Cooper Financial Group More: the full row for Cooper Financial Group 2,773 $912K 0.12% +563 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,773 $912K 0.21% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,750 $905K 0.05% +135 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,741 $902K 0.48% +110 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,740 $901K 0.07% -17,470 13F-HR Timeline Group SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,730 $898K 0.22% new 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 2,727 $897K 0.06% +268 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,718 $894K 0.17% -109 13F-HR Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,707 $891K 0.09% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,707 $891K 0.01% -66 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,706 $890K 0.59% new 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,700 $888K 0.04% -700 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,700 $888K 0.1% 0 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 2,699 $888K 0.03% 0 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,692 $886K 0.13% -805 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,676 $880K 0.29% +741 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,657 $874K 0.43% +79 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,655 $873K 0.15% +11 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,639 $868K 0.05% -194 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,631 $866K 0.01% -3,216 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,624 $863K 0.15% +234 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,620 $862K 0.35% 0 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,600 $855K 0.05% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,553 $840K 0.05% -29,815 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,549 $839K 0.02% -17 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,548 $838K 0.3% +55 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,529 $832K 0.05% -208 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,525 $831K 0.12% -9 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,506 $824K 0.1% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,505 $824K 0.1% +78 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,490 $819K 0.08% -971 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,488 $819K 0.65% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,471 $813K 0.42% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,463 $810K 0.07% +118 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,456 $808K 0.02% -17 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,438 $802K <0.01% +199 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,426 $798K 0.12% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,416 $795K 0.1% +215 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,412 $794K 0.03% +196 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,410 $793K 0.04% +20 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,406 $792K 0.3% +278 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,397 $788K 0.11% +42 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,394 $788K 0.03% +626 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,393 $787K 0.23% +24 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,391 $787K 0.4% -81 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,389 $786K 0.05% -60 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,385 $785K 0.02% +376 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,372 $780K 0.32% +177 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,344 $771K 0.01% -20 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,326 $765K 0.14% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,318 $763K 0.06% +72 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,316 $762K 0.03% +375 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,307 $759K 0.06% +64 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,299 $756K 0.22% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,263 $745K 0.06% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,245 $739K 0.01% +316 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,231 $738K 0.25% -4 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,221 $731K 0.1% +16 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,208 $726K 0.07% +76 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,207 $726K 0.07% +410 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,203 $725K 0.01% 0 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 2,194 $722K 0.15% +359 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,190 $721K 0.03% -51 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,183 $718K 0.08% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,179 $717K 0.08% +829 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,174 $715K 0.04% -118 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,173 $714K 0.2% -120 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,170 $714K 0.01% -110 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,163 $712K 0.25% -42 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,158 $710K 0.06% +1,299 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,155 $709K 0.17% +353 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,152 $708K 0.03% +75 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,151 $708K 0.43% -5 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,142 $705K 0.16% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,137 $703K 0.1% +778 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 2,136 $703K 0.15% -220 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,124 $699K 0.04% +177 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,124 $699K 0.2% -75 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,113 $695K 0.18% -7 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,105 $693K 0.08% +143 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,101 $691K 0.02% +32 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,087 $686K 0.07% +191 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,082 $685K 0.44% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,079 $684K 0.14% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,070 $681K 0.07% -400 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,069 $681K 0.08% +672 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,040 $671K <0.01% new 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 2,039 $671K 0.02% +48 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,037 $670K 0.19% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,033 $669K 0.12% -31 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,024 $666K 0.59% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,021 $665K 0.06% +197 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,010 $661K 0.06% new 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 2,000 $658K 0.06% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,994 $656K 0.11% 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,989 $654K 0.05% +1,125 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,981 $652K 0.03% +379 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,981 $652K 0.14% 0 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 1,975 $650K 0.51% +31 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,966 $647K 0.11% +1,382 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,964 $646K 0.2% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,961 $645K 0.1% -239 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,958 $645K 0.05% -1,882 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,959 $644K 0.06% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,957 $644K 0.05% -2 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,951 $642K 0.02% -85 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,951 $642K 0.49% +44 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,949 $641K 0.54% -35 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,948 $641K 0.01% -708 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,942 $639K 0.25% -926 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,941 $639K 0.45% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,932 $636K 0.03% -305 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,929 $635K 0.09% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,922 $632K 0.01% -236 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,921 $632K 0.11% +24 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,921 $630K +242 Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,914 $630K 0.12% -1,562 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,907 $628K 0.02% -831 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,907 $627K 0.41% -5 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,884 $620K 0.25% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,882 $619K 0.43% -257 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,880 $619K 0.21% +7 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,876 $617K 0.21% +86 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,876 $617K 0.02% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,873 $616K 0.17% +100 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,866 $614K 0.07% +40 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,863 $613K 0.03% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,862 $613K 0.01% 0 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 1,859 $612K 0.59% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,856 $611K 0.14% -2 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,856 $611K 0.11% -8 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 1,852 $610K 0.14% -535 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,839 $605K 0.06% -225 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,835 $604K 0.02% -197 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,833 $603K 0.22% +9 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,827 $601K 0.06% +941 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 1,810 $596K 0.11% -1,556 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,762 $594K 0.29% +367 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,803 $593K 0.03% -3,849 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,803 $593K 0.08% 0 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 1,802 $593K 0.02% -22,018 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,796 $591K 0.34% +931 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,796 $591K 0.17% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,792 $590K 0.24% +39 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,787 $588K <0.01% -540 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 1,785 $587K 0.14% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,721 $579K 0.01% +315 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,757 $578K 0.03% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,756 $578K 0.36% -90 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,746 $575K 0.03% +439 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,744 $574K 0.07% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,743 $574K 0.06% -453 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,742 $573K 0.01% -265 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,741 $573K 0.04% +152 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,729 $569K 0.09% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,721 $566K 0.02% -292 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,805 $566K 0.03% +1,011 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,719 $566K 0.07% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,717 $565K 0.01% -53 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,702 $560K 0.05% -442 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,694 $557K 0.01% +58 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,679 $553K 0.01% -58 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,676 $551K 0.31% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,673 $550K 0.15% +10 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,668 $549K <0.01% +23 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,664 $548K 0.51% +731 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,661 $546K 0.56% +207 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,655 $544K 0.03% +1 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,650 $543K 0.03% -141 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,646 $542K 0.01% +5 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,646 $542K 0.03% -19 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,637 $539K 0.21% +168 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,632 $537K 0.02% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,610 $530K <0.01% -4,575 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,608 $529K 0.01% -195 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,586 $522K 0.07% +1 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,584 $521K 0.4% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,584 $521K 0.01% +427 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,581 $520K 0.02% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,580 $520K 0.18% +1 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,572 $517K 0.01% -36 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,581 $514K 0.02% -189,154 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,560 $513K 0.04% -45 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,548 $510K 0.03% new 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,550 $510K 0.33% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,549 $510K 0.07% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,548 $509K 0.03% +65 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,546 $509K 0.03% -90 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,505 $507K 0.03% -7 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 1,536 $505K 0.15% new 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,532 $504K 0.48% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $502K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,525 $502K 0.02% -16,935 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,524 $501K 0.06% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,522 $501K 0.01% -150 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,522 $501K 0.13% +50 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,521 $500K 0.01% +52 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 1,511 $500K 0.12% +10 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,515 $498K 0.02% -2,098 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,508 $496K 0.59% new 13F-HR Timeline