Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 19,449 $623K 0.18% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 19,440 $622K <0.01% -1,266,403 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 19,431 $622K 0.01% +1,748 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 19,413 $621K 0.19% +1,853 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 19,165 $613K 0.03% -12,958 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 19,040 $609K 0.05% -438 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 18,894 $605K 0.02% -505,994 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,295 $603K 0.01% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 18,815 $602K 0.39% +1,229 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,683 $598K <0.01% +3,276 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 18,645 $597K 0.01% -8,754 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 18,533 $593K <0.01% +1,768 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,417 $590K 0.02% -1,205 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 18,309 $586K 0.01% +11,115 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 18,252 $584K 0.01% -4,324 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 18,162 $581K 0.02% -20,392 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 18,015 $577K 0.23% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,934 $574K <0.01% -17,043 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 17,913 $573K 0.03% -29,562 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 17,885 $573K 0.26% +7,403 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,805 $570K 0.03% +1,067 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 17,500 $560K 0.43% -70 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 17,400 $557K 0.11% -100 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 17,169 $550K 0.01% -1,599 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,096 $547K 0.02% -367 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,832 $539K 0.04% +2,129 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,662 $533K 0.13% +4,108 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 16,604 $531K 0.02% +5,167 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 16,469 $527K 0.03% -50,878 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 16,344 $523K 0.18% +730 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 16,343 $523K 0.02% -2,462 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 15,093 $522K 0.22% +2,251 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 16,308 $522K 0.01% -705 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 16,246 $520K 0.02% -3,416 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 16,238 $520K 0.01% -1,324 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,147 $517K 0.04% -602 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,031 $513K 0.01% -3,415 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,853 $507K 0.1% -3,477 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 15,832 $507K 0.14% -1 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 15,622 $500K 0.41% +393 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 15,558 $498K 0.15% +620 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 15,629 $497K 0.03% -4,869 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,331 $491K 0.08% -673 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,314 $490K 0.01% -6,239 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 15,230 $488K <0.01% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,130 $484K 0.03% -194 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 15,113 $484K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14,974 $479K 0.03% +2,845 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 14,836 $475K 0.25% -10,103 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,757 $472K 0.01% -8,583 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 14,740 $472K 0.06% -13,890 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 14,728 $471K 0.03% -3,307 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 14,709 $471K 0.04% 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,574 $467K 0.01% +203 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,573 $466K 0.01% +2,229 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 13,580 $463K <0.01% +50 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 14,376 $460K 0.07% -11,193 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 14,375 $460K 0.02% -814 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 14,276 $457K 0.07% -73 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 14,230 $456K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14,213 $455K 0.03% -1,032 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 13,996 $448K 0.02% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 13,969 $447K 0.06% +51 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 13,956 $447K 0.38% -271 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 13,746 $447K 0.01% -890 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 13,950 $447K +1,200 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,915 $445K 0.01% +5 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,863 $444K 0.01% +267 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 13,830 $443K 0.13% -1,117 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 13,803 $442K <0.01% +4,891 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 13,686 $438K 0.18% -1,833 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,666 $437K <0.01% -43,603 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 13,661 $437K 0.03% -1,761 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 13,645 $437K 0.04% +953 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,611 $436K 0.02% -28,456 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 13,608 $436K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 13,556 $434K 0.01% -4,144 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,448 $430K 0.04% +2,249 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 13,388 $429K 0.13% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,275 $425K 0.01% +377 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 13,135 $420K 0.01% -475 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,099 $419K 0.01% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 13,056 $418K 0.07% -1,540 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 13,000 $416K 0.08% -1,954 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,999 $416K 0.02% +833 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 12,929 $414K 0.16% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,925 $414K <0.01% -2,086 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,917 $413K 0.01% -1,741 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,886 $412K 0.02% +576 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 12,884 $412K 0.07% +642 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 12,875 $412K 1.12% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 12,867 $412K 0.29% +516 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,854 $411K 0.01% -204 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,708 $407K 0.01% +311 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,705 $407K 0.03% -1,115 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 12,694 $406K <0.01% -812,951 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 12,683 $406K 0.02% -1,271 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 12,651 $405K 0.2% +4,077 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 12,600 $403K 0.92% +4,230 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,495 $400K 0.06% -602 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 12,494 $400K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,487 $400K 0.01% +6,439 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 12,369 $396K 0.02% -1,464 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,335 $395K 0.01% -30 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 12,313 $394K 0.28% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,284 $393K 0.01% -123,158 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,284 $393K 0.04% -1,382 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 12,731 $391K 0.04% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 12,190 $390K 0.02% -900 13F-HR Timeline American Trust More: the full row for American Trust 12,159 $389K 0.03% -3,232 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,130 $388K 0.21% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 12,036 $385K 0.01% +1 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 11,606 $372K 0.11% -1,420 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,552 $370K 0.04% +870 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 10,805 $368K 0.03% -882 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,471 $367K 0.01% -2,273 13F-HR/A Timeline Bensler, LLC More: the full row for Bensler, LLC 11,444 $366K 0.04% -1,273 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,434 $366K 0.01% -672 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 11,430 $366K 0.29% +2,251 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 11,423 $366K 0.01% +1,819 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 11,331 $363K 0.03% -723 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 11,290 $361K 0.02% +92 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,250 $360K 0.1% -1,195 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,239 $360K 0.01% +804 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 11,237 $360K 0.04% -43 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,194 $358K 0.07% -200 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,081 $355K 0.11% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 11,042 $353K 0.02% -4,877 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,019 $353K 0.02% -351 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 11,017 $353K 0.03% -133 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 10,844 $347K 0.03% +1,104 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,830 $347K 0.02% +2,550 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 10,810 $346K 0.35% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,752 $344K 0.01% +447 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 10,692 $342K 0.25% +1,520 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 10,663 $341K 0.14% -1,767 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10,636 $340K 0.03% +34 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,621 $340K 0.02% -2,233 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,616 $340K 0.05% -348 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 10,581 $339K 0.04% +326 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 10,530 $337K 0.01% +2,700 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,527 $337K 0.01% +2,263 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,466 $335K 0.01% -14,687 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,461 $334K 0.01% -5,855 13F-HR Timeline Group TOBAM More: the full row for TOBAM 10,443 $334K 0.09% -594 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 10,400 $332K 0.24% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,363 $332K 0.06% +2,013 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 10,353 $331K 0.03% -459 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 10,323 $330K 0.07% +10,059 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,301 $330K <0.01% -1,135 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,264 $328K 0.04% -4,135 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,243 $328K 0.02% -150 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,028 $328K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,217 $327K <0.01% -1,728 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,202 $327K 0.01% -4,350 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 10,182 $326K 0.03% 13F-HR Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,143 $325K 0.08% -98 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,142 $325K 0.05% -1,146 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,138 $325K 0.05% -1,576 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 10,121 $324K 0.03% -8,892 13F-HR Timeline Group WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 10,100 $323K 0.12% 0 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $320K 0.02% -18,005 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 10,000 $320K 0.2% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 10,000 $320K 0.03% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 10,000 $320K 0.21% -24,102 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 9,996 $320K +1,526 Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 9,841 $315K 0.09% -59,857 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 9,837 $315K 0.02% -1,719 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,831 $315K 0.01% -5,453 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 9,821 $314K 0.23% -83 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 9,810 $314K 0.07% +1,097 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,730 $311K 0.03% -1,556 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,716 $311K 0.02% -294 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 9,700 $310K 0.09% 0 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 9,653 $309K 0.18% -252 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,637 $308K 0.01% +586 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9,626 $308K 0.07% +1,238 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,623 $308K 0.02% -968 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,586 $307K 0.01% -85 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 9,504 $304K 0.14% -1,471 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 9,500 $304K 0.06% -1,519 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 9,500 $304K 0.12% new 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 9,493 $304K 0.1% -4,147 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,749 $304K 0.01% +285 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 9,445 $302K <0.01% +2,504 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,402 $301K <0.01% -570 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,400 $301K 0.14% +559 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 9,353 $299K 0.31% 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 9,350 $299K 0.12% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,284 $297K <0.01% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 9,253 $296K 0.04% -40 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,250 $296K 0.01% +1,758 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 9,195 $294K 0.06% +475 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 9,140 $293K 0.07% -2,100 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,100 $291K 0.1% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 9,066 $290K <0.01% +6,926 13F-HR Timeline Group Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,032 $289K 0.11% -14,903 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 9,016 $289K 0.13% -1,070 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,958 $287K 0.01% -8,545 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,953 $287K 0.08% new 13F-HR Timeline