Town Capital LLC More: the full row for Town Capital LLC 3,657 $1.02M 0.83% +1,267 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,628 $1.01M 0.01% -3,346 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,627 $1.01M 0.21% -39 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,604 $1.01M 0.02% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,600 $1.01M 0.07% +349 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,599 $1.01M 0.02% +1,430 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,571 $997K 0.01% -702 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 3,566 $996K 0.57% +20 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,565 $996K 0.06% +277 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,557 $993K 0.04% +116 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,554 $993K 0.07% +1,834 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 3,551 $992K 0.09% -575 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,552 $992K 0.12% +46 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,538 $988K 0.79% +1,347 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,533 $986K 0.11% -54 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,527 $985K 0.05% -114 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,495 $976K 0.38% -151 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,489 $974K 0.1% +33 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,485 $973K 0.02% +30 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,484 $973K 0.17% +1,200 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,468 $968K 0.09% +674 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 3,222 $966K 0.11% -5 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,438 $960K 0.04% -876 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,429 $958K 0.14% +40 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 3,416 $954K 0.58% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,313 $951K 0.18% -5 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,405 $951K 0.02% -2,000 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,404 $951K 0.03% +2,611 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 3,400 $949K 0.3% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,380 $944K 0.14% +33 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,371 $941K 0.09% +406 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,367 $940K 0.04% -445 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,339 $932K 0.06% +204 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 3,338 $932K 0.1% +198 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,327 $929K 0.08% +307 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,324 $928K 0.17% -661 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,314 $925K 0.15% +393 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 3,314 $925K 0.24% +383 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,304 $923K 0.18% +2 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 3,300 $922K 0.32% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,285 $917K 0.01% -840 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $913K 0.4% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,297 $912K 0.18% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,242 $905K 0.02% -118 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,235 $903K 0.12% -293 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,223 $900K 0.01% -4,505 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,222 $900K 0.03% -51 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,206 $895K 0.02% -24 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,192 $891K 0.07% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,189 $891K 0.6% +45 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 3,163 $883K 0.01% +747 13F-HR/A Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,977 $883K 0.5% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,146 $879K 0.03% +206 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,137 $876K 0.01% +1,410 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,131 $874K 0.02% -129 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,129 $874K 0.22% +50 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,113 $869K 0.01% -506 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,111 $869K 0.03% +234 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,087 $862K 0.1% +20 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,069 $857K 0.04% +744 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,060 $856K 0.19% +620 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 3,048 $851K 0.05% +2 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,047 $851K 0.01% -153 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 3,046 $851K 0.45% +900 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,042 $850K 0.02% -216 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,042 $849K 0.12% +70 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,036 $848K 0.57% -3 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,034 $847K 0.37% 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 3,031 $846K 0.53% +312 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 3,031 $846K 1.04% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,026 $845K <0.01% +10 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,021 $844K 0.09% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,019 $843K 0.2% +864 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,013 $842K 0.04% -5,882 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,004 $839K 0.01% +370 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,001 $838K 0.34% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,000 $838K 0.26% new 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 3,008 $836K 0.77% +125 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,991 $835K 0.77% -12 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,988 $835K 0.13% -27 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,987 $834K 0.11% -222 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,974 $831K 0.07% +27 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,967 $829K 0.04% -121 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,947 $823K 0.12% +235 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 2,931 $818K 0.48% -640 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,923 $816K 0.04% +182 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,908 $812K 0.18% +6 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,907 $812K 0.08% -2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,905 $811K 0.02% +830 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,904 $811K 0.18% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 2,886 $807K 0.3% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 2,888 $806K 0.07% +52 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,876 $803K 0.24% +178 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,871 $802K <0.01% -6,928 13F-HR/A Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,845 $794K 0.59% +454 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,838 $793K 0.24% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,822 $788K 0.44% +149 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,813 $786K 0.03% -186 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,807 $784K 0.05% -29 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,789 $779K 0.34% -701 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,775 $775K 0.14% +358 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,772 $774K 0.04% +487 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,747 $768K 0.06% +153 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,745 $767K 0.15% -5,521 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,732 $763K 0.79% +508 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 2,727 $762K 0.26% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,724 $761K 0.35% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,712 $757K 0.08% +665 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,707 $756K 0.05% +37 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,695 $753K 0.14% -83 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,690 $751K 0.04% +2,294 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,663 $744K 0.03% -334 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,654 $741K 0.02% new 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,652 $741K 0.05% +174 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 2,652 $741K 0.68% +803 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,646 $739K <0.01% +23 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,618 $731K 0.03% -2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,614 $730K 0.4% -4 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,605 $727K 0.35% +140 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,604 $727K 0.08% +570 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 2,600 $726K 0.35% -336 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,598 $726K 0.23% +104 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,587 $722K 0.1% -159 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,577 $720K 0.16% +1,435 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,559 $715K 0.04% -15 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 2,547 $711K 0.36% +274 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,538 $709K 0.08% -152 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,535 $708K 0.27% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,516 $703K 0.02% +127 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 2,508 $700K 0.59% +336 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,508 $700K +300 Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,488 $695K 0.02% -13,572 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,484 $694K 0.01% +97 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,480 $693K 0.04% -14 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2,480 $693K 0.19% +2,336 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,476 $691K 0.01% -5 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,471 $690K 0.32% +205 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,463 $688K 0.03% +2,367 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,459 $687K 0.07% +48 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,458 $686K 0.04% -1,231 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,457 $686K <0.01% -311 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,458 $686K 0.36% +507 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,454 $685K 0.15% +207 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,449 $684K 0.07% +34 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,440 $681K 0.01% -8 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,432 $679K 0.09% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,432 $679K 0.03% -203 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,419 $676K 0.09% +2 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,153 $675K 0.31% -5 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,249 $673K 0.02% -230 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,409 $673K 0.27% +438 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,408 $673K 0.3% +1,205 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,404 $671K 0.06% -74 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,403 $671K <0.01% -724 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 2,400 $670K 0.02% +1,200 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,400 $670K 0.01% -1,157 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,400 $670K 0.11% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,363 $660K 0.04% -12 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,358 $658K 0.06% 0 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 2,348 $656K 0.63% -63 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,346 $655K <0.01% +72 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,344 $655K 0.03% +300 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,342 $654K 0.02% -351 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,332 $651K 0.08% +5 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,330 $651K 0.27% +2,170 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,329 $650K 0.05% +166 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,183 $648K -450 Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,308 $645K 0.02% +847 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,294 $641K 0.02% -3,040 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,293 $640K 0.23% 0 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,291 $640K 0.29% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,279 $636K <0.01% +308 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,270 $634K 0.08% +1,135 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,267 $633K 0.01% -125 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,266 $633K 0.06% +1,344 13F-HR Timeline Group Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,250 $631K 0.15% -1,973 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 2,255 $630K 0.02% +261 13F-HR/A Timeline Group Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 2,241 $626K 0.19% -63 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,237 $625K 0.09% +173 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,228 $622K 0.27% +190 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,224 $621K 0.22% +244 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,219 $620K 0.03% new 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,219 $620K 0.09% +526 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,218 $619K 0.06% -2,400 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,215 $619K 0.15% -1,813 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 2,208 $617K 0.45% 0 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,200 $614K 0.01% 0 13F-HR Timeline Group Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,193 $612K 0.11% +1,006 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,190 $612K 0.03% -30 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,170 $606K 0.04% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,170 $606K 0.03% -1 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,169 $606K 0.13% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,169 $606K 0.01% -119 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,163 $604K 0.02% +736 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,160 $603K 0.2% -258 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,157 $602K 0.03% +1,497 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,155 $602K 0.01% +1,433 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,154 $601K 0.02% +23 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,145 $599K 0.13% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,136 $596K 0.08% -213 13F-HR Timeline