Henshaw Capital LLC More: the full row for Henshaw Capital LLC 22,547 $1.6M 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 22,252 $1.58M 0.02% +482 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 16,100 $1.56M 0.01% -1,900 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,869 $1.55M <0.01% -191 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 21,412 $1.52M 0.01% +867 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,932 $1.41M 0.01% +3,562 13F-HR/A Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 19,890 $1.41M 0.09% -29,910 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 19,800 $1.4M 0.02% -119 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 18,880 $1.34M 1.13% +14,751 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,659 $1.32M 0.03% -526 13F-HR Timeline OSSIAM More: the full row for OSSIAM 18,504 $1.31M 0.01% -23,680 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 18,471 $1.31M 0.57% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 18,368 $1.3M 0.02% -68 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,292 $1.3M 0.01% +1,864 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 17,773 $1.26M 0.16% +8,592 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 17,609 $1.25M 0.06% +9,062 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,136 $1.21M 0.21% -258 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 17,020 $1.21M <0.01% -36,505 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,446 $1.16M 0.01% +1,609 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,607 $1.16M <0.01% +391 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 16,575 $1.15M 0.03% +6,845 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 15,875 $1.12M 0.01% +657 13F-HR Timeline 111 Capital More: the full row for 111 Capital 15,819 $1.12M 0.19% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 15,595 $1.1M 0.37% -461 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 15,538 $1.1M <0.01% +1,008 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 15,117 $1.07M 0.05% 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 14,919 $1.06M <0.01% -14,285 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 10,822 $1.05M 0.14% -788 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 14,407 $1.02M 0.07% +4,800 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 13,883 $983K 0.01% +336 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,874 $983K <0.01% +3,818 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 13,806 $978K <0.01% new 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,771 $975K 0.02% -237 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 13,699 $970K 0.05% -9,948 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 13,561 $961K 0.01% +920 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 13,367 $947K 0.05% +9,540 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 13,269 $940K 0.03% -93,979 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 13,087 $936K 0.11% -13 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,582 $891K 0.31% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 12,544 $888K 0.27% -628 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,543 $888K 0.03% -1,058 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,956 $847K 0.46% -2,531 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,752 $832K 0.04% -4 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 11,600 $822K 0.44% +1,200 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,808 $766K 0.03% +2,060 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 10,785 $764K <0.01% -857 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,500 $744K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,446 $740K 0.02% +560 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,355 $733K 0.01% +2,077 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 10,176 $721K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 10,051 $712K 0.05% -50 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,009 $709K <0.01% -294 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 9,287 $658K 0.15% -195 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,967 $635K 0.04% -12 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,900 $630K 0.26% +285 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 8,828 $626K 0.4% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,639 $612K 0.01% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,596 $609K <0.01% -587 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 8,503 $602K 0.1% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,187 $580K 0.01% new 13F-HR Timeline Group Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 8,041 $570K 0.05% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 8,009 $566K <0.01% -16,721 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,614 $539K 0.06% 0 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 7,304 $517K 0.07% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,234 $512K <0.01% +4,390 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,220 $511K <0.01% -608 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,191 $509K 0.01% +287 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,926 $491K 0.12% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,920 $490K 0.02% +350 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 6,854 $485K 0.05% +3 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,804 $482K 0.01% -1,252 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,590 $472K 0.21% +4 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,651 $471K <0.01% +787 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,504 $461K <0.01% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,277 $445K <0.01% +160 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,274 $444K 0.01% -47,762 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,213 $440K 0.11% +666 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,183 $438K 0.01% -316 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,935 $420K <0.01% -318 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,920 $419K <0.01% +1,045 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 5,893 $419K 0.07% -17,860 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,655 $401K 0.03% +217 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,651 $400K 0.01% -254 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,646 $400K 0.06% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 5,623 $398K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,528 $392K 0.01% new 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 5,491 $389K 0.22% -28 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 5,260 $373K 0.21% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,260 $373K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,255 $372K <0.01% +935 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,247 $372K 0.07% -433 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,190 $368K 0.26% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,799 $367K <0.01% -1,389 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,144 $364K <0.01% -83 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,117 $362K 0.01% +17 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,077 $360K <0.01% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,938 $350K 0.03% -334 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,860 $345K <0.01% 0 13F-HR Timeline Group Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 4,864 $345K 0.04% -4,138 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,862 $344K 0.04% -199 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,807 $340K 0.05% +1 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 6,000 $338K 0.03% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,725 $335K <0.01% +600 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,694 $333K 0 Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,630 $328K 0.02% -53 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,591 $325K 0.03% -595 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,387 $316K <0.01% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,440 $315K <0.01% new 13F-HR Timeline Group GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 2,723 $313K 0.12% +2 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 3,204 $310K 0.09% -1,610 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 4,303 $305K 0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,230 $300K 0.03% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,200 $297K 0.06% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,147 $294K 0.09% -926 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,059 $290K <0.01% +307 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,096 $290K 0.04% -1,035 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 4,090 $290K 0.08% +230 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,086 $289K 0.16% -5,430 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 4,000 $283K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,953 $280K 0.01% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,930 $278K 0.16% -3,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,882 $275K 0.02% -735 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,772 $267K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,692 $262K 0.09% new 13F-HR/A Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,674 $260K 0.06% +55 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,638 $258K <0.01% -3 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,632 $257K <0.01% +35 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,558 $253K <0.01% 0 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,568 $253K 0.07% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,556 $252K 0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,532 $250K <0.01% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,500 $248K 0.03% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,493 $247K <0.01% -124 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 3,470 $246K 0.17% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,432 $243K 0.01% -188 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 3,350 $237K <0.01% -4,049 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,288 $233K <0.01% +160 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,279 $232K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,268 $231K 0.01% -1,122 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,185 $231K 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,224 $228K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,200 $227K 0.04% -1,600 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,187 $226K 0.1% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 3,178 $225K 0.14% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,157 $224K 0.02% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,155 $223K 0.01% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,143 $223K 0.08% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,101 $220K 0.03% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,072 $218K 0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,040 $215K <0.01% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,966 $210K <0.01% +2,926 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,958 $210K <0.01% -65,120 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,809 $208K 0.01% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,926 $207K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,914 $206K <0.01% +1 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,895 $205K 0.02% new 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,611 $185K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,589 $184K 0.04% -214 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,600 $184K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,547 $180K 0.07% +91 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,376 $168K 0.1% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,124 $150K 0.02% -371 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,123 $150K 0.07% +1,861 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,004 $142K 0.06% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,000 $142K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,000 $142K 0.01% -11 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $142K 0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,936 $137K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,846 $131K <0.01% +49 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,801 $128K 0.01% +193 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,572 $111K <0.01% -2,466 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,547 $110K 0.05% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,566 $109K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,498 $106K <0.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,430 $101K <0.01% -40,070 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,332 $94.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,125 $91K <0.01% +17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,189 $84.2K <0.01% +73 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,126 $79K 0.01% -93 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,098 $77.8K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,043 $73.9K <0.01% -244 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 763 $73K <0.01% -516 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,035 $72K <0.01% +954 13F-HR Timeline Group City State Bank More: the full row for City State Bank 995 $70.5K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 977 $69.2K <0.01% -37 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 957 $67.8K <0.01% +55 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 900 $63.7K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 870 $61.6K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 792 $56.1K 0.01% +11 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 755 $53.4K <0.01% +57 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 737 $52.2K <0.01% +269 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 712 $50.4K <0.01% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 652 $46.2K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 645 $45.7K 0.03% -993 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 617 $43.7K <0.01% new 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 602 $42.6K <0.01% new 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 600 $42.5K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 585 $41K <0.01% -39 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 569 $40.3K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 562 $39.8K 0 Timeline