LLC 6,316 $1.57M 0.37% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 6,284 $1.56M 1.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,639 $1.55M 0.03% +280 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 6,202 $1.54M 0.77% +1,762 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 6,186 $1.54M 0.02% +1,152 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,170 $1.53M 0.34% +1,918 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,901 $1.53M 0.05% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 6,150 $1.53M 0.52% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 6,149 $1.53M 0.26% +820 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 6,145 $1.53M 0.28% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 6,076 $1.51M 0.52% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,059 $1.5M 0.02% -4,292 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,057 $1.5M 0.48% +680 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,021 $1.5M 0.87% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,054 $1.5M 0.11% -220 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,043 $1.5M 0.33% +35 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,037 $1.5M 0.04% -1,675 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,009 $1.49M 0.32% +42 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 6,004 $1.49M 0.07% -7,295 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,973 $1.48M 0.16% -26 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,963 $1.48M 0.22% +782 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,931 $1.47M 0.03% -5,148 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,857 $1.45M 0.02% -2,919 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,855 $1.45M 0.06% -37 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,850 $1.45M <0.01% -670 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,846 $1.45M 0.08% -10 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,822 $1.45M 0.13% -1 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 5,812 $1.44M 0.68% +843 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 5,756 $1.43M 0.37% -525 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,732 $1.42M 0.06% +907 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,727 $1.42M +3,219 Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,707 $1.42M 0.01% -898 13F-HR Timeline Group Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,647 $1.4M 0.18% -54 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,644 $1.4M 0.05% +435 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 5,642 $1.4M 0.48% +883 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,645 $1.4M 0.01% +2,532 13F-HR Timeline Group Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,583 $1.39M 0.82% -65 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,580 $1.39M 0.53% +105 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 5,500 $1.37M 1.76% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,482 $1.36M 0.11% -546 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,460 $1.36M 0.09% +59 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,442 $1.35M 0.13% +1,345 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,951 $1.35M 0.03% +3,145 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 5,391 $1.34M 0.42% +1,273 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 5,352 $1.33M 0.83% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,350 $1.33M 0.04% -170 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,328 $1.32M 0.02% +325 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 5,309 $1.32M 0.27% -29 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,300 $1.32M 0.09% -4,063 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 5,298 $1.32M 0.08% +2,106 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 4,858 $1.31M 0.71% 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,248 $1.3M 1% +195 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,238 $1.3M 0.06% +612 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,218 $1.3M 0.08% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,164 $1.28M 0.01% -560 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,162 $1.28M 0.51% +300 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,150 $1.28M 0.12% +1,033 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,147 $1.28M 0.22% +447 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,137 $1.28M 0.03% +425 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 5,120 $1.27M 0.03% 0 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 5,038 $1.25M 0.48% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 5,038 $1.25M 0.49% new 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 5,000 $1.24M 6.35% -8,800 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 5,000 $1.24M 0.9% 0 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 5,000 $1.24M 0.54% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,986 $1.24M 0.01% -1,632 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,979 $1.24M 0.01% +1,153 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,969 $1.23M 0.31% +263 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,957 $1.23M 0.08% -495 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,929 $1.22M 0.03% +377 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4,923 $1.22M 0.22% -229 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,882 $1.21M 0.04% +98 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,851 $1.2M 0.01% +444 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,851 $1.2M 0.11% -9 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,810 $1.19M 0.17% +72 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,806 $1.19M 0.11% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,789 $1.19M 0.01% +187 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 4,750 $1.18M 1.45% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,728 $1.17M 0.03% +474 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 4,723 $1.17M 0.15% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,704 $1.17M 0.17% -387 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,699 $1.17M 0.01% +641 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 4,678 $1.16M 0.07% -1,856 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,629 $1.15M 0.02% new 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 4,151 $1.14M 0.51% +7 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,577 $1.14M 0.08% +45 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,571 $1.14M 0.03% +128 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,566 $1.13M 0.1% +217 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,564 $1.13M 0.02% +313 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,548 $1.13M 0.03% +155 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,534 $1.13M 0.03% +267 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,533 $1.13M -116 Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,489 $1.11M 0.75% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,460 $1.11M 0.01% +889 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,377 $1.09M 0.01% +116 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,376 $1.09M 0.01% +557 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,358 $1.08M 0.41% -1,352 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,351 $1.08M 0.05% +2,181 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,329 $1.08M 0.03% +962 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,301 $1.07M 0.03% +1,190 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,290 $1.07M 0.03% -438 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,283 $1.06M 0.09% +6 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 4,277 $1.06M 0.51% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,276 $1.06M 0.07% +551 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,273 $1.06M 0.05% -10 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 4,243 $1.05M 0.49% +1,952 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,231 $1.05M 0.37% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,229 $1.05M 0.36% +555 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,223 $1.05M 0.01% -743 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,220 $1.05M 0.64% new 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,198 $1.04M 0.7% +660 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,147 $1.03M 0.2% +193 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,881 $1.03M 0.02% +34 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,788 $1.03M 0.33% -1,201 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,123 $1.02M 0.22% -72 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,093 $1.02M 0.05% -4 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 4,087 $1.02M 0.1% -10,954 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,013 $997K 0.15% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,004 $995K 0.02% -12,159 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 4,000 $993K 0.04% 0 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 3,946 $980K <0.01% new 13F-HR Timeline Group Kenora Financial, LLC More: the full row for Kenora Financial, LLC 3,932 $977K 0.3% +5 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,909 $971K 0.03% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 3,884 $965K 0.52% +166 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,881 $964K 0.09% +348 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,877 $963K 0.03% -1,127 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,875 $963K 0.01% +276 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,868 $961K 0.04% +83 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,868 $961K 0.33% +3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,866 $960K 0.01% +127 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,840 $954K 0.01% -20,103 13F-HR Timeline